Autonomous Driving Concept Stocks Watch | BIDU-SW (09888.HK) Continues Upward Momentum in Afternoon Trading; Policy Supports Standards Development for Autonomous Driving and Vehicle‑Road Collaboration

NewTimeSpace News: On August 18, 2026,BIDU-SW(09888.HK) edged higher in the afternoon session. As of 15:41, the stock was quoted at HK$101.30, representing a 1.00% gain.

In related news, the Ministry of Transport, jointly with the State Administration for Market Regulation and other authorities, has recently released the 15th Five‑Year Plan for Comprehensive Transportation Standardization Development. The plan emphasizes advancing the integrated development of transportation and energy, and exploring the establishment of a standard system for transport‑energy integration. It also stresses the formulation of standards for key sectors including autonomous driving, vehicle‑road collaboration, smart shipping, smart mobility, intelligent transport carriers and operating equipment, and transportation platform economy.

Guosen Securities pointed out that for the January‑May period of 2026, the penetration rate of passenger vehicles factory‑fitted with L2‑level functions hit 33.4%, a year‑on‑year drop of 7.0 percentage points. The penetration rate of passenger vehicles equipped with L2‑level and above functions reached 37.7%, rising 17.0 percentage points year‑on‑year. New‑energy vehicle brands generally achieve an L2‑and‑above penetration rate of over 90%, while leading domestic independent brands record above 40%, outperforming joint‑venture brands.

BIDU-SW (09888.HK) Focuses on the R&D of L4 autonomous driving algorithms and the commercialization of unmanned Robotaxis. Leveraged by the ERNIE foundational model and optimized by the Qianfan compute base, its "Apollo Go" autonomous ride-hailing service has achieved large-scale, normalized commercial operations across multiple core cities in China, with cumulative autonomous test mileage exceeding hundreds of millions of kilometers. Through high-frequency, high-confidence real-world road test data cleansing, the company continues to solidify the most robust data asset and algorithmic moat within the HKEX autonomous driving sector.

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