Xin Lang Cai Jing·2026-01-21 00:25Core Viewpoint - The U.S. House of Representatives is set to review the "SELF DRIVE Act of 2026" on January 13, 2026, which proposes to increase the FMVSS exemption limit from 2,500 vehicles to 90,000 and establish federal priority, indicating a rare bipartisan consensus that may break a decade-long legislative deadlock [1] Group 1: Legislative Developments - The proposed legislation aims to enhance the framework for autonomous driving, potentially accelerating the commercialization of Level 4 (L4) autonomous driving technology [1] - The bipartisan agreement in Congress is seen as a significant step towards resolving long-standing legislative issues in the autonomous vehicle sector [1] Group 2: Industry Trends - Waymo has reached a weekly order volume of 450,000, while Tesla's Cybercab is expected to begin mass production in April, marking a period of scale expansion for Robotaxi commercialization in the U.S. [1] - 2026 is identified as a critical year for the global L4 autonomous driving industry, with the clarification of the federal legislative framework in the U.S. and the rollout of Level 3 (L3) pilot programs in China [1] Group 3: Investment Recommendations - The report suggests focusing on key players within the autonomous driving industry chain, given the anticipated acceleration in commercialization and legislative support [1]