L3、L4齐发，北汽新能源猛攻自动驾驶商业化

Core Viewpoint - The launch of L3 version of BAIC's Arcfox Alpha S marks a significant step towards the commercialization of autonomous driving in China, with a strategic partnership established with Pony.ai to enhance L4 Robotaxi production and operation [2][3]. Group 1: Company Developments - BAIC New Energy officially commenced large-scale pilot operations for the L3 version of Arcfox Alpha S on January 10, indicating a shift towards commercial deployment in the autonomous driving sector [2]. - The company is one of the first in China to cover autonomous driving technology from L2 to L4, having received the first batch of L3 autonomous driving licenses by December 2025 [2]. - The self-developed "Yuanjing Intelligent" architecture provides crucial technical support for obtaining these licenses [2]. Group 2: Strategic Partnerships - BAIC New Energy and Pony.ai have entered a comprehensive strategic cooperation, moving into a "2.0 era" that focuses on creating a complete closed-loop from technology development to commercial operation [2][4]. - The collaboration began in November 2024, with BAIC providing a fully redundant chassis architecture and Pony.ai supplying its seventh-generation autonomous driving software and hardware system [3]. Group 3: Market and Product Expansion - The L4-level Arcfox Alpha T5 Robotaxi has begun mass production, with over 600 units produced and operational in various complex driving scenarios, achieving safety levels ten times higher than human drivers [3]. - Starting from November 2025, the Robotaxi has been fully operational in key areas of Beijing and Shenzhen, demonstrating a successful integration of production, testing, and operation [3]. Group 4: Future Directions - Future collaboration will focus on five dimensions: product development, market expansion, supply chain integration, ecosystem construction, and capital cooperation, aiming to create a sustainable Robotaxi business ecosystem [4]. - The partnership aims to promote "Chinese solutions" in international markets, particularly in the Middle East and Europe, while optimizing the L4 lifecycle costs [4]. - BAIC New Energy plans to collaborate with more global tech companies to explore innovative boundaries in smart vehicles, contributing to significant changes in the global mobility industry [4].