智能网联汽车准入和上路通行试点 为数字经济注入强劲动力

Core Viewpoint - The recent issuance of the "Guiding Opinions on Vigorously Developing Digital Consumption to Co-create a Better Life in the Digital Age" aims to promote the development of digital consumption, particularly through the pilot of intelligent connected vehicles, which is expected to drive significant upgrades across the entire industry chain and create new employment opportunities [1][6]. Digital Product Consumption Expansion - The guiding opinions propose trials for the access and road use of intelligent connected vehicles, which will inject policy momentum into the automotive industry's intelligent transformation [1]. - The pilot is anticipated to stimulate technological upgrades in upstream and downstream sectors such as chip design, high-precision mapping, and vehicle-road collaboration, potentially unlocking a trillion-yuan scale industry upgrade [1]. Implementation of Pilot Projects - The Ministry of Industry and Information Technology is accelerating the construction of 20 "vehicle-road-cloud integration" pilot cities, with over 35,000 kilometers of test demonstration roads opened and more than 10,000 test demonstration licenses issued [2]. - Initial pilot cities include major urban centers like Chongqing, Guangzhou, Shenzhen, Shanghai, Beijing, Changsha, and Wuhan, with some cities already achieving regular operations of high-level autonomous vehicles in designated areas [2]. Local Innovations and Practices - Beijing is advancing its "dual-intelligence" city construction, achieving coverage of 600 square kilometers with vehicle-road-cloud integration infrastructure and issuing over 1,100 test licenses [3]. - Wuhan's "car valley" initiative has attracted over 500 companies in the intelligent connected vehicle industry, with a significant increase in the production of new energy and intelligent connected vehicles [3]. Industry Ecosystem Reconstruction - The technological system of intelligent connected vehicles is evolving from single-function iterations to multi-dimensional integrated innovations, enhancing environmental perception and decision-making capabilities [4]. - The traditional linear structure of the automotive industry is being replaced by a networked ecosystem centered around "software-defined vehicles," leading to new business models such as subscription services and data monetization [5]. Market Growth Projections - The intelligent connected vehicle market is expected to exceed 5 trillion yuan by 2030, becoming a new growth driver for high-quality economic development [6]. - The Ministry of Industry and Information Technology has indicated conditional approval for L3-level vehicle production, shifting the focus of industry competition from L2 to L3 levels [6].