Group 1 - The Ministry of Industry and Information Technology officially announced the first batch of L3 conditional autonomous driving vehicle permits in China, marking a significant step towards commercial application of L3 autonomous driving [1][2] - Longhua Securities noted that the approval of L3 autonomous driving vehicles indicates that China is the second country after Germany to allow L3 vehicles on the road, with the potential for large-scale deployment [1][2] - The approval is expected to accelerate the commercialization of autonomous driving technology, benefiting the entire industry chain [1][2] Group 2 - Investment opportunities are suggested in sectors such as intelligent driving algorithms, related hardware providers, and Robotaxi operation platforms, as the approval of L3 vehicles transitions the industry from testing to product entry and road trials [2] - Companies like Junsen Electronics and Sailyus are actively engaging in strategic partnerships and product launches to enhance their positions in the autonomous driving market [3][4] - The development of L3 intelligent driving systems is being pursued by companies like ZF and Horizon Robotics, with expectations for mass production in 2026 [4][5] Group 3 - TuDatong is recognized as the first global supplier to achieve mass production of automotive-grade high-performance LiDAR solutions, with a projected delivery of approximately 230,000 units in 2024 [5][6] - The establishment of a new manufacturing headquarters by Nexperia in Suzhou, with an investment of 1 billion yuan, aims to focus on electric power steering and steering-by-wire technologies to meet various levels of assisted and autonomous driving needs [7]
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）
Zhi Tong Cai Jing·2025-12-22 00:55