上海加码自动驾驶，L4时代加速驶来

Group 1 - The Shanghai government has launched the "Mosu Zhixing" action plan to establish a leading high-level autonomous driving zone, aiming for global leadership in this sector [1][3] - The plan includes expanding autonomous driving open areas, with a focus on key application scenarios such as Pudong Airport and Disney, and aims for large-scale implementation of L4 autonomous driving technology by 2027 [3][4] - The action plan encourages social capital investment in smart connected vehicles and key component startups, supporting quality enterprises to connect with multi-level capital markets [3][4] Group 2 - The national inter-ministerial meeting emphasized enhancing the self-controllability of the industrial supply chain and implementing high-quality development actions for key industries [4] - The commercial rollout of L3 autonomous driving models marks a significant shift from testing to large-scale application, with projections indicating that by 2030, L2 vehicles will have a 90% penetration rate and L3 and above will reach 3.4% [4] - The A-share market has seen a strong response, with 266 stocks related to autonomous driving, totaling a market capitalization of approximately 7.5 trillion yuan, and over 80% of these stocks have experienced price increases since 2026 [4] Group 3 - Companies with core technological capabilities are favored, such as Jingwei Hirain, which has developed L4 autonomous driving products and is well-positioned in the growing smart logistics market [5] - Juguang Technology, which has completed validation for its laser radar modules, is expected to benefit significantly from the industry's growth [5] - Analysts believe that the implementation of the "Mosu Zhixing" plan and ongoing national policies will facilitate the transition from demonstration operations to large-scale commercial applications in the autonomous driving industry [6]