3 6 Ke·2025-12-17 04:18Core Insights - The approval of L3 conditional autonomous driving by the Ministry of Industry and Information Technology marks a significant step towards commercialization, bridging the gap between L2 and L4 levels of driving technology [1][2] - The first two approved models, Changan Deep Blue SL03 and BAIC Arcfox Alpha S (L3 version), will conduct trials in designated areas, indicating a shift from testing to real-world application [1][5] Group 1: Industry Context - The automotive industry has been characterized by a "two extremes" scenario, with companies competing in L2 level assistance and others pursuing L4 level fully autonomous driving [1][2] - L3 conditional autonomous driving is seen as a crucial transitional phase, allowing for a gradual shift from testing personnel to real users, thus accumulating practical experience for a replicable autonomous driving operation system [1][2] Group 2: Technical Developments - The approved vehicles utilize different technological approaches: BAIC's Arcfox Alpha S employs a comprehensive safety architecture with 34 high-performance sensors and a 400 TOPS computing platform, while Changan's SL03 focuses on traffic congestion navigation with a speed limit of 50 km/h [3][4] - Both vehicles are currently limited to specific routes and speeds, with the aim of refining technology and regulatory frameworks through pilot testing [4][5] Group 3: Market Implications - The approval is expected to stimulate the development of new business models, including new mobility and insurance services, contributing to a safer and more efficient industry ecosystem [2][4] - The market response was immediate, with stock prices of related companies rising significantly following the announcement [1] Group 4: Future Outlook - Industry experts express cautious optimism regarding the large-scale commercialization of L3 technology by 2026, with L2 becoming a standard feature in vehicles [6][7] - The transition from L2 to L3 involves significant challenges, particularly in urban environments, and requires clear delineation of legal responsibilities [6][7] - The recent approval is seen as a catalyst for the next phase of competition in the autonomous driving sector, focusing on safety validation, data governance, and user trust [7]