Zhi Tong Cai Jing·2026-01-15 02:29Core Viewpoint - Zhejiang Shibao (002703) saw a significant increase of over 7%, currently trading at 6.24 HKD with a transaction volume of 221 million HKD, driven by the announcement of the "Mosu Zhixing" action plan for advanced autonomous driving in Shanghai [1] Group 1: Policy Developments - The Shanghai Municipal Economic and Information Commission, along with other authorities, released an action plan aimed at accelerating the transformation of autonomous driving technology into industrial competitiveness [1] - The action plan outlines three main areas with nine key tasks, including promoting the application of driverless equipment, enhancing autonomous driving data monitoring platforms, and expanding open areas for autonomous driving [1] Group 2: Industry Progress - Significant advancements in high-level autonomous driving were noted at the end of last year, marking a substantial step towards the commercialization of L3/L4 levels [1] - The Ministry of Industry and Information Technology in China conditionally approved the first batch of L3 level autonomous driving mass production vehicles, while Tesla's Model Y Robotaxi was observed operating unsupervised in Austin, USA [1] - Nvidia recently launched an autonomous driving model platform, indicating ongoing progress in the Robotaxi industry [1] Group 3: Future Outlook - According to Guosen Securities, the combination of policy support, technological advancements, and cost catalysts is expected to lead to a pivotal moment for L4 autonomous driving in 2026 [1]