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<Research>HTSC Eyeing on BYD COMPANY's Smart Transformation Opportunities
Recommend 37 Positive 51 Negative 38 |
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Huatai Securities has issued a report highlighting the opportunities in BYD COMPANY (01211.HK)'s smart transformation, and anticipating that its upcoming smart strategy conference may have a profound impact on the smart driving industry chain. In Huatai Securities's expectation, BYD COMPANY will promote the coordinated development of upstream and downstream enterprises and further solidify its core position in the industry by boosting the adoption rate of smart driving technology. Consequently, the broker kept the Overweight rating on the company. Huatai Securities also estimated the popularization of smart driving to dramatically amplify the demand for high-performance chips and computing platforms, which will particularly benefit Chinese automotive-grade chips. As a car manufacturer, BYD COMPANY will further drive the iteration and upgrade of automotive-grade chips and may optimize its smart driving platform through self-research or collaboration, benefiting related companies like BLACK SESAME (02533.HK) and HORIZONROBOT-W (09660.HK) in the industry chain. BYD COMPANY's conference may accelerate the mass production and application of related perception equipment as well. Related companies in the industry chain include SUNNY OPTICAL (02382.HK). Furthermore, the cost reduction and performance improvement of LiDAR as a core component of advanced autonomous driving will become key variables, with related companies such as ROBOSENSE (02498.HK) in the industry chain. AAStocks Financial News |
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