据介绍，无人物流车实境演示依托河套城市肌理，严格遵循标准化展演规程，设置六大核心科目，从红 绿灯识别到自动卸货，全流程高度还原城市末端配送的真实工况。标准化的展演执行体系贯穿全程，从 科目设置、路线划定到数据采集均实现统一规范，确保参演车辆展现稳定的环境感知与路径规划能力。 同步进行的公园无人环卫车实境演示，同样以标准化展演规程为指引，在封闭绿地内完成五大考核，多 款环卫机器人实现95%以上作业覆盖率，全程零碰撞、零人工干预，标准化的执行流程为技术验证提供 了精准可靠的评价依据，进一步凸显其在公共空间常态化运营的可行性。 本次活动聚焦无人物流车与公园无人环卫车两大方向，以标准化展演规程为核心、标准化展演执行为保 障，开展真实城市环境下的场景化实境演示。来自全国的十余支功能型无人车团队，在标准化展演执行 体系的赋能下，于河套片区真实城市环境中开展高强度、全流程的实地运行展示。参与企业多为已在深 圳取得功能型无人车道路测试或应用试点牌照的成熟主体，其产品已在园区、社区等场景中积累实际运 行经验，而标准化的展演设计与执行，不仅为各团队提供了公平竞技的平台，更通过统一的技术验证标 准，加速了功能型无人车技术成果的场景 ...

文/陈妙盈 在无人驾驶货运领域，单纯的技术堆叠已不再是壁垒，真正的竞争在于数据闭环与场景适配。菜鸟拟入 股九识智能，从技术层面看，是一次极具想象力的"优势互补"。 双方在技术栈上呈现出高度的互补性： 1，九识的"硬核"底座： 九识智能拥有L4级自动驾驶的全栈自研技术，特别是在感知决策算法、多传感 器融合以及VLA大模型研发上具备先发优势。其积累的数千万公里真实道路数据，是算法迭代的宝贵 资产。 2，菜鸟的"AI"赋能： 菜鸟背靠阿里巴巴，在人工智能、机器视觉以及物流调度算法方面积淀深厚。其 自研的菜鸟GT系列无人车已在公开道路大规模运营，具备了极强的场景理解能力。 此次整合后，九识的"车辆端"能力与菜鸟的"云端"AI调度能力将实现深度融合。双方的智驾端到端模型 有望进行数据互通，这将极大加速"车路云一体化"的落地进程。例如，菜鸟的物流调度系统可以更精准 地指挥九识的无人车矩阵，实现快递、商超、冷链等多场景的灵活切换。这种技术共振，将把无人货运 的运营效率推向一个新的高度，构建起难以被单一创业公司复制的竞争壁垒。 ...

无人物流车精准停靠、自动装卸，无人环卫车循迹清扫、灵巧避障，智能系统在真实街巷中自主决策、 流畅运行……12月20日，"模力福地"功能型无人车产品场景对接大会暨福田河套功能型无人车展演活动 颁奖仪式在深圳市福田区深港国际科技园举办，通过"实境展演+成果展+签约仪式+创新路演"的形式， 为功能型无人车企业提供技术验证与场景对接平台。 据悉，目前福田区已累计开通功能型无人车线路22条，总里程109公里，涉及场景包括物流转运、外卖 配送、交通巡查等。 展演验证技术落地能力 展演活动中，5家企业荣获"最佳技术创新奖"，4支团队荣获"最佳场景团队奖"。活动以真实城市环境为 考场，全面检验了功能型无人系统在物流配送与城市环卫两大民生领域的工程化成熟度。 签约促进产业协同与对接 在重点合作签约环节，福田区聚焦城市运行的核心需求，紧扣无人配送与无人环卫两大民生高频场景， 推动政企协同、精准对接，集中签署了一批具有示范意义的合作协议，彰显"全域开放、全链协同"的生 态优势。 本次活动由深圳市交通运输局与深圳市人工智能产业办公室指导，深圳市福田区科技和工业信息化局、 福田区人工智能产业办公室、福田区福保街道办事处、深圳深港科技创 ...

12月19日，万集科技发布公告，宣布公司于当日审议通过《关于对外投资设立湖南合资公司的议案》，拟与湖南湘江智能科技 创新中心有限公司（以下简称"湘江智能"）、长沙合创未来企业管理合伙企业（有限合伙）（以下简称"合创未来"）、中南大 学资产经营有限公司（以下简称"中大资产公司"）共同出资设立湖南湘江智联交通科技有限公司，深耕车路云一体化业务。 公告显示，合资公司注册资本为1429万元，股权及出资方式分布如下：万集科技以现金出资510万元，占注册资本的 35.6893%；湘江智能以现金出资490万元，占比34.2897%；合创未来以知识产权出资300.3万元，占比21.0147%；中大资产公司 以知识产权出资128.7万元，占比9.0063%。 · 湘江智能注册资本50亿元，由湖南湘江新区发展集团有限公司持股99.8640%，主要负责湖南（长沙）国家级车联网先导区规 划、建设和运营，具备丰富的区域产业资源； · 合创未来成立于2025年10月，由"智能网联交通系统分析技术"成果完成人组建，专注相关技术转化与投资； · 中大资产公司为中南大学全资控股企业，是学校科技成果转化、产业化的核心运营平台，负责知识产权对外投 ...

格隆汇12月19日丨万集科技(300552.SZ)公布，基于公司战略布局，为了更好的拓展车路云一体化业 务，并增强市场开拓及项目承接能力，公司拟与湖南湘江智能科技创新中心有限公司（简称"湘江智 能"）、长沙合创未来企业管理合伙企业（有限合伙）（简称"合创未来"）、中南大学资产经营有限公 司（简称"中大资产公司"）成立合资公司湖南湘江智联交通科技有限公司（简称"合资公司"，最终公司 名称以市场监督管理部门审批为准），合资公司注册资本为人民币1,429万元，其中万集科技以现金出 资510万元，占合资公司注册资本的35.6893%；湘江智能以现金出资490万元，占合资公司注册资本的 34.2897%；合创未来以知识产权出资300.30万元，占合资公司注册资本的21.0147%；中大资产公司以知 识产权出资128.70万元，占合资公司注册资本的9.0063%。公司董事会授权公司管理层负责办理本次设 立湖南合资公司的相关事宜。（合资公司的相关信息均以在市场监督管理部门的核准登记结果为准。） ...

格隆汇12月19日丨万集科技(300552.SZ)公布，基于公司战略布局，为了更好的拓展车路云一体化业 务，并增强市场开拓及项目承接能力，公司拟与湖南湘江智能科技创新中心有限公司（简称"湘江智 能"）、长沙合创未来企业管理合伙企业（有限合伙）（简称"合创未来"）、中南大学资产经营有限公 司（简称"中大资产公司"）成立合资公司湖南湘江智联交通科技有限公司（简称"合资公司"，最终公司 名称以市场监督管理部门审批为准），合资公司注册资本为人民币1,429万元，其中万集科技以现金出 资510万元，占合资公司注册资本的35.6893%；湘江智能以现金出资490万元，占合资公司注册资本的 34.2897%；合创未来以知识产权出资300.30万元，占合资公司注册资本的21.0147%；中大资产公司以知 识产权出资128.70万元，占合资公司注册资本的9.0063%。公司董事会授权公司管理层负责办理本次设 立湖南合资公司的相关事宜。（合资公司的相关信息均以在市场监督管理部门的核准登记结果为准。） ...

证券日报网讯12月18日，蓝盾光电（300862）在互动平台回答投资者提问时表示，公司的交通管理业务 包括仪器设备及系统、系统集成及工程、运维及数据服务，涵盖了外场交通信号控制、视频监控、电子 警察、测速等系统建设任务，内场信息机房、指挥中心、平台软件等集成建设，交通管理仪器设备销售 以及运维服务，广泛应用于交通管理的各种场景。车路云一体化市场是公司交通管理业务拓展方向之 一。 ...

Group 1 - The company, Tianmai Technology, focuses on providing digital solutions for urban public transport management based on technologies such as vehicle networking and Beidou positioning [1] - The company has not participated in any pilot projects related to "vehicle-road-cloud integration" applications [1] - The company does not have any L3 level autonomous driving products or research [1]

Core Insights - The article highlights the rapid development and implementation of the intelligent connected vehicle industry in Hangzhou, showcasing its transformation from manufacturing to a global technology leader in mobility solutions [4][10]. Group 1: Manufacturing Capabilities - The Geely Qiantang base produces several hundred vehicles daily, with a new car rolling off the line every two minutes [2][6]. - The facility features advanced automation, including a nearly 7,000-ton servo stamping line capable of producing nearly 1,000 stamped parts per hour [5]. - The production line supports mixed production of various powertrain models, including fuel, pure electric, plug-in hybrid, and battery swap vehicles [5][6]. Group 2: Technological Advancements - The vehicles produced, particularly the Galaxy series, are equipped with the Flyme Auto 2.0 intelligent cockpit system and Qualcomm Snapdragon high-performance chips, enhancing user interaction and driving assistance capabilities [6][7]. - A simulation testing environment allows for the generation of vast amounts of training data for autonomous driving systems, improving efficiency by 500 times and reducing the need for real-world testing by approximately 30% [7][11]. Group 3: Industry Ecosystem - Hangzhou has established a robust industrial ecosystem, connecting over 100 core component manufacturers with leading companies like Geely and Changan Ford, forming a billion-level industrial cluster [9][10]. - The city has implemented a "four-question model" to enhance collaboration between enterprises, government, educational institutions, and the market, facilitating the rapid transformation of research into production [8][9]. Group 4: Policy and Regulation - The introduction of the "Hangzhou Intelligent Connected Vehicle Testing and Application Promotion Regulations" positions Hangzhou as the first city in China to clarify the process for autonomous vehicle road testing [10][11]. - The city has issued 614 testing and application licenses, accumulating 5.92 million kilometers of testing mileage with a zero accident rate [10]. Group 5: Future Outlook - Hangzhou aims to leverage its advantages in "vehicle-road-cloud integration" to expand testing scenarios and promote the large-scale operation of Robotaxi services [12]. - The city is focused on developing high-value core areas such as vehicle-grade chips and advanced algorithms, fostering innovation through collaborative efforts [12][13].

Core Insights - The issuance of L3 autonomous driving licenses in China is more frequent than expected, with several companies like Changan and BAIC receiving approval, indicating a competitive "license race" [2] - The conditions for the first batch of approved vehicles reveal a controlled testing environment, emphasizing a cautious approach to technology deployment and risk management [2][4] - China's path to L3 autonomous driving is distinct from Germany and the U.S., focusing on a gradual, controlled policy experiment over three years [2][3][6] Regulatory Framework - The regulatory journey began in November 2022 with the Ministry of Industry and Information Technology (MIIT) proposing a management framework for L3/L4 vehicles to address the "responsibility vacuum" in the industry [3] - 2023 marked a breakthrough year for testing licenses, with various companies obtaining approvals, establishing a dual-track testing model [3][6] - The approval process culminated in December 2025, with a comprehensive framework for conditional L3 vehicle production licenses [3][6] Testing Conditions - The approved vehicles, such as Changan's SL03 and BAIC's Alpha S, are restricted to specific routes and speed limits, highlighting a focus on controlled operational environments [4][5] - The vehicles are not sold directly to consumers but operated by designated companies, indicating a shift in responsibility from individual users to operators [4][5] Industry Implications - The conditions for L3 licenses signal a shift from hardware-centric competition to a focus on scenario-specific engineering capabilities and cost control [7][8] - The competition among automakers is now defined by their ability to adapt to specific driving conditions rather than merely enhancing hardware specifications [7][8] Business Model Evolution - The "car company + operating company" model serves as a buffer to explore service pricing and user acceptance within a controlled environment [9] - This model allows for the testing of autonomous driving services while gathering valuable data to inform future pricing strategies [9] Challenges Ahead - The transition to a service-oriented model faces challenges, including balancing technical costs with user value and addressing consumer perceptions regarding subscription services [10] - The long-term commercial viability of L3 technology will depend on expanding operational scenarios, clarifying legal responsibilities, and shifting consumer mindsets [10] Strategic Positioning - China's approach to L3 licensing is part of a broader strategy to establish a domestic supply chain for autonomous driving technologies, reducing reliance on foreign components [11] - The testing of L3 vehicles in controlled environments aims to generate data that can inform future standards and practices in the global automotive industry [11] Future Outlook - The issuance of L3 licenses marks the beginning of a longer journey for automakers, who must now navigate the complexities of expanding their operational scope and transitioning to service providers [12]