自动驾驶竞争转向生态共建，8万亿服务市场加速重构

Core Insights - The competition in autonomous driving is shifting towards ecosystem collaboration, with a projected service market of over 8 trillion yuan by 2028 [2][3] Group 1: Autonomous Driving Development - By 2026, large-scale commercial use of L3-level autonomous driving on highways is expected, followed by L4-level in urban areas by 2027 [1] - The transition from L2-level assisted driving to L3-level conditional autonomous driving is a critical phase in the development of smart electric vehicles in China [1][2] Group 2: Policy and Market Dynamics - The Chinese government has initiated pilot programs for L3-level autonomous vehicles in nine cities, facilitating the technology's implementation [2] - The penetration rate of advanced intelligent driving features in passenger vehicles is anticipated to increase significantly, marking the onset of a "smart driving" era [2] Group 3: Ecosystem Collaboration - The automotive service industry is emerging as a third major competitive force alongside vehicle manufacturing and digital/AI technologies [2] - The rapid development of autonomous driving is transforming vehicles from mere transportation tools into intelligent mobile living spaces, leading to a redistribution of an estimated 8 trillion yuan in value [3] Group 4: Innovations in Automotive Services - Huawei has launched the "Qian Kun Smart Driving Ecosystem Open Platform" to support industry partners in developing integrated solutions for various vehicle-related services [3] - The charging industry is expected to evolve from a manual "finding a charging station" model to an automated "vehicle finding electricity" solution [3] - Parking facilities are undergoing a transformation to better serve autonomous vehicles, enhancing efficiency and increasing the number of available parking spaces [3] Group 5: Challenges in Ecosystem Development - The integration of vehicle, road, and cloud technologies faces challenges such as insufficient application implementation, limited participation from automakers, and unclear business models [4]