工信部定调高级别自动驾驶，L3级产业化按下“快进键”

Core Insights - The launch of L3-level autonomous driving vehicles in Chongqing marks a significant milestone in the commercialization of advanced autonomous driving technology [1][2] - The Chinese government is actively supporting the development of high-level autonomous driving as part of its national industrial strategy [1][2] - The penetration rate of L2-level and above driving assistance features in new energy passenger vehicles reached 82.6% in the first half of 2025, indicating a shift towards accelerated development in automotive intelligence [1] Policy and Regulatory Developments - The Ministry of Industry and Information Technology (MIIT) has granted conditional licenses for L3-level autonomous driving vehicles, indicating a move from testing to limited commercial applications [2] - A report by the China Automotive Industry Association suggests the need for a clear management roadmap for autonomous driving levels, including safety responsibilities and market access standards [4] - The Shanghai "Mosu Zhixing" action plan aims to establish a collaborative data system for smart connected vehicles and enhance safety measures for autonomous driving [6][7] Industry Trends and Challenges - The transition to L3-level autonomous driving faces challenges such as the lack of formal standards and the need for safety supervision during operation [3] - The commercial viability of L3 systems is currently limited due to high development costs and regulatory constraints, with companies like Mercedes-Benz opting to focus on L2++ systems instead [8] - The Robotaxi segment is seen as the most promising area for early commercialization of autonomous driving technology, with companies competing on scalability [8][9] Market Projections - By 2030, the integration of advanced driving assistance and connected features is expected to create significant value in the automotive industry, with urban NOA becoming a mainstream function [5] - Companies like Baidu and WeRide are expanding their autonomous driving services globally, with Baidu reporting a 212% year-over-year increase in orders for its fully autonomous service [9] - The market is anticipated to see a shift towards L4-level autonomous driving within the next 2-3 years, with a focus on commercializing the Robotaxi business model [9]