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tesla robotaxi is about to debut, and component manufacturers may directly benefit

2024-09-27

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on september 26, tesla announced that the tesla robotaxi driverless taxi would be released on october 10, california time. the core of robotaxi lies in autonomous driving technology. the launch of tesla robotaxi and the continued iteration of fsd are expected to accelerate the development of autonomous driving technology and promote the innovation and improvement of autonomous driving technology by other companies in the industry.

with the release of robotaxi, as well as the acceleration of intelligentization of tesla vehicles and the recovery of sales, it will bring significant market opportunities and growth potential to domestic supply chain companies. the auto parts etf (562700) tracks the csi auto parts theme index (931230.csi), providing investors with one-click layout of leading auto parts companies, and selects 100 companies whose businesses include automotive system components, automotive interiors and exteriors, and automobiles. the securities of listed companies in the fields of electronics, tires and other fields are used as index samples to reflect the overall performance of the securities of listed companies with the theme of auto parts. among the holding stocks, navinfo, baolong technology, sanhua intelligent control, bgi technology, joyson electronics, top group, etc. are all tesla suppliers.

debon securities stated that the launch of tesla robotaxi and the promotion of fsd in china and europe depend on the continuous iteration of tesla fsd and the improvement of end-to-end driverless technology. this involves core functional devices for smart driving such as domain controllers and cameras, as well as the construction of localized computing power in the chinese market. therefore, it is recommended to pay attention to industries related to automobile intelligent driving hardware.

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