证券之星消息，12月16日乘用车板块较上一交易日上涨0.72%，北汽蓝谷领涨。当日上证指数报收于 3824.81，下跌1.11%。深证成指报收于12914.67，下跌1.51%。乘用车板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 fund 从资金流向上来看，当日乘用车板块主力资金净流入7.49亿元，游资资金净流出4.81亿元，散户资金净 流出2.68亿元。乘用车板块个股资金流向见下表： ...

此外，央视新闻日前也发布了极狐阿尔法S6车型上路的体验视频，车辆在试点范围内的道路上运行 时，系统会提示可以开启L3自动驾驶，开启之后驾驶人就能双手完全离开方向盘了，只需要盯紧路况 和驾驶情况。不过需要注意的是，当系统超出它的能力边界的时候，它会提前发出接管，这时驾驶员要 及时把操控权从车辆给接管过来，所以说它还是有条件的自动驾驶。 今日，汽车博主"未来的学习笔记"分享了一段华为智能汽车解决方案BU CEO靳玉志的发言视频，他在 视频中介绍了两款L3级自动驾驶车辆的差异。 靳玉志称，长安深蓝SL03的L3级自动驾驶方案确实有很多限制，它只能在比较低速的50公里速度以 内，而且是只能前面有车，跟车的情况下，不能跟变道。而华为和北汽合作的极狐阿尔法S6可以在高 速上80公里行驶，而且不需要前面有车跟车，可以换道。 凤凰网科技讯 12月16日，昨日，工业和信息化部公布了两款L3级自动驾驶车型产品。分别是长安牌 SC7000AAARBEV型纯电动轿车，二是极狐牌BJ7001A61NBEV型纯电动轿车。查询得知，上述两款车 型分别对应长安深蓝SL03和极狐阿尔法S6。根据定义，L3级是有条件的自动驾驶。驾驶员需随时保持 ...

Market Overview - The market experienced fluctuations with both the Shanghai Composite Index and Shenzhen Component Index dropping over 1%, while the ChiNext Index fell more than 2%. Retail and consumer stocks showed resilience, with companies like Yonghui Supermarket and Anji Food hitting the daily limit. The autonomous driving sector was active, with stocks like Zhejiang Shibao and BAIC Blue Valley also reaching the limit. Conversely, the photovoltaic sector faced corrections, with Zhongli Group hitting the limit down, and the controllable nuclear fusion concept saw declines, with Guoji Heavy Industry also hitting the limit down. Overall, more than 4,300 stocks declined across the Shanghai and Shenzhen markets, with a total transaction volume of 1.75 trillion yuan [1]. Hot Topics Autonomous Driving - The autonomous driving sector saw significant gains, with stocks like Sanyangma and Zhejiang Shibao hitting the daily limit. The Ministry of Industry and Information Technology announced the first batch of L3-level conditional autonomous driving vehicle permits, allowing models from Changan and Arcfox to conduct road tests in designated areas in Chongqing and Beijing, marking a shift from testing to commercial application [4][5]. - Tesla initiated a no-safety-driver Robotaxi test in Austin, USA, with plans to expand its fleet to 500 vehicles by the end of the year [4]. - Investment perspectives highlight two key areas: market demand driven by policy compliance, including driver monitoring systems and data recording systems, and industry opportunities led by technological upgrades, such as smart driving domain controllers and automotive-grade chips [6]. Consumer Sector - The consumer sector remained active, with stocks like Baida Group achieving four consecutive limits. The article in the latest issue of "Qiushi" magazine emphasized the strategic importance of expanding domestic demand [8][10]. - Analysts suggest that the consumer market is likely to benefit from policy support and economic recovery, particularly in sectors like travel and duty-free shopping [10]. Digital Currency - The digital yuan concept saw notable activity, with stocks like Aerospace Information and Cuiwei Co. hitting the daily limit. The Ministry of Commerce encouraged the use of digital yuan smart contract red envelopes to enhance consumption policies [11][12]. - Analysts believe that the external conditions for promoting the digital yuan are now in place, with potential upgrades in its positioning and infrastructure, which could create market demand for IT system upgrades [13].

Core Viewpoint - The approval of the first batch of L3-level autonomous driving vehicles by the Ministry of Industry and Information Technology marks a significant step towards the commercialization of autonomous driving in China, leading to increased activity in the smart driving sector. Group 1: Market Reactions - BAIC Blue Valley (600733.SH) reached its daily limit with a stock price of 8.24 CNY per share and a total market capitalization of 45.926 billion CNY [1] - Changan Automobile (000625.SZ) saw its stock price rise by 4.42% to 12.06 CNY per share, with a total market capitalization of 119.6 billion CNY [1] - Other companies such as Hanxin Technology (920092.BJ), Wanjie Technology (300552.SZ), and Zhejiang Shibao (002703.SZ) also experienced stock price increases, with several reaching their daily limit [3] Group 2: Approval Details - The Ministry of Industry and Information Technology officially granted conditional approval for two L3-level autonomous driving models, which will be tested in designated areas of Beijing and Chongqing [3] - The approved model from Changan Automobile is the "Changan SC7000AAARBEV," capable of autonomous driving in congested traffic and on highways at a maximum speed of 50 km/h, limited to specific routes in Chongqing [3] - The second approved model is the "BAIC Arcfox BJ7001A61NBEV," which can operate at a maximum speed of 80 km/h on highways and urban fast lanes, also restricted to certain routes in Beijing [4] Group 3: Industry Implications - The approval signifies a transition from "technical validation" to "mass production application" in China's autonomous vehicle industry, reflecting advancements in technology and regulatory support for safe implementation [5] - Other companies, such as XPeng Motors, have begun L3-level autonomous driving road tests in Guangzhou, while Hongmeng Zhixing has initiated internal testing in Shenzhen, focusing on real-world data to validate safety and product maturity [5]

昨日，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 为北汽蓝谷旗下极狐阿尔法S（L3）和长安汽车旗下深蓝SL03。 【#智驾股集体走强# ，#北汽蓝谷今日涨停#】12月16日，智能驾驶相关公司资本市场表现活跃，北汽 蓝谷（600733.SH)、多伦科技（维权）（603528.SH）、路畅科技（002813.SZ）等涨停，长安汽车 （000625.SZ）盘中一度涨超5%，赛力斯（601127.SH）、均胜电子（600669.SH）、中科创达 （300496.SZ）、德赛西威（002920.SZ）等均有上涨。 特斯拉（TSLA.US）也在自动驾驶领域迎来进展。12月15日，特斯拉涨幅一度超4%，股价创年内新 高，逼近历史高位488.54美元。12月14日，一名X用户拍摄到一辆特斯拉Model Y在奥斯汀街头行驶的 画面，车内似乎空无一人，甚至没有配备安全监督。随后，特斯拉CEO埃隆·马斯克对此回应称，公司 目前正在测试不配备人类安全员的无人驾驶出租车。 业内普遍认为，L3级是自动驾驶行业从辅助走向自动的分水岭。今年以来，L3智能驾驶相关政策加速 落地。今年9月份，工信部等八 ...

Market Overview - The A-share market experienced a day of fluctuation, with the Shanghai Composite Index falling by 1.11% to close at 3824.81, the Shenzhen Component Index down by 1.51% at 12914.67, and the ChiNext Index decreasing by 2.1% to 3071.76 [2][3] Sector Performance - Sectors such as photovoltaic, semiconductors, superhard materials, rare earth permanent magnets, computing hardware, robotics, and AI applications saw a pullback, while sectors like smart driving, duty-free shops, retail, and education showed resilience [2][3] Notable Stocks - Retail stocks performed strongly, with notable gainers including: - Yonghui Supermarket up by 10.10% to 5.56 - Baida Group up by 10.02% to 14.38 - Hongqi Chain and Guangbai Co. both achieving a two-day consecutive rise [4] - Smart driving stocks also surged, with over ten stocks including Zhejiang Shibao and Suoling Co. hitting the daily limit [5] Trading Volume - The total trading volume in the Shanghai and Shenzhen markets reached 1.72 trillion, a decrease of 49.3 billion compared to the previous trading day, with nearly 4300 stocks declining [5] Capital Flow - Main capital inflows were observed in the retail, education, and automotive sectors, while significant outflows occurred in communication equipment, semiconductors, and non-ferrous metals [7] - Individual stocks with notable net inflows included Yonghui Supermarket with 2.623 billion, Aerospace Development with 1.186 billion, and N Angrui-UW with 917 million [7] Institutional Insights - According to Everbright Securities, market sentiment is cautious as the year-end approaches, with some funds temporarily exiting, suggesting a period of fluctuation ahead [8] - CITIC Securities noted that the market has largely completed its adjustment, and with fund rankings stabilizing, a new wave of market activity may be on the horizon [8] - Yingda Securities expressed optimism about the continuation of the A-share recovery trend, emphasizing the importance of identifying low-buy opportunities after pullbacks [8]

2025.12. 16 特斯拉（TSLA.US）也在自动驾驶领域迎来进展。12月15日，特斯拉涨幅一度超4%，股价创年内 新高，逼近历史高位488.54美元。12月14日，一名X用户拍摄到一辆特斯拉Model Y在奥斯汀街头 行驶的画面，车内似乎空无一人，甚至没有配备安全监督。随后，特斯拉CEO埃隆·马斯克对此回应 称，公司目前正在测试不配备人类安全员的无人驾驶出租车。 当前车企推出的智能驾驶功能普遍为L2级辅助驾驶。工信部数据显示，2025年前三季度，我国具备 组合驾驶辅助功能（即L2）的乘用车新车销量同比增长21.2%，渗透率已达到64%。 业内普遍认为，L3级是自动驾驶行业从辅助走向自动的分水岭。今年以来，L3智能驾驶相关政策加 速落地。今年9月份，工信部等八部门印发《汽车行业稳增长工作方案（2025-2026年）》，明确提 出推进智能网联汽车准入和上路通行试点，并首次写入"有条件批准L3级车型生产准入"。此次工信部 准入许可两款L3级自动驾驶车型，标志着我国自动驾驶技术发展逐步走向量产应用阶段。 此外，自动驾驶在法规层面也在今年迎来进展。7月23日，科技部公布的《驾驶自动化技术研发伦理 指引》称，2级 ...

Market Overview - The A-share market experienced a day of volatility, with the Shanghai Composite Index down by 1.11%, the Shenzhen Component Index down by 1.51%, and the ChiNext Index down by 2.1% [3][4]. - The trading volume in the Shanghai and Shenzhen markets was 1.72 trillion yuan, a decrease of 49.3 billion yuan compared to the previous trading day, with nearly 4,300 stocks declining [7][10]. Sector Performance - Sectors such as photovoltaic, semiconductors, superhard materials, rare earth permanent magnets, computing hardware, robotics, and AI applications saw a pullback, while smart driving, duty-free shops, retail, and education sectors performed strongly [3][4]. - The retail sector showed significant strength, with companies like Baida Group achieving four consecutive trading limit increases, and Hongqi Chain and Guangbai Co. both achieving two consecutive trading limit increases [5]. Notable Stocks - Stocks in the retail sector that saw notable gains include Yonghui Supermarket (+10.10%), Gaodaqian (+10.02%), and Ouhua Group (+10.02%) [6]. - In the smart driving sector, companies such as Zhejiang Shibao and Suoling Co. saw their stocks hit the trading limit, with over ten stocks experiencing similar gains [6]. Capital Flow - Main capital flows showed a net inflow into sectors like commerce and retail, education, and automotive, while there was a net outflow from communication equipment, semiconductors, and non-ferrous metals [10]. - Specific stocks with significant net inflows included Yonghui Supermarket (2.623 billion yuan), Aerospace Development (1.186 billion yuan), and N Anrui-UW (917 million yuan) [10]. Institutional Insights - According to Everbright Securities, market sentiment is cautious as the year-end approaches, with some funds temporarily exiting, suggesting that the index may experience volatility [11]. - CITIC Securities noted that the market has largely completed its adjustment phase, and with fund rankings stabilizing, a new wave of market activity may be on the horizon [12]. - Yingda Securities expressed optimism about the continuation of the A-share recovery trend, emphasizing the importance of identifying low-buy opportunities after pullbacks [13].

Group 1: Intelligent Transportation Systems and Digital Currency - The company specializes in Intelligent Transportation Systems (ITS) technology and has become a primary supplier for 60 automotive manufacturers in front-mounted ETC products [2] - The Ministry of Commerce encourages the use of digital RMB smart contract red envelopes to promote consumption [2] - The company has developed payment solutions based on digital currency and is collaborating with banks to support digital RMB payment terminal upgrades [2] Group 2: Retail and Consumer Goods - The company is a leading customized home furnishing company in China [2] - The company operates a retail business focusing on department stores, hotel services, and property management [2] - The company is a well-known retail chain in China, primarily engaged in department stores, supermarkets, and electrical appliances [3] Group 3: Aerospace and Telecommunications - The company successfully launched high-performance panda-type polarization-maintaining fibers, which have been applied in major national projects [4] - The company has invested in a satellite core component enterprise to strengthen its layout in satellite internet key components [5] - The company is involved in the development of low-orbit satellite communication products, including satellite communication terminals and phased array antennas [5] Group 4: Food and Beverage - The company is a leading enterprise in the production of compound seasonings, with products including compound seasoning powder and natural extract seasonings [3] - The company has signed a strategic cooperation agreement to explore the application of water buffalo milk in the catering and new tea beverage sectors [2] Group 5: Education and Training - The company is a leading all-category vocational education institution in China, specializing in public examination training [7]

特斯拉（TSLA.US）也在自动驾驶领域迎来进展。12月15日，特斯拉涨幅一度超4%，股价创年内新 高，逼近历史高位488.54美元。12月14日，一名X用户拍摄到一辆特斯拉Model Y在奥斯汀街头行驶的 画面，车内似乎空无一人，甚至没有配备安全监督。随后，特斯拉CEO埃隆·马斯克对此回应称，公司 目前正在测试不配备人类安全员的无人驾驶出租车。 当前车企推出的智能驾驶功能普遍为L2级辅助驾驶。工信部数据显示，2025年前三季度，我国具备组 合驾驶辅助功能（即L2）的乘用车新车销量同比增长21.2%，渗透率已达到64%。 12月16日，智能驾驶相关公司资本市场表现活跃，北汽蓝谷（600733.SH)、多伦科技（603528.SH）、 路畅科技（002813.SZ）等涨停，长安汽车（000625.SZ）盘中一度涨超5%，赛力斯（601127.SH）、均 胜电子（600669.SH）、中科创达（300496.SZ）、德赛西威（002920.SZ）等均有上涨。 昨日，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 为北汽蓝谷旗下极狐阿尔法S（L3）和长安汽车旗下深蓝SL03。 ...