Autonomous Driving Concept Stocks Insight | BIDU-W (09888.HK) Rallies; Institutions Say L4 Autonomous Driving Enters Volume Growth Phase

NewTimeSpace News: On November 10, 2026,BIDU-W(09888.HK) traded higher. As of 15:09, it was quoted at HK$79.80, up 1.66%.

According to public industry information, the Implementation Plan for Expanding Consumption in Guangdong Province was recently issued. It proposes further supporting the development of intelligent connected vehicles, encouraging automakers to apply for access and road trial pilots for L3 autonomous driving models in accordance with regulations, and carrying out intelligent driving tests and commercial operations in the Greater Bay Area in an orderly manner.

CITIC Securities noted that in autonomous driving, Tesla Cybercab has been unveiled and Waymo’s fleet size has more than doubled from 2025. Domestic players including Apollo Go and Pony.ai are also in an accelerated commercialisation phase, and L4 autonomous driving has entered the volume growth stage.

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.