Core Viewpoint - The emergence of China's first L3 autonomous driving license plate marks a significant step towards the commercialization of L3 autonomous driving technology, with Changan Automobile leading the way in this development [1][2]. Group 1: L3 Autonomous Driving License and Models - On December 20, the first L3 autonomous driving license plate "渝AD0001Z" was awarded to Changan Automobile in Chongqing, indicating the start of the L3 autonomous driving era in China [2]. - The Ministry of Industry and Information Technology (MIIT) announced the first batch of L3 autonomous vehicle approvals on December 15, allowing Changan's Deep Blue SL03 and Arcfox Alpha S6 to conduct pilot tests in designated areas of Beijing and Chongqing [3]. - Changan's L3 autonomous driving system has undergone over 5 million kilometers of testing on complex roads in Chongqing, with the license plate to be installed on Deep Blue vehicles for pilot operations [2][4]. Group 2: Industry Implications and Future Outlook - Longjiang Securities stated that China has become the second country after Germany to officially permit L3 autonomous driving, indicating a new phase of mass production and application for intelligent connected vehicles [5]. - The approval of L3 models is expected to accelerate the development of a regulatory framework and standards for intelligent connected vehicles, enhancing the commercialization of autonomous driving technology [5][6]. - The gradual commercialization of L3 autonomous driving is anticipated to create opportunities for incremental components, with a focus on technologies such as detection systems and driving assistance data recording systems [6].

编导：徐宁 新华社音视频部制作 0:00 记者：田金文、周闻韬 ...

交巡警总队授牌 12月20日，一张印有"渝AD0001Z"字样的号牌在重庆正式发出。 这张由重庆市公安局交通管理总队授予长安汽车的号牌的意义远超出了行政许可本身。它是首块L3级 自动驾驶专用正式号牌，也意味着，中国智能网联汽车正在剥离模糊的营销话术，正式迈入权责分明的 合规商用时代。 长期以来，自动驾驶行业在L2与L3的界限上始终处于一种微妙的试探期。此次长安汽车获得正式号 牌，并在深蓝汽车上率先落地，实质上是撕开了L3级自动驾驶从技术验证向规模化量产突围的口子。 直到2025 年底，工信部在 12 月 15 日正式对外公布首批 L3 级有条件自动驾驶车型准入许可，长安深蓝 SL03 和北汽极狐阿尔法 S等车型都拿到了正式的入场券。 长安这块"渝AD0001Z"，本质上是把纸面上的准入许可继续向前推进了一步，从工信部的产品准入，走 到了公安交管部门颁发的正式号牌。这意味着：监管链条从工信部扩展到公安、交通等多部门协同，对 车企来说，这也是从迈进"规则游戏"的新起点。 为何是长安？为什么落在重庆？ 那么这块号牌为什么落在重庆、落在长安？ 一头是有"8D 魔幻立体交通"的山城，一头是深耕重庆多年的老牌主机厂。双方 ...

当前，长安L3级自动驾驶系统已在复杂且魔幻的8D重庆真实道路测试，累计已超过500万公里。其中， 测试场景要素达到191类，超出国标10倍，极限场景占比36%，场景要素超出国标49%，始终保持"零事 故、零违规"的全程纪录。 据介绍，编号"渝AD0001Z"的L3级自动驾驶车型获准在重庆市内环快速路、新内环快速路（高滩岩立 交—赖家桥立交）及渝都大道（人和立交—机场立交）开展上路通行试点。这些路段为重庆市民主要出 行道路，其典型的车辆密集拥堵、车流频繁汇入汇出、事故高发、道路施工等复杂路况，将成为长安 L3级自动驾驶系统实战训练、迭代升级的最佳"考场"。 12月20日，长安汽车发文称，首块L3级自动驾驶专用正式号牌"渝AD0001Z"在重庆诞生，由重庆市公 安局交通管理总队正式授予长安汽车，标志着长安汽车以先行者之姿，率先开启L3级自动驾驶时代。 自2009年组建智能化研发团队以来，长安汽车历经七代技术迭代，以安全为本色，依托自研能力构建起 天枢智能技术体系。同时，长安汽车于2014年开始构建驾驶辅助研发能力，2017年开启L3级自动驾驶 研发，2021年在深蓝汽车应用，2024年6月成为首批L3级自动驾驶准 ...

Group 1: Institutional Research and Market Performance - A total of 165 listed companies disclosed institutional research records during the week of December 15-19, with approximately half achieving positive returns [1] - The stock with the highest increase from institutional research was Zhenyou Technology, which rose by 21.89%, while nine other companies, including Aerospace Intelligence and Hongmian Co., saw gains exceeding 10% [1] - Popular stocks included Chang'an Automobile, Yipin Hong, and Boying Special Welding, with Chang'an receiving the most institutional investors [1] Group 2: Chang'an Automobile's L3 Approval - Chang'an Automobile received approval for its L3-level conditional autonomous driving model, with 214 institutions participating in its research [2] - The approved model, Deep Blue SL03, will be tested in designated areas of Beijing and Chongqing [2] - Chang'an's L3 capability development began in 2017, with the application for approval submitted in November 2023 [3][4] Group 3: Safety and Commercialization of L3 Technology - The approved model is equipped with advanced 4D imaging millimeter-wave radar, which can replace laser radar under certain conditions [4] - Chang'an plans to limit the autonomous driving speed to 0-50 km/h based on user scenarios and safety considerations [5] - The company aims to complete safety verification and promote industry standards rather than pursuing the technical upper limit [5] Group 4: Boying Special Welding's Institutional Interest - Boying Special Welding hosted four institutional research sessions during the week, with 107 institutions participating [6] - The company focuses on special equipment manufacturing, particularly in anti-corrosion and anti-wear welding equipment for various industrial sectors [6] - Boying Special Welding has developed core technologies for high-frequency oscillation welding, addressing industry pain points in sectors like waste incineration and biomass power generation [6] Group 5: Yipin Hong's Share Sale - Yipin Hong conducted research with 119 institutions following its announcement to sell shares in Arthrosi [8] - Post-transaction, Yipin Hong will retain 100% rights to AR882 in China and priority rights for global production supply [8] - The transaction is expected to close in the first quarter of 2026 after U.S. antitrust approval [8]

以下文章来源于e公司 ，作者证券时报 聂英好 周内涨幅最高的机构调研个股为震有科技，本周涨21.89%，航天智造、经纬恒润-W、南京商旅、红棉股份等9家公司涨幅超过10%，其中红棉股份、雪 人集团、德联集团周内实现首板。 热门标的方面，本周有长安汽车、一品红、博盈特焊、华通线缆等4家公司接受百家以上机构调研，其中长安汽车迎来最多机构投资者， 博盈特焊则在一 周之内接待4次机构调研。 长安汽车获得首批L3准入 长安汽车（000625）本周接受214家机构调研，因工信部在12月15日宣布，发放我国首批L3级有条件自动驾驶车型产品准入许可。 极狐汽车与长安汽车 的两款纯电动轿车获得资质，将在北京、重庆指定区域开展上路试点，长安汽车获批车型为旗下深蓝SL03。 e公司 . e公司，证券时报旗下专注上市公司新媒体产品，立志打造A股上市公司资讯第一平台。提供7x24小时上市公司标准化快讯，针对可能影响上市公司股价的 主题概念、行业事件及时采访二次解读，从投资者需求出发，直播上市公司有价值的活动、会议。 来源：e公司 本周（12月15日—12月19日）共有165家上市公司披露机构调研记录，从赚钱效应看，机构调研股涨跌各半， ...

Core Viewpoint - Changan Automobile has entered the L3 level autonomous driving era, receiving approval for its model, the Deep Blue SL03, as part of the first batch of L3 conditional autonomous driving vehicle licenses issued in China [1] Group 1: Company Developments - Changan Automobile conducted research with 214 institutions this week, following the announcement by the Ministry of Industry and Information Technology on December 15 regarding the issuance of the first batch of L3 level conditional autonomous driving vehicle licenses in China [1] - The approved models include Changan's Deep Blue SL03 and vehicles from the Extreme Fox brand, which will conduct road trials in designated areas of Beijing and Chongqing [1] Group 2: Technology and Safety - The approved model is equipped with industry-leading 4D imaging millimeter-wave radar, which can replace laser radar within the operational design conditions (ODC) and performs optimally in five categories of 17 extreme scenarios, such as pedestrian obstruction and adverse weather conditions [1] Group 3: Future Plans - Changan Automobile plans to initiate road trial applications in the first quarter of 2026 in collaboration with Changan Car Union Technology, the entity responsible for usage [1] - The company will begin product approval and market launch for end-users once relevant national regulations and policies are officially implemented [1]

长安汽车（000625）本周接受214家机构调研，因工信部在12月15日宣布，发放我国首批L3级有条件自 动驾驶车型产品准入许可。极狐汽车与长安汽车的两款纯电动轿车获得资质，将在北京、重庆指定区域 开展上路试点，长安汽车获批车型为旗下深蓝SL03。#长安汽车开启L3级自动驾驶时代# 对于L3级自动 驾驶的安全性，长安汽车称，获批车型配备了行业领先的4D成像毫米波雷达，在ODC（设计运行条 件）范围内可替代激光雷达，且在5类17个极限场景（如遮挡行人横穿、前车急刹、恶劣天气）性能行 业最优。长安汽车还谈及关于L3商业化落地的后续规划，公司预计2026年一季度与使用主体长安车联 科技进行上路通行试点应用。在国家相关法规及政策正式发布实施后，长安汽车将开始面向C端用户进 行产品准入和市场投放。（证券时报） ...

本周（12月15日—12月19日）共有165家上市公司披露机构调研记录，从赚钱效应看，机构调研股涨跌 各半，约五成机构调研公司周内实现正收益。 周内涨幅最高的机构调研个股为震有科技，本周涨21.89%，航天智造、经纬恒润-W、南京商旅、红棉 股份等9家公司涨幅超过10%，其中红棉股份、雪人集团、德联集团周内实现首板。 热门标的方面，本周有长安汽车、一品红、博盈特焊、华通线缆等4家公司接受百家以上机构调研，其 中长安汽车迎来最多机构投资者，博盈特焊则在一周之内接待4次机构调研。 长安汽车获得首批L3准入 博盈特焊一周接待4次机构调研 另一家本周热门调研公司博盈特焊，在周内接待了4次机构调研，共有107家机构参与。博盈特焊自成立 以来就以防腐防磨堆焊装备为核心，专注于特种装备制造，产品广泛应用于节能环保、电力、能源、化 工、冶金、造纸等工业领域。针对垃圾焚烧、生物质发电等领域锅炉腐蚀磨损的行业性痛点，博盈特焊 自主研发了数字脉冲MIG高频振荡堆焊等核心技术，推动了该技术的产业化应用。 长安汽车（000625）本周接受214家机构调研，因工信部在12月15日宣布，发放我国首批L3级有条件自 动驾驶车型产品准入许可。 ...

关注 「电动车公社」 和我们一起重新思考汽车 《今日新闻》将会每天给大家带来几条当日重磅新闻，并附上社长的简单评论。关注「电动车公社」，新能源圈大事小事 ，看我们就够啦～ 今日新闻要点： 1、 长安新能源汽车年销量突破100万辆 2、 最近一段时间，长安、极狐、比亚迪、理想、问界、尊界、小鹏等多个品牌都陆续拿下L3级自动驾驶路测牌照，可以合法进行L3级自动驾驶的路测。 但需注 意，L3为有条件的自动驾驶，并不意味着可以放手不管。目前国内还没有任何一家车企拥有民用L3的能力，现阶段还需理性看待，但相信民用L3级辅助驾驶 最终会惠及大众。 晋级新央企后，长安汽车可谓是意气风发，旗下三个新能源子品牌协同拉动增长， 阿维塔连续9个月单月销量破万，深蓝汽车累计销量超70万辆，长安启源 单月销量达4.6万辆。这份成绩的背后，是长安新能源长期的技术投入、资源协同和明确的产品层级共同带来的结果。 小米汽车获L3级自动驾驶路测牌照 近日，小米汽车 获得北京市L3级自动驾驶道路测试牌照， 可在亦庄、顺义等指定高快速路段开展"有条件自动驾驶测试"。据悉， 其常态化测试已在北京高 快速路段秘密进行数月。 12月20日，长安汽车宣布新 ...