转自：智通财经 【午评：创业板指、深成指均涨近1% 大消费板块集体爆发】智通财经12月19日电，市场早盘震荡走 强，沪指高开高走，创业板指一度涨超1.5%。沪深两市半日成交额1.09万亿，较上个交易日放量421 亿。盘面上热点快速轮动，全市场近4700只个股上涨。从板块来看，大消费板块持续拉升，零售、乳业 方向领涨，中央商场、上海九百、庄园牧场等多股涨停。智能驾驶概念走强，浙江世宝4连板。路畅科 技4天2板。商业航天概念反复活跃，华体科技2连板。可控核聚变概念开盘表现强势，王子新材3天2 板。下跌方面，影视院线概念走弱，博纳影业大跌。板块方面，零售、核电、乳业等板块涨幅居前，贵 金属、影视院线等板块跌幅居前。截至收盘，沪指涨0.59%，深成指涨0.93%，创业板指涨0.99%。 ...

Core Insights - The Chinese autonomous driving industry is experiencing a historic breakthrough, with the country poised to become the first to implement L3 level autonomous driving on a large scale [6] - The Ministry of Industry and Information Technology (MIIT) has officially granted the first batch of L3 conditional autonomous driving vehicle permits, marking a significant transition from pilot testing to product approval and road trials [6] - Analysts believe that the approval of L3 vehicles will accelerate the restructuring of the autonomous driving industry chain, with significant investment opportunities in smart vehicles, control chassis, domain control chips, and lidar technology [6] Group 1 - The MIIT's vehicle permit signifies the formal entry of China into the L3 autonomous driving era [6] - Guotai Junan Securities highlights that L3 approval will reshape the value chain of the intelligent driving industry, with expectations for AI applications to become a key focus by 2026 [6] - Analysts note that unlike the traditional linear development model of L2 to L3 to L4, Youjia Innovation has achieved commercial deployment of L4 level autonomous minibuses and logistics scenarios, laying a solid foundation for the widespread rollout of L3 technology [6] Group 2 - Dongwu Securities reports that Youjia Innovation holds over one-third of the commercial vehicle ADAS market and has successfully expanded into passenger vehicles and joint venture brands [7] - The company's iPilot series (L2+ and above) products are entering a harvest phase, while its L4 autonomous driving business (iRobo) has achieved commercial breakthroughs [7] - Zhejiang Shibao has indicated long-term partnerships with various domestic traditional and new car manufacturers, with its intelligent steering and control products suitable for L3 and above autonomous driving [7]

Market Overview - The A-share market opened higher on December 19, with all three major indices rising [1] - In the market, computing hardware rebounded, with CPO and storage indices leading the gains; sectors like coal, precious metals, and shipping weakened [2] Sector Performance - The smart driving concept was notably active, with Zhejiang Shibao (002703) achieving a four-day consecutive limit-up, supported by over 220,000 buy orders [3] - The Ministry of Industry and Information Technology announced the first batch of L3-level conditional autonomous driving vehicle approvals, marking a significant step towards commercial application [4] - Zhejiang Shibao confirmed its long-term partnerships with various traditional and new car manufacturers, indicating that its products are suitable for L3 and above autonomous driving [5] Emerging Concepts - The commercial aerospace sector showed strength, with Huati Technology achieving a two-day consecutive limit-up, alongside other companies like Xinke Mobile and Guanglian Aviation [6] - The electrolytic manganese concept experienced fluctuations, with Red Star Development hitting the limit-up, driven by rising prices that reached a three-year high [9] - The controllable nuclear fusion concept saw gains, with companies like Wangzi New Materials and Changfu Co., Ltd. achieving significant increases [10] - The innovative drug sector rebounded, with Yifang Bio rising nearly 10%, alongside other pharmaceutical companies [11]

消息面上，日前，我国首批L3级有条件自动驾驶车型准入许可正式公布，分别为长安牌 SC7000AAARBEV型纯电动轿车和极狐牌BJ7001A61NBEV型纯电动轿车。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。 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。 格隆汇12月19日｜A股市场无人驾驶概念股继续活跃，其中，豪恩汽电20CM涨停，汉鑫科技涨超 19%，航天智造涨超16%，云意电气涨超13%，经纬恒润涨超12%，万集科技涨超10%，大连重工、路 畅科技、浙江世宝、索菱股份10CM涨停，威帝股份逼近涨停，金溢科技、均胜电子、万马科技涨超 8%，德赛西威、民德电子、云星宇涨超7%。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | - ...

消息面上，工信部近期公布我国首批L3级有条件自动驾驶车型准入许可，长安汽车与北汽极狐成为首 批获准企业，其获批车型将分别在重庆指定拥堵路段和北京指定高速路段开展上路试点，标志着我国 L3级自动驾驶从测试阶段迈入商业化应用关键一步。 同时，12月19日智能驾驶龙头希迪智驾在港交所主板挂牌上市，成为首家港股上市的商用车智能驾驶上 市公司，其聚焦智慧矿山、智慧物流等场景，已构建起无人驾驶矿卡、自动驾驶物流车、V2X智能终端 等产品线矩阵，赋能园区、矿山、轨道交通等场景的智能化升级。 受影响板块分析： 早盘，无人驾驶板块表现活跃。豪恩汽电20CM涨停，云意电气涨超12%，均胜电子、浙江世宝、路畅 科技涨停。 | 代码 | 名称 | 现价 | | 涨跌 涨跌幅▼ | | --- | --- | --- | --- | --- | | 301488 | 豪恩汽电 | 169.20 | 28.20 | 20.00% | | 300304 | 云意电气 | 11.79 | 1.34 | 12.82% | | 600699 | 均胜电子 | 30.42 | 2.17 | 10.02% | | 002703 | 浙江世宝 | 1 ...

浙江世宝盘中涨停，已连收4个涨停板，截至9:49，该股报17.51元，换手率15.02%，成交量8801.76万 股，成交金额14.66亿元，涨停板封单金额为5.06亿元。连续涨停期间，该股累计上涨46.53%，累计换 手率为74.46%。最新A股总市值达106.08亿元，A股流通市值102.62亿元。 据天眼查APP显示，浙江世宝股份有限公司成立于1993年06月02日，注册资本82263.2384万人民币。 （数据宝） 近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.12.18 | 10.02 | 30.81 | 11457.27 | | 2025.12.17 | 10.04 | 25.67 | 7636.34 | | 2025.12.16 | 10.04 | 2.97 | 17546.56 | | 2025.12.15 | -1.65 | 1.76 | -1970.38 | | 2025.12.12 | 0.33 | 1.23 | -1050.93 | | 2025.12.11 | -1.3 ...

热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 智驾概念股早盘继续走高，截至发稿，浙江世宝（01057）上涨11.93%，报5.14港元；佑驾创新 （02431）上涨11.51%，报12.50港元；知行科技（01274）上涨3.61%，报5.74港元；小鹏汽车-W （09868）上涨4.57%，报74.45港元。 责任编辑：卢昱君 智驾概念股早盘继续走高，截至发稿，浙江世宝（01057）上涨11.93%，报5.14港元；佑驾创新 （02431）上涨11.51%，报12.50港元；知行科技（01274）上涨3.61%，报5.74港元；小鹏汽车-W （09868）上涨4.57%，报74.45港元。 责任编辑：卢昱君 ...

消息面上，工信部12月15日正式公布我国首批L3级有条件自动驾驶车型准入许可，本次许可是继2023 年试点通知明确框架、2024年6月首批9家联合体遴选后的实质性落地，标志着国内L3从"试点申报与测 试评估"迈向"产品准入与上路通行试点"。 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。华泰证券认 为，L3准入落地将加速智驾产业链价值重构，2026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。 智通财经APP获悉，智驾概念股继续走高，截至发稿，浙江世宝(01057)涨9.54%，报5.05港元；佑驾创 新(02431)涨6.24%，报11.91港元；知行科技(01274)涨3.61%，报5.74港元；小鹏汽车-W(09868)涨 3.58%，报73.75港元。 ...

港股智能驾驶概念股上扬，浙江世宝涨超11%，佑驾创新涨超8%，小鹏汽车、速腾聚创涨超3%，禾赛 涨超2%。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 12月15日，工业和信息化部正式公布了我国首批获得L3级有条件自动驾驶车型准入许可的企业及车 型，长安汽车和北汽蓝谷成为首批获此殊荣的企业。这一举措标志着我国L3级自动驾驶汽车从测试验 证阶段向规模化商业应用迈出了关键一步。 新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同 其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。 责任编辑：郝欣煜 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 港股智能驾驶概念股上扬，浙江世宝涨超11%，佑驾创新涨超8%，小鹏汽车、速腾聚创涨超3%，禾赛 涨超2%。 12月15日，工业和信息化部正式公布了我国首批获得L3级有条件自动驾驶车型准入许可的企业及车 型，长安汽车和北 ...

智能驾驶概念反复活跃，浙江世宝4连板，豪恩汽电涨超8%，万集科技、索菱股份跟涨。 ...