Group 1 - The Ministry of Industry and Information Technology of China has officially announced the first batch of L3 conditional autonomous driving vehicle permits, marking a significant step towards commercial application of L3 autonomous driving in China [1] - Longyuan Securities reports that the approval of L3 autonomous driving vehicles indicates a transition from testing to commercial application, with the industry moving towards higher levels of intelligent driving [1] - Changjiang Securities states that China becomes the second country after Germany to officially permit L3 vehicles, with the approval of two models indicating a new phase for intelligent connected vehicles in mass production [1] Group 2 - The approval of L3 vehicles is expected to accelerate the development of the intelligent driving industry chain, with recommendations to focus on intelligent driving algorithm providers, hardware suppliers, and Robotaxi operation platforms [1] - Huatai Securities emphasizes that the approval will lead to a restructuring of the value chain in the intelligent driving industry, with significant investment opportunities in core areas such as intelligent vehicles, control chassis, domain control chips, and lidar [1] - Companies like Junsheng Electronics and CAOCAO Mobility are actively engaging in strategic partnerships and launching new autonomous driving platforms, indicating a competitive landscape in the autonomous driving sector [2][3] Group 3 - Leap Motor has officially started nationwide deliveries of its Lafa5 model, which supports dual AI models and a lidar perception system [3] - Horizon Robotics and ZF have announced a joint development of an L3 intelligent driving system, expected to be mass-produced in China by 2026 [3] - Companies like Black Sesame Intelligence and TuDatong are advancing in the autonomous driving field with innovative products and significant market presence, including high-performance lidar solutions [4][5]
港股概念追踪|L3级自动驾驶获批上路 机构看好智驾行业进入高速发展期（附概念股）
智通财经网·2025-12-22 00:50