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， ...

当地时间12月15日，欧洲多国及欧盟机构领导人联合声明，宣布组建"多国部队"支持乌克兰，将协助乌 重建武装、保障领空与海上安全，甚至在乌境内开展行动，明确乌军队规模目标为80万，并计划建立美 国主导的停火监督机制。同日，美国总统特朗普称与欧洲领导人、北约及普京深入磋商，宣称俄乌和平 协议"只差一步"，此前美乌柏林会谈取得进展，领土划分与扎波罗热核电站管控仍是核心分歧。 2. 纳斯达克申请5X23小时交易 纳斯达克计划于周一向美国SEC提交申请，将股票及ETP产品交易时间从每周5天16小时延长至23小 时。新模式分日间与夜盘时段，美东时间凌晨4点至晚8点为日间时段（保留常规交易钟点），晚9点至 次日凌晨4点为夜盘时段，交易周自周日晚9点至周五晚8点结束。此举旨在适配全球跨时区投资者需 求，应对行业竞争，目前仍待监管批准。 12月15日，外交部发言人郭嘉昆在例行记者会上披露，12日菲律宾有组织、有预谋纠集大量船只赴仙宾 礁海域挑衅，冲闯仙宾礁潟湖。菲方所谓"渔船"无视中方劝阻警告滞留潟湖，多次恶意转向，人员甚至 持刀威胁中方维权海警，行径严重侵犯中方主权。中方已采取合理合法、专业克制的处置措施，维护领 土主权与海 ...

Core Viewpoint - Tesla's stock has rebounded significantly after a nearly 50% drop earlier in the year, driven by optimism surrounding its advancements in artificial intelligence and autonomous driving, with some analysts projecting a market valuation of $3 trillion in the near future [3][4][5]. Group 1: Stock Performance and Market Valuation - Tesla's market capitalization is approximately $1.6 trillion, having rebounded over 70% from its March lows, with projections suggesting it could double by the end of next year [4][5]. - Wedbush analyst Daniel Eves set a target price of $600 for Tesla's stock, corresponding to a $2 trillion market cap, and presented an optimistic scenario where Tesla could reach a $3 trillion valuation, primarily due to its investments in AI and autonomous vehicles [5][6]. Group 2: Autonomous Driving and AI Developments - Tesla is actively testing fully autonomous driving in Austin, Texas, with plans to eliminate safety drivers by the end of the year, indicating significant progress in its autonomous driving technology [5][6]. - The company aims to expand its autonomous taxi service to additional cities, including Florida, Nevada, and Arizona, although regulatory compliance may slow this expansion [6][7]. - Eves anticipates that regulatory pressures will ease by early 2026, potentially allowing for a more streamlined approach to autonomous vehicle regulations [6]. Group 3: Product Innovations and Future Growth - Tesla is developing two key products: the Cybercab, a dedicated autonomous taxi, and the Optimus humanoid robot, both expected to launch in 2026 and serve as core pillars for the company's future growth [7]. - The sales of Tesla's Full Self-Driving (FSD) software are projected to significantly increase, with expectations that over half of Tesla owners may opt for a one-time purchase or monthly subscription, compared to only 12% currently [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 the recovery of Tesla's stock price and his focus on the company after stepping back from political engagements [9][11]. - Tesla is facing challenges in the automotive market, with a reported 39% year-over-year decline in EU sales from January to October, and a projected 9% decrease in Q4 deliveries [9][10].

Core Viewpoint - The article introduces the "Black Warrior 001," a cost-effective and user-friendly autonomous driving educational vehicle designed for research and teaching purposes, priced at 36,999 yuan, which includes various advanced features and training courses [2][4]. Group 1: Product Overview - The Black Warrior 001 is a lightweight solution that supports multiple functionalities such as perception, localization, fusion, navigation, and planning, built on an Ackermann chassis [4]. - It is suitable for various educational levels, including undergraduate learning, graduate research, and training in vocational schools [4]. Group 2: Performance Demonstration - The vehicle has been tested in various environments, including indoor, outdoor, and parking garage scenarios, showcasing its capabilities in perception, localization, fusion, navigation, and planning [6][8][12][14][16][18][20]. Group 3: Hardware Specifications - Key sensors include: - 3D LiDAR: Mid 360 - 2D LiDAR: from Lidar Technology - Depth Camera: from Orbbec, equipped with IMU - Main Control Chip: Nvidia Orin NX 16G - Display: 1080p [22][23]. - The vehicle weighs 30 kg, has a battery power of 50W, operates at 24V, and has a maximum speed of 2 m/s [25][26]. Group 4: Software and Functionality - The software framework includes ROS, C++, and Python, with one-click startup and a provided development environment [28]. - The vehicle supports various functionalities such as 2D and 3D SLAM, point cloud processing, vehicle navigation, and obstacle avoidance [29]. Group 5: After-Sales and Maintenance - The company offers one year of after-sales support (excluding human damage), with free repairs for damages caused by operational errors or code modifications during the warranty period [52].

Core Viewpoint - Tesla's stock has rebounded significantly after a nearly 50% drop earlier this year, with the company now focusing on its advancements in artificial intelligence and autonomous driving, leading to optimistic market projections for its future valuation [1][3]. Group 1: Stock Performance and Market Valuation - Tesla's market capitalization is approximately $1.6 trillion, having rebounded over 70% since its low in March [3]. - Analysts predict that Tesla's valuation could double by the end of next year, with a target price set at $600 per share, potentially reaching a market cap of $2 trillion [3]. - A more optimistic scenario suggests that Tesla could achieve a market cap of $3 trillion, 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 ride-hailing services in Austin and the San Francisco Bay Area, aiming to create a fully autonomous taxi platform [4]. - The company plans to test fully autonomous driving without safety drivers in Austin by the end of the year, with expansion to additional cities in Florida, Nevada, and Arizona [4][5]. - Regulatory pressures are expected to ease by early 2026, potentially allowing for more streamlined operations in the autonomous driving sector [5]. Group 3: Financial Performance and Challenges - Tesla's sales in the EU have dropped by 39% year-over-year from January to October, with market share decreasing from 2.2% to 1.3% [6]. - The company is facing a second consecutive year of declining vehicle sales, with Q4 delivery estimates at 450,000 units, a 9% year-over-year decrease [6]. - To counteract declining sales, Tesla has introduced lower-priced versions of its Model Y and Model 3 vehicles in key markets [7]. Group 4: Elon Musk's Wealth and Future Prospects - Elon Musk has become the first person to reach a net worth of $600 billion, with further increases expected as Tesla's AI and robotics initiatives progress [6][8]. - Musk's wealth is also tied to SpaceX, which is preparing for an IPO, and xAI, which is negotiating new funding that could significantly increase its valuation [8].

特斯拉盘中股价创下近一年来新高 当地时间12月15日，美股三大指数集体下跌。数据显示，截至收盘，道琼斯工业指数跌0.09%，纳斯达克指数跌0.59%，标普500指数跌0.16%。 | 美洲市场 [二 | | | | --- | --- | --- | | 道琼斯 | 纳斯达克 | 标普500 | | 48416.56 | 23057.41 | 6816.51 | | -41.49 -0.09% -137.76 -0.59% -10.90 -0.16% | | | | 多伦多300 | 巴西IBOVESPA | 墨西哥MXX | | 31483.44 | 162481.74 | 64712.07 | | -43.95 -0.14% +1715.3 +1.07% +1302.6 +2.05% | | | | 欧非中东 △ | | | | 英国富时100 | 法国CAC40 | 德国DAX | | 9751.31 | 8124.88 | 24203.43 | | +102.28 +1.06% +56.26 +0.70% | | +16.94 +0.07% | | 意大利MIB | 俄罗斯MOEX | 欧洲STOXX ...