中国首批L3级自动驾驶汽车上路，吉利汽车宣布完成极氪私有化

Investment Rating - The industry investment rating is "Positive" [2] Core Insights - The report highlights the successful launch of China's first batch of L3 autonomous vehicles in Chongqing, with 46 vehicles now operational [22] - Geely Automobile has completed the privatization of its subsidiary, Zeekr, which is now a wholly-owned subsidiary [22] - The report emphasizes the gradual relaxation of intelligent driving policies, which is expected to drive growth for related companies [3] Summary by Sections Market Performance - The A-share automotive sector outperformed the market, with a weekly increase of 2.74%, compared to a 1.95% rise in the CSI 300 index [3][9] - The passenger vehicle sector saw a 3.26% increase, led by BYD and Haima Automobile [3][17] - The commercial vehicle sector experienced a slight decline of 0.02%, while the automotive parts sector rose by 3.32% [3][20][21] Key Industry News - The first L3 autonomous vehicles have been deployed in Chongqing, focusing on complex traffic conditions [22] - Geely's Zeekr has been privatized and delisted from the NYSE [22] - Beijing has issued the first special license plates for L3 autonomous vehicles [22] - Shenzhou Car Rental has initiated autonomous driving tourism tests in Hainan [22] - The VLA model by Yuanrong Qixing has entered mass production, marking a significant technological advancement [22] - Baidu and Uber are collaborating to test autonomous ride-hailing services in the UK, expected to launch by the end of next year [22] Upstream Data Tracking - The report includes tracking of key material prices such as steel, aluminum, natural rubber, and lithium carbonate, which are crucial for the automotive industry [24][26]