政策破冰，资本竞逐！上市公司加速抢滩无人驾驶新赛道

Core Insights - The Chinese autonomous driving industry has reached a significant milestone with the issuance of the first L3 conditional autonomous driving vehicle permits by the Ministry of Industry and Information Technology on December 15, 2025, marking the transition to commercial applications [2][4] - Starting from December 16, 2025, at least eight listed companies have added the "autonomous driving" concept to their business strategies, indicating substantial advancements in perception, decision-making, execution, and application scenarios [2][5] Company Summaries - Haicheng Bonda introduced the "autonomous driving" concept on December 16, 2025, with a project in Hefei that utilizes "unmanned vehicles and unmanned warehouses" to enhance logistics efficiency [2][5] - Changguang Huaxin also added the "autonomous driving" concept on December 16, focusing on the development of laser radar light source solutions, including VCSEL laser chips for automotive applications [2][5] - Hanxin Technology entered the "autonomous driving" space on December 16, with products related to vehicle-road collaboration, including edge computing devices and cloud control platforms [3][5] - Hikvision joined the "autonomous driving" sector on December 17, providing a full-stack sensor solution for various levels of intelligent driving systems, including cameras and radars [3][5] - Century Hengtong added the "autonomous driving" concept on December 17, specializing in multi-modal data fusion and automated processing capabilities to support high-level autonomous driving development [3][6] - Lian Microelectronics entered the field on December 18, focusing on compound semiconductor chip manufacturing, with VCSEL chips widely used in laser radar for intelligent driving [3][6] - Lingyun Co., Ltd. announced on December 18 that it has completed the design of a steering system for unmanned logistics vehicles, which is a critical component for achieving autonomous driving [3][6] Industry Outlook - The issuance of L3 permits is seen as a starting gun for the commercial race in China's autonomous driving sector, with the eight companies' responses reflecting the industry's readiness for policy changes and technological advancements [7]