Core Viewpoint - The development of Level 3 (L3) conditional autonomous driving in China is making significant progress, with the issuance of special license plates for L3 vehicles marking a transition from testing to commercial use [2][3]. Group 1: Policy and Implementation - Beijing has issued the first batch of special license plates for L3 autonomous vehicles, including the BAIC Arcfox Alpha S (L3 version), which has received legal road qualifications [2]. - The Ministry of Industry and Information Technology has granted approval for the first L3 conditional autonomous driving models, allowing Changan Automobile and BAIC Arcfox to conduct road trials in designated areas [2]. - The first L3 special license plate "渝AD0001Z" was issued in Chongqing, indicating a shift to compliant commercial use of autonomous vehicles [2]. Group 2: Technical Advancements - The BAIC Arcfox Alpha S (L3 version) is the only model in the first batch equipped with LiDAR technology, which is crucial for its autonomous capabilities [3]. - The vehicle can perform dynamic driving tasks under specific conditions, achieving a maximum speed of 80 km/h on designated highways and urban expressways, although a driver must remain in the seat to take control in emergencies [3]. - The successful deployment of L3 autonomous driving is attributed to BAIC's long-term technological investments in intelligent networking, new energy, and safety [3]. Group 3: Industry Impact and Future Trends - The rollout of L3 autonomous driving is expected to accelerate the iteration of core technologies such as sensors, chips, and algorithms, promoting the integration of "vehicle-road-cloud" infrastructure [5]. - New business models, including subscription services and data services, are anticipated to emerge, shifting the profit focus from hardware to software and services [5]. - The market is expected to undergo a reshuffle, with companies possessing comprehensive self-research capabilities likely to dominate as L3 functionalities become more mainstream and accessible [5].
首批3个号牌落户北汽极狐,北京L3级自动驾驶获准合法上路