Core Viewpoint - BYD has become one of the first domestic automakers to receive the "New Energy National Supervision Platform Compliance Certification" in China, highlighting its commitment to safety and regulatory compliance in the electric vehicle sector [1] Group 1: Compliance and Certification - The Chinese government has established a national monitoring and management platform for new energy vehicles since 2016 to enhance the promotion and application of these vehicles [1] - All new energy vehicle manufacturers receiving national financial subsidies must upload vehicle operation data in real-time to this platform [1] - The Ministry of Industry and Information Technology (MIIT) requires all new energy vehicle products intending to connect to the platform to pass compliance certification, ensuring adherence to national standards and technical requirements [1] Group 2: Safety and Technology - BYD's executive vice president emphasized the importance of safety in autonomous driving, cautioning against misuse, such as allowing passengers to engage in activities like cooking in the vehicle [1] - The compliance certification ensures that vehicle onboard terminals, communication protocols, data formats, and information security meet the relevant national standards [1]

Core Insights - The article highlights the challenges faced by Hello's electric vehicle (EV) business, particularly due to the discontinuation of 2G network services, which has rendered many smart features in their EVs non-functional [1][5][6] - Hello's expansion strategy, which includes various services like ride-hailing and autonomous driving, is under scrutiny as it faces a trust crisis among users [2][7] Group 1: User Experience and Feedback - Users have reported significant issues with Hello's electric vehicles, including the loss of smart functionalities and difficulties in contacting customer service [1][4] - Many customers feel abandoned by Hello, as the company has not effectively communicated service changes or provided adequate support [4][6] - The introduction of a paid upgrade for 4G capabilities has not been well received by users, who are frustrated with the sudden loss of features they initially paid for [4][5] Group 2: Business Strategy and Market Position - Hello's electric vehicle business has not expanded as anticipated, with reports indicating a shift towards a rental model and the closure of physical stores [3][6] - The company is attempting to pivot towards new growth areas, such as Robotaxi technology, in collaboration with partners like Ant Group and CATL, indicating a need for innovation and diversification [7][8] - Analysts suggest that Hello must focus on solidifying its core services and ensuring safety in its operations, rather than solely emphasizing smart technology [8] Group 3: Regulatory and Industry Context - The discontinuation of 2G services has raised questions about the responsibility of manufacturers in informing consumers about potential risks associated with network changes [5][6] - Other companies in the electric vehicle sector, such as Niu, are also facing similar challenges, indicating a broader industry issue regarding the transition from older network technologies [5][6] - Legal experts suggest that Hello may need to proactively address potential liabilities related to the loss of smart features due to the 2G network shutdown [5][6]

察势者明，趋势者智，驭势者独步天下。封闭场景、商用车、全栈技术平台——吴甘沙这位前英特尔中国研究院院长正带领团队走一条"少有人走的路"。 上证报中国证券网讯（记者 于祥明）察势者明，趋势者智，驭势者独步天下。封闭场景、商用车、全栈技术平台——吴甘沙这位前英特尔中国研究院院长 正带领团队走一条"少有人走的路"。 "我们选择第二种。"他坦言，自动驾驶商业化有一条残酷的规则：99分等于0分。"你可以做99分的演示，但真正要在商业场景中实现规模化落地，必须是 100分。因为安全问题一旦发生，就是系统性风险。" "做自动驾驶就像解题。一种是做奥数题，最难，但不保证能拿100分；另一种是参加全科高考，争取最重要的几科先拿满分。"接受上海证券报记者独家专 访时，驭势科技创始人、董事长兼CEO吴甘沙先给记者作了这样一个比喻，解释公司为何选择从机场、厂区等封闭场景切入自动驾驶赛道。 成立于2016年的驭势科技，已悄然成为全球领先的无人驾驶解决方案提供商之一，服务香港国际机场、乌鲁木齐天山国际机场等全球20多个机场，并逐步将 业务拓展至物流、环卫等多个商用场景。 从"封闭场景"驶入 在自动驾驶行业普遍追逐城市开放道路、Robot ...

证券日报网讯 12月17日，富维股份（600742）在互动平台回答投资者提问时表示，在自动驾驶广泛领 域中，目前公司有8M摄像头产品及DMS系统，可应用在自动驾驶领域或辅助驾驶领域。 ...

据了解，比亚迪（002594）已联合深圳市交通局等部门，在深圳开启面向量产的L3级自动驾驶全面内 测，目前已完成超过15万公里的L3级自动驾驶实际道路验证，智能化布局全面加速。本次测试以安全 为核心，覆盖深圳开放的高快速路，兼顾雨天、夜间、施工等不同场景工况，全面验证L3级产品成熟 度和可靠性，为国家L3级自动驾驶落地提供实践依据。据悉，2023年比亚迪就已获得国内第一张L3级 自动驾驶测试牌照，并于2024年成为国家四部门首批L3级自动驾驶准入及上路通行试点的9家企业之 一。 ...

Core Insights - The first batch of L3 conditional autonomous vehicles in China has received operational permits, marking a significant milestone in the country's autonomous driving era [1] Group 1: Definition and Implications of L3 - L3 level represents conditional automation where the system can fully take over driving tasks in specific scenarios, allowing the driver to temporarily disengage [2] - A key revolutionary aspect of L3 is the shift in responsibility from the driver to the vehicle manufacturer in case of accidents caused by system failures, as per regulations effective in 2025 [2] Group 2: Companies Involved - The first two companies to receive L3 permits are Changan Automobile and BAIC's Arcfox, with Changan focusing on congested scenarios and BAIC targeting high-speed efficient travel [3] - Both companies' vehicles will initially be operated by specific service entities rather than being sold directly to consumers, reflecting a cautious approach by regulatory authorities [3] Group 3: Market Opportunities - The launch of L3 vehicles provides a first-mover advantage for Changan and BAIC, with other manufacturers like BYD, NIO, and GAC likely to accelerate their efforts to obtain similar permits [4] - Transitioning from L2 to L3 involves significant hardware advancements, benefiting core components such as intelligent driving domain controllers and automotive-grade chips [4] - The shift in responsibility will necessitate the development of new insurance products, accident assessment processes, data security regulations, and maintenance systems [4]

Group 1 - The first batch of L3 conditional autonomous vehicles in China has received operational permits, marking a significant milestone in the country's autonomous driving era [1][3] - L3 level automation allows the system to take over driving tasks in specific scenarios, enabling drivers to temporarily disengage from their responsibilities, with the caveat that they must be ready to take control in complex situations [2][3] - The shift in liability from the driver to the vehicle manufacturer in the event of an accident due to system failure is a revolutionary aspect of L3, establishing a legal foundation for "machine drivers" [2][3] Group 2 - The first two companies to receive L3 permits are Changan Automobile and BAIC's Arcfox, with Changan focusing on congested scenarios and BAIC targeting high-speed efficient travel [3][4] - The initial deployment of these vehicles is limited to specific routes and operated by designated companies rather than individual consumers, reflecting a cautious approach by regulatory authorities [3][4] - The launch of L3 vehicles is expected to accelerate advancements in core hardware, such as intelligent driving domain controllers and automotive-grade chips, as well as the development of new ecosystems and service models in the automotive industry [4]

Core Insights - The Chinese automotive industry is entering a new era with the approval of the first L3 conditional autonomous driving models by the Ministry of Industry and Information Technology, specifically the Changan Deep Blue and BAIC Arcfox electric sedans [1][4] - This marks a significant transition from "driver assistance" to "autonomous driving," allowing vehicles to operate on designated roads under certain conditions [4][20] - The introduction of L3 technology signifies a shift in the automotive landscape, where the roles of the driver and the system are reversed, with the system taking primary control [12][21] Group 1: Importance of L3 Level - The approval of L3 vehicles is a milestone, as it represents a new classification in autonomous driving, fundamentally different from previous levels [6][20] - L3 and higher levels (L4, L5) indicate a significant advancement in technology, where the system can make driving decisions independently, reducing the driver's role to that of a safety monitor [12][21] - The transition to L3 is crucial as it implies that the driver is no longer the absolute authority in driving, allowing for greater freedom in activities while the vehicle is in operation [21][30] Group 2: Technical Requirements for L3 - Achieving L3 autonomy requires advanced technology, including powerful chips and various sensors to process environmental data and make real-time decisions [23][24] - The computational power needed for L3 starts at 30 TOPS, significantly higher than the 10 TOPS required for L2, indicating a substantial increase in data processing capabilities [23][27] - The L3 approval is not just beneficial for automotive brands but also for chip manufacturers and sensor suppliers, highlighting the interconnected nature of the industry [29] Group 3: Challenges Ahead - Despite the progress, there are significant hurdles to overcome before L3 can be widely adopted, including legal frameworks that currently center around human drivers [31][32] - Social acceptance and trust in L3 technology remain critical issues, as the public must adapt to the new dynamics of autonomous driving [31][32] - Infrastructure compatibility is another challenge, as existing road designs and traffic behaviors are primarily based on human drivers, which may not align with L3 system capabilities [32]

格隆汇12月17日丨云从科技(688327.SH)在互动平台表示，公司作为人工智能平台型企业，智慧出行是 重点布局场景之一。针对自动驾驶场景，公司聚焦于"人车路协同平台"和"车路城一体化解决方案"，并 将"车路云"协同系统作为核心产品推进。技术储备上，公司应用高位视频监控与高精感知设备结合AI算 法（如识别道路积水、违停、占道等），为无人驾驶提供实时监测和预警；同时，跨镜追踪Re-ID技术 能够补充复杂场景下的行人与车辆识别能力，显著提升无人驾驶对行人轨迹的预测和安全性。目前，公 司相关产品与解决方案已在部分场景成功落地。未来公司将持续深化技术应用与产业合作，推动公司智 能驾驶技术在更多场景的规模化落地。 ...

Group 1 - The company, Shen Cheng Jiao (301091.SZ), plans to issue A-shares to no more than 35 specific investors, with the issuance price set at no less than 80% of the average trading price over the 20 trading days prior to the pricing benchmark [1] - The total number of shares to be issued will not exceed 158 million, which is capped at 30% of the company's total share capital before the issuance [1] - The total amount of funds to be raised from this issuance is expected to be no more than 1.8 billion yuan, which will be used for various projects including the development of intelligent transportation models and equipment, as well as global business expansion and working capital [1]