Introduction to this report: recently, Tesla and other car companies have accelerated the promotion and application of FSD intelligent driving scheme and self-driving taxi, which will help to accelerate the advent of the electric era and continue to boost battery demand for a long time. Abstract: investment advice: we believe that the gradual acceleration of FSD and Robotaxi will help to accelerate the advent of the electrified era and continue to boost battery demand in the long run. Recommended: Ningde era, Yiwei LiNeng, Dangsheng Technology, Zhongwei shares, Betteri, etc., to benefit from: Yuanli shares, Xiang Fenghua, Shanghai Shiba and so on. Tesla and GAC plan to build self-driving cars, and the intelligent driving industry ushered in the catalysis. On April 5, Musk announced that the self-driving taxi Robotaxi would be released on August 8. Prior to that, Tesla 202450jilicomIn the update note for version 3.10, the name of "FSD Beta" was changed to "FSD (Supervised)", marking a new phase of the pure visual autopilot system and providing North American car owners with an one-month free FSD experience. On the domestic side, on April 7, GAC Ean announced the establishment of a joint venture with Didi, which aims to build Robotaxi L4 commercial production cars planned for 2025, and to access the DiDi network with a mixed dispatch mode to provide users with self-driving travel services. FSD smart driving is expected to boost Tesla's sales. In the first quarter of 2024, Tesla delivered 387000 vehicles worldwide, down 20% from the previous month and 8% from the same period last year, and declined in the first quarter for the first time in nearly six years. According to the information on the Linkedln of Paril Jain, the intelligent manager of Tesla AI, after the free trial of FSD in North America, the end-to-end NN (neural network)-based driving strategy has been deployed to about 2 million vehicles in the United States by March 2024. We believe that at the present stage, Tesla is facing problems such as the aging share of domestic models being squeezed and the decline of overseas subsidy policies affecting sales, and is in a window of growth. If you consider that Tesla has sold about 6 million new energy vehicles worldwide so far, the promotion of FSD intelligent driving scheme has achieved50jilicomWith better results, the industrialization catalysis of Robotaxi and FSD is expected to help Tesla to increase sales. FSD is expected to increase the demand for power batteries for new energy vehicles. Intelligent driving integrates many technologies such as artificial intelligence, sensor and navigation system, and can assist or automatically drive according to a variety of software and hardware devices such as high-precision maps, road information and sensors, as well as vehicle-end driving system decision-making. reduce the driver's driving task and improve the travel experience. We believe that the demand of lithium-ion power battery as the terminal of new energy vehicles, with the acceleration of intelligent driving, richer cockpit experience and intelligent driving functions have put forward the requirements of longer mileage and higher energy density for power batteries, which is expected to lead to the promotion of new energy vehicles with higher energy density and higher energy density. Risk Tip: the promotion of smart driving is not as expected, and the sales of new energy vehicles are not as expected [disclaimer] this article only represents the views of third parties, not the position of Hexun. Investors operate accordingly, at their own risk.

[disclaimer] this article only represents the views of a third party and does not represent the position of Hexun. Investors operate accordingly, at their own risk.