On September 26th, Tesla announced that the release date of the Tesla Robotaxi will be October 10th California time. The core of Robotaxi lies in autonomous driving technology. The launch of Tesla Robotaxi and continuous iteration of FSD are expected to accelerate the development of autonomous driving technology and drive innovation and improvement in autonomous driving technology for other companies in the industry.
With the release of Robotaxi and the acceleration of Tesla's intelligent technology and sales recovery, it will bring significant market opportunities and growth potential for domestic supply chain enterprises. The Automotive Parts ETF (562700) tracks the CSI Automotive Parts Theme Index (931230. CSI), providing investors with a one click layout of leading automotive parts companies. It selects 100 listed company securities with business involving automotive system components, automotive interior and exterior, automotive electronics, tires, and other fields as index samples to reflect the overall performance of automotive parts themed listed company securities. Four dimensional TuXin, Baolong Technology, Sanhua Intelligent Control, Huada Technology, Junsheng Electronics, Topu Group and other holding stocks are all Tesla suppliers.
Debon Securities stated that the launch of Tesla Robotaxi and the promotion of FSD in China and Europe rely on the continuous iteration of Tesla FSD and the improvement of end-to-end autonomous driving technology. This involves the construction of core intelligent driving functional components such as domain controllers and cameras, as well as the localization of computing power in the Chinese market. Therefore, it is recommended to pay attention to industries related to automotive intelligent driving hardware.