晚报 | 9月15日主题前瞻

Group 1: Autonomous Driving - The Ministry of Industry and Information Technology and seven other departments released the "Automobile Industry Steady Growth Work Plan (2025-2026)", which aims to promote the approval and trial operation of intelligent connected vehicles, particularly L3 models [1] - The analysis indicates that the current high-speed NOA function has become a standard feature in mainstream models, with prices dropping below 150,000 yuan, and the penetration rate of L2 intelligent driving in China has reached 50% [1] - The first batch of L3 pilot car manufacturers and cities is expected to be announced in 2024, with 2025 likely to be the year of L3 implementation [1] Group 2: Innovative Pharmaceuticals - The State Council approved the "Regulations on the Management of Clinical Research and Clinical Translation Applications of Biomedical New Technologies (Draft)", aiming to accelerate the development and application of biomedical technology in China [2] - The Chinese biopharmaceutical market is projected to exceed 3.5 trillion yuan by 2025, accounting for over 10% of the global market, making it the second-largest innovative drug market globally [2] - AI is expected to shorten drug development cycles by over 30% and increase target discovery efficiency by 30 times, with AI-designed drugs projected to account for over 15% of approved new drugs by 2028 [2] Group 3: Semiconductor Industry - The National Integrated Circuit Industry Investment Fund's third phase has initiated its first project, with a commitment of up to 450 million yuan to increase the registered capital of Tuojing Technology's subsidiary [3] - Domestic semiconductor equipment has shown strong growth, surpassing the overall market growth rate for two consecutive quarters, indicating robust demand for capacity expansion [3] - The long-term scale of the Chinese semiconductor equipment market is expected to maintain above 40 billion USD, benefiting domestic semiconductor equipment manufacturers [3] Group 4: Energy Storage - The National Development and Reform Commission and the National Energy Administration issued the "New Energy Storage Large-Scale Construction Special Action Plan (2025-2027)", targeting an installed capacity of over 180 GW by 2027, with direct project investments of approximately 250 billion yuan [4] - The energy storage industry is undergoing a transformation towards a more commercial and sustainable development path following policy adjustments, with companies that can provide market returns gaining a competitive edge [4]