高阶“智驾”京渝先“尝鲜”

Core Viewpoint - The approval of the first L3 (conditional automated driving) models marks a significant milestone in the transition from testing to regulatory acceptance, enhancing public expectations for advanced automated driving technology [1][2]. Group 1: L3 Level Automated Driving - L3 level automated driving represents a critical transition from "assisted driving" to "true automated driving," allowing the vehicle system to take full control under specific conditions, with the driver required to take over only when requested [2]. - The two approved models, Changan Deep Blue SL03 and BAIC Arcfox Alpha S (L3 version), have undergone rigorous safety evaluations, ensuring multiple safety redundancies in key areas such as perception, decision-making, steering, braking, communication, power supply, and positioning [2]. Group 2: Application Scenarios - The Changan Deep Blue SL03 is designed for congested traffic environments, with an automated driving function at a maximum speed of 50 km/h, aimed at reducing driver fatigue and improving traffic efficiency [2]. - The BAIC Arcfox Alpha S (L3 version) focuses on relatively smooth highway and urban rapid road scenarios, capable of reaching speeds up to 80 km/h [2][3]. Group 3: Industry Competition and Market Potential - Multiple automotive companies are actively competing in the L3 automated driving sector, with some having obtained L3 testing licenses, including GAC Aion, XPeng, and Li Auto, which are conducting regular L3 road tests in various cities [4]. - According to Southwest Securities, the penetration rate of L3 automated driving is expected to reach 55% by 2028, with the domestic market potentially exceeding 1.2 trillion yuan by 2030, indicating a significant growth opportunity in this sector [4]. Group 4: Regulatory and Safety Considerations - The conditional approval of L3 automated driving models signifies a shift towards mass production applications, but the industry must proceed cautiously, focusing on safety and regulatory frameworks [5]. - Current approved models are limited to simpler, well-defined road conditions, and strict operational design domain (ODD) settings are essential for ensuring safety and accumulating experience [5]. - Future regulatory improvements will be crucial for broader L3 automated driving applications, as existing regulations need further refinement regarding application scenarios and accident liability [6].