市场热度背后是中国L3级自动驾驶商业化进程的实质性突破。 12月16日，无人驾驶概念集体活跃，截至午盘，汉鑫科技（920092.BJ）30CM涨停，万集科技 （300552.SZ）、浙江世宝（002703.SZ）、翠微股份（603123.SH）、北汽蓝谷（600733.SH）等涨停， 舜宇精工（920906.BJ）、三友科技（ 920475.BJ）等涨超10%。 昨日晚间，工业和信息化部正式公布首批L3级有条件自动驾驶车型准入许可，两款适配城市拥堵与高 速场景的车型将在北京、重庆指定区域开展上路试点，意味着我国L3级自动驾驶从测试阶段向商业化 应用迈出了关键一步。 根据《汽车驾驶自动化分级》国家标准，L3级自动驾驶属于"有条件自动驾驶"，即在特定设计运行条件 下，车辆系统可以完全接管动态驾驶任务，允许驾驶员脱手，但驾驶员仍需保持警觉并随时准备接管。 附部分智能驾驶概念股清单（16只）： | | | 部分智能驾驶概念股一览 | | | | --- | --- | --- | --- | --- | | 关联类别 | 证券名称 | 总市值 ( 亿元 ) | 年内涨跌幅(%) | 市盈率PE ( TTM ) | | ...

Group 1 - Hanxin Technology (stock code: 920092) experienced a significant price increase of 29.99% on December 16, 2025, closing at 39.75 yuan [1][3] - The trading volume for Hanxin Technology on that day was 6.875 million shares, with a total transaction value of 255 million yuan [1][3] - The top buying seat was from Dongfang Caifu Securities, which purchased approximately 8.67 million yuan worth of shares, while the top selling seat was from Guoxin Securities, which sold approximately 7.44 million yuan worth of shares [1][2] Group 2 - The trading activity placed Hanxin Technology on the "Dragon and Tiger List," indicating notable trading interest [1][3] - Other significant buying seats included Guotai Junan Securities and Dongya Qianhai Securities, with purchases of approximately 7.37 million yuan and 7.23 million yuan, respectively [2] - The selling activity was also notable, with multiple firms, including Guotai Junan and China Galaxy Securities, involved in significant sell transactions [2]

Core Viewpoint - Hanxin Technology (920092) experienced a significant increase in stock price, reaching the daily limit of 29.99% on December 16, with a trading volume of 2.55 billion yuan and a turnover rate of 21.60% [2] Trading Activity - The stock was listed on the North Exchange due to its price increase, with a total net purchase of 16.72 million yuan from brokerage seats [2] - The top five brokerage seats accounted for a total transaction volume of 68.26 million yuan, with a buying amount of 42.49 million yuan and a selling amount of 25.77 million yuan, resulting in a net purchase of 16.72 million yuan [2] - The largest buying brokerage was Dongfang Caifu Securities, with a purchase amount of 8.67 million yuan, while the largest selling brokerage was Guoxin Securities, with a selling amount of 7.44 million yuan [2] Detailed Brokerage Transactions - The top five buying brokerages and their respective amounts were: - Dongfang Caifu Securities: 8.67 million yuan - Guotai Haitong Securities: 7.37 million yuan - Dongya Qianhai Securities: 7.23 million yuan - Dongwu Securities: 6.92 million yuan - Guojin Securities: 6.82 million yuan [2] - The top five selling brokerages and their respective amounts were: - Guoxin Securities: 7.44 million yuan - China Galaxy Securities: 6.21 million yuan - Guojin Securities: 4.63 million yuan - CITIC Securities: 3.53 million yuan - GF Securities: 3.27 million yuan [2]

Core Insights - The news highlights a significant breakthrough in the commercialization of L3-level autonomous driving in China, with the Ministry of Industry and Information Technology officially granting the first conditional licenses for L3 autonomous vehicles [1][3]. Group 1: Market Activity - Several companies in the autonomous driving sector saw their stock prices surge, with Hanxin Technology reaching a 30% limit up, and other companies like Wanjie Technology and Zhejiang Shibao also hitting their daily limits [1]. - The market enthusiasm is driven by the recent regulatory approval for L3-level autonomous vehicles, indicating a shift from testing to commercial application [1]. Group 2: Regulatory Developments - The Ministry of Industry and Information Technology has approved two models for L3-level autonomous driving, which will operate in designated areas of Beijing and Chongqing, marking a critical step towards commercial deployment [1][3]. - The L3-level autonomous driving classification allows vehicles to take over driving tasks under specific conditions, although drivers must remain alert and ready to take control [1][2]. Group 3: Industry Competition - Major automotive companies are competing to establish timelines for mass production of L3 vehicles, with many setting 2025-2026 as a crucial period for development [3][4]. - Companies like GAC Group and Huawei are actively testing their L3 technologies in major cities, preparing for commercial launch [4]. Group 4: Policy and Infrastructure - The recent policy changes have facilitated the expansion of testing areas for autonomous vehicles, with cities like Shanghai and Beijing designating extensive road networks for trials [3]. - The ethical guidelines released by the Ministry of Science and Technology further clarify responsibility in case of accidents, which is essential for the industry's growth [3]. Group 5: Investment Opportunities - The news lists several companies involved in the autonomous driving sector, providing insights into their market capitalization and stock performance, indicating potential investment opportunities [6].

Core Insights - The article highlights a significant breakthrough in the commercialization of L3-level autonomous driving in China, with the Ministry of Industry and Information Technology officially granting the first batch of conditional licenses for L3 vehicles, marking a transition from testing to commercial application [1][3]. Group 1: Market Activity - The autonomous driving concept stocks experienced a collective surge, with companies like Hanxin Technology and Wanjie Technology hitting the daily limit up, indicating strong market enthusiasm [1]. - The approval of L3-level vehicles is expected to catalyze further investment and interest in the sector, particularly as major automakers set 2025-2026 as critical timelines for mass production [3][4]. Group 2: Regulatory Developments - The L3-level autonomous driving vehicles are permitted to operate under specific conditions, allowing the vehicle system to take over driving tasks while requiring the driver to remain alert and ready to take control [2]. - The recent policy developments, including the "Automobile Industry Stabilization Growth Work Plan (2025-2026)," aim to clear regulatory hurdles for L3 vehicle production, facilitating urban pilot expansions in cities like Shanghai and Beijing [3]. Group 3: Industry Competition - Major automotive companies are actively competing to establish their L3 production timelines, with several brands, including GAC Group and Huawei, announcing their plans for L3-level technology testing and commercialization [3]. - The article notes that the formalization of L3-level regulations is anticipated to be a key catalyst for industry growth in 2026, making it essential for stakeholders to monitor developments closely [4]. Group 4: Investment Opportunities - A list of relevant stocks in the intelligent driving sector is provided, showcasing companies with varying market capitalizations and performance metrics, indicating potential investment opportunities [4].

二、 减持计划的实施结果 （一） 股东因以下原因披露减持计划实施结果： □减持计划实施完毕 √减持时间区间届满 | | | 减持数 | 减 | | | | 减 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 减持数 | 量占总 | | | | | 持 | | 当前持股 | | 股东 | | | 持 | 减持 | 减持价格区 | 已减持总金额 | | 当前持股数 | | | | 量 | 股本比 | | | | | 计 | | 比例 | | 名称 | | | 方 | 期间 | 间 | （元） | | 量（股） | | | | （股） | 例（%） | | | | | 划 | | （%） | | | | | 式 | | | | | | | | | | | | | | | 完 | | | 证券代码：920092 证券简称：汉鑫科技 公告编号：2025-112 山东汉鑫科技股份有限公司 股东减持股份结果公告 本公司及董事会全体成员及相关股东保证公告内容不存在虚假记载、误 导性陈述或重大遗漏，并对其内容的真实、准确和完整承担个 ...

证券代码：920092 证券简称：汉鑫科技 公告编号：2025-111 山东汉鑫科技股份有限公司 关于控股股东及其一致行动人 权益变动触及5%整数倍的提示性公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承 担个别及连带法律责任。 山东汉鑫科技股份有限公司（以下简称 "公司"）于 2025年11月28日收到 公司控股股东刘文义及其一致行动人烟台凯文投资中心（有限合伙）出具的《减 持进展告知函》。上述股东于2025年9月8日至2025年11月28日通过集中竞价方式 累计减持股份1,159,315股，导致上述股东合计持有公司的股份比例从61.8676%减 少至60.0001%，权益变动触及5%整数倍的情形，现将其有关权益变动情况公告 如下： 的股份情况 | 股东名称 | 股份性质 | 本次变动前持有股份 | | 本次变动后持有股份 | | | --- | --- | --- | --- | --- | --- | | | | 股数（股） | 占总股本比例 | 股数（股） | 占总股本比例 | | 刘文义 | 持有股份 其中：无限 ...

证券代码：920092 证券简称：汉鑫科技 公告编号：2025-110 山东汉鑫科技股份有限公司 简式权益变动报告书 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承 担个别及连带法律责任。 上市公司名称：山东汉鑫科技股份有限公司 信息披露义务人：刘文义 住所和通讯地址：山东省烟台市芝罘区****** 三、根据《中华人民共和国证券法》、《上市公司收购管理办法》的规 定，本报告书已全面披露信息披露义务人及其一致行动人在山东汉鑫科技股份 有限公司中拥有权益的股份变动情况。 四、截止本报告书签署日，除本报告书披露的信息以外，上述信息披露义 务人及其一致行动人没有通过任何其他方式增加或减少其在山东汉鑫科技股份 有限公司中拥有权益的股份。 一致行动人：烟台凯文投资中心（有限合伙） 住所和通讯地址：山东省烟台市高新区马山街道蓝海路1号2号楼1106 权益变动性质：股份减少 注册地址：山东省烟台高新区蓝海路1号4号楼 股票简称：汉鑫科技 股票代码：920092 信息披露义务人及其一致行动人声明 一、本报告书系信息披露义务人及其一致行动人根据《 ...

证券代码：920092 证券简称：汉鑫科技 公告编号：2025-109 山东汉鑫科技股份有限公司 关于取得发明专利证书的公告 证书号：第8492299号 发明名称：基于数字孪生的算电协同优化方法、系统、电子设备及存储介 质 专利号：ZL 2025 1 1324214.9 专利权人：山东汉鑫科技股份有限公司 授权公告日：2025年11月18日 二、对公司的影响 上述发明专利证书为公司自主研发取得，有利于提升公司在人工智能产品及 算力应用服务领域产品的自主知识产权优势，加强对知识产权的保护力度，增强 公司的核心竞争力，对公司未来的经营发展具有积极意义。 三、备查文件 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承 担个别及连带法律责任。 山东汉鑫科技股份有限公司（以下简称"公司"）于2025年11月18日收到了 国家知识产权局颁发的发明专利证书，具体情况如下： 一、发明专利证书的基本信息 董事会 2025年11月18日 《发明专利证书》（证书号：第8492299号） 山东汉鑫科技股份有限公司 ...

证券代码：920092 证券简称：汉鑫科技 公告编号：2025-108 山东汉鑫科技股份有限公司 投资者关系活动记录表 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承 担个别及连带法律责任。 一、 投资者关系活动类别 √特定对象调研 □业绩说明会 □媒体采访 □现场参观 □新闻发布会 □分析师会议 □路演活动 活动时间：2025 年 11 月 14 日 活动地点：汉鑫大厦 参会单位及人员：山西证券 上市公司接待人员：董事会秘书王玉敏 三、 投资者关系活动主要内容 问题 1：公司前三季度业务经营情况如何？未来有何战略规划？ 回答：公司聚焦人工智能的创新产品和应用服务的业务主线，围绕智慧城 市、智能制造、智能驾驶三大业务，致力于为政企客户提供基于人工智能技术 的产品与解决方案。 1、业务经营情况 □其他 二、 投资者关系活动情况 问题 2：公司在智能制造领域有何布局？ 回答：公司基于"AI+工业视觉""AI+数字工厂"的核心产品能力，一是持 续研发迭代、提升产品标准化程度，提高产品的核心竞争力，例如面向方形体 材料的质检理料一体化 ...