[Penetration of large models and smart bodies throughout the entire chain opens up room for growth in the smart driving industry] September 16th, the wave of autonomous driving is surging. The "15th Five-Year Plan" for the development of the intelligent connected new energy vehicle industry was recently issued. The mandatory national standard "Safety Requirements for Autonomous Driving Systems of Intelligent Connected Vehicles" was recently released. Recently, many industry experts said in interviews that large models and intelligent entities are penetrating from the vehicle cockpit to the entire industry chain such as vehicle control, autonomous driving, and production supply chain. AI technology and data are reshaping the logic of industry competition. Industry competition has shifted from "single-point technology competition" to "large model + data + scenario" system capability competition. At the same time, segmented industry chains such as smart driving chips and lidar continue to welcome development opportunities, and the process of localization and high-endization continues to accelerate. (Shanghai Securities News)