创业板指低开低走跌2.1%、沪指跌1.11%，下跌个股超4300家，无人驾驶、消费股逆势走强。华菱线缆、百大集团、法尔胜4连板，一图看懂>> I T T A \ U.LH \ 直他 博菲电气 公司的主营业务为电气绝缘材料等高分子复合材料的研发、生产与销售，相关绝缘材料 可以应用于核电发电机组上 中公教育 国内领先的全品类职业教育机构，公考培训龙头 公司位于福建厦门市,是国内男裤龙头 欧亚集团 "中华老字号"的零售企业,公司从事商业40年,全渠道营销,以实体零售经营为主 红旗连锁 2天2板 公司深耕四川,主营便利超市连锁经营 利群股份 公司为国内知名商业零售连锁企业，主要从事以百货、超市及电器全品类经营为核心主 业的零售连锁业务,和以城市物流中心为支撑的品牌代理及商业物流配送业务 黑芝麻 1、我国糊类食品龙头企业;旗下拥有京和米业,主要生产的香米富硒米,年生产大米 能力20万吨； 2、公司拟对天臣新能源增资5亿，标的主要从事锂电池生产和销售 广百股份 2天2板 公司是广州地区最大百货连锁零售企业,积极开发钻石DIY等定制商品,推出品牌IP盲 官 永辉超市 7天4板 国内大型连锁超市,总部位于福建省福州市 安记食 ...

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。 ...

【主力资金监控：阳光电源净卖出超17亿】智通财经12月16日电，智通财经星矿数据显示，今日主力资 金净流入商贸零售、汽车整车、纺服行业等板块，净流出电新行业、电子、机械设备等板块，其中电新 行业净流出超129亿元。个股方面，永辉超市资金净买入26.04亿元位居首位，N昂瑞-UW、恒宝股份 （维权）、北汽蓝谷主力资金净流入居前；阳光电源遭净卖出超17亿元位居首位，中际旭创、新易盛、 中国铀业主力资金净流出额居前。 转自：智通财经 ...

Core Insights - The news highlights a significant breakthrough in the commercialization of L3-level autonomous driving in China, with the Ministry of Industry and Information Technology officially granting the first conditional licenses for L3 autonomous vehicles [1][3]. Group 1: Market Activity - Several companies in the autonomous driving sector saw their stock prices surge, with Hanxin Technology reaching a 30% limit up, and other companies like Wanjie Technology and Zhejiang Shibao also hitting their daily limits [1]. - The market enthusiasm is driven by the recent regulatory approval for L3-level autonomous vehicles, indicating a shift from testing to commercial application [1]. Group 2: Regulatory Developments - The Ministry of Industry and Information Technology has approved two models for L3-level autonomous driving, which will operate in designated areas of Beijing and Chongqing, marking a critical step towards commercial deployment [1][3]. - The L3-level autonomous driving classification allows vehicles to take over driving tasks under specific conditions, although drivers must remain alert and ready to take control [1][2]. Group 3: Industry Competition - Major automotive companies are competing to establish timelines for mass production of L3 vehicles, with many setting 2025-2026 as a crucial period for development [3][4]. - Companies like GAC Group and Huawei are actively testing their L3 technologies in major cities, preparing for commercial launch [4]. Group 4: Policy and Infrastructure - The recent policy changes have facilitated the expansion of testing areas for autonomous vehicles, with cities like Shanghai and Beijing designating extensive road networks for trials [3]. - The ethical guidelines released by the Ministry of Science and Technology further clarify responsibility in case of accidents, which is essential for the industry's growth [3]. Group 5: Investment Opportunities - The news lists several companies involved in the autonomous driving sector, providing insights into their market capitalization and stock performance, indicating potential investment opportunities [6].

Core Insights - The article highlights a significant breakthrough in the commercialization of L3-level autonomous driving in China, with the Ministry of Industry and Information Technology officially granting the first batch of conditional licenses for L3 vehicles, marking a transition from testing to commercial application [1][3]. Group 1: Market Activity - The autonomous driving concept stocks experienced a collective surge, with companies like Hanxin Technology and Wanjie Technology hitting the daily limit up, indicating strong market enthusiasm [1]. - The approval of L3-level vehicles is expected to catalyze further investment and interest in the sector, particularly as major automakers set 2025-2026 as critical timelines for mass production [3][4]. Group 2: Regulatory Developments - The L3-level autonomous driving vehicles are permitted to operate under specific conditions, allowing the vehicle system to take over driving tasks while requiring the driver to remain alert and ready to take control [2]. - The recent policy developments, including the "Automobile Industry Stabilization Growth Work Plan (2025-2026)," aim to clear regulatory hurdles for L3 vehicle production, facilitating urban pilot expansions in cities like Shanghai and Beijing [3]. Group 3: Industry Competition - Major automotive companies are actively competing to establish their L3 production timelines, with several brands, including GAC Group and Huawei, announcing their plans for L3-level technology testing and commercialization [3]. - The article notes that the formalization of L3-level regulations is anticipated to be a key catalyst for industry growth in 2026, making it essential for stakeholders to monitor developments closely [4]. Group 4: Investment Opportunities - A list of relevant stocks in the intelligent driving sector is provided, showcasing companies with varying market capitalizations and performance metrics, indicating potential investment opportunities [4].

Market Overview - The A-share market experienced a collective decline on December 16, with the Shanghai Composite Index falling to 3820.85 points, down 1.22%, the Shenzhen Component Index down 1.88%, and the ChiNext Index down 2.35% [2][3] - The total trading volume in the Shanghai and Shenzhen markets was 1.12 trillion yuan, a decrease of 606 billion yuan compared to the previous trading day [4] Sector Performance - The smart driving sector saw significant gains, with multiple stocks in the automotive sector rising sharply. Notable stocks included Wanji Technology, which recorded a 20% increase, and several others achieving the daily limit of 10% [15][16] - Consumer sectors, including restaurant tourism and commercial retail, continued to rise, with several stocks hitting the daily limit. For instance, Yonghui Supermarket and Baida Group both recorded a 10% increase [9][10] - Conversely, the large technology sector experienced a downturn, while precious metals, communication equipment, and chemical sectors led the declines [4][5] Notable Stocks - In the smart driving sector, several companies such as North Car Blue Valley and Changan Automobile saw increases of over 5% [18][19] - The hospitality sector also showed strength, with Junting Hotel rising nearly 7% and other hotel stocks following suit [11][12] Regulatory News - On December 15, the Ministry of Industry and Information Technology announced the approval of the first batch of L3-level autonomous driving vehicles for trial operations in designated areas of Beijing and Chongqing [20]

图源：长安汽车微信公众号 导语：L3自动驾驶持证上路，芯片与感知硬件产业链集体受益。 如果说过去几年，国内自动驾驶更像是一场在封闭测试场和示范道路里的 " 耐力赛 " ，那么 L3 级自动驾驶的正式准入，意味着这项技术第一次 真正走到了公共道路与现实规则之中。 12月15日，工信部对 长安和极狐 两款 L3自动驾驶 车型的附条件许可，不只是给个别车企发了一张 " 通行证 " ，更重要的是，给整个行业划定 了一条可以被复制、被放大的路径。 极狐牌 BJ7001A61NBEV 型纯电动轿车，则可在高速公路和城市快速路单车道内实现最高 80 公里时速的 L3 自动驾驶，但适用范围同样被严 格限定在北京市京台高速、机场北线高速及大兴机场高速的部分区间。 这种 " 限定城市 + 限定道路 + 限定速度 " 的 ODD 设计，清晰体现了 L3 级 " 有条件自动驾驶 " 的监管逻辑：系统在特定场景下接管驾驶任 务，但驾驶员仍需具备随时接管能力，责任边界必须清晰可控。 在运营层面，两款车型也没有直接面向私人用户开放，而是由车企关联的出行服务公司负责运行。长安车型由重庆长安车联科技有限公司运营， 极狐车型则由北京出行汽车服务 ...

12月16日，受外围市场影响，A股市场早盘开市三大指数集体走低；零售、教育、汽配等板块逆市走强。 具体来看，资讯数据显示，汽车与零部件板块多股大涨，截至记者发稿时，成分股中浙江世宝（002703）、威帝股份（603023）、索菱股份（002766）3 股涨停，舜宇精工涨超16%，豪恩汽电（301488）、北汽蓝谷（600733）、天普股份（605255）等多股跟涨，北汽蓝谷逼近涨停。 | A股市场 + | | | | | | | 查看市场估值 | | --- | --- | --- | --- | --- | --- | --- | --- | | 序号 | 代码 | 名称 | 现价 | | 涨跌幅 ▼ | 成交额 | 年初至今 | | 1 | 920906 | 舜宇精工 | 30.95 | 4.37 | 16.44% | 1.62亿 | 83.05% | | 2 | 002703 | 浙江世宝 | 13.15 | 1.20 | 10.04% | 1.88亿 | 16.19% | | 3 | 603023 | 威帝股份 | 5.17 | 0.47 | 10.00% | 3.61亿 | 88.69% | | 4 ...

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，分别是来自重庆长安汽车股份 有限公司（下称"长安"）和北汽蓝谷麦格纳汽车有限公司（下称"北汽"）旗下的两款车型。"目前，我 们牵头组建的联合体已经进入智能网联汽车上路通行试点阶段。北京出行作为L3落地的运营方，计划 从明年一季度开始，先在大兴机场高速这条线上跑起来，做机场接驳的实景验证。"北汽新能源方面表 示。长安方面表示，目前试点阶段，该功能仅在申报地政府批准的具体高速及快速路段可用，以确保安 全合规运行；未来随着政策逐步开放，我们将通过OTA在线升级的方式，再持续扩展可用的道路和区 域。（第一财经） ...

12月16日，A股市场风格急剧切换，科技板块大幅回调，前三季度相对低迷的汽车、商贸在内的可选消 费板块，则迎来反转时刻。 截至10:55，可选消费ETF（562580.SH）持仓股内，永辉超市、北汽蓝谷、中公教育齐齐涨停。 政策面上，大消费迎来诸多利好： 12月15日，《求是》杂志发表高层重要文章《扩大内需是战略之举》，提出"要加快补上内需特别是消 费短板，使内需成为拉动经济增长的主动力和稳定锚。"12月14日，三部门联合印发《关于加强商务和 金融协同更大力度提振消费的通知》，提出：结合地方实际探索运用融资担保、贷款贴息、风险补偿等 多种方式，加强财政、商务、金融政策协同配合，引导信贷资金加大向消费重点领域投放。 ...