Group 1 - The core viewpoint of the article highlights the continued rise of smart driving concept stocks in the market, indicating a positive trend in this sector [1] - Zhejiang Shibao (01057) saw a significant increase of 11.93%, reaching a price of 5.14 HKD [1] - Youjia Innovation (02431) experienced an increase of 11.51%, with its stock price at 12.50 HKD [1] - Zhixing Technology (01274) rose by 3.61%, trading at 5.74 HKD [1] - XPeng Motors-W (09868) increased by 4.57%, with a stock price of 74.45 HKD [1]

消息面上，工信部12月15日正式公布我国首批L3级有条件自动驾驶车型准入许可，本次许可是继2023 年试点通知明确框架、2024年6月首批9家联合体遴选后的实质性落地，标志着国内L3从"试点申报与测 试评估"迈向"产品准入与上路通行试点"。 国泰海通证券发布研报称，本次工信部车辆许可标志着中国自动驾驶正式进入L3时代。华泰证券认 为，L3准入落地将加速智驾产业链价值重构，2026年智驾有望成为AI应用的重要方向，建议关注智能 整车、线控底盘、域控芯片、激光雷达等核心环节的投资机会。 智通财经APP获悉，智驾概念股继续走高，截至发稿，浙江世宝(01057)涨9.54%，报5.05港元；佑驾创 新(02431)涨6.24%，报11.91港元；知行科技(01274)涨3.61%，报5.74港元；小鹏汽车-W(09868)涨 3.58%，报73.75港元。 ...

Group 1 - The core viewpoint of the article highlights the active performance of Hong Kong stocks related to intelligent driving, with notable gains from companies such as Youjia Innovation and Pony.ai [2] - The Ministry of Industry and Information Technology of China officially announced the first batch of L3-level conditional autonomous driving vehicle permits on December 15, marking a significant step towards the commercialization of L3 autonomous driving in China [3] - Several companies, including BAIC, GAC, Changan, and XPeng, have made progress in L3-related developments, indicating a shift from testing to commercial application in the autonomous driving sector [3] Group 2 - The capital market is optimistic about the industry's prospects, with reports indicating that the approval of L3 permits signifies the formal entry of China into the L3 era, suggesting an industry turning point [3] - Analysts predict that the commercialization of L3 autonomous driving will reshape the automotive industry's value distribution, with a significant increase in the value contribution from software and algorithms [4] - The expectation is that 2026 will become a pivotal year for the commercialization of intelligent driving, as more models receive L3 permits [4]

港股市场智能驾驶概念集体走强，其中，佑驾创新涨超7%，浙江世宝涨超4%，禾赛-W、小马智 行-W、文远知行-W涨超3%。 消息面上，12月15日，首批两款L3级自动驾驶车型获工信部准入许可，将在指定区域开展上路试 点。这两款车型分别为北汽新能源旗下极狐阿尔法S(L3)和长安汽车旗下深蓝SL03。 业内分析认为，在这之前，市面上没有真正能够量产销售、上路运营的L3车型。之前所谓的"L3牌 照"，其实都是测试牌照，允许在规定路段进行L3测试。此次两家车企率先获得准入，是从"允许练 习"变成了"允许正式上路"。这标志着我国自动驾驶技术发展逐步走向量产应用阶段，也是上述两家车 企在自动驾驶领域从技术验证阶段迈向量产应用阶段的重要里程碑。 | 代码 | 名称 | | 涨跌幅 √ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | --- | | 02431 | 佑驾创新 | 0 | 7.23% | 11.710 | 49.27亿 | -40.44% | | 01057 | 浙江世宇 | | 4.40% | 4.750 | 39.08亿 | 65.78 ...

Core Viewpoint - The news highlights the rise of certain intelligent driving concept stocks following the announcement of China's first batch of L3-level conditional autonomous driving vehicle permits by the Ministry of Industry and Information Technology, marking a significant milestone in the country's autonomous driving industry [1] Group 1: Stock Performance - Zhejiang Shibao (01057) increased by 6.59%, trading at 4.85 HKD [1] - Youjia Innovation (02431) rose by 3.11%, trading at 11.26 HKD [1] - Wenyan Zhixing-W (00800) saw a 3.1% increase, trading at 22.6 HKD [1] - Hesai-W (02525) gained 3.49%, trading at 166.1 HKD [1] Group 2: Regulatory Developments - On December 15, the Ministry of Industry and Information Technology granted permits for two L3-level autonomous driving models from Changan and BAIC Blue Valley [1] - Xiaopeng Motors announced it received an L3-level autonomous driving road testing license in Guangzhou [1] - Li Auto has also obtained an L3-level autonomous driving road testing license in Beijing and is conducting regular L3-level road tests [1] Group 3: Industry Insights - Guotai Junan Securities reported that the vehicle permits signify the official entry of China into the L3 autonomous driving era [1] - Huatai Securities indicated that the implementation of L3 permits will accelerate the value reconstruction of the intelligent driving industry chain, with expectations that by 2026, intelligent driving will become a significant direction for AI applications [1] - Investment opportunities are suggested in key areas such as smart vehicles, drive-by-wire chassis, domain control chips, and lidar technology [1]

格隆汇12月17日｜港股市场智能驾驶概念集体走强，其中，佑驾创新涨超7%，浙江世宝涨超4%，禾赛-W、小马智 行-W、文远知行-W涨超3%。 | 代码 | 名称 | | 涨跌幅 v | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | --- | | 02431 | 佑驾创新 | (0) | 7.23% | 11.710 | 49.27亿 | -40.44% | | 01057 | 浙江世宇 | | 4.40% | 4.750 | 39.08亿 | 65.78% | | 02525 | 天赛-W | | 3.80% | 166.600 | 260.13亿 | -21.71% | | 02026 | 小马智行-W | 0 | 3.48% | 113.000 | 489.9亿 | -18.71% | | 00800 | 文远知行-W | | 3.19% | 22.620 | 232.22亿 | -16.53% | | 06088 | FIT HON TENG | | 2.29% | 5.370 | 392.21亿 | 47.12% | | 026 ...

12月17日，港股市场智能驾驶概念集体走强，其中，佑驾创新涨超7%，浙江世宝涨超4%，禾赛-W、小马智行- W、文远知行-W涨超3%。 股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 业内分析认为，在这之前，市面上没有真正能够量产销售、上路运营的L3车型。之前所谓的"L3牌照"，其实都是测 试牌照，允许在规定路段进行L3测试。此次两家车企率先获得准入，是从"允许练习"变成了"允许正式上路"。这标 志着我国自动驾驶技术发展逐步走向量产应用阶段，也是上述两家车企在自动驾驶领域从技术验证阶段迈向量产应 用阶段的重要里程碑。 | 代码 | 名称 | | 涨跌幅 √ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | --- | | 02431 | 佑驾创新 | 0 | 7.23% | 11.710 | 49.27亿 | -40.44% | | 01057 | 浙江世宝 | | 4.40% | 4.750 | 39.08亿 | 65.78% | | 02525 | 禾寨-W | | 3.80% | 166.600 | 260.13亿 | ...

部分智驾概念股继续走高，截至发稿，浙江世宝（002703）(01057)涨6.59%，报4.85港元；佑驾创新 (02431)涨3.11%，报11.26港元；文远知行-W(00800)涨3.1%，报22.6港元；禾赛-W(02525)涨3.49%，报 166.1港元。 国泰海通证券发布研报称，本次工信部车辆许可标志着中国自动驾驶正式进入L3时代。华泰证券则表 示，L3准入落地将加速智驾产业链价值重构，26年智驾有望成为AI应用的重要方向，建议关注智能整 车、线控底盘、域控芯片、激光雷达等核心环节的投资机会。 消息面上，12月15日，工信部公布了我国首批L3级有条件自动驾驶车型准入许可，分别为长安、北汽 蓝谷（600733）两款车型；随后，小鹏汽车也宣布在广州市获得L3级自动驾驶道路测试牌照。此外， 理想汽车日前已在北京市获得L3级自动驾驶道路测试牌照，并持续开展了常态化L3级道路测试。 ...

Group 1 - Several autonomous driving concept stocks continued to rise in early trading, with Zhejiang Shibao (01057) up 6.59% at HKD 4.85 [1] - Youjia Innovation (02431) increased by 3.11% to HKD 11.26 [1] - Wenyan Zhixing-W (00800) rose by 3.1% to HKD 22.6 [1] - Hesai-W (02525) saw an increase of 3.49% to HKD 166.1 [1]

Group 1 - The core viewpoint of the articles highlights the significant advancements in the autonomous driving sector, particularly with the introduction of L3-level conditional autonomous driving vehicles in China, marking a shift from technology demonstration to regulatory compliance and operational deployment [1][2] - Several autonomous driving concept stocks experienced notable increases, with Zhejiang Shibao rising by 7.94% to 4.35 HKD, and others like Nexperia and Hesai also showing gains, indicating positive market sentiment towards the sector [1] - The Ministry of Industry and Information Technology in China officially released the first batch of L3-level conditional autonomous vehicle approval lists, with Chang'an Automobile and BAIC Jihe being the first companies to receive approval for their models [1] Group 2 - Haitong International suggests that the ongoing validation of Tesla's Robotaxi and the institutionalization of L3 vehicles in China are accelerating a pivotal moment in the high-level autonomous driving industry, which will significantly impact vehicle valuation systems and competitive dynamics [2] - Ping An Securities emphasizes that the technology behind L3-level conditional autonomous driving relies on mature and reliable environmental perception capabilities, necessitating the integration of various sensors such as cameras, millimeter-wave radar, and LiDAR for accurate perception in extreme weather and complex road conditions [2]