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A | Actor Rachit Singh made his theatrical debut this year with Maddock Horror Comedy Universe's Thamma. The Aditya Sarpotdar directorial film starred Ayushmann Khurrana, Rashmika Mandanna and Nawazuddin Siddiqui in key roles. This was not the only milestone he achieved this year. Singh, who also worked as an acting coach for a decade, saw one of his students Shanaya Kapoor debut in the industry and another student, Aneet Padda, deliver one of the biggest blockbusters this year. And it was, indeed, a proud moment for the acting guru.
Talking of Aneet's success, the actor said, "It was one of those moments when you feel so happy for the other person that you just wish them all the love and luck. It was a proud moment because I was a small part of that journey. I have seen her grow and evolve and give the biggest blockbuster of the year. It is best when you are happy for somebody."
The actor came to Mumbai in 2013 but left because he couldn't figure out which career direction to choose. But he came back again in 2016 with a determination to make a mark.
"This time I decided I have to learn how to act. But I did not have any financial stability so to earn money, I started assisting Mr. Atul Mongia and worked as a workshop assistant. I learnt by watching people act in those workshops and I was also ended up learning how to give workshops. I then started conducting my own workshops under his company and eventually, I opened my own brand called Rachit Singh Workshop. It took me five more years to establish that and I was also giving auditions simultaneously. Then I got a show called Karma Calling, which was my first break and then Maddock happened."
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In Thamma, Rachit played Veeran, a loyal devotee of the Betaal sect who worshipped Thama Yakshasan, portrayed by Siddiqui. His association with Maddock Films goes back to even before Thamma, and an interaction with Amar Kaushik led to him being cast in the film. "My first job with Maddock was as an acting coach and I was working in Munjya. I met Aditya and Amar and that's how the association began. Around Diwali last year, I met Amar sir and we got into a conversation about the projects I was working on. But after a few days, he called me to tell me about Thamma and said that he wanted me to play a role in it."
Singh's first day on set felt like a dream come true, with everything he had imagined about films and filmmaking coming alive right in front of him.
"My first day on set was quite exciting because I was waiting to do my first film. But we were shooting in the interiors of Delhi and it was chaotic. There were too many people in the narrow lanes when we were shooting for a chase scene and the crew was keeping the crowd away and helping us shoot. It was beautiful to see how much goes into making a film. That experience made me realise a lot about filmmaking, cinema and what goes behind the camera. But the first day on set it very special because you are seeing everything you have thought and imagined for so many years coming alive in front of you," the actor said.
Rachit also shared that it was a heartfelt moment for his when a lot of the aspiring actors he trained, reached out to him after his performance in Thamma. The actor will reportedly be seen in Baby Do Die Do.
Also Read: Thamma Director Reveals Shraddha Kapoor Was Considered to Play a Part in Munjya。 特斯拉Cybercab定档9月3日发布,国内L3/L4智驾强制性国标也已获批,自动驾驶赛道迎来密集催化。机构普遍看好Robotaxi商业化拐点,产业链有望迎来红利期。
特斯拉Cybercab即将发布 8月22日,特斯拉在X平台宣布,将于当地时间9月3日在奥斯汀举行Cybercab发布活动。据悉,Cybercab彻底取消方向盘、制动踏板和后视镜,采用两座布局,完全依赖特斯拉的FSD(全自动驾驶)系统来行驶。

B | 业内预测,特斯拉或将在本次活动中官宣Cybercab加入Robotaxi服务车队。今年6月起,Cybercab已在包括奥斯汀在内的美国多地公共道路测试。目前,特斯拉Robotaxi业务覆盖七大区域,其中2州6城无监督运营,无监督驾驶累计超38万英里,累计付费里程接近250万英里。 国内政策面同样迎来利好。《智能网联汽车自动驾驶系统安全要求》强制性国家标准近日获批发布,拟于2027年7月1日起正式实施。这是首部针对L3级有条件自动驾驶和L4级高度自动驾驶系统的强制性国标,适用于搭载L3级、L4级系统的M类和N类车辆,为自动驾驶产品明确了统一的安全准入基线。

C | 工信部数据显示,目前L2级组合驾驶辅助乘用车渗透率已达70.5%,领航驾驶辅助(NOA)渗透率达34.2%。Robotaxi商业化同样突飞猛进,8月18日,小马智行发布二季度财报,Robotaxi业务收入8192万元,同比增长691.2%,乘客车费收入同比激增849.3%,创历史最高单季涨幅。该公司近日还与Uber宣布扩大战略合作,计划在欧洲五城部署超2000辆Robotaxi。
机构看好L4商业化元年开启 自动驾驶是指通过感知系统、决策系统和执行系统,使车辆能够在特定场景下无需人类驾驶员干预而自主完成动态驾驶任务的技术。当前,自动驾驶正从技术验证加速迈向规模化商业落地。 据爱建证券推算,Cybercab通过去除方向盘、踏板等部件、采用小电池方案降低整车复杂度,并配合新生产工艺,单车成本已降至2.3万至2.5万美元级别,较同期美国网约车主流车型购置成本低约30%;量产运营成本约0.21至0.25美元/英里,接近传统网约车的20%,为Robotaxi盈利成立的核心支撑。 “2026年是中国智能驾驶从功能竞赛转向制度化商业落地的关键分水岭。”中信建投指出,随着L3从试点走向正式运行,L4相关技术不断成熟,产业坐标已切换至三条主线并行,其中,L4/Robotaxi在中美共振下迈入规模化验证阶段,Robotaxi、智驾芯片、激光雷达均有望充分受益。

D | 在华金证券看来,智驾政策加速完善,L3/L4落地正式有法可依;城市NOA已走完“高端尝鲜”阶段,正式进入“全面普及+规模化渗透”的行业新周期,叠加技术路线不断收敛,逐渐向VLA和世界模型演进,高阶智驾发展迎来拐点,渗透率有望持续提升。 多只概念股业绩有望倍增 东方财富概念板块显示,目前A股市场有297股涉及智能驾驶概念,合计总市值约7.47万亿元。 中际旭创市值达1.1万亿元居首,比亚迪以8248亿元位居次席,海康威视、潍柴动力、沪电股份体量分列三至五位,中国中车、中航成飞、长城汽车等5股市值均超千亿元。
年初至今,智能驾驶概念板块整体走势偏弱,71股上涨、226股下跌。红板科技大涨393%领跑,光智科技涨近3.3倍排名第二,杰华特、长光华芯、泰晶科技等6股也已翻倍。下跌方面,江淮汽车、长安汽车、豪恩汽电、经纬恒润等多达83股均跌逾30%。

E | 本月以来,板块走势有所回暖,共六成概念股录得股价上涨。金禄电子、东田微均大涨近七成,炬光科技涨幅达60%,腾景科技、光智科技等3股月内涨幅均超50%。下跌方面,江淮汽车、赛力斯、北汽蓝谷等7股跌超10%。

F | 从资金角度看,东方财富Choice数据显示,本月以来,共有多达75只智能驾驶概念股获得超千万元融资净买入。

G | 其中,景旺电子、芯原股份分别获杠杆资金加仓5.68亿、5.66亿元,潍柴动力、炬光科技分别获抢筹4.78亿、3.07亿元,睿创微纳、泰晶科技、宇瞳光学均获超2亿元融资净买入,聚辰股份、拓普集团、腾景科技、豪威集团等7股融资净买额均在1.2亿至1.7亿元之间。 未来增长潜力方面,根据3家及以上机构一致预测,共7只智能驾驶概念股2026年业绩有望翻倍增长。 其中,机构预计炬光科技净利同比大增2.7倍,中际旭创净利将增长超2倍,江淮汽车、睿创微纳等2股预测净利增幅均在1.4倍以上,天准科技、芯原股份、电连技术的业绩亦有望倍增。

H |
(文章来源:东方财富研究中心)。

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