BAIC BluePark(SH:600733) Zhong Guo Zheng Quan Bao·2026-01-10 13:44Core Viewpoint - The launch of the L3 version of the Arcfox Alpha S by BAIC New Energy marks a significant step in the commercialization of autonomous driving in China, with plans for trial operations beginning in designated areas [2][5][7]. Group 1: Launch and Operations - BAIC New Energy announced the initiation of trial operations for the Arcfox Alpha S (L3 version) in collaboration with Beijing Mobility, with a focus on safety and a phased approach to opening up to individual users by Q2 2026 [2][6]. - The first batch of 30 L3 autonomous vehicles is set to operate in specific areas of major highways, including the Beijing-Taipei and Daxing Airport highways [3][5]. - The L3 vehicles will initially operate under limited conditions, including specific scenarios, road segments, and speed limits, as part of the regulatory framework for autonomous driving [5][6]. Group 2: Industry Implications - The approval of the L3 autonomous vehicles signifies a transition from technology validation to mass application in the autonomous driving sector, highlighting BAIC New Energy's role as a key player in this evolution [7]. - The collaboration with Pony.ai aims to expand the Robotaxi service globally, with significant progress already made in mass production and operational deployment of the Arcfox Alpha T5 Robotaxi [8]. - The shared mobility market in China is shifting towards high-quality growth, with Robotaxi technology expected to fundamentally optimize the cost structure of the industry and drive the next growth curve [9].