智能网联汽车ETF(159872)涨近1%，首批L3级自动驾驶车型获准上路

Group 1 - The core viewpoint of the news is that China's L3-level conditional autonomous driving vehicles have received official approval for commercial testing, marking a significant step towards commercialization in the industry [1] - The China Internet of Vehicles Theme Index (930725) has seen a rise of 0.91%, with notable increases in constituent stocks such as Wanjie Technology (300552) up by 20.02% and Haon Automotive (301488) up by 13.14% [1] - The Intelligent Connected Vehicle ETF (159872) has also increased by 0.92%, with the latest price reported at 0.99 yuan [1] Group 2 - According to Xinda Securities, the regulatory environment for intelligent connected vehicles in China is improving, with a notable increase in the penetration rate of advanced driving assistance systems (ADAS) [2] - In the first nine months of 2025, sales of L2++ and above models reached 3.643 million units, accounting for 38.65% of total sales, with domestic brands showing the fastest growth in L2 and above penetration rates [2] - The market for Robotaxi is projected to reach 270 billion yuan by 2030, while the value of the unmanned logistics vehicle industry is expected to increase to 594.8 billion yuan by the same year [2] - The top ten weighted stocks in the China Internet of Vehicles Theme Index account for 51.03% of the index, including companies like CATL (300750) and SAIC Motor (600104) [2]