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]

Core Viewpoint - The issuance of conditional permits for L3 autonomous driving vehicles marks a significant milestone, transitioning the technology from testing phases to formal product approval, benefiting the entire automotive and related industries [2][5][14]. Industry Impact - The approval of L3 autonomous driving not only affects the automotive sector but also positively impacts the chip and perception hardware supply chains, indicating a new watershed moment for the smart vehicle industry [3][14]. - The L3 autonomous driving vehicles from Changan and Arcfox are subject to strict operational conditions, including specific road types, urban areas, and speed limits, reflecting a cautious regulatory approach [5][6]. Policy Development - The path to L3 autonomous driving's "licensed operation" has been a gradual process over three years, beginning with the Ministry of Industry and Information Technology's (MIIT) 2022 notice on smart connected vehicle access management [8][9]. - The MIIT's recent guidelines emphasize the need for a joint application from automotive manufacturers and operational entities, ensuring safety monitoring and data management capabilities [8][9]. Corporate Strategies - Major automotive companies have accelerated their timelines for L3 autonomous driving, with Changan aiming for full-scene L3 by 2026 and GAC planning to launch its first L3 vehicle by late 2025 [10]. - Different companies are exploring various technological paths, with some focusing on sensor fusion and others on algorithmic advancements, highlighting the ongoing exploration in L3 technology [11]. Technical Requirements - L3 autonomous driving systems require advanced hardware capabilities, including multi-sensor integration and high-reliability computing systems, which are driving demand for specific components in the supply chain [13]. - Key players in the sensor and chip markets, such as OmniVision and Hesai Technology, are expected to see increased order stability as L3 technology scales [13]. Regulatory and Legal Considerations - The main challenges to L3 deployment are not technological but rather legal responsibilities and infrastructure readiness, necessitating adjustments in regulations and insurance frameworks [12]. - The cautious approach to L3 implementation aims to gather real-world operational data to inform future regulatory developments [12].

12月15日，工信部公布了我国首批L3级有条件自动驾驶车型准入许可，分别是来自重庆长安汽车股份 有限公司（下称"长安"）和北汽蓝谷麦格纳汽车有限公司（下称"北汽"）旗下的两款车型。"目前，我 们牵头组建的联合体已经进入智能网联汽车上路通行试点阶段。北京出行作为L3落地的运营方，计划 从明年一季度开始，先在大兴机场高速这条线上跑起来，做机场接驳的实景验证。"北汽新能源方面表 示。长安方面表示，目前试点阶段，该功能仅在申报地政府批准的具体高速及快速路段可用，以确保安 全合规运行；未来随着政策逐步开放，我们将通过OTA在线升级的方式，再持续扩展可用的道路和区 域。（第一财经） ...

Group 1 - The core viewpoint of the news is that China's L3-level conditional autonomous driving vehicles have received official approval for commercial testing, marking a significant step towards commercialization in the industry [1] - The China Internet of Vehicles Theme Index (930725) has seen a rise of 0.91%, with notable increases in constituent stocks such as Wanjie Technology (300552) up by 20.02% and Haon Automotive (301488) up by 13.14% [1] - The Intelligent Connected Vehicle ETF (159872) has also increased by 0.92%, with the latest price reported at 0.99 yuan [1] Group 2 - According to Xinda Securities, the regulatory environment for intelligent connected vehicles in China is improving, with a notable increase in the penetration rate of advanced driving assistance systems (ADAS) [2] - In the first nine months of 2025, sales of L2++ and above models reached 3.643 million units, accounting for 38.65% of total sales, with domestic brands showing the fastest growth in L2 and above penetration rates [2] - The market for Robotaxi is projected to reach 270 billion yuan by 2030, while the value of the unmanned logistics vehicle industry is expected to increase to 594.8 billion yuan by the same year [2] - The top ten weighted stocks in the China Internet of Vehicles Theme Index account for 51.03% of the index, including companies like CATL (300750) and SAIC Motor (600104) [2]

下一步，两款车型将分别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作为使用主 体，在指定区域内开展实际道路通行试点。据悉，工业和信息化部将会同相关部门及地方管理机构，加 强对试点车辆的运行监测与安全保障，及时总结试点经验，进一步完善智能网联汽车准入管理体系与标 准法规建设，推动我国智能网联新能源汽车产业实现更高质量、更安全有序发展。 据悉，此次准入许可是依据《道路机动车辆生产企业及产品准入管理办法》等相关法规，经过严格 的受理、审查、公示流程后作出的决定。前期，工业和信息化部会同有关部门，按照《关于开展智能网 联汽车准入和上路通行试点工作的通知》要求，组织专家团队开展了多轮测试与安全评估工作，两家企 业申报车型均顺利通过各项验证。 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，两款分别适配城市 拥堵、高速路段的车型将在北京、重庆指定区域开展上路试点，这标志着我国在智能网联汽车准入管理 方面取得重要突破，自动驾驶技术正式进入有条件规模化应用的新阶段。 根据公告内容，长安汽车旗下"长安牌SC7000AAARBEV型纯电动轿车"与北汽蓝谷旗下"极狐牌 BJ7001A61NBEV型纯电 ...

Core Viewpoint - The Ministry of Industry and Information Technology of China has conditionally approved two automotive companies' applications for intelligent connected vehicles equipped with L3 level conditional autonomous driving functions [1][3]. Group 1: Approved Vehicles - The two approved models are the Changan SC7000AAARBEV electric sedan and the Arcfox BJ7001A61NBEV electric sedan [3]. - The Changan model can achieve autonomous driving in congested traffic environments on specific routes in Chongqing, including the inner ring expressway and the Yudu Avenue [3]. - The Arcfox model can perform autonomous driving on designated highways and urban expressways in Beijing, specifically on the Jing-Tai Expressway and the Daxing Airport Expressway [3]. Group 2: Regulatory Process - The Ministry of Industry and Information Technology, along with relevant departments, developed a work plan and guidelines for the approval process, ensuring compliance with regulations [3]. - The two automotive companies completed product testing and safety assessments as required by the ministry [3]. - Future steps include conducting road trials for the two models in the specified regions, with ongoing monitoring and safety assurance by the ministry and local authorities [3].

Core Viewpoint - The approval of the BAIC Group's Arcfox Alpha S (L3 version) for conditional autonomous driving marks a significant milestone in China's autonomous driving technology, transitioning from technical validation to mass production application [1][5][14] Group 1: Approval and Testing - The Arcfox Alpha S (L3 version) has received product access permission from the Ministry of Industry and Information Technology, allowing it to conduct L3 level conditional autonomous driving trials in designated areas of Beijing [1] - BAIC Group was selected in the first batch of intelligent connected vehicle access and road trial lists published by four ministries, showcasing its competitive edge in the autonomous driving sector [3] - The vehicle is equipped with 34 high-performance sensors, including three LiDARs, enabling comprehensive 360-degree environmental perception for accurate decision-making [3] Group 2: Safety and Technology Framework - BAIC has established a "one core and three rings" safety system for intelligent connected vehicles, focusing on safety design and verification throughout the development process [6] - The "one core" principle emphasizes safety as the central concept, while the "three rings" provide a comprehensive safety protection system covering the entire product lifecycle [6] - The intelligent connected technology system, known as "BAIC Yuanzhi," includes three versions (Pro, Max, Ultra) with varying computational power to support different levels of autonomous driving capabilities [8] Group 3: Market Position and Future Plans - BAIC Group aims to democratize advanced technology while ensuring a solid foundation for mass production applications, preparing for higher-level technologies and commercial scenarios [9] - The company plans to initiate L3 level road trials in early 2026, focusing on specific scenarios to accumulate practical experience for a replicable autonomous driving operation system [12] - BAIC has been a pioneer in both electrification and intelligent driving, having previously secured China's first new energy vehicle production qualification in 2009 [14]

据悉，15日北汽蓝谷旗下极狐阿尔法S（L3版）正式获批工业和信息化部自动驾驶车型产品准入许可，即将在 北京市限定区域内开展L3级有条件自动驾驶上路通行试点。 A股上市公司北汽蓝谷开盘竞价阶段涨停。截至发稿，股价涨幅回落至6%。 据悉，为加速L3级有条件自动驾驶技术商业化进程，由北汽蓝谷牵头组建的联合体已率先进入国家四部门开展 的智能网联汽车上路通行试点，计划于2026年一季度将以特定场景启动运营，为实现可复制、可推广的自动驾 驶运营体系积累实战经验。 （文章来源：新华财经） | 中华人民共和国工业和信息化部 | inistry of Industry and Information Technology of the People's Republic of | | | --- | --- | --- | | 首页 组织机构 新闻发布 政务公开 政务服务 互动交流 工信数据 | | 0 | | 首页 > 工业和信息化部 > 机关司局 > 装备工业一司 > 汽车工业 | | | | 我部许可两款L3级自动驾驶车型产品 | | | | 发布时间: 2025-12-15 15:03 来源:装备工业一司 | | | ...

近日，工业和信息化部(以下简称"工信部")在其官方网站发布信息，宣布重庆长安汽车（000625）股份有限公司与北汽蓝谷（600733）麦格纳汽车有限公 司正式获得搭载L3级有条件自动驾驶功能的智能网联汽车产品准入许可。这标志着我国在高级别自动驾驶汽车的商业化应用与规范化管理道路上，迈出 了具有里程碑意义的关键一步。相关产品已通过工信部第401批《道路机动车辆生产企业及产品公告》的严格审查，并以"附条件许可"的形式获批，即将 在严格划定的地理区域内开展实际道路通行试点。 此次准入许可的落地，是基于我国对智能网联汽车产业发展的高度重视与系统性规划。前期，工信部联合国家有关部门，严格遵循《关于开展智能网联汽 车准入和上路通行试点工作的通知》的要求，共同研究制定了详尽的工作方案与技术指引文件。通过组织权威专家团队，按照规范的流程，对申报企业及 其产品进行了多轮次、多维度的初审、择优选拔、封闭场地测试、实际道路测试与全面的安全风险评估。 此次获准的两款车型及功能具体如下： 长安牌SC7000AAARBEV型纯电动轿车，具备在交通拥堵环境下，于高速公路和城市快速路单车道内实现自动驾驶的能力(最高车速50km/h)。该功能 ...

自动驾驶驶入"有证时代"，中国颁发首批L3级（有条件自动驾驶）上路许可。 12月15日，工信部官网发布消息称，在其发布的第401批《道路机动车辆生产企业及产品公告》中，附条件许可了两款L3级自动驾驶汽车产品，分别来自 长安和极狐。 这意味着，我国更高级别自动驾驶车型，正式从技术研发和道路测试，迈向了获得官方准入、可在特定条件下上路行驶的新阶段。 根据许可，两款车型的功能开启场景和区域被进行了严格的限定。 从工信部透露的消息来看，此次获得许可的两款产品，分别来自重庆长安汽车和北汽蓝谷麦格纳。 这两款车型搭载了不同技术路线的自动驾驶方案。 根据长安汽车透露，长安牌SC7000AAARBEV型纯电动轿车采用了自主研发的L3级系统；而极狐牌BJ7001A61NBEV型纯电动轿车为极狐阿尔法S6新车 型，该车于2025年4月上市，高配版搭载华为乾崑智驾ADS3.3系统。 限定场景、专业运营，长安与极狐成"先锋" 这也体现了L3级"有条件自动驾驶"的特点：系统在特定环境下执行驾驶任务，驾驶员仍需准备在必要时接管车辆控制权。 运营模式则采用与出行公司合作的方式。长安车型由重庆长安车联科技有限公司运营；极狐车型由北京出行汽车 ...