L3牌照正式发放，Robotaxi等多个商业化场景有望全面落地

Group 1 - The first L3 level autonomous driving dedicated license plate "渝AD0001Z" was issued in Chongqing, marking a significant step towards commercial application of L3 autonomous vehicles [1] - The Ministry of Industry and Information Technology granted conditional approval for the first batch of L3 conditional autonomous driving models, indicating a transition from testing to commercial use [1] - The emergence of L3 blurs the lines between L2 and L4 levels of autonomous driving, suggesting that consumer vehicles may soon operate as Robotaxis during idle times, leading to a convergence of personal and commercial vehicle usage [1][2] Group 2 - The rollout of L3 will significantly increase the demand for high-performance driving chips and sensors such as LiDAR and millimeter-wave radar, benefiting the entire industry chain [2][3] - Companies like Ruiming Technology and Maolai Optics are positioned to benefit from the growth in the commercial vehicle AI solutions and precision optical components sectors, with established market presence and strong customer relationships [4]