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 issuance of the first L3-level autonomous driving special license plates in China marks a significant milestone in the application of L3 autonomous driving technology [1][3] - The Chinese government is accelerating breakthroughs in advanced autonomous driving technologies as part of its national industrial strategy [1][3] Industry Developments - As of the first half of 2025, the installation rate of L2-level and above assisted driving functions in new energy passenger vehicles reached 82.6% [2] - The transition from L2 to L3/L4 autonomous driving is moving from technical demonstration to commercial pilot projects [3] - The Ministry of Industry and Information Technology (MIIT) has granted conditional licenses for L3 autonomous driving vehicles, indicating a shift towards limited commercial applications [3][4] Regulatory Framework - The issuance of L3 license plates in Chongqing and Beijing represents a historic step in regulatory advancement, although full-scale adoption is still a long way off [4] - There is a need for formal standards and regulations to address the challenges of high-level autonomous driving, including liability and safety concerns [4][5] - Recommendations for a management roadmap for autonomous driving levels and the revision of traffic safety laws have been proposed to support the industry [5] Market Projections - By 2030, the integration of advanced driving assistance and connected features is expected to create a trillion-yuan market increment, with urban NOA becoming a mainstream function [6] - The Shanghai action plan aims to establish a comprehensive testing area for autonomous vehicles by 2027, enhancing the region's competitive edge in the industry [7][8] Commercialization Challenges - The commercial viability of L3 autonomous driving remains limited, with significant hurdles in regulatory and technical aspects [9] - Companies like Mercedes-Benz are delaying the rollout of L3 systems due to cost and regulatory constraints, focusing instead on L2++ systems [9] - The Robotaxi sector is seen as the most promising area for early commercialization of autonomous driving technology [9][10] Company Initiatives - Baidu reported a significant increase in its fully autonomous driving service, with orders reaching 3.1 million in Q3 2025, reflecting a 212% year-on-year growth [10] - WeRide has entered the global commercial operation phase with its L4 Robotaxi, covering multiple international cities and approaching profitability in certain markets [10]