---
title: "2026 Investment Theme Forecast:
The most promising sector for 2026: The intelligent driving industry chain (core focus on \"Vehicle-Road-Cloud Integration\" and AI chips)"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39068414.md"
description: "Planning to allocate to Desay SV (002920.SZ). Stock selection logic: Industry beta: 2026 is the first year of commercialization for L3 autonomous driving, with the policy side expanding "vehicle-road-cloud integration" pilot cities to 50, driving explosive demand for smart cockpits and domain controllers through infrastructure construction; Company alpha: As NVIDIA's DRIVE Thor chip's sole domestic Tier 1 partner, Desay SV will mass-produce and supply the "driving-parking integrated" domain controller in Q2 2026, increasing per-vehicle value by 30%+; simultaneously entering the supply chains of Li Auto and Xiaomi SU7..."
datetime: "2026-03-04T23:44:11.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39068414.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39068414.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39068414.md)
author: "[新用户_WjswS](https://longbridge.com/en/profiles/15145295.md)"
---

# 2026 Investment Theme Forecast:
The most promising sector for 2026: The intelligent driving industry chain (core focus on "Vehicle-Road-Cloud Integration" and AI chips)

Plan to allocate Desay SV (002920.SZ). Stock selection logic:

1.  Industry Beta: 2026 is the first year of commercialization for L3 autonomous driving. On the policy front, the "Vehicle-Road-Cloud Integration" pilot cities will expand to 50, with infrastructure construction driving explosive demand for smart cockpits and domain controllers.
2.  Company Alpha: As the only domestic Tier 1 partner for NVIDIA's DRIVE Thor chip, Desay SV will mass-produce and supply the "Parking-Driving Integrated" domain controller in Q2 2026, increasing per-vehicle value by over 30%. Simultaneously entering the supply chains of Li Auto and Xiaomi SU7, revenue growth in 2026 is expected to exceed 40%.
3.  Valuation Margin of Safety: Current PE-TTM is 32x, below the historical median (45x). 2026 PEG < 1, indicating a sufficient margin of safety.

New Year investment goals and discipline:

-   Return Target: 25% (benchmarked against CSI 300 + 15% alpha).
-   Drawdown Control: Unconditional stop-loss for any single stock drawdown exceeding 15%; reduce overall portfolio position to 50% if the portfolio drawdown exceeds 10%.
-   Discipline Execution: Weekly review of industry chain order data (e.g., Nio/Li Auto monthly deliveries, policy implementation progress). Use both "technical + fundamental" factors to verify holding logic, eliminating emotional trading.

### Related Stocks

- [002920.CN](https://longbridge.com/en/quote/002920.CN.md)
- [09866.HK](https://longbridge.com/en/quote/09866.HK.md)
- [NIO.SG](https://longbridge.com/en/quote/NIO.SG.md)
- [NIO.US](https://longbridge.com/en/quote/NIO.US.md)
- [02015.HK](https://longbridge.com/en/quote/02015.HK.md)
- [LI.US](https://longbridge.com/en/quote/LI.US.md)
- [000300.CN](https://longbridge.com/en/quote/000300.CN.md)