Autonomous Driving Concept Stocks Insight | BIDU-W (09888.HK) Rallies; Policy and Demand Synergy Accelerates Large-Scale Deployment of Intelligent Driving

NewTimeSpace News: On October 28, 2026,BIDU-W(09888.HK) edged higher. As of 14:18, it was quoted at HK$77.10, up 2.46%.

On the news front, Baidu plans to unveil the R&D progress and achievements of its world model in the near future. The world model is one of the hotspots in the current AI sector, focusing on modeling and predicting the physical environment. It is reported that when applied to autonomous driving, the model can enhance prediction and decision-making capabilities in complex scenarios and support the large-scale rollout of self-driving vehicles.

According to National Business Daily, the MIIT stated at the World Intelligent Connected Vehicles Conference that it will steadily expand the deployment of intelligent driving scenarios, advance vehicle-road-cloud integration pilots, and revise national standards for autonomous driving indicator lights to improve industry regulations. On the demand side, the China Passenger Car Association forecasts new energy retail sales of around 1.07 million units in October with a penetration rate of 66.9%. The sustained high penetration of electrification is expected to lift market sentiment for intelligent driving perception systems, chassis components, automotive chips and other segments.
BIDU-W (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.