智通财经APP获悉，智驾概念股多数走高，截至发稿，浙江世宝(01057)涨8.25%，报5.12港元；佑驾创 新(02431)涨5.25%，报14.23港元；黑芝麻智能(02533)涨2.02%，报19.68港元；禾赛-W(02525)涨1.2%， 报176.7港元。 此前，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、北汽蓝谷两款车型。 交银国际指出，辅助驾驶功能已逐渐成为中国消费者购车决策的重要考量因素，部分车企已具备L3级 智驾方案和L3级车型量产能力。L3级自动驾驶法规的正式落地将成为2026年行业发展的关键催化剂， 值得重点跟踪。 消息面上，据央广网消息，12月23日，北京首批L3级高速公路自动驾驶车辆专用号牌，由市公安交管 局正式发放给北京出行汽车服务有限公司名下的3辆北汽极狐智能网联汽车，这也是国内首批发放的L3 级高速公路自动驾驶车辆专用号牌。标志着我国自动驾驶车辆已由测试示范进展到正式量产，率先开启 L3级自动驾驶时代。 ...

Group 1 - The core viewpoint of the article highlights the significant rise in smart driving concept stocks following the issuance of the first L3 level highway autonomous vehicle special license plates in Beijing, marking a transition from testing to mass production in China's autonomous driving sector [1] - Zhejiang Shibao (002703) saw an increase of 8.25%, trading at 5.12 HKD, while Youjia Innovation (02431) rose by 5.25% to 14.23 HKD, indicating strong market interest in companies involved in autonomous driving technology [1] - The issuance of L3 level autonomous vehicle licenses is seen as a critical catalyst for industry development, with the Ministry of Industry and Information Technology previously granting conditional access permits for L3 level models from Changan and BAIC Blue Valley (600733) [1] Group 2 - The article notes that advanced driver assistance systems are becoming a key consideration for Chinese consumers when making vehicle purchase decisions, suggesting a shift in consumer preferences towards vehicles equipped with L3 level capabilities [1] - The formal implementation of L3 level autonomous driving regulations is expected to be a significant driver for industry growth by 2026, warranting close monitoring of developments in this area [1]

12月22日，格隆汇在线上举办"科技赋能·资本破局"分享会。本次分享会，备受瞩目的卓越公司评选榜 单将隆重揭晓，其中格隆汇"金格奖"年度卓越公司评选中，粉笔(02469.HK)、国泰君安国际 (01788.HK)、黑芝麻智能(02533.HK)、金山云(03896.HK/KC.US)、九方智投控股(09636.HK) 5家企业荣 获"年度港股通卓越奖"奖项。（排名不分先后，按公司首部字母顺序排列） 格隆汇以"全球视野，下注中国"为初衷，本次评选旨在打造出投资圈中最具参考价值的上市公司及独角 兽公司排行榜。此次"金格奖"上市公司评选覆盖港交所、上交所、深交所、纽交所、美国证券交易所、 纳斯达克证券交易所挂牌上市的全部上市公司及独角兽公司。 | 2025年度卓越公司评选榜单 | | | --- | --- | | T 天天 出 | B | | GURUCLUB OUTSTANDING COMPANIES I 公司名称 | 公司代码 | | 粉笔 | 02469.HK | | 国泰君安国际 | 01788.HK | | 黑芝麻智能 | 02533.HK | | 金山云 | 03896.HK/KC.US | | 九方 ...

Core Viewpoint - The smart driving sector is experiencing significant growth, with stocks rising sharply due to recent advancements in autonomous driving technology and regulatory approvals [1][3]. Group 1: Stock Performance - Smart driving concept stocks saw substantial gains, with increases of over 9%, 8%, 3%, and 2% in early trading [1]. - Notable stock performances include: - Xiaoma Zhixing-W (02026) at +9.29% with a trading volume of 23.74 million [2]. - Zhejiang Shibao (01057) at +8.25% with a trading volume of 124 million [2]. - FIT HON TENG (06088) at +5.00% with a trading volume of 45.88 million [2]. - SenseTime-W (00020) at +4.79% with a trading volume of 265 million [2]. Group 2: Industry Developments - The Ministry of Industry and Information Technology (MIIT) has issued the first batch of L3-level conditional autonomous driving vehicle licenses, with Changan Deep Blue SL03 and BAIC Arcfox Alpha S6 among the first approved models [3]. - Noteworthy advancements include the issuance of the first L3-level autonomous driving dedicated license plate "渝AD0001Z" in Chongqing, marking the start of the L3 autonomous driving era for Changan Automobile [3]. - Internationally, Tesla has commenced full autonomous Robotaxi testing in Austin, Texas, without safety supervisors or passengers in the vehicle [3]. Group 3: Market Outlook - Dongfang Securities anticipates that with regulatory support and increasing market demand, the industrialization of L3-level autonomous driving is expected to accelerate by 2026, benefiting related hardware and software suppliers [3]. - Changcheng Securities highlights that leading companies are making continuous breakthroughs in smart driving, indicating that the industry is entering a high-speed development phase [3]. - The gradual reduction of high-level autonomous driving technology to vehicles priced between 100,000 to 200,000 will promote equity in smart driving technology, leading to positive investment opportunities in the smart driving supply chain [3].

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]

Group 1 - The core viewpoint of the article highlights the significant early morning gains in the smart driving concept stocks, indicating positive market sentiment towards this sector [1]. - Zhejiang Shibao (01057) saw a notable increase of 13.15%, reaching a price of 4.56 HKD [1]. - Youjia Innovation (02431) experienced a rise of 3.47%, with its stock priced at 10.37 HKD [1]. - Hesai Technology (02525) increased by 3.07%, trading at 163.40 HKD [1]. - Nexperia (01316) had a modest gain of 0.99%, priced at 6.10 HKD [1]. - Black Sesame Intelligence (02533) saw a slight increase of 0.05%, with a stock price of 19.74 HKD [1].

Group 1 - The core viewpoint of the news is that the approval of China's first batch of L3 conditional autonomous driving vehicles marks a significant regulatory milestone, transitioning high-level autonomous driving from mere technology demonstration to a stage of regulatory compliance and operational deployment [1][2] - The stocks of several autonomous driving concept companies experienced significant gains, with Zhejiang Shibao rising by 7.94% to 4.35 HKD, and others like Nexperia and Yujia Innovation also showing notable increases [1] - The Ministry of Industry and Information Technology officially announced the first batch of L3-level conditional autonomous driving vehicle approvals, with Chang'an Automobile and BAIC Jihe being the first companies to receive licenses for trial operations in designated areas [1] Group 2 - Haitong International believes that the ongoing validation of Tesla's Robotaxi and the institutionalization of L3 vehicles in China are accelerating an industrial inflection point that will profoundly impact vehicle valuation systems and competitive landscapes [2] - Ping An Securities emphasizes that the technology behind L3 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]

Group 1 - The core viewpoint of the news is that the approval of China's first batch of L3 conditional autonomous driving vehicle licenses marks a significant shift towards regulatory compliance and operational deployment in the high-level autonomous driving sector [1] - Zhejiang Shibao (01057) shares rose by 7.94% to HKD 4.35, while other related stocks such as Nexperia (01316), Youjia Innovation (02431), Hesai-W (02525), and Hezhima Intelligent (02533) also experienced notable increases in their stock prices [1] - The Ministry of Industry and Information Technology officially announced the first batch of L3-level conditional autonomous driving vehicle licenses, with Chang'an Automobile and BAIC Arcfox being the first companies to receive approval for their models [1] Group 2 - Haitong International believes that the ongoing validation of Tesla's Robotaxi and the institutionalization of L3 vehicles in China are accelerating the turning point for high-level autonomous driving, which will profoundly impact vehicle valuation systems and competitive landscapes [2] - Ping An Securities emphasizes that the technology behind L3 conditional autonomous driving relies on mature and reliable driving environment perception capabilities, necessitating the use of various sensors such as cameras, millimeter-wave radar, and LiDAR for accurate environmental perception under extreme weather and complex road conditions [2]

Group 1 - The Ministry of Industry and Information Technology has officially granted conditional approval for the first batch of L3-level autonomous driving vehicles, marking a significant step towards commercial application in China [1] - Two models, from Changan and Arcfox, will be tested in designated areas in Beijing and Chongqing, indicating a shift from technology validation to mass production application in the autonomous vehicle industry [1] - The approval reflects the government's support for innovation and the industry's readiness for a commercial rollout, with L3-level autonomous driving requiring collaboration across multiple sectors including hardware, software, and data services [1] Group 2 - The approval of L3 vehicles was anticipated, as the Ministry of Industry and Information Technology had previously emphasized the importance of advancing intelligent connected vehicle regulations [2] - Major cities are actively promoting L3 autonomous driving, with designated testing roads established in areas like Shanghai and Beijing, indicating a growing infrastructure for autonomous vehicles [2] - Industry experts predict that the demand for intelligent mobility will surge by 2025, driven by policy implementation, technological breakthroughs, and increased market demand [2] Group 3 - Horizon Robotics is a leading player in the advanced driver assistance systems market, providing both chips and algorithms, and has established a strong presence in the domestic market [3] - Black Sesame Intelligence has developed high-performance computing solutions for autonomous driving and has partnered with major automotive OEMs, enhancing its product offerings [4] - RoboSense has achieved significant market leadership in the global automotive lidar market, indicating strong competitive positioning in the autonomous driving technology sector [4] Group 4 - Youjia Innovation has successfully secured contracts in the intelligent driving sector and is investing in both mid-to-high level assistance and L4 autonomous driving solutions, showcasing its growth potential [5]

与此同时，以主机厂为代表的汽车产业链开始"摩拳擦掌"。目前已公布L3规模上车、内部测试进展的主 机厂还包括广汽、华为、长安汽车、智己、岚图、小鹏汽车、一汽-大众等。 在长安汽车相关研发负责人看来，2025年作为智驾普惠化关键节点，用户对智能出行需求全面爆 发。"随着政策深入落地、技术突破周期缩短、市场需求大幅提升三重驱动下，预计城区L3、L4将分别 于明年和2030年落地。" 国海证券称，随着组合辅助驾驶功能进入规范化发展新阶段，相关政策标准正稳步推进落地进程， 2025-2027年将形成清晰的"标准制定-过渡实施-全面生效"三阶段路径，这一进程将为L3级自动驾驶准入 奠定制度基础，该机构判断L3正式准入节点有望在2026年后到来，当前正处于产业链布局关键窗口 期。从投资视角来看，当前应重点关注两大方向： 智通财经APP获悉，12月15日，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， 两款分别适配城市拥堵、高速路段的车型将在北京、重庆指定区域开展上路试点，标志着我国L3级自 动驾驶从测试阶段迈入商业化应用的关键一步。 "工业和信息化部正式附条件许可了长安牌和极狐牌两款L3自动驾驶车型产品， ...