近日，工业和信息化部按照道路机动车辆产品准入工作程序，正式附条件许可两款搭载L3级有条件自 动驾驶功能的汽车产品，在推动智能网联汽车技术创新、逐步扩大应用场景方面迈出坚实一步。 我国将驾驶自动化分为L0级到L5级共6个级别，其中，L0代表完全由人类驾驶，L3对应有条件自动驾 驶。此次L3级汽车产品的获批，意味着自动驾驶车型首次以产品形态进入市场，也标志着我国智能网 联汽车准入和上路通行试点进入新阶段。 当前，人工智能、大模型等技术加速上车，自动驾驶正从研发试验、示范运行阶段，走向限定场景下的 量产应用，能力边界不断拓展。但与实验室和示范区不同，汽车产品真正进入市场，意味着要面对真实 道路、真实用户和真实风险。对自动驾驶来说，安全是第一考量。正是在这样的背景下，我国选择"小 切口起步、附条件实施"的方式，以包容审慎的监管护航自动驾驶安全落地。 从制度设计看，本次许可的核心不在于"放开"，而在于"划线"。智能网联汽车是高度复杂的跨学科系 统，其成熟与否不仅取决于技术指标，更取决于安全责任是否清晰、治理体系是否完备。此次由工业和 信息化部牵头，会同公安、交通等部门，构建起"产品准入+上路通行"的双轨机制，通过并行审 ...

L3级自动驾驶正式"持证上路" 记者了解到，这次公布的两款车型，来自重庆长安汽车股份有限公司和北汽蓝谷麦格纳汽车有限公司。 一款长安牌纯电动轿车，可以实现在交通拥堵环境下高速公路和城市快速路单车道内最高时速50公里的 自动驾驶功能，目前该功能仅限在重庆市有关路段开启。一款北汽集团旗下极狐牌纯电动轿车，可以实 现高速公路和城市快速路单车道内最高时速80公里的自动驾驶功能，目前该功能仅限在北京市有关路段 开启。 据工业和信息化部信息，下一步，两款车型将由重庆长安车联科技有限公司、北京出行汽车服务有限公 司两家使用主体在上述区域内开展上路通行试点。相关部门将加强车辆运行监测和安全保障，不断健全 智能网联汽车准入管理和标准法规体系，推动我国智能网联新能源汽车产业高质量发展。 12月15日，工业和信息化部公布我国首批L3级有条件自动驾驶车型准入许可，两款分别适配城市拥 堵、高速路段的车型将在北京、重庆两地指定区域开展试点。 "我国自动驾驶在发展进程中迈出了重要一步，L3级自动驾驶从测试阶段开始迈入商业化应用阶段。"同 济大学汽车学院汽车产业与技术战略研究中心主任王宁告诉上海证券报记者，这表明L3级自动驾驶技 术成熟度得 ...

Group 1 - The A-share smart car sector experienced significant gains, with stocks like Hanxin Technology and Wanjie Technology hitting the daily limit, indicating strong market interest in the sector [1] - China's first batch of L3 conditional autonomous driving vehicle permits has been officially announced, marking a transition from testing to commercial application in the smart connected vehicle industry [1] - The Ministry of Industry and Information Technology's recent plan emphasizes the approval of L3 autonomous driving vehicle production, which is expected to catalyze industry growth by 2026 [2] Group 2 - Assisted driving features are becoming a crucial factor in Chinese consumers' car purchasing decisions, with several automakers already capable of mass-producing L3 level vehicles [2] - The net buying amount of financing funds for smart car concept stocks exceeded 1 billion yuan, with Hikvision and Jianghuai Automobile leading in net buying amounts [2] - Hikvision's automotive electronics division focuses on smart driving sensors, achieving rapid revenue growth and establishing a leading position in the domestic smart driving sensor market [2][3] Group 3 - Desay SV's smart cockpit business aims to enhance human-machine interaction for future smart travel scenarios, indicating a trend towards integration of smart driving and smart cockpit technologies [3] - Predictions indicate that 19 smart car concept stocks may see net profit growth exceeding 30% in 2025, with companies like Foton Motor and SAIC Group expected to double their net profits [3] - SAIC Group's strategic partnership with Huawei is anticipated to enhance its technological capabilities and market competitiveness in the smart and high-end vehicle sectors [3]

Core Viewpoint - The article discusses the recent approval of two L3 conditional autonomous driving models, highlighting their limitations in terms of lane changing and speed restrictions, which has sparked market discussions [3][4]. Group 1: Model Specifications - The two approved L3 models are the Deep Blue SL03 from Changan Automobile and the Alpha S from BAIC, both of which currently do not support lane changing [3]. - The operational scenarios for the Deep Blue SL03 are limited to specified congested traffic environments on highways and urban expressways within a single lane, with a maximum speed of 50 km/h [4]. - The Alpha S has a similar operational scenario but allows for a higher maximum speed of 80 km/h [4]. Group 2: Approval Process and Industry Context - The approval process for these models is part of a broader pilot program organized by the Ministry of Industry and Information Technology (MIIT), which includes five stages: application, product approval, road testing, suspension and exit, and evaluation [5]. - Currently, only these two models have progressed to the road testing phase, while seven out of nine companies in the pilot program have yet to receive L3 approval [5]. - Other companies, such as Xpeng and Li Auto, are still waiting to be selected for the pilot program after their application submissions [5].

近日，工业和信息化部正式公布我国首批L3级有条件自动驾驶车型准入许可：长安汽车（000625）旗下深蓝SL03、北汽旗下极狐阿尔法S两款车型，据 了解，深蓝SL03搭载的是长安自研的"天枢智能"辅助驾驶系统，阿尔法S搭载的则是华为ADS智能驾驶系统。 两款L3级自动驾驶车型产品将分别对应重庆地区的城市拥堵路况，以及北京地区的高速路段，展开L3自动驾驶试点。 工信部表示，两家汽车企业已按要求完成并通过了产品测试与安全评估。下一步，两款车型将分别由两家使用主体，在上述区域内开展上路通行试点。 这也是继去年工信部发布首批九个智能网联汽车准入和上路通行试点联合体试点名单之后，首次正式确立两家"先发选手"。 此外，12月16日，小鹏汽车方面表示，其已在广州市获得L3级自动驾驶道路测试牌照，并启动常态化的L3道路测试。该牌照主要用于在广州市智能网 联汽车测试高快速路上进行有条件自动驾驶的测试。同日，有消息称，鸿蒙智行近期已联合深圳市交通局等相关部门，在深圳开启L3级有条件自动驾 驶内测。 近年来，自动驾驶技术在产业经济高质量发展、商业伦理、交通安全等社会议题的持续讨论与推动下，实现了渐进式发展。业内人士认为，此次准入许 ...

每经评论员裴健如 如果试点成功，这将不单是两家企业的事，其核心价值在于积累可复制的经验，推动技术与市场深度融 合。要实现试点效果最大化，需聚焦三个关键方向。 一是场景扩面要循序渐进。当前北京、重庆的试点路段覆盖了高速、城市快速路等核心场景，但需逐步 扩大试点区域与场景类型，从单一车道向多车道、从晴天工况向复杂天气、从封闭路段向半开放路段延 伸，形成覆盖不同地理环境和交通状况的试点网络。 二是数据积累要规范高效。试点车辆需全面记录系统决策、传感器反馈、驾驶员操作等全流程数据，建 立统一的场景数据库和事故追溯机制。通过百万公里级的真实路况数据训练，持续优化算法对车辆加 塞、行人横穿等交通场景的应对能力，为后续技术迭代和法规调整提供坚实支撑。 12月15日，工信部宣布近期许可两款L3级自动驾驶车型产品，将在指定区域内开展上路通行试点。两 款车型分别是长安牌SC7000AAARBEV型纯电动轿车和极狐牌BJ7001A61NBEV型纯电动轿车。 这不仅是中国自动驾驶发展史上的一个重要节点，也标志着我国智能网联汽车正式从"技术验证"迈 向"量产应用"的新阶段。 在我国汽车产业已在电动化领域确立领先优势的背景下，智能化正成 ...

此次试点选择高速公路、城市快速路等相对结构化场景，并限定车速与路段，体现了"审慎推进、安全为先"的监管智慧，也为技术迭代与法规完善留出了 缓冲空间。 如果试点成功，这将不单是两家企业的事，其核心价值在于积累可复制的经验，推动技术与市场深度融合。要实现试点效果最大化，需聚焦三个关键方 向。 一是场景扩面要循序渐进。当前北京、重庆的试点路段覆盖了高速、城市快速路等核心场景，但需逐步扩大试点区域与场景类型，从单一车道向多车道、 从晴天工况向复杂天气、从封闭路段向半开放路段延伸，形成覆盖不同地理环境和交通状况的试点网络。 每经编辑｜段炼 12月15日，工业和信息化部宣布近期许可两款L3级自动驾驶车型产品，将在指定区域内开展上路通行试点。两款车型分别是长安牌SC7000AAARBEV型 纯电动轿车和极狐牌BJ7001A61NBEV型纯电动轿车。 这不仅是中国自动驾驶发展史上的一个重要节点，也标志着我国智能网联汽车正式从"技术验证"迈向"量产应用"的新阶段。 在电动化取得领先优势的背景下，智能化正成为全球汽车产业竞争的新焦点。此次试点落地是对技术成熟度的验证，更是政策、产业与市场协同发力的成 果，将推动中国汽车产业在智能 ...

12月15日，工业和信息化部宣布近期许可两款L3级自动驾驶车型产品，将在指定区域内开展上路通行 试点。两款车型分别是长安牌SC7000AAARBEV型纯电动轿车和极狐牌BJ7001A61NBEV型纯电动轿 车。 这不仅是中国自动驾驶发展史上的一个重要节点，也标志着我国智能网联汽车正式从"技术验证"迈 向"量产应用"的新阶段。 在电动化取得领先优势的背景下，智能化正成为全球汽车产业竞争的新焦点。此次试点落地是对技术成 熟度的验证，更是政策、产业与市场协同发力的成果，将推动中国汽车产业在智能化赛道实现质的跨 越。 一是场景扩面要循序渐进。当前北京、重庆的试点路段覆盖了高速、城市快速路等核心场景，但需逐步 扩大试点区域与场景类型，从单一车道向多车道、从晴天工况向复杂天气、从封闭路段向半开放路段延 伸，形成覆盖不同地理环境和交通状况的试点网络。 二是数据积累要规范高效。试点车辆需全面记录系统决策、传感器反馈、驾驶员操作等全流程数据，建 立统一的场景数据库和事故追溯机制。通过百万公里级的真实路况数据训练，持续优化算法对车辆加 塞、行人横穿等交通场景的应对能力，为后续技术迭代和法规调整提供坚实支撑。 三是用户培训要精准到 ...

Industry Information - The 2025 Global Unicorn 500 list shows a strong rise of Chinese companies, with AI and new energy vehicles as highlights. The total valuation of the top 500 unicorns reached 39.14 trillion yuan, a year-on-year increase of 30.71% [6][7] - The sales revenue of new energy passenger vehicles in China from January to November increased by 19.1% year-on-year, indicating a robust market performance [10][11] - The global electric vehicle sales from January to November 2025 reached 18.5 million units, a year-on-year increase of 21%, with China maintaining its position as the largest market [21][23] - The cumulative sales of power batteries in China reached 134.0 GWh in November, a year-on-year increase of 52.7% [25] Policy Information - Various provinces in China are implementing their 14th Five-Year Plans, focusing on modernizing manufacturing industries, enhancing infrastructure, and promoting new energy vehicles [8][9][10][12] - The central government is expected to continue optimizing the "National Subsidy" policy in 2026, which supports the replacement of old consumer goods, including new energy vehicles [22] Company Information - Tesla's Shanghai Gigafactory has officially produced its 4 millionth vehicle, showcasing its significant production capacity [4] - NIO Power has accelerated its battery swap station deployment, adding 8 new stations [4] - GAC Energy's V2G project has achieved a cumulative discharge of over 1 million kWh, demonstrating advancements in energy management [21] - Hunan's electric vehicle exports surpassed 10.7 billion yuan, marking a significant increase of over 5 times compared to the previous year [16]

Core Insights - BAIC Group's Arcfox Alpha S (L3 version) has received approval from the Ministry of Industry and Information Technology for conditional Level 3 autonomous driving trials in designated areas of Beijing [1][2] - The vehicle is equipped with 34 high-performance sensors, including three LiDARs, and incorporates a safety design philosophy from the aviation industry, ensuring full-link safety redundancy in perception, decision-making, steering, braking, communication, power supply, and positioning [1] - BAIC Group has established a comprehensive intelligent connected vehicle safety development system called "BAIC Yuanzheng Intelligent," which includes a core safety design and verification process, along with a three-tier safety protection system covering the entire product lifecycle [1] Strategic Initiatives - BAIC Group is implementing differentiated strategies for intelligent connected technology based on different vehicle models, solidifying the foundation for mass production applications while preparing for advanced technology and commercialization scenarios [2] - A consortium led by BAIC Group has entered a national pilot program for intelligent connected vehicles, aiming to launch operations in specific scenarios by Q1 2026, thereby accumulating practical experience for a replicable and scalable autonomous driving operation system [2] - The company aims to use this pilot as a new starting point to continuously improve the safety system of intelligent connected vehicle products, leveraging the BAIC Yuanzheng Intelligent technology system to expand intelligent boundaries and enhance user experience [2]