国泰海通|计算机:上海发布“模速智行”行动计划,自动驾驶产业驶入加速赛道
国泰海通证券研究·2026-01-19 14:03

Core Viewpoint - The "Mosu Zhixing" action plan aims to accelerate the transformation of intelligent connected technology innovation into industrial competitiveness, promoting the commercialization of high-level autonomous driving in Shanghai [1][3]. Group 1: Action Plan Overview - On January 7, 2023, three departments in Shanghai jointly issued the "Mosu Zhixing" action plan to seize opportunities in automotive intelligence development and foster a new ecosystem for intelligent connected vehicles [1]. - The plan emphasizes a model-driven approach, application demonstration, industrial collaboration, and policy support to advance the construction of the leading area for high-level autonomous driving [1][3]. Group 2: 2027 Goals - By 2027, China aims to establish a globally leading high-level autonomous driving area, with L4 technology implemented in rental and heavy truck scenarios, achieving over 6 million passenger trips and over 800,000 TEU in cargo [2]. - The plan includes the establishment of a digital twin training platform, with 2,000 square kilometers of open testing areas and over 5,000 kilometers of roads covering various scenarios [2]. Group 3: Diverse Application Scenarios - The action plan promotes the simultaneous advancement of passenger vehicles, commercial vehicles, and unmanned equipment [2]. - In the passenger vehicle sector, there will be organized intelligent taxi demonstration operations and pilot projects for L3 vehicles, while commercial vehicles will focus on technology applications in key urban areas and transport hubs [2]. Group 4: Innovation Ecosystem and Policy Support - The plan calls for the Shanghai Economic and Information Commission to advance key technology breakthroughs, cultivate quality enterprises, and promote collaboration in intelligent driving model research [3]. - It emphasizes the need for comprehensive support through policies, finance, talent, and regional collaboration to facilitate the development of the intelligent connected vehicle industry [3].

国泰海通|计算机:上海发布“模速智行”行动计划,自动驾驶产业驶入加速赛道 - Reportify