虎嗅APP·2025-12-26 10:15Core Viewpoint - The automotive industry is experiencing a divided attitude towards L3 autonomous driving technology, with some viewing it as a temporary phase while others recognize its importance for industry transformation and regulatory experience accumulation [2][8][15]. Group 1: L3 Autonomous Driving Development - The first batch of L3 autonomous vehicles is expected to be tested in specific areas of Beijing and Chongqing within a month [2]. - Industry leaders like Su Qing and He Xiaopeng suggest that L2 technology can efficiently transition to L4, potentially bypassing L3 altogether [4][8]. - The Chinese automotive industry association emphasizes that the implementation of L3 is crucial for the transformation of the automotive supply chain and regulatory experience [8][9]. Group 2: Industry Actions and Reactions - BAIC is one of the first companies to receive L3 approval, aiming to create a replicable operational model for nationwide deployment [9][10]. - Following the approval of L3 vehicles, other companies like Xiaomi and XPeng have shown interest in obtaining L3 testing licenses, although only two companies have received national-level approval [10]. - The launch of L3 vehicles is expected to significantly impact the automotive industry's ecosystem, including vehicle design, supply chain, and production models [15][16]. Group 3: Technical and Regulatory Considerations - The transition from L3 to L4 requires higher perception capabilities and complex decision-making in extreme scenarios [14][18]. - L3 is seen as a critical level for achieving fully autonomous driving, establishing a clear liability framework for accidents [15]. - The automotive industry must accumulate experience and refine systems at the L3 stage to meet the regulatory demands of higher-level autonomous driving [18].