The first batch of L3 autonomous driving models were approved. Some analysts point out that this marks a new era of China's intelligent connected vehicle industry from “testing and demonstration” to “commercial application.” The Securities Times · Databao sorted out 13 smart driving stocks with a net purchase amount of over 100 million yuan since the fourth quarter of 2025. Hikvision, JAC, Lansi, and Desai Xiwei Finance had the highest net purchases of 755 million yuan, 608 million yuan, 377 million yuan, and 308 million yuan in that order. According to the unanimous forecast of 3 or more institutions, on the basis of profits for the same period in 2024, there are a total of 19 smart driving stocks whose net profit growth rate is expected to exceed 30% for the full year of 2025. Net profit of Foton Motor, SAIC Motor, Haige Communications, and Jinlong Motor doubled, with year-on-year growth rates of 1633.76%, 584.34%, 295.48%, and 158.19%, respectively. Furthermore, Gaode Infrared and Qianfang Technology are expected to turn losses into profits.

The first batch of L3 autonomous driving models were approved. Some analysts point out that this marks a new era of China's intelligent connected vehicle industry from “testing and demonstration” to “commercial application.” The Securities Times · Databao sorted out 13 smart driving stocks with a net purchase amount of over 100 million yuan since the fourth quarter of 2025. Hikvision, JAC, Lansi, and Desai Xiwei Finance had the highest net purchases of 755 million yuan, 608 million yuan, 377 million yuan, and 308 million yuan in that order. According to the unanimous forecast of 3 or more institutions, on the basis of profits for the same period in 2024, there are a total of 19 smart driving stocks whose net profit growth rate is expected to exceed 30% for the full year of 2025. Net profit of Foton Motor, SAIC Motor, Haige Communications, and Jinlong Motor doubled, with year-on-year growth rates of 1633.76%, 584.34%, 295.48%, and 158.19%, respectively. Furthermore, Gaode Infrared and Qianfang Technology are expected to turn losses into profits.