今年年底我国L2级辅助驾驶新车渗透率将逼近70% 汽车智能化来到新赛段

Core Insights - The average contribution rate of final consumption to China's economic growth over the past four years reached 56.2%, an increase of 8.6 percentage points compared to the "13th Five-Year Plan" period [1] - The automotive industry is experiencing significant changes, particularly in the field of intelligent vehicles, with L3 autonomous driving and Robotaxi entering a commercialization phase [1][4] - The intelligent driving industry has surpassed a scale of one trillion yuan, improving traffic efficiency by 15% to 30% and contributing 2.4% to 4.8% to GDP growth [4] Group 1: Economic Contribution and Growth - Final consumption's contribution to economic growth has increased significantly, indicating a shift towards consumer-driven growth [1] - The "three new" economy (new industries, new business models, and new forms of consumption) is projected to exceed 24 trillion yuan in added value by 2024, equivalent to the combined GDP of Beijing, Shanghai, and Guangdong [2] Group 2: Intelligent Vehicle Development - The penetration rate of L2-level assisted driving new cars in China is expected to approach 70% by the end of this year, up from just 3.3% in 2019 [4][5] - The market penetration rate for intelligent cockpits in passenger cars is projected to exceed 70% in 2024, indicating a shift towards widespread adoption of intelligent features [5] Group 3: Industry Trends and Future Outlook - The automotive industry is transitioning from the "early stage" of technological experimentation to the "second half" of industrial development, focusing on high-quality growth [6][8] - The competition in the intelligent vehicle sector will increasingly focus on high-level autonomous driving, operating systems, high-performance chips, data security, and cost management [6][8] - The intelligent vehicle is seen as the next large-scale mobile smart terminal after smartphones, with a growing emphasis on enhancing safety, comfort, and reliability [8]