Group 1 - The core viewpoint of the article highlights a significant rise in the stock prices of autonomous driving concept stocks during the morning session [2] Group 2 - Zhejiang Shibao saw an increase of 10.02%, reaching HKD 5.6 [2] - Pony.ai (小马智行-W) rose by 8.26%, trading at HKD 124.6 [2] - Youjia Innovation (佑驾创新) increased by 6.25%, with a price of HKD 15.63 [2] - Hesai Technology (禾赛-W) experienced a 4% rise, priced at HKD 182.1 [2]

Group 1 - The A-share market indices collectively rose, with the intelligent driving sector showing strong performance, leading to significant gains in automotive-related ETFs [1] - The Intelligent Vehicle ETF (159888) increased by 2.28%, the New Energy Vehicle ETF (515030) rose by 1.71%, and the Automotive Parts ETF (562700) gained 1.34% [1] - Zhejiang Shibao, a concept stock in intelligent driving, hit the daily limit for the fifth consecutive trading day, while other stocks like Asia-Pacific Shares and Beidou Star also reached their daily limits [1] Group 2 - The Ministry of Industry and Information Technology recently approved two L3-level autonomous driving vehicle products [1] - Xpeng Motors has obtained an L3-level autonomous driving road test license in Guangzhou and has initiated regular L3 road testing [1] - BYD has started comprehensive internal testing for mass production of L3-level autonomous driving in Shenzhen, having completed over 150,000 kilometers of actual road verification [1] Group 3 - According to a report from China International Capital Corporation (CICC), by 2025, the standardization of intelligent driving will enhance consumer awareness and influence purchasing decisions, leading to increased penetration of solutions and smart hardware [1] - CICC predicts that 2026 may mark the year of mass production for L3 vehicles, with the potential for L4 scenarios to emerge profitably, representing a pivotal breakthrough from "0 to 1" [1]

每经AI快讯，12月22日，浙江世宝触及涨停，已连续涨停5天，成交额5.33亿元。 （文章来源：每日经济新闻） ...

Core Viewpoint - The autonomous driving sector is experiencing renewed activity, with several companies seeing significant stock price increases following the announcement of the first L3-level autonomous driving license plate in Chongqing on December 20 [1] Group 1: Company Performance - Zhejiang Shibao (002703) has achieved a five-day consecutive limit-up in stock price [1] - Wanjie Technology (300552) has seen its stock price rise by over 10% [1] - Other companies such as Desay SV (002920), Suoling Co. (002766), and Luchang Technology (002813) have also experienced stock price increases [1] Group 2: Industry Developments - Changan Automobile (000625) officially announced the issuance of the first L3-level autonomous driving dedicated license plate "渝AD0001Z" in Chongqing [1]

Core Viewpoint - The smart driving sector is experiencing significant growth, with stocks rising sharply due to recent advancements in autonomous driving technology and regulatory approvals [1][3]. Group 1: Stock Performance - Smart driving concept stocks saw substantial gains, with increases of over 9%, 8%, 3%, and 2% in early trading [1]. - Notable stock performances include: - Xiaoma Zhixing-W (02026) at +9.29% with a trading volume of 23.74 million [2]. - Zhejiang Shibao (01057) at +8.25% with a trading volume of 124 million [2]. - FIT HON TENG (06088) at +5.00% with a trading volume of 45.88 million [2]. - SenseTime-W (00020) at +4.79% with a trading volume of 265 million [2]. Group 2: Industry Developments - The Ministry of Industry and Information Technology (MIIT) has issued the first batch of L3-level conditional autonomous driving vehicle licenses, with Changan Deep Blue SL03 and BAIC Arcfox Alpha S6 among the first approved models [3]. - Noteworthy advancements include the issuance of the first L3-level autonomous driving dedicated license plate "渝AD0001Z" in Chongqing, marking the start of the L3 autonomous driving era for Changan Automobile [3]. - Internationally, Tesla has commenced full autonomous Robotaxi testing in Austin, Texas, without safety supervisors or passengers in the vehicle [3]. Group 3: Market Outlook - Dongfang Securities anticipates that with regulatory support and increasing market demand, the industrialization of L3-level autonomous driving is expected to accelerate by 2026, benefiting related hardware and software suppliers [3]. - Changcheng Securities highlights that leading companies are making continuous breakthroughs in smart driving, indicating that the industry is entering a high-speed development phase [3]. - The gradual reduction of high-level autonomous driving technology to vehicles priced between 100,000 to 200,000 will promote equity in smart driving technology, leading to positive investment opportunities in the smart driving supply chain [3].

Group 1 - The smart driving concept stocks experienced a significant rise in early trading [1] - Zhejiang Shibao (01057.HK) increased by 10.02%, reaching HKD 5.6 [1] - Pony.ai-W (02026.HK) rose by 8.26%, trading at HKD 124.6 [1] - Youjia Innovation (02431.HK) saw a gain of 6.25%, priced at HKD 15.63 [1] - Hesai Technology-W (02525.HK) climbed by 4%, with a price of HKD 182.1 [1]

Group 1 - The smart driving concept stocks experienced a significant rise, with Zhejiang Shibao increasing by 10.02% to HKD 5.6, Xiaoma Zhixing-W up by 8.26% to HKD 124.6, Youjia Innovation rising by 6.25% to HKD 15.63, and Hesai-W increasing by 4% to HKD 182.1 [1] - The Ministry of Industry and Information Technology officially announced the first batch of L3-level conditional autonomous driving vehicle permits on December 15, with Changan Deep Blue SL03 and BAIC Arcfox Alpha S6 among the first approved models [1] - The first L3-level autonomous driving dedicated license plate "Yu AD0001Z" was issued in Chongqing on December 20, marking the beginning of the L3 autonomous driving era for Changan Automobile [1] Group 2 - According to Dongfang Securities, the L3-level autonomous driving industry is expected to accelerate its progress by 2026, driven by regulatory support and increasing market demand, benefiting related smart driving hardware and software suppliers [2] - Longcheng Securities noted that leading companies both domestically and internationally are making continuous breakthroughs in smart driving, indicating that the industry is entering a period of rapid development [2] - As high-level smart driving technology gradually becomes available in vehicles priced between RMB 100,000 to 200,000, the equity in smart driving technology is expected to be realized, with a positive outlook on investment opportunities in the smart driving industry chain [2]

消息面上，近期，海内外智能驾驶领域均迎来重大突破。12月15日，工信部正式公布首批L3级有条件 自动驾驶车型准入许可，首批获准车型为长安深蓝SL03和北汽极狐阿尔法S6，随后比亚迪 （002594）、鸿蒙智行等多家品牌也宣布获得L3级自动驾驶路测牌照并启动内测。值得关注的是，12 月20日，首块L3级自动驾驶专用正式号牌"渝AD0001Z"在重庆诞生，标志着长安汽车开启L3级自动驾 驶时代。海外方面，马斯克此前表示特斯拉正式在奥斯汀启动全无人驾驶Robotaxi测试，车内无安全监 督员及乘客。 东方证券认为，在法规政策支持、市场需求提升的驱动下，预计2026年L3级自动驾驶产业化进展有望 持续加速，相关智驾硬件及软件供应商有望受益。长城证券（002939）表示，海内外龙头厂商持续在智 驾方面取得突破行业进入高速发展期。伴随高阶智驾逐步下探至10-20万车型，智驾平权亦将逐步实 现，该行持续看好智能驾驶产业链投资机会。 智驾概念股早盘走高，截至发稿，浙江世宝（002703）(01057)涨10.02%，报5.6港元；小马智行- W(02026)涨8.26%，报124.6港元；佑驾创新(02431)涨6.25%， ...

浙江世宝触及涨停，已连续涨停5天，成交额5.33亿元。 ...

Group 1 - Zhejiang Shibao has achieved a five-day consecutive limit-up, indicating strong market interest and momentum [1] - The stock reached a trading limit at 9:25 AM with a transaction volume of 154 million yuan and a turnover rate of 1.36% [1] - Recent developments in the smart driving sector, including Chongqing's issuance of the first L3-level autonomous driving license plate, are driving growth in the autonomous driving industry chain [1] Group 2 - Zhejiang Shibao's smart driving products include intelligent steering, steer-by-wire, and electric adjustable steering columns, suitable for L3-level and above autonomous driving [1] - The intelligent steering and electric adjustable steering column products have already entered mass production, while steer-by-wire products are expected to begin mass production in the second half of 2026 after being designated by several automakers [1] - The volatility of limit-up stocks is significant, highlighting the need for cautious investment strategies [1]