【忠阳车评】“准入许可”不等于大规模量产

Core Viewpoint - The issuance of the first L3-level autonomous driving vehicle license plates in Beijing marks a significant milestone in China's autonomous driving industry, transitioning from technology validation to mass production applications [2][3]. Group 1: Regulatory Developments - The Ministry of Industry and Information Technology has officially granted conditional access permits for the first L3-level autonomous driving models, allowing specific electric vehicles from Changan Automobile and BAIC Group to operate on designated highways in Beijing and Chongqing [2][3]. - The L3-level autonomous driving is a critical transition from "driving assistance" to "autonomous driving," allowing the system to perform driving tasks under certain conditions without continuous driver monitoring [3]. Group 2: Market Dynamics - In the first three quarters of the year, the sales of new passenger cars equipped with L2-level driving assistance features increased by 21.2%, achieving a penetration rate of 64% [3]. - The trial implementation of L3-level autonomous driving vehicles is expected to enhance consumer experience and drive improvements in traffic management, insurance claims, liability recognition, and regulatory frameworks [3][4]. Group 3: Safety and Regulation - The permits for the two models come with strict limitations on operational scenarios, road types, urban areas, and speed limits, emphasizing a cautious regulatory approach to ensure safety [4][5]. - There is a distinction between "road test licenses" issued by local authorities and "product access permits" issued by national departments, with the latter being significantly more challenging to obtain [5]. Group 4: Future Outlook - The true commercialization of L3-level autonomous driving requires not only technological breakthroughs but also supportive policies, industry ecosystems, and infrastructure [5]. - The current pilot approach of "small-scale initiation with conditional implementation" indicates that widespread mass production of autonomous vehicles is still a long way off, despite the symbolic significance of the recent developments [5].