Group 1 - The company has established a direct cooperation relationship with a subsidiary of Changan Automobile, and its PCB products are applied in multiple models under Changan [2] - The company has not yet established a direct cooperation relationship with BAIC Blue Valley, but its PCB products are ultimately applied in BAIC's new energy vehicles [2]

每经AI快讯，有投资者在投资者互动平台提问：请问贵公司和北汽蓝谷有哪些合作？ 四维图新（002405.SZ）12月17日在投资者互动平台表示，公司和北汽蓝谷在智能座舱、智能驾驶方面 有合作，且均斩获订单。 （文章来源：每日经济新闻） ...

Core Viewpoint - The recent approval of L3-level conditional autonomous driving vehicles by the Ministry of Industry and Information Technology (MIIT) marks a significant step towards the commercialization of advanced autonomous driving technology in China [2][5]. Group 1: L3 Autonomous Driving Approval - Changan Automobile and BAIC BluePark Magna Automotive have submitted applications for L3-level conditional autonomous driving vehicles, which have been approved by MIIT in the 401st batch of announcements [2][3]. - L3 autonomous driving allows for conditional self-driving within a limited operational range, differing fundamentally from L2 assistance systems [2][3]. Group 2: Impact on Intelligent Chassis - The approved vehicles include Changan's Deep Blue product and BAIC's Arcfox Alpha S (L3 version), which features a high-performance redundant sensor system with 34 sensors, including three LiDARs [3][4]. - The commercialization of L3 is expected to accelerate the application of intelligent chassis technologies, such as active suspension, electronic brake-by-wire (EMB), and steer-by-wire (SBW) systems [3][4]. Group 3: Investment Strategy - The approval of L3 vehicles provides policy support for the popularization of high-level autonomous driving, benefiting companies actively engaged in this sector [5]. - Key investment areas include vehicle application, where leading companies are establishing advantages in training data and smart driving ecosystems, and the intelligent chassis sector, which is expected to see rapid mass application by 2026 [5].

Core Insights - A-shares experienced significant adjustments on December 16, with the retail sector, represented by major consumer stocks, continuing to rebound, and smart driving concept stocks surging [1][3] Group 1: Retail Sector - Yonghui Supermarket's rise is attributed to its transformation efforts amid operational challenges and favorable policies, including the implementation of the "Fat Donglai" model and quality retail strategies [3] - Baida Group's attention is driven by policy support and internal positive signals, such as the early termination of shareholding reduction plans and actual controller's share increase, leading to four consecutive trading days of gains [4] Group 2: Aerospace and Technology - Aerospace Electronics gained focus due to the booming commercial aerospace industry, with external factors like SpaceX's IPO plans and internal advantages as a leading platform under China Aerospace Science and Technology Corporation [3] - Aerospace Development's rise is linked to industry benefits and internal reforms, participating in low-orbit satellite projects and benefiting from national strategic support [4] Group 3: Smart Driving and Automotive - Beiqi Blue Valley's listing is primarily driven by the active smart driving sector and improved company performance, with a significant year-on-year sales increase of approximately 69.05% in the first three quarters [5] - Aerospace Information's entry into the hot list is due to its involvement in electronic ID and vocational education concepts, gaining attention from the market [5] Group 4: Policy and Market Environment - Pingtan Development's rise is supported by favorable policies and market conditions, being positioned as a core topic for cross-strait integration due to its strategic location [6] - Tongyu Communication, Hualing Cable, and Dongbai Group's performance is characterized by multiple thematic effects, with each company benefiting from various emerging fields and favorable market conditions [6]

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。 ...

Core Viewpoint - The official approval of L3 autonomous driving vehicles marks a significant advancement in the transition from assisted driving to higher levels of automation in China [1][7]. Group 1: L3 Autonomous Driving Approval - The Ministry of Industry and Information Technology has granted permission for two L3 autonomous driving models: Changan SC7000AAARBEV and Arcfox BJ7001A61NBEV [1][3]. - L3 level is a critical threshold in autonomous driving, where the system can perform all driving tasks under specific conditions, transferring the driving responsibility from the driver to the system [2][3]. Group 2: Conditions and Limitations - The approval comes with strict conditions, including limitations on vehicle types, designated areas, and speed restrictions. For instance, the Changan model can operate at a maximum speed of 50 km/h in specific urban and highway conditions, while the Arcfox model can reach 80 km/h [3][4]. - The designated testing areas include specific routes in Chongqing and Beijing, ensuring safety and controlled conditions for the deployment of these vehicles [3][5]. Group 3: Technological Background and Advantages - Changan's SC7000AAARBEV features the self-developed "Tianshu Intelligent" driving assistance system, while Arcfox's BJ7001A61NBEV is equipped with Huawei's ADS intelligent driving system [4][5]. - Both companies have a strong technological foundation and extensive testing experience, with Changan reporting over 500,000 kilometers of road testing and a significant number of simulated scenarios [4][5]. Group 4: Industry Implications and Future Outlook - The approval of L3 vehicles is seen as a pivotal step towards enhancing the reliability and commercial viability of autonomous driving in China, potentially leading to widespread adoption in the future [7]. - The automotive industry is transitioning from "technology validation" to "mass production application," with companies encouraged to take on a leading role in demonstrating the capabilities of autonomous vehicles [7].

工信部表示，两家汽车企业已按要求完成并通过了产品测试与安全评估。下一步，两款车型将分别由两 家使用主体，在上述区域内开展上路通行试点。 这也是继去年工信部发布首批九个智能网联汽车准入和上路通行试点联合体试点名单之后，首次正式确 立两家"先发选手"。 此外，12月16日，小鹏汽车方面表示，其已在广州市获得L3级自动驾驶道路测试牌照，并启动常态化 的L3道路测试。该牌照主要用于在广州市智能网联汽车测试高快速路上进行有条件自动驾驶的测试。 同日，有消息称，鸿蒙智行近期已联合深圳市交通局等相关部门，在深圳开启L3级有条件自动驾驶内 测。 近年来，自动驾驶技术在产业经济高质量发展、商业伦理、交通安全等社会议题的持续讨论与推动下， 实现了渐进式发展。业内人士认为，此次准入许可聚焦两家车企的两款车型，一方面体现了国家对自动 驾驶汽车产业从技术验证加速迈入量产应用和商业化落地的支持，一方面又体现了国家以各类安全诉求 为基线，审慎推动前沿技术发展的前提。 12月16日，受上述消息影响，智能驾驶概念股全天强势，万集科技、浙江世宝、北汽蓝谷、路畅科技等 多股涨停。 北京、重庆获"先发" 2021年8月，工信部正式发布实施标准化文件 ...

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 ) | | ...

Core Insights - The Ministry of Industry and Information Technology (MIIT) of China has officially granted the first batch of L3 conditional autonomous driving vehicle permits to two models: Changan Automobile's Deep Blue SL03 and BAIC's Arcfox Alpha S, which will be tested in Chongqing and Beijing respectively [1][2][4] - This marks a significant step in the commercialization of autonomous driving technology in China, reflecting government support for the industry while ensuring safety standards are met [2][8] Group 1: Regulatory Developments - The L3 level of autonomous driving allows the system to perform all dynamic driving tasks under specific conditions, with the requirement that it can only be activated in designated operational scenarios [3][4] - The Deep Blue SL03 is permitted to operate in congested traffic environments at a maximum speed of 50 km/h on specific roads in Chongqing, while the Arcfox Alpha S can operate at up to 80 km/h on designated highways in Beijing [4][6] Group 2: Industry Impact - Following the announcement, stocks related to intelligent driving surged, with companies like Wanji Technology and Zhejiang Sebao hitting their daily price limits [2] - The approval process involved multiple unified tests and consideration of long-term testing data from various regions, indicating a thorough evaluation by the authorities [8][9] Group 3: Future Outlook - The MIIT plans to expand the L3 autonomous driving pilot program to include more models and regions in the coming year, alongside efforts to clarify traffic safety responsibilities and establish regulatory frameworks [9] - Industry experts emphasize the importance of creating a commercial ecosystem around autonomous driving technology to ensure sustainable development and safety [8][9]

Group 1: Market Overview - The A-share market experienced a weak fluctuation on December 16, with major indices closing down: Shanghai Composite Index at 3824.81 points, down 1.11%; Shenzhen Component Index at 12914.67 points, down 1.51%; and ChiNext Index at 3071.76 points, down 2.10% [2] - The total trading volume in the Shanghai and Shenzhen markets was 172.42 billion yuan, a decrease of 49.3 billion yuan compared to the previous day [2] Group 2: Intelligent Driving Sector - The intelligent driving concept was the biggest highlight of the market, driven by the launch of the first batch of L3 autonomous driving models, leading to a surge in related stocks [2] - Stocks such as Hanxin Technology, BAIC Blue Valley, and Wanji Technology all hit the daily limit of 30% increase [2] - The Ministry of Industry and Information Technology officially announced the approval of two L3 autonomous driving models, marking a significant step towards commercial application in China [3] Group 3: Retail Sector Performance - The retail sector showed resilience, with the Shenwan Commercial Retail Index rising by 1.32%, the highest among all primary industries [3] - Stocks like Yonghui Supermarket and Central Mall also reached their daily limit [3] - A recent notice from the Ministry of Commerce and other financial authorities aims to enhance collaboration between commerce and finance to boost consumer spending [3] Group 4: Declining Sectors - The precious metals sector saw a significant decline, with the Shenwan Precious Metals Index dropping by 4.91%, the worst-performing sector [4] - Other sectors such as photovoltaic equipment and film industry also experienced high-level pullbacks, indicating strong profit-taking behavior as the year-end approaches [4] Group 5: External Factors and Market Sentiment - Recent reports highlight external factors that may affect market sentiment, including rising U.S. Treasury yields despite the Federal Reserve's interest rate cuts [4] - Concerns about the commercialization of AI applications and potential interest rate hikes by the Bank of Japan are also noted [4] - Recommendations suggest focusing on financial and dividend sectors as a stable base while being cautious of external disturbances [4]