Group 1 - The automotive industry chain is experiencing growth, with significant increases in automotive parts, services, dismantling, and autonomous driving sectors [1] - The Ministry of Industry and Information Technology has officially announced the first batch of L3 conditional autonomous driving vehicle permits in China, marking a key step towards commercial application [1] - The two approved models are the Changan SC7000AAARBEV electric sedan and the Arcfox BJ7001A61NBEV electric sedan, which will undergo road trials in designated areas of Beijing and Chongqing [1] Group 2 - Ping An Securities predicts that the commercialization of intelligent driving is expected to accelerate by 2026, with the approval of L3 models indicating progress in technology and policy [2] - Dongxing Securities states that the automotive intelligence has transitioned from quantitative to qualitative changes, with 2026 being a pivotal year for the shift from L2 to L3 intelligent driving [2] - The development of intelligent chassis systems is highlighted as a key area for ensuring the reliability of high-level autonomous driving, with the potential for large-scale component companies to emerge in China [2]
L3级自动驾驶正式落地，汽车产业链全线走强