Guosen Securities: L4 Autonomous Driving Expected to Reach Milestone in 2026, Domestic Robo-X Manufacturers Poised for Growth

Stock News12-16

According to a research report by Guosen Securities, as the penetration rate of L2/L2+ autonomous vehicles continues to rise, the cost of smart driving-related components is decreasing. Given the shared components between L4 and L2/L2+ systems, the hardware cost for L4 autonomous driving is expected to further decline, with Robo-X anticipated to reach a pivotal moment in 2026.

In terms of market potential, by 2030, the global L4 market is projected to exceed trillions, with China's taxi and ride-hailing sector alone accounting for an annualized market size of RMB 236 billion. By 2025, Robotaxi is expected to capture 0.6% of the shared mobility market.

Regarding competitive dynamics, key players in Robotaxi include WERIDE-W (00800) and PONY-W (02026), while Robovan features companies like Jiushi Intelligence and White Rhino. Robotruck is dominated by firms such as Xidi Zhijia and Yikong Zhijia, whereas Robobus and Robosweeper are led by WERIDE-W and Xiantu Intelligence, respectively.

Guosen Securities highlights investment opportunities in Robo-X vehicle sales/operations, recommending PONY-W (02026), WERIDE-W (00800), and XPENG-SW (09868). For components, recommendations span data acquisition (HESAI-W (02525), ROBOSENSE (02498)), data transmission (Huguang Co.), data processing (JOYSON ELEC (00699), Horizon Robotics-W (09660)), and data application (Baolong Tech, Bethel).

Risks include slower-than-expected advancements in autonomous driving and insufficient policy support.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Given the shared components between L4 and L2/L2+ systems, the hardware cost for L4 autonomous driving is expected to further decline, with Robo-X anticipated to reach a pivotal moment in 2026.</p>\n<p>In terms of market potential, by 2030, the global L4 market is projected to exceed trillions, with China's taxi and ride-hailing sector alone accounting for an annualized market size of RMB 236 billion. By 2025, Robotaxi is expected to capture 0.6% of the shared mobility market.</p>\n<p>Regarding competitive dynamics, key players in Robotaxi include WERIDE-W (00800) and PONY-W (02026), while Robovan features companies like Jiushi Intelligence and White Rhino. Robotruck is dominated by firms such as Xidi Zhijia and Yikong Zhijia, whereas Robobus and Robosweeper are led by WERIDE-W and Xiantu Intelligence, respectively.</p>\n<p>Guosen Securities highlights investment opportunities in Robo-X vehicle sales/operations, recommending PONY-W (02026), WERIDE-W (00800), and XPENG-SW (09868). For components, recommendations span data acquisition (HESAI-W (02525), ROBOSENSE (02498)), data transmission (Huguang Co.), data processing (JOYSON ELEC (00699), Horizon Robotics-W (09660)), and data application (Baolong Tech, Bethel).</p>\n<p>Risks include slower-than-expected advancements in autonomous driving and insufficient policy support.</p>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1144","symbol_name":"机动车零配件与设备","start_time":0,"source_url":"","article_id":"1172758799","we_media_id":"1036600163","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1172758799","pubTimestamp":1765870462,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Stock News","introduction":"Global Stock News First-Time Broadcast","home_visible":1,"id":"1036600163","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"summary":"According to a research report by Guosen Securities, as the penetration rate of L2/L2+ autonomous vehicles continues to rise, the cost of smart driving-related components is decreasing. 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Given the shared components between L4 and L2/L2+ systems, the hardware cost for L4 autonomous driving is expected to further decline, with Robo-X anticipated to reach a pivotal moment in 2026.\nIn terms of market potential, by 2030, the global L4 market is projected to exceed trillions, with China's taxi and ride-hailing sector alone accounting for an annualized market size of RMB 236 billion. By 2025, Robotaxi is expected to capture 0.6% of the shared mobility market.\nRegarding competitive dynamics, key players in Robotaxi include WERIDE-W (00800) and PONY-W (02026), while Robovan features companies like Jiushi Intelligence and White Rhino. Robotruck is dominated by firms such as Xidi Zhijia and Yikong Zhijia, whereas Robobus and Robosweeper are led by WERIDE-W and Xiantu Intelligence, respectively.\nGuosen Securities highlights investment opportunities in Robo-X vehicle sales/operations, recommending PONY-W (02026), WERIDE-W (00800), and XPENG-SW (09868). 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