A research report published by China Merchants Securities indicates that DeepSeek directly enables the improvement of the intelligent cockpit experience in automobiles, which is inspiring for autonomous driving technology. The three key elements of self-driving competition—algorithms, data, and computing power—remain unchanged. The leading advantages of leading players, including Tesla, Huawei, XPeng, and Li Auto, have not wavered. The innovations triggered by DeepSeek will strengthen the leading advantages of leading companies. In addition, companies such as XPeng Motors, which previously had leading algorithm technology but insufficient computing capital, have gained greater room for development. China Merchants Securities remains optimistic about the Geely, XPeng, and BYD combination, driven by sales growth and marginal changes in intelligent driving, therefore raising its rating...
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Research Report Highlights | China Merchants Securities: DeepSeek Empowers Automotive Intelligence; Raises Target Prices for Geely, XPeng, and BYD
格隆汇资讯2025-02-18
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