Core Insights - The automotive industry is entering an era of universal intelligent driving by 2025, with AI technology deeply integrated into smart cockpits and autonomous driving, marking a significant transformation in the sector [2][3] Group 1: Intelligent Driving and AI Integration - "Intelligent driving equity" has emerged as a key theme, with traditional automakers and new players racing to adopt advanced driving systems, leading to the prediction of 2025 as the "year of universal intelligent driving" [3] - BYD has launched its self-developed "Tianshen Eye" advanced driving system, enhancing the driving experience across its entire model range and supporting sales growth [3] - The overall cost of intelligent driving has significantly decreased due to technological advancements, enabling systems to be integrated into vehicles priced around 100,000 yuan or lower [3][6] Group 2: VLA Model and Its Advantages - The introduction of VLA (Visual Language Action) models by various automakers signifies a trend in intelligent driving, addressing the unpredictability of traditional end-to-end models [4][5] - VLA models enhance the ability to handle complex scenarios and provide interpretability in decision-making, mimicking human driving logic [5] - Companies like Li Auto have upgraded their systems to VLA architecture, improving spatial understanding and communication capabilities [5] Group 3: Robotaxi Commercialization - The commercial application of L4-level autonomous taxis (Robotaxi) is accelerating, with cities like Shanghai seeing the deployment of driverless vehicles [7] - The Robotaxi market in China is projected to grow from $54 million in 2025 to $47 billion by 2035, with over 50,000 Robotaxis expected to operate in more than 10 cities by 2030 [8] - Companies like Xiaoma Zhixing and Wenyan Zhixing reported significant revenue growth in their Robotaxi businesses, indicating a rapid commercialization trend [9][10] Group 4: Emerging Technologies and Opportunities - The automotive industry is also focusing on embodied intelligence, flying cars, and humanoid robots as new opportunities for growth by 2025 [11][12] - The development of flying cars is seen as a transformative innovation in transportation, with companies targeting 2026 for mass production [12] - The integration of industrial internet technologies in automotive manufacturing is redefining production processes and driving the shift towards intelligent manufacturing [12][13]

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 | | | ...

12月15日，工业和信息化部正式公布我国首批L3级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。这是我国L3级自动驾驶从测试阶段迈入商业化应用的关键一步。 自动驾驶如何划分级别？ 在国际上，驾驶自动化划分了5个级别，从L1级到L5级，是怎样区分的？ L3级自动驾驶是什么体验？自动驾驶怎么分级？还有哪些自动驾驶已经进入我们的生活？自动驾驶如何守住安全底线？ 获准车型如何开展上路试点？ 记者了解到，这次公布的两款车型，来自一南一北两个汽车生产厂家。重庆这家汽车企业生产的纯电动轿车，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。 而北京的这家汽车企业生产的这款纯电动轿车，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，两款车型将由重庆及北京两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 ...

据第一财经消息，当地时间12月15日，公司股价盘中上涨近5%，距离2024年12月17日的收盘历史新高仅一步之遥，马斯克的个人财富总额也达到了6700 亿美元。 他由此成为全球首位身家突破6000亿美元的富豪，此前从未有人触及5000亿美元这一关口。市场对该公司在人工智能及自动驾驶领域的布局正日益看好， 有机构甚至喊出了3万亿美元的市值目标。 截至周一收盘，特斯拉市值约1.6万亿美元，较3月低点反弹了超70%。然而在华尔街最坚定的特斯拉多头分析师眼里，到明年年底，其估值有望实现翻 倍。韦德布什证券公司（Wedbush）分析师艾夫斯（Daniel Eves）在周一发给客户的研报中写道："随着自动驾驶与机器人业务篇章正式开启，特斯拉及马 斯克即将迎来爆发式增长的一年。" 艾夫斯为特斯拉设定的目标股价为600美元，对应市值达2万亿美元；此外，他还提出了一个更为乐观的情景预测 ——特斯拉有望在一年内突破3万亿美元 市值。他表示，这一增长将主要得益于特斯拉在人工智能与自动驾驶汽车领域的投入，而这部分业务的价值 "至少"高达1万亿美元。 在他的乐观预期推动下，特斯拉股价在周一的交易时段一度大涨4.9%，距离历史新高只有不 ...

Core Viewpoint - Wedbush Securities predicts that Tesla's market capitalization could reach $3 trillion by the end of 2026, with a penetration rate of its Full Self-Driving (FSD) system exceeding 50% [1] Group 1: Market Capitalization and Stock Performance - Wedbush maintains a "Outperform" rating for Tesla, setting a target stock price of $600 [1] - The firm expects Tesla's market capitalization to surpass $2 trillion within the next year, with a potential optimistic scenario of reaching $3 trillion by the end of 2026 [1] - Tesla's stock price rose by 3.56% on Monday, reaching a nearly one-year high, with a trading volume of $54.2 billion, the highest in the U.S. stock market [1] Group 2: Autonomous Driving and Market Share - Wedbush forecasts that Tesla will control approximately 70% of the global autonomous driving market share by 2026 [1] - The report emphasizes that autonomous driving and robotics technology will be core focus areas for Tesla in 2026, potentially redefining the industry landscape [1] - Tesla is currently piloting a no-safety-driver Robotaxi service in the Austin area, with previous tests involving in-car monitoring personnel [1] Group 3: Regulatory Environment and Future Developments - Key initiatives are expected to accelerate within the next three to six months, as federal regulatory issues faced by Tesla in FSD and automation are likely to be resolved [1] - The report suggests that Tesla is making significant strides towards an artificial intelligence revolution [1]

12月15日，工业和信息化部附条件许可了长安牌和极狐牌两款L3级自动驾驶车型产品，我国自动 驾驶汽车产业正式从"技术验证"迈向"量产应用"新阶段。 L3级自动驾驶的落地，是涵盖整车、零部件、软件算法、通信、数据服务等多主体协同的系统性 工程。业内人士表示，此次获批是在社会广泛关注和高度期待下，主管部门作出的重要安排，将带动新 出行、新保险等衍生业态发展。 何为L3级自动驾驶？即将开展的上路试点意味着什么？科技日报记者就此采访了有关专家。 目前，我国将驾驶自动化分为0级到5级共6个级别。根据《汽车驾驶自动化分级》标准，L0代表完 全由人类驾驶，L1—L2属于驾驶辅助阶段，L3—L5则逐步过渡到有条件自动驾驶、高度自动驾驶，直 至完全自动驾驶。 第一问：何为L3级有条件自动驾驶？ 其中，L2到L3是辅助驾驶向自动驾驶的关键跨越。工业和信息化部装备工业发展中心副主任刘法 旺介绍，L3对应的是有条件自动驾驶，意味着在特定条件下，驾驶自动化系统可以持续执行转向、加 速、制动等驾驶任务，驾驶员无需持续关注路况，但必须在系统请求时及时接管。 第二问：此次许可开展了哪些安全评估？ 此外，刘法旺透露，此次试点采取"小切口切入、 ...

来源：国金证券第5小时 申购缴款：江天科技 920121.BJ * 新股上市：N昂瑞微 688790.SH 中签缴款：天溯计量 301449.SZ 中签缴款：锡华科技 603248.SH 中签缴款：天准转债 118062.SH 《求是》杂志发表习近平总书记重要文章《扩大内需是战略之举》。文章指出，扩大内需既关系经济稳定，也关系经济安全，不是权宜之计，而是战略之 举。实施扩大内需战略，是保持我国经济长期持续健康发展的需要，也是满足人民日益增长的美好生活的需要。要加快补上内需特别是消费短板，使内需 成为拉动经济增长的主动力和稳定锚。 1、中国11月经济"成绩单"出炉。国家统计局公布数据显示，11月份，全国规模以上工业增加值同比增长4.8%，服务业生产指数同比增长4.2%，社会消费 品零售总额同比增长1.3%。1-11月份，全国固定资产投资同比下降2.6%，其中，制造业投资增长1.9%，房地产开发投资下降15.9%。11月全国城镇调查失 业率持平于5.1%。 2、国家统计局公布11月房价数据，70城房价环比总体下降、同比降幅扩大。二手房价格方面，70城二手房价格全部下跌，其中一线城市降幅扩大0.2个百 分点至1.1 ...

Core Viewpoint - Tesla's stock has rebounded significantly after a nearly 50% drop earlier this year, with market optimism surrounding its advancements in artificial intelligence and autonomous driving, leading to a potential market valuation target of $3 trillion [2][3]. Group 1: Stock Performance and Market Valuation - Tesla's market capitalization is approximately $1.6 trillion, having rebounded over 70% since its March low [3]. - Analysts predict that Tesla's valuation could double by the end of next year, with a target stock price of $600, corresponding to a $2 trillion market cap [3]. - A more optimistic scenario suggests Tesla could reach a $3 trillion valuation, driven by its investments in AI and autonomous driving, which are valued at "at least" $1 trillion [3]. Group 2: Autonomous Driving and Business Expansion - Tesla is operating a ride-hailing service in Austin and the San Francisco Bay Area, aiming to create a fully autonomous taxi platform [4]. - The company has begun testing fully autonomous driving without safety drivers in Austin, with plans to remove safety personnel by the end of the year [5]. - Expansion plans include increasing the fleet size and entering new markets in Florida, Nevada, Arizona, and Texas, although regulatory compliance may slow this process [5]. Group 3: Future Growth Drivers - The sales of Tesla's Full Self-Driving (FSD) system are expected to provide significant growth, with over half of Tesla owners likely to purchase or subscribe to the software in the future [6]. - Tesla is developing two core products: the Cybercab for autonomous taxi services and the Optimus humanoid robot, both expected to launch by 2026 [6]. Group 4: CEO's Wealth and Company Performance - Elon Musk has become the first person to reach a net worth of $600 billion, largely due to Tesla's stock performance [7]. - Tesla is facing challenges in the automotive market, with a 39% year-over-year decline in EU sales from January to October, and a projected 9% drop in Q4 deliveries [7][8]. - To counteract declining sales, Tesla has introduced lower-priced versions of its Model Y and Model 3 vehicles in key markets [8]. Group 5: Broader Business Ventures - Musk's wealth may further increase with SpaceX's upcoming IPO, which is expected to value the company at approximately $800 billion [9]. - Musk's AI company, xAI, is reportedly negotiating new funding that could value it at $230 billion, significantly higher than its previous valuation [10].

Group 1: New Stock Offerings - Jiangtian Technology has a subscription code of 920121, with an issue price of 21.21 yuan per share and a subscription limit of 594,600 shares [1] Group 2: Regulatory and Economic Updates - The China Securities Regulatory Commission (CSRC) emphasizes enhancing market stability and promoting high-quality listed companies, including a new round of corporate governance initiatives and encouraging dividend repurchases [2] - The State Administration of Foreign Exchange (SAFE) focuses on maintaining a stable foreign exchange market and ensuring the RMB exchange rate remains stable at a reasonable level [2] Group 3: Industrial Growth Data - In November, the industrial added value of large-scale enterprises increased by 4.8% year-on-year, with a month-on-month growth of 0.44%. The cumulative growth from January to November was 6.0% [3] - The mining industry saw a year-on-year increase of 6.3% in November, while manufacturing and electricity, heat, gas, and water production and supply industries grew by 4.6% and 4.3%, respectively [3] Group 4: Real Estate Market Trends - In November, the number of cities with rising new home prices increased, with Hefei and Xiangyang showing significant month-on-month price growth [3] Group 5: Technological Advancements - The Ministry of Industry and Information Technology has granted the first batch of L3 conditional autonomous driving vehicle permits, marking a significant step towards commercial application in designated areas [3] Group 6: Energy Sector Projections - By 2025, the total installed power generation capacity in China is expected to exceed 3.8 billion kilowatts, with a year-on-year growth of 14%, and annual electricity consumption projected to surpass 10 trillion kilowatt-hours [4] Group 7: Service Outsourcing Development - The Ministry of Commerce and other departments have issued an action plan to promote high-quality development in service outsourcing, focusing on increasing investment support and simplifying application processes for enterprises [4] Group 8: Industry Standards - A new group standard for "Gold Exchange for Old" services has been officially released, aiming to standardize and professionalize the business [5] Group 9: Company News Highlights - Muxi Co., Ltd. will be listed on the Sci-Tech Innovation Board on December 17 [6] - KST's orders from SpaceX for calibration testing products are small and have limited impact on the company's performance [7] - Zhenlei Technology's revenue in the satellite sector is influenced by the commercial aerospace industry's development and customer demand [7] - Aerospace Electronics plans to invest 727 million yuan to gain control of its subsidiary, Aerospace Rocket Company [7] - Xinghua New Materials has signed a strategic cooperation agreement with Guoteng Company to collaborate in the quantum technology field [8] - The stock turnover rate of Zengsheng Technology has recently fluctuated significantly, indicating a "hot potato" effect [9] - Guangxi Broadcasting's main business does not involve popular concepts such as artificial intelligence [10] - Fengfan Co., Ltd.'s controlling shareholder is in the process of acquiring 17.32% of the company's shares [11] - Jingjia Microelectronics' subsidiary has completed key stages of its AI SoC chip project [12] - Heshun Technology's carbon fiber project production line is now running continuously and stably [13] - Pingtan Development reports normal production and operation without significant changes in the business environment [14] - Aerospace Mechanical and Electrical's main business does not involve commercial aerospace [15] - Zhongwei Co., Ltd. has been added to the Hong Kong Stock Connect eligible securities list [16] - TCL Technology's subsidiary plans to acquire 10.77% of Shenzhen Huaxing Semiconductor for 6.045 billion yuan [17] - Baida Group's stock has seen significant recent gains, indicating potential risks of future declines [18] - Feiwo Technology's business in commercial aerospace is still in its early stages, contributing less than 1% to its main revenue [18] - Farsen Co., Ltd. does not engage in businesses related to controllable nuclear fusion, superconductors, or commercial aerospace [18] - Zhongwen Online plans to issue H-shares and apply for listing on the Hong Kong Stock Exchange [19] - Changchun High-tech has signed an exclusive licensing agreement for the GenSci098 injection project, potentially earning up to 1.365 billion USD in milestone payments [19]

12月15日，工业和信息化部附条件许可了长安牌和极狐牌两款L3级自动驾驶车型产品，我国自动驾驶 汽车产业正式从"技术验证"迈向"量产应用"新阶段。 对自动驾驶而言，安全性是最核心的考量。此次获批上路的两家企业已按要求完成并通过了一系列产品 测试与安全评估。 孙航透露，相关安全评估并非单纯验证某项功能，而是对自动驾驶产品的安全性进行系统性、全流程考 核：一方面，考察企业在自动驾驶产品设计、开发、测试全过程中的安全保障能力；另一方面，通过第 三方实验机构测试、行业专家评审等，对具体车型的安全性能进行验证。 L3级自动驾驶的落地，是涵盖整车、零部件、软件算法、通信、数据服务等多主体协同的系统性工 程。业内人士表示，此次获批是在社会广泛关注和高度期待下，主管部门作出的重要安排，将带动新出 行、新保险等衍生业态发展。 何为L3级自动驾驶？即将开展的上路试点意味着什么？科技日报记者就此采访了有关专家。 第一问：何为L3级有条件自动驾驶？ 目前，我国将驾驶自动化分为0级到5级共6个级别。根据《汽车驾驶自动化分级》标准，L0代表完全由 人类驾驶，L1—L2属于驾驶辅助阶段，L3—L5则逐步过渡到有条件自动驾驶、高度自动驾驶， ...