Group 1 - The ride-hailing concept sector declined by 0.90%, ranking among the top declines in concept sectors, with Longzhou Co. hitting the limit down, and Haima Automobile, Hainan Airlines, and Tianmai Technology experiencing significant declines [1] - Among the ride-hailing sector, 11 stocks saw price increases, with Changbai Mountain, Yunnan Tourism, and Dahua Co. leading the gains at 3.83%, 3.02%, and 1.98% respectively [1] - The ride-hailing sector experienced a net outflow of 1.236 billion yuan from main funds, with 19 stocks seeing net outflows, and 7 stocks having outflows exceeding 30 million yuan [2] Group 2 - The top net outflow stock was Beiqi Blue Valley, with a net outflow of 619 million yuan, followed by Haima Automobile and Changan Automobile with net outflows of 228 million yuan and 209 million yuan respectively [2] - The stocks with the highest net inflow included Changbai Mountain, Shenkangjia A, and Dahua Co., with net inflows of 56.36 million yuan, 15.70 million yuan, and 14.38 million yuan respectively [2] - The ride-hailing sector's outflow list included stocks like Beiqi Blue Valley, Haima Automobile, and Changan Automobile, with respective declines of 0.85%, 6.76%, and 2.24% [3]

格隆汇12月17日丨四维图新(002405.SZ)在互动平台表示，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。 ...

格隆汇12月17日丨四维图新(002405.SZ)在互动平台表示，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。 ...

Core Viewpoint - Jinlu Electronics (301282.SZ) has not established a direct cooperation relationship with BAIC Blue Valley, but its PCB products are ultimately applied in the new energy vehicles under BAIC [1] Company Summary - Jinlu Electronics has indicated that there is no direct partnership with BAIC Blue Valley [1] - The company's PCB products are utilized in the new energy vehicle segment of BAIC [1]

明确L3级自动驾驶使用场景，自动驾驶商业化迈出重要一步 国联民生（601456）证券发布研报称，2025年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。国内首批L3级有条件自动驾驶车型准入许可落地，标志着我国L3级自动驾驶从测试阶段迈入商 业化应用关键一步，对推动整个自动驾驶行业发展具有重要意义。 国联民生证券主要观点如下： 多家车企发力L3，产业有望迎来加速发展的拐点 国内已有多家企业在L3级自动驾驶领域取得实质性进展，长安、比亚迪（002594）、广汽、东风、上 汽、吉利、小鹏、理想等车企的多款车型已经获得上路测试许可。华为乾崑智驾ADS高速L3解决方案 多城多车型已开启内测，并同步建设未来全场景服务生态;广汽昊铂A800已拿下广州市L3级特定场景自 动驾驶路测牌照，成为全国首批可在120公里时速下开展L3测试的量产车。四维图新（002405）以及旗 下鉴智机器人共同发力，将于2026年实现量产的PhiGo Max，是"新鉴智"面向"L3级智能驾驶"高阶市场 的方案，基于征程6P芯片打造，已获得头部 ...

来源：市场资讯 12月16日，融资资金流向显示，保险、商业百货、软件开发等板块净流入居前，净流入规模在1亿元以上的行业有11个；通信设 备、光伏设备、电子元件等板块净流出居前。 余额变化上，多空动能同步收缩。多头方面，融资余额当日降幅0.02%；空头方面，融券余额当日降幅2.19%。 （来源：浙商证券融资融券） 截至12月16日，沪深京三市融资融券余额合计25048.35亿元，较前一交易日减少8.35亿元；融资余额合计24881.15亿元，较前一 交易日减少4.59亿元；融券余额合计167.21亿元，较前一交易日减少3.75亿元。 | 表 2: 最新融券卖出量排名前十的股票交易概况 | | --- | | (2025/12/16) | | 代码 | 融券卖出量 | 比上一交易日 | 融券余额 | 比上一交易日 | | --- | --- | --- | --- | --- | | 名称 | (万股) | 增减幅(%) | (万元) | 增减幅(%) | | 600008 | 134.93 | 6294.79 | 658.34 | 153.94 | | 首创环保 | | | | | | 600010 包钢股份 ...

Core Viewpoint - The Ministry of Industry and Information Technology has announced the first batch of L3 conditional autonomous driving vehicle permits in China, with Changan Automobile and BAIC's Arcfox planning to pilot their models in designated areas of Beijing and Chongqing by the first quarter of 2026 [1][2]. Group 1: Company Plans - Changan Automobile's model, the Deep Blue SL03, and BAIC's Arcfox Alpha S (L3 version) will be operated by Chongqing Changan Car Networking Technology Co., Ltd. and Beijing Mobility Automotive Service Co., Ltd., respectively [2]. - Both companies aim to accumulate practical experience for a replicable and scalable autonomous driving operation system, with plans to initiate L3 operations in specific scenarios by the first quarter of 2026 [2]. Group 2: Market Impact - Following the announcement of the permit list, BAIC Blue Valley's stock hit the daily limit, while Changan Automobile's stock closed with a 4.42% increase; the intelligent driving sector saw a surge, with multiple stocks reaching their daily limits [2]. - However, by the afternoon of December 17, both Changan Automobile and BAIC Blue Valley experienced declines, although the intelligent driving index continued to rise [2].

试点先行，意在推动产业化落地 需要明确的是，L3级自动驾驶的落地，是一项涵盖整车制造、零部件、软件算法、通信与数据服务等 多环节的系统工程。政策要求企业建立覆盖车辆全生命周期的管理体系，推动产业链从"供应关系"转 向"共生关系"。 当行业对L2级辅助驾驶与L4级自动驾驶倾力投入时，作为承前启后关键环节的L3级有条件 自动驾驶，在经历长期酝酿后，终于依托工信部的一纸准入许可，实现了商业化进程的关键 破局 在汽车智能化赛道上，长期存在着"两头热"的格局：一端是车企在L2级辅助驾驶上竞逐智能化与成本优 势，力求在城区场景中率先普及；另一端则是科技公司与车企争夺L4级无人驾驶的技术与商业化高 地。 而介于二者之间、被视为重要过渡阶段的L3级有条件自动驾驶，在历经多年技术积累与法规探讨后， 终于迈出实质性一步。 12月15日，工业和信息化部附条件批准了长安深蓝SL03与北汽极狐阿尔法S（L3版）的自动驾驶车型产 品准入申请，允许其在限定区域内开展L3级有条件自动驾驶上路通行试点。 "此次许可是中国首个国家层面的L3车型准入许可，标志着L3自动驾驶从测试阶段正式迈向商业化应用 的关键一步。"一位智能驾驶技术专家向《财经》 ...

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） ...