Driven by policy breakthroughs and technological evolution, the capital market is re-evaluating the investment value of core links in the smart car industry chain. Recently, Everbright Securities released a research report covering smart cockpit solution provider Botai Auto Connect for the first time and gave it a “buy” rating; Cathay Pacific Haitong Securities also recently gave the company a “buy” rating, setting a target price of HK$280.20. Industry experts said that commercialization of L3 level autonomous driving places high demands on vehicle sensing, decision-making, and execution systems. Large-scale commercialization of advanced autonomous driving not only requires intelligent maturity of bicycles, but also requires deep collaboration in the industrial chain. In this context, intelligent suppliers with core technology, mature products and high-quality customer resources are expected to be the first to benefit from industry dividends.

Driven by policy breakthroughs and technological evolution, the capital market is re-evaluating the investment value of core links in the smart car industry chain. Recently, Everbright Securities released a research report covering smart cockpit solution provider Botai Auto Connect for the first time and gave it a “buy” rating; Cathay Pacific Haitong Securities also recently gave the company a “buy” rating, setting a target price of HK$280.20. Industry experts said that commercialization of L3 level autonomous driving places high demands on vehicle sensing, decision-making, and execution systems. Large-scale commercialization of advanced autonomous driving not only requires intelligent maturity of bicycles, but also requires deep collaboration in the industrial chain. In this context, intelligent suppliers with core technology, mature products and high-quality customer resources are expected to be the first to benefit from industry dividends.