自动驾驶,利好来了!上海发布行动计划
证券时报·2026-01-14 14:47

Core Viewpoint - Shanghai aims to establish itself as a global leader in high-level autonomous driving by 2027, focusing on technology innovation, industry competitiveness, and the creation of a robust smart connected vehicle industry cluster [1][6]. Group 1: Action Plan Goals - By 2027, Shanghai plans to achieve large-scale application of L4 autonomous driving technology in scenarios such as smart buses and heavy trucks, with over 6 million passengers and 80,000 TEU of cargo transported [1]. - The city aims to expand the autonomous driving open area to 2,000 square kilometers and road length to over 5,000 kilometers, with over 90% of new vehicles featuring L2 and L3 capabilities, and L4 vehicles entering mass production [1]. Group 2: Expansion of Testing Areas - The action plan includes the gradual expansion of autonomous driving testing areas, with a focus on achieving full openness in the Pudong New Area and promoting similar initiatives in other districts [3]. - As of December last year, Shanghai has opened approximately one-third of its testing roads, with a total of 3,173 roads covering 5,238.82 kilometers [3]. Group 3: Application Scenarios - The plan emphasizes organized trials for L3 autonomous passenger vehicles and supports the transition of intelligent heavy trucks from semi-autonomous to fully autonomous operations [4]. - It also aims to create innovative application scenarios for autonomous vehicles in urban inspection, logistics, and municipal sanitation [5]. Group 4: Automotive Industry Cluster - The action plan outlines the creation of a world-class automotive industry cluster, focusing on areas like Pudong, Jiading, and Lingang, to develop leading smart connected vehicle and key component industries [7]. - It encourages the establishment of specialized automotive parks and the development of high-performance software and hardware solutions [7]. Group 5: Financial Support - The plan calls for encouraging social capital investment in smart connected vehicle startups and supporting quality enterprises in accessing multi-tiered capital markets [8]. - By 2024, Shanghai's automotive industry is projected to reach an output value of 703.5 billion yuan, with a cumulative promotion of 1.645 million new energy vehicles [8].