Automatic driving ushers in a key turning point. Concept stocks have increased on average by 21.92% since the beginning of this year.

Autonomous driving technology is reaching a critical turning point from validation to large-scale application. According to a recent research report released by Huatai Securities, the commercial vehicle sector is increasingly focusing on L4-L5 level "one-step" solutions, which has led to the emergence of four typical scenarios: autonomous driving taxis, autonomous driving trucks, last-mile delivery, and vertical-specific scenarios. Securities Times Data Bao statistics show that there are more than 80 concept stocks related to autonomous driving business in the A-share market. As of the close of September 5, concept stocks have averaged a 21.92% increase this year, outperforming the Shanghai Stock Exchange Index by more than 8 percentage points. Three stocks have more than doubled in value, which are Xinyuan Shares, Hone Electric, and Shuanglin Shares. In terms of institutional attention, there are 34 autonomous driving concept stocks with "positive" ratings from more than 10 brokerage institutions. The top 5 stocks with the highest institutional favorability are BYD, Great Wall Motor, Howay Group, Top Group, and Changan Automobile. Among them, 22 stocks have a potential for growth of over 10% compared to the latest closing price and the institutional consensus target price. Bertli has the highest growth potential at 51.43%, with the company achieving a net profit of 522 million yuan in the first half of this year, a year-on-year increase of 14.19%.