Intelligent connected vehicles are an important direction for the transformation of the global automotive industry. At present, with the support of multiple favorable factors such as policies and technological innovation, the penetration rate of my country's intelligent connected vehicles continues to increase, and the commercialization process is expected to accelerate. From the perspective of institutional holdings, many concept stocks have been favored by the social security fund. At the end of the first quarter, 17 stocks were heavily held by the social security fund, with a total holding value of 7.971 billion yuan. Among them, Yutong Bus, Great Wall Motors, and Lens Technology were the top holdings by the social security fund, all exceeding 1 billion yuan.