Several autonomous driving concept stocks demonstrated notable strength in today's trading session. At the time of writing, ZHEJIANG SHIBAO (01057) rose 7.96% to HK$6.24, while WERIDE-W (00800) advanced 6.2% to HK$17.29. ROBOSENSE (02498) increased by 3.71% to HK$34.14, and XPENG-W (09868) was up 2.9%, trading at HK$63.95.
The positive momentum follows recent policy-related commentary. National People's Congress deputy Lei Jun proposed enhancing a multi-party collaborative governance framework to jointly establish a traffic safety system for the autonomous driving era. Specific recommendations included incorporating "hands-off, eyes-off" L2 advanced driver-assistance system violations into traffic penalty regulations and expediting the establishment of clear safety standards for L3/L4 level autonomous driving.
Fellow deputy He Xiaopeng suggested that a fully self-developed physical AI system could enable technology reuse. He advocated for increased support for on-device large models and the construction of an industrial technology foundation. On a global competitiveness level, he proposed converting China's integrated vehicle-road-cloud development practices into international standards, promoting the "China solution" worldwide.
In a related research note, Guojin Securities stated that the trend toward making advanced autonomous driving features more accessible is not slowing down in 2026 but is instead entering a second phase. The adoption of City Navigate on Autopilot (City NOA) is beginning to reach a mass-market audience. This is driven by powerful supply-side forces, as automakers have been adding these features amid intense competition in the new energy vehicle sector over the past 2-3 years, a trend expected to persist and even strengthen in 2026. Furthermore, XPeng's Mona model has demonstrated consumer demand for high-quality autonomous driving functions even in the lower price segment of 100,000 to 200,000 yuan. Driven by both supply and demand, the penetration rate of hardware capable of supporting City NOA is projected to increase from 16% in 2025 to 25% in 2026. Annual sales of vehicles equipped with the necessary hardware for City NOA are expected to reach 5.45 million units, representing a year-on-year growth rate exceeding 50%.
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