自动驾驶“有条件上路”正重构产业格局

Group 1 - The recent approval of the first batch of L3-level conditional autonomous driving vehicles marks a significant step towards commercialization in China, transitioning from technical validation to conditional road use [1] - The core breakthrough of "conditional road use" lies in balancing institutional innovation with risk control, clearly defining responsibility during system takeover between drivers and car manufacturers [1] - The launch of the "conditional road use" era is a natural outcome of industry development, with the penetration rate of L2-level assisted driving in new vehicles reaching 64%, indicating increasing consumer acceptance of intelligent driving [1] Group 2 - The entry into the "conditional road use" phase will unleash significant economic value and reshape the automotive industry ecosystem, benefiting upstream core component manufacturers and driving down costs through mass production [2] - Automotive companies will shift from hardware sales to a "hardware + software + service" profit model, leveraging services like OTA upgrades to extract long-term value [2] - The maturity of autonomous driving technology supports the transformation of automotive business models from one-time vehicle sales to full lifecycle service operations, positioning autonomous vehicles as "mobile intelligent terminals" [2]