Stocks related to automated driving technology are experiencing significant gains.
ROBOSENSE (02498) has risen by 8.73% to HK$24.16.
HORIZONROBOT-W (09660) is up 7.6% at HK$4.39.
HESAI-W (02525) has increased by 7.56% to HK$139.4.
BLACK SESAME (02533) gained 5.13% to trade at HK$11.27.
PONY-W (02026) advanced 4.95% to HK$57.3.
Catalyst for the Rally
The rally follows a significant regulatory development from the Ministry of Industry and Information Technology. On June 27th, the national standard titled "Safety Requirements for Combined Driving Assistance Systems for Intelligent Connected Vehicles" was officially approved and is scheduled to take effect on January 1, 2027. This mandatory standard establishes a unified safety framework for combined driving assistance systems, which is seen as crucial for enhancing vehicle safety and ensuring the industry's healthy, long-term development.
Analyst Perspective on the Industry Shift
Analysts point to 2026 as a pivotal inflection point for China's autonomous driving sector, marking a transition from a focus on "feature competition" to "institutionalized commercial deployment." The industry's focus is now shifting to three parallel tracks. Level 3 autonomous driving is moving from pilot programs to limited commercial application, with frameworks for liability, market access, and standards beginning to take shape. Meanwhile, Level 4/Robotaxi services are entering a phase of scaled-up validation, particularly with momentum in both China and the U.S., shifting the commercial viability criteria from technical feasibility to cost-effective replication and sustainable unit economics.
Sectors Poised for Growth
Given this major industry turning point, several key segments within the supply chain are positioned to benefit significantly. These include the robotaxi sector, autonomous driving chips, and lidar technology providers.
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