汽车行业：智能驾驶商业化提速：技术迭代和商业落地同步推进

国泰海通证券股...03-10

本报告导读：文远知行新一代GXR 降本15%，小马智行深圳单车盈利转正，小鹏发布第二代VLA，智能驾驶赛道技术迭代和商业落地同步推进。行业“增持”评级。投资要点：[T abl智e_S能u驾mm驶a赛ry]道技术迭代和商业化落地同步推进，商业化再提速。推荐：1）智能驾驶相关硬件及服务：线控底盘（耐世特、亚太股份）、智驾域控（科博达、德赛西威）、传感器（速腾聚创）、检测（中国汽研）；2）智能化领先的...

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