东方证券认为，在法规政策支持、市场需求提升的驱动下，预计2026年L3级自动驾驶产业化进展有望 持续加速，相关智驾硬件及软件供应商有望受益。长城证券表示，海内外龙头厂商持续在智驾方面取得 突破行业进入高速发展期。伴随高阶智驾逐步下探至10-20万车型，智驾平权亦将逐步实现，该行持续 看好智能驾驶产业链投资机会。 智通财经APP获悉，智驾概念股早盘走高，截至发稿，浙江世宝(01057)涨10.02%，报5.6港元；小马智 行-W(02026)涨8.26%，报124.6港元；佑驾创新(02431)涨6.25%，报15.63港元；禾赛-W(02525)涨4%， 报182.1港元。 消息面上，近期，海内外智能驾驶领域均迎来重大突破。12月15日，工信部正式公布首批L3级有条件 自动驾驶车型准入许可，首批获准车型为长安深蓝SL03和北汽极狐阿尔法S6，随后比亚迪、鸿蒙智行 等多家品牌也宣布获得L3级自动驾驶路测牌照并启动内测。值得关注的是，12月20日，首块L3级自动 驾驶专用正式号牌"渝AD0001Z"在重庆诞生，标志着长安汽车开启L3级自动驾驶时代。海外方面，马 斯克此前表示特斯拉正式在奥斯汀启动全无人驾驶Robo ...

消息面上，近期，海内外智能驾驶领域均迎来重大突破。12月15日，工信部正式公布首批L3级有条件 自动驾驶车型准入许可，首批获准车型为长安深蓝SL03和北汽极狐阿尔法S6，随后比亚迪 （002594）、鸿蒙智行等多家品牌也宣布获得L3级自动驾驶路测牌照并启动内测。值得关注的是，12 月20日，首块L3级自动驾驶专用正式号牌"渝AD0001Z"在重庆诞生，标志着长安汽车开启L3级自动驾 驶时代。海外方面，马斯克此前表示特斯拉正式在奥斯汀启动全无人驾驶Robotaxi测试，车内无安全监 督员及乘客。 东方证券认为，在法规政策支持、市场需求提升的驱动下，预计2026年L3级自动驾驶产业化进展有望 持续加速，相关智驾硬件及软件供应商有望受益。长城证券（002939）表示，海内外龙头厂商持续在智 驾方面取得突破行业进入高速发展期。伴随高阶智驾逐步下探至10-20万车型，智驾平权亦将逐步实 现，该行持续看好智能驾驶产业链投资机会。 智驾概念股早盘走高，截至发稿，浙江世宝（002703）(01057)涨10.02%，报5.6港元；小马智行- W(02026)涨8.26%，报124.6港元；佑驾创新(02431)涨6.25%， ...

Market Overview - The US CPI annual rate decline has led to a rise in US stocks, boosting risk market sentiment [1] - The Hang Seng Index opened higher and closed up 0.75%, with the Hang Seng China Enterprises Index and Hang Seng Tech Index rising by 0.68% and 1.12% respectively [1][2] Sector Performance - Major technology stocks saw collective gains, with Tencent up 1.49%, Kuaishou up 1.45%, and Meituan up 1.28% [4] - Pharmaceutical stocks were active, with WuXi AppTec and other related stocks rising [2] - Gaming stocks continued to rise, with MGM China leading with a 6.6% increase [2][5] - AI-driven demand boosted optical fiber and cable stocks, with Yangtze Optical Fiber rising 12% [2] - Automotive, wind power, education, photovoltaic, insurance, and Apple-related stocks also experienced gains [2] Notable Stock Movements - Xpeng Motors rose 7.65%, Horizon Robotics up 7.04%, and Li Auto up 3.81% [4][10] - Electronic cigarette stocks saw significant increases, with China Tobacco Hong Kong up 6.68% [5] - Chinese brokerage stocks rose, with China International Capital Corporation up over 4% [7] - Intelligent driving concept stocks surged, with Youjia Innovation up 31.22% [8] Weak Performers - Heavy machinery stocks faced declines, with China National Heavy Duty Truck Group down over 6% [13] - Gold and precious metal stocks were weak, with several companies experiencing declines of over 2% [16] - Oil stocks also fell, with China Petroleum & Chemical Corporation down 1.52% [15] Capital Flows - Southbound funds recorded a net purchase of HKD 3.371 billion, with net selling from Shanghai-Hong Kong Stock Connect and net buying from Shenzhen-Hong Kong Stock Connect [18] Market Outlook - CITIC Securities suggests that after a strong performance in September, Hong Kong stocks are undergoing a mid-term adjustment, with quality assets entering a high-value zone [18]

12月15日，这份束缚迎来被打破的关键节点——工业和信息化部正式公布我国首批L3级有条件自动驾驶车型准入许可，长安深蓝、北汽极狐各有一款纯 电动轿车入选，分别在重庆、北京的指定区域开启上路试点。 周二早高峰的北京京台高速，阳光刚穿透薄雾，刘磊（化名）的手指已经在方向盘上搭了23分钟。他每天要往返50公里通勤，座驾是2023年购入的搭载 L2级辅助驾驶的轿车——这套能自动跟车、保持车道的系统，曾让他以为"轻松开车"触手可及。但此刻，仪表盘上"请保持注意力"的提示灯第三次亮起， 他不得不挺直腰板，紧盯前方缓行的车流。 上周晚高峰堵在机场北线，L2级辅助驾驶帮忙跟着车，但眼睛得一直盯着，他的手臂僵了一路。刘磊想起手机里刷到的工信部许可两款L3级自动驾驶车 型产品的新闻，屏幕上"特定场景解放双手"的描述让他忍不住多看了两眼。"要是能在拥堵的高速上真正松开方向盘，哪怕只是让我活动下胳膊，都是奢 望成真了。"他心里想。 刘磊的期盼，正是中国数千万L2级辅助驾驶车主的共同心声。按乘联分会近年乘用车销量数据估算，结合中国L2级辅助驾驶超50%的全球第一普及率， 仅近三年累计售出的7000余万辆乘用车中，就有超3500万辆搭载 ...

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]

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]