2 1 Shi Ji Jing Ji Bao Dao·2025-12-16 12:00Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) of China has officially granted the first batch of L3 conditional autonomous driving vehicle permits to two models: Changan Automobile's Deep Blue SL03 and BAIC's Arcfox Alpha S, marking a significant step towards the commercialization of autonomous driving technology in China [1][2]. Group 1: Regulatory Developments - The MIIT has confirmed that both vehicle manufacturers have completed the required product testing and safety assessments, allowing them to conduct road trials in designated areas [1][2]. - This is the first formal establishment of "first movers" in the autonomous driving sector since the MIIT released the first batch of nine intelligent connected vehicle pilot programs last year [1][2]. - The L3 level of autonomous driving is defined as "conditionally automated driving," where the system can perform all dynamic driving tasks under specific conditions [3][4]. Group 2: Vehicle Specifications and Testing Areas - The Deep Blue SL03 is permitted to operate in congested traffic environments on single-lane highways and urban expressways at a maximum speed of 50 km/h, specifically in designated areas of Chongqing [4]. - The Arcfox Alpha S can operate on single-lane highways and urban expressways at a maximum speed of 80 km/h, with its functionality limited to specific routes in Beijing [4]. - The issuance of these permits follows a series of unified tests conducted by the MIIT and other departments, taking into account long-term testing data from various regions [8]. Group 3: Market Impact - Following the announcement of the L3 permits, stocks related to intelligent driving surged, with companies like Wanji Technology, Zhejiang Shibao, and Beiqi Blue Valley hitting their daily price limits [2]. - The MIIT's actions reflect a cautious yet supportive approach to advancing autonomous driving technology while ensuring safety standards are met [2][8]. Group 4: Future Outlook - The MIIT, along with other governmental departments, plans to expand the L3 autonomous driving pilot programs in terms of vehicle models and regions over the next year, aiming to clarify traffic safety responsibilities and establish entry thresholds for the industry [9]. - Industry experts emphasize the importance of creating a sustainable business model and ensuring safety as companies explore commercial opportunities in the autonomous driving sector [9].