上海发布“模速智行”行动计划，自动驾驶产业驶入加速赛道

Investment Rating - The industry investment rating is "Overweight" [1] Core Insights - The report highlights the launch of the "Mosu Zhixing" action plan by Shanghai, which aims to accelerate the transformation of intelligent connected technology into industrial competitiveness, pushing high-level autonomous driving from demonstration to large-scale commercialization [3] - By 2027, the goal is to establish a globally leading high-level autonomous driving area in China, with L4 technology being implemented in various scenarios, achieving over 6 million passenger trips and over 800,000 TEUs of cargo [3] - The plan emphasizes the development of diverse application scenarios, including passenger vehicles, commercial vehicles, and unmanned equipment, with a focus on smart taxi operations and intelligent public transport [3] Summary by Sections - Action Plan Overview: The "Mosu Zhixing" action plan aims to create a new ecosystem for intelligent connected vehicles and enhance the city's production capabilities by 2027 [3] - Goals and Targets: The plan sets ambitious targets for the scale of application scenarios, innovation systems, and high-end industrial capabilities by 2027, including significant advancements in L2/L3 vehicle adoption and L4 mass production [3] - Supportive Measures: The report outlines the need for policy, financial, talent, and regional collaboration to support the development of the intelligent connected vehicle industry, including the establishment of testing platforms and verification capabilities [3]