Changes in Hong Kong stocks | Smart driving concept stocks had the highest rise, the Ministry of Industry and Information Technology is speeding up the preparation of the “15th Five-Year Plan” for intelligent connected vehicles. Agencies are optimistic that smart driving will accelerate equal rights

The Zhitong Finance App learned that smart driving concept stocks had the highest increase. As of press release, Sidi Smart Driving (03881) rose 8.86% to HK$19.53; Hesai-W (02525) rose 7.6% to HK$16.7; Wenyuan Zhixing-W (00800) rose 6.22% to HK$15.55; and Horizon Robot-W (09660) rose 4% to HK$5.2.

According to the news, at the 2026 World Intelligent Connected Vehicle Conference media roundtable, Guo Shougang, director of the Equipment Industry Division I of the Ministry of Industry and Information Technology, stated that it will speed up the preparation and introduction of the “15th Five-Year Plan” for the development of the intelligent connected NEV industry, accelerate breakthroughs in a number of key core technologies, accelerate the development, international coordination and implementation of key standards, and further promote the “vehicle road cloud integration” application pilot, production access and road test pass points to promote the establishment of an ecosystem that runs through the entire industry chain and continuously promote the high-quality development of the intelligent connected vehicle industry.

China Federation Minsheng Securities pointed out that smart driving in China is moving from popularization of functions to advanced penetration. Smart driving equality is expected to continue to accelerate in 2026, and the market below 150,000 yuan will become an important increase in NOA's penetration rate. On the technical side, the VLA model, self-developed smart driving chips, and integrated cabin driving architectures continue to be implemented, driving car companies towards systematic competition of “algorithm model+car-side computing power+central architecture”. Overseas, Tesla's FSDv14.3.x continues to iterate, with cumulative mileage exceeding 10 billion miles. Combining AI computing power reserves with RoboTaxi's small-scale unsupervised operation, it continues to lead commercial verification.