# Major Alliance! Nvidia Partners with BYD, Geely and Other Automakers, L4 Autonomous Driving Mass Production Wave Approaching

(Source: Zheshang Securities Margin Trading)

1. NVIDIA Announces DRIVE Hyperion Platform Collaboration Plan, Leading Automakers Accelerate Commercialization of Autonomous Driving

According to IT Home, at the 2026 GTC Conference held in San Jose, California, NVIDIA (NVDA) announced a partnership with leading automakers such as BYD, Geely, Isuzu, and Nissan to develop L4 autonomous vehicles based on the NVIDIA DRIVE Hyperion platform. The platform is equipped with two Blackwell architecture Thor processors, providing over 2000 TOPS of AI computing performance.

This collaboration marks a key milestone in transitioning high-level autonomous driving from laboratory testing to mass production. The core logic relies on NVIDIA’s full-stack DRIVE Hyperion platform to break down the main barriers in L4 autonomous driving R&D for automakers, accelerating industry commercialization. The commercial cycle for L4 autonomous driving is significantly shortened, with global penetration rates expected to continue rising. In-vehicle computing power has become the core foundation of autonomous driving competition. Industry chain companies with ecosystem collaboration capabilities and mass production support will be prioritized to share industry growth dividends, further speeding up high-level autonomous vehicle industrialization. Benefiting sectors include autonomous driving, in-vehicle computing, domain controllers, and sensors. The mass production demand from leading automakers propagates upstream, with domestic autonomous driving supply chains expanding due to mass production benefits, maintaining industry growth momentum.

2. Shanghai Further Lowers Home Purchase Thresholds to Support Stable and Positive Real Estate Market

According to the Shanghai Branch of the People’s Bank of China, on March 16, the PBOC Shanghai Branch issued the “Notice on Adjusting the Minimum Down Payment Ratio for Commercial Housing Purchases in Shanghai.” Starting March 16, 2026, the minimum down payment ratio for commercial housing (including mixed-use commercial and residential properties) in Shanghai will be adjusted to no less than 30%. Local banks may set specific down payment ratios based on actual conditions.

The reduction in down payment requirements for commercial and office properties signals a clear policy to precisely activate demand in the commercial and office market and support a stable recovery of the real estate sector. This is the first major adjustment to Shanghai’s commercial and office mortgage policies in nearly 20 years. The core logic is to lower the threshold for commercial and office property purchases, revitalize existing assets, and ease high inventory pressures. As policies continue to relax nationwide, the momentum for real estate recovery is gradually building. As a first-tier city, Shanghai’s policy has strong demonstrative effects, with Beijing, Shenzhen, and other core cities likely to follow suit. Supported by stable housing prices, the commercial and office market will show structural recovery, with demand for high-quality projects in prime locations leading the way. Overall industry stabilization and improvement are expected. Thanks to the easing of Shanghai’s commercial mortgage policies and narrowing declines in property prices, valuation recovery of real estate stocks is favorable. Capital will focus on leading companies with strong performance certainty, core city commercial and office projects, and those with asset management capabilities and ample cash flow, driving valuation improvements in related sectors.

3. National Computing Power Hub’s Green Electricity Share Not Less Than 80%! Green Power Sector Sees Dual Recovery in Performance and Valuation

According to Cailian News, recently, the national requirement was clarified that new data centers at national computing hubs must have a green electricity share of at least 80%. This strict standard not only creates significant new consumption scenarios for green power but also accelerates the implementation of new business models such as “direct green power connection” and “source-grid-storage integration.”

With explosive growth in computing demand, the green power industry, as the energy foundation, is also set for high growth. The China Institute of Scientific and Technical Information predicts that, with deployment of more powerful chips and large-scale AI clusters, China’s data centers’ electricity demand could reach up to 700 billion kWh by 2030, accounting for about 5.3% of total social electricity consumption. The “East Data West Computation” project promotes coordinated planning of renewable energy bases and computing infrastructure, with western wind resources transmitted via ultra-high voltage lines to eastern computing hubs, forming cross-regional collaboration of “green power + computing.” This further expands green power consumption space. As policies promote green electricity demand for computing and data centers, the green power sector is expected to see dual improvements in performance and valuation. Investors should focus on leading companies with resource reserves, technological advantages, and industry synergy.

4. Ultra-High-Strength Carbon Fiber Commercialization! Scale Application and Emerging Demand Drive Industry High Growth

According to Cailian News, recently, China National Building Material Group’s subsidiary, Sinoma Shengying, independently developed the SYT80 (T1200 grade) ultra-high-strength carbon fiber, which has reached top global industry standards and achieved pilot-scale production of hundreds of tons.

The explosive growth of commercial aerospace has driven rigid demand for carbon fiber, which is transitioning from “trial use” to “standard configuration” in satellites and rockets. In hydrogen storage and transportation, high-pressure hydrogen cylinders are a significant incremental market for carbon fiber. The push for carbon neutrality accelerates hydrogen station construction and hydrogen fuel cell vehicle promotion, boosting demand for long-tube trailers and onboard hydrogen tanks. In automotive and robotics lightweighting, carbon fiber also creates a huge potential incremental market. By 2026, China’s low-altitude economy is expected to surpass one trillion yuan, with demand for carbon fiber in eVTOL and drones surging. Global demand for wind turbine blades is projected to reach 200,000 tons by 2030, with significant growth. In the trend toward robot lightweighting, carbon fiber robotic arms are becoming standard, with China’s market expected to reach 780 billion yuan in five years, and annual demand for carbon fiber possibly exceeding 10,000 tons. Institutions believe the carbon fiber industry has entered a “performance realization” phase of value investment. With technological breakthroughs and growing demand, sector valuations are likely to further rise. Investors should watch for companies benefiting from price increases and orders in low-altitude economy and commercial aerospace sectors.

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