自动驾驶战略与政策观察：政策法规助力高度自动驾驶加速推进产业化（2024年）

Industry Investment Rating - The report highlights the rapid progress of the global autonomous driving industry, with leading companies like Waymo, Baidu, and Pony.ai accelerating the industrialization of autonomous driving [14] Core Viewpoints - Autonomous driving is accelerating the transformation of the automotive and transportation industries, becoming a key driver of new industrialization and the development of new productive forces [34] - Policy and regulatory frameworks are crucial for the industrialization of autonomous driving, with major countries and regions continuously updating and improving their regulatory frameworks to support the industry's development [35] - The integration of AI, advanced computing, and communication technologies with autonomous driving is driving significant advancements in vehicle computing power and cloud training capabilities [35] Policy and Regulatory Developments China - China is accelerating the construction of a "systematic linkage" policy and regulatory framework for autonomous driving, with pilot policies supporting the mass production of L3 and above autonomous vehicles [22] - The revision of the Road Traffic Safety Law and the issuance of guidelines for autonomous vehicle transportation safety services are providing clearer legal and regulatory support for autonomous driving [26] - Local governments like Wuhan and Beijing are leading in autonomous driving applications, with Wuhan opening over 3,378 km of test roads and Beijing launching autonomous vehicle services to the airport [28][47] United States - The US federal government is enhancing its regulatory framework for autonomous driving, with the NHTSA submitting progress reports and proposing new safety standards [78] - California remains a leader in autonomous driving policy innovation, with Waymo and Cruise leading in commercial deployment and testing [82] Europe - The EU is focusing on building a unified regulatory framework for autonomous driving, with new regulations on cybersecurity and software updates coming into effect in 2024 [85] - Germany has revised its Road Traffic Law to allow L4 autonomous vehicles to operate on public roads, promoting the commercialization of autonomous driving [87] Japan and South Korea - Japan has revised its Road Traffic Law to allow L4 autonomous buses and delivery vehicles to operate in sparsely populated areas [69] - South Korea is advancing its autonomous driving roadmap, aiming to achieve commercial robot delivery by 2026 and revising its Automobile Management Act to include cybersecurity and software update requirements [118] Industry Applications Autonomous Taxi (Robotaxi) - Robotaxi services are expanding rapidly, with Waymo achieving over 1 million miles of autonomous driving without human intervention and Baidu's Apollo Go completing over 7 million rides in China [98][100] Autonomous Delivery Vehicles - Autonomous delivery vehicles are gaining traction, with Nuro's fleet exceeding 1 million miles in California and Texas, and JD Logistics deploying over 600 autonomous delivery vehicles during the "Double 11" shopping festival [104][153] Autonomous Trucks - Autonomous trucks are making significant progress in mining and port operations, with companies like DeepWay and Pony.ai conducting large-scale testing and commercial applications [110][134] Challenges and Recommendations - The report identifies challenges such as the lack of public understanding of autonomous driving technology and the need for faster regulatory adjustments to keep up with industry advancements [143][145] - Recommendations include increasing public education, accelerating policy and regulatory innovation, and promoting the development of new infrastructure to support autonomous driving [168][169]