宣传语从"智能驾驶"变为"辅助驾驶"，似乎是一夜之间的事。 2025年3月，一辆小米SU7在安徽德上高速发生严重事故，将智驾安全推上风口浪尖，智能驾驶不等于自动驾驶的技术区分被广泛警示。此次事件影响之 大，甚至可以视为"辅助驾驶"营销宣传转变的导火索。 在此之前，"全程零接管""高阶智驾""准L3级"等模糊表述充斥全网，事件发生后，整个市场短期内噤若寒蝉，几乎所有车企都闭口不谈"智能辅助驾驶"，以 上海车展为分水岭，车企开始全面替换宣传物料，取消"自动驾驶""高阶智驾"等表述，突出"辅助驾驶"等字眼，强调L2级辅助驾驶功能开启时，驾驶员必须 实时监控和控制。 全行业能如此的步调一致，一定有一只"大手"在背后提出了强制要求。实际上，智能化一直是我国在本轮汽车产业变革中的优势领域，加速发展智能网联技 术既是车企的盈利诉求，也是我国汽车产业在全球争夺话语权的重要锚点。在这一点上，国家层面与企业层面的目标是一致的，但遗憾的是，企业在激烈的 市场竞争中似乎身不由己"杀红了眼"，在营销上愈发剑走偏锋，失去了"务实"的精神，偏离了正轨，此时监管对车企的约束就尤为重要且必要。 监管精准出手，直击"虚假宣传""术语误导" 4月 ...

Core Insights - Valeo has launched its "Leap 2028" global strategic plan, aiming for sales to exceed €22-24 billion by 2028, with an operating profit margin of 6%-7% and free cash flow of at least €500 million after interest [3] Group 1: Manufacturing and R&D Capabilities - The Valeo Wuhan plant is a key part of the company's strategy in China, featuring advanced automation and a production rate of one headlight every 36 seconds [1][3] - The plant covers an area of 21,000 square meters and includes fully automated production lines, achieving 100% in automation coverage, CNC level, and production equipment networking [3] - The Wuhan Technical Center is one of Valeo's largest R&D centers globally, employing over 1,500 R&D personnel, which is one-third of Valeo's total R&D workforce in China [3][4] Group 2: Innovation and Product Development - The development cycle for headlight products in Wuhan has been reduced to as short as 7 months, compared to the typical 2 years for similar products overseas [4] - The Wuhan plant produces over 4 million headlights annually, covering 74 categories, including smart headlights with multiple functions such as welcome, navigation, and hazard warning [4] - Valeo has established the first CarLab smart connected vehicle innovation studio in Wuhan, providing an open platform for exploring cutting-edge technologies [4] Group 3: Market Expansion and Strategic Importance - Valeo's growth in Wuhan is contributing significantly to the automotive supply chain in the Wuhan Economic Development Zone, with 33 other parts suppliers establishing operations in the area [5] - China is identified as one of Valeo's most important core markets and innovation sources for the coming years, with plans for continued investment and strengthening of smart manufacturing and R&D capabilities [5] - The company aims to expand into new markets, including two-wheeled and three-wheeled vehicles, urban microcars, charging solutions, and data center cooling, leveraging its key bases like Wuhan [5]

Core Viewpoint - The smart driving concept stocks have seen a significant rise, driven by the introduction of L3-level autonomous driving vehicles in Chongqing, marking a milestone in the development of intelligent connected vehicles in China [1]. Group 1: Stock Performance - Youjia Innovation (02431) increased by 8.89%, reaching HKD 13.6 [1] - Zhejiang Shibao (01057) rose by 6.97%, trading at HKD 5.22 [1] - Tudatong (02665) saw a gain of 1.98%, priced at HKD 10.82 [1] Group 2: Industry Developments - On December 26, the first batch of 46 L3-level autonomous driving vehicles, equipped with the L3 autonomous driving system from Changan Deep Blue, was officially launched for road use in Chongqing [1] - The approved routes for these vehicles include major roads such as the inner ring expressway and Yudu Avenue in Chongqing [1] Group 3: Regulatory and Market Insights - According to Xinda Securities, the regulatory framework for intelligent connected vehicles in China is continuously improving, leading to a more standardized industry development environment [1] - Domestic brands are accelerating the research and development of smart driving technologies, with the penetration rate of L2-level and above advanced driving assistance systems increasing rapidly [1] - The market for Robotaxi is projected to reach a scale of RMB 270 billion by 2030 [1]

Core Viewpoint - The news highlights the positive market response to the launch of L3-level autonomous driving vehicles in China, indicating a growing acceptance and regulatory support for advanced driving technologies in the automotive industry [1] Group 1: Market Performance - Intelligent driving concept stocks saw significant gains, with Youjia Innovation (02431) rising by 8.89% to HKD 13.6, Zhejiang Shibao (002703) increasing by 6.97% to HKD 5.22, and Tudatong (02665) up by 1.98% to HKD 10.82 [1] Group 2: Regulatory Developments - The first batch of L3-level autonomous driving vehicles, totaling 46 units, was officially launched for road use in Chongqing, approved for operation on specific urban expressways [1] Group 3: Industry Trends - According to Xinda Securities (601059), the regulatory framework for intelligent connected vehicles in China is continuously improving, leading to a more standardized industry environment [1] - Domestic brands are accelerating the research and development of intelligent driving technologies, with the penetration rate of L2-level and above driving assistance systems increasing rapidly [1] - The market for Robotaxi is projected to reach a scale of RMB 270 billion by 2030, indicating significant growth potential in the high-level autonomous driving sector [1]

Group 1 - The core viewpoint of the article highlights the positive market response to smart driving concept stocks, with notable increases in share prices for companies such as Youjia Innovation, Zhejiang Shibao, and Tudatong [1] - The first batch of L3-level autonomous driving vehicles, totaling 46 units, has officially commenced large-scale road operation in Chongqing, featuring vehicles equipped with L3 autonomous driving systems from Changan Deep Blue [1] - The vehicles are authorized to operate on specific routes in Chongqing, including the inner ring expressway and other major roads, indicating a significant step in the practical application of autonomous driving technology [1] Group 2 - According to Xinda Securities, the regulatory framework for intelligent connected vehicles in China is continuously improving, leading to a more standardized industry development environment [1] - Domestic brands are accelerating the research and development of smart driving technologies, with a notable increase in the penetration rate of L2-level and above advanced driving assistance systems [1] - The market size for Robotaxi is projected to reach 270 billion yuan by 2030, reflecting the growth potential in the high-level autonomous driving sector [1]

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、 电车新规要求不起火、不爆炸； 首批L3级自动驾驶车辆正式上路； 近期相关部门确认了多个关于电动汽车的新规，包括隐藏式门把手、能耗等，对新能源汽车行业的正向发 展起到重要作用。这些新规都在促进车企进行技术升级，同时给用户提供更好更安全的汽车产品。 2、 首批L3级自动驾驶车辆正式上路 12月26日， 46辆L3级自动驾驶深蓝汽车，在重庆正式上牌并上路运营。 这次深蓝SL03获得国家首块L3自动驾驶正式牌照，不仅标志着L3级自动驾驶技术落地，更是推动智能驾 驶发展的关键一步。这不仅是深蓝汽车智能化发展的一大步，也是中国智能网联汽车发展的一大步。 电车新规要求不起火、不爆炸 12月27日， 由七部门联合印发的《以标准提升牵引设备更新和消费品以旧换新行动方案》标准研制任务 发布，电动汽车动力电池安全有了新标准，首次将"不起火、不爆炸"列为强制性要求，推动车企优化电池 结构和热管理系统，显著提升新能源汽车安全水平。 ...

Core Viewpoint - The issuance of the first L3-level highway autonomous vehicle special license plates in Beijing marks a significant milestone in China's autonomous driving development, transitioning from technical validation to mass production application [1][4]. Group 1: L3-Level Autonomous Driving Overview - L3-level autonomous driving represents a critical transition from "driving assistance" to "autonomous driving," allowing the system to perform driving tasks under certain conditions without continuous driver monitoring [2]. - The first three quarters of this year saw a 21.2% year-on-year increase in new car sales with L2-level driving assistance features, achieving a penetration rate of 64% [2]. Group 2: Regulatory Framework and Testing - The Ministry of Industry and Information Technology (MIIT) has issued strict limitations on the operational scenarios, road types, urban areas, and speed limits for the two approved models, emphasizing a cautious regulatory approach [3]. - There is a distinction between "road test licenses" issued by local authorities and "product access licenses" from national departments, with the latter being significantly more challenging to obtain [3]. Group 3: Future Implications and Challenges - The successful implementation of L3-level autonomous driving requires not only technological advancements but also supportive policies, industry ecosystems, and infrastructure [4]. - The current pilot approach is characterized by "small-scale initiation and conditional implementation," indicating that mass production is not imminent despite the recent approvals [4].

（来源：沈阳日报） 转自：沈阳日报 市委经济工作会议围绕向上争取资金政策，促消费扩投资，促进科技创新与产业创新深度融合，深化改 革扩大开放，优化营商环境，提升人民生活品质等重点领域和关键环节作出针对性部署，既注重着力解 决老问题，也重视发力应对新挑战，体现出鲜明的问题导向、任务导向、目标导向。 "此次经济工作会议的召开，为全市上下以奋发有为的精神状态做好'十五五'开局之年各项工作提供了 行动指引、明确了主攻方向，对于进一步推动经济高质量发展具有十分重要的意义。"辽宁社会科学院 经济研究所所长、研究员宋帅官说。 宋帅官称，一年来，沈阳市顶住压力，迎难而上，稳住了经济发展的基本盘，经济运行总体平稳、稳中 有进，产业升级、改革开放、城乡融合、民生保障等领域取得了新进展新成效，为"十五五"开局奠定了 良好基础。 推动经济高质量发展，实现沈阳市"十五五"开好局、起好步。宋帅官认为要跳出沈阳看沈阳，当好东北 振兴、辽宁振兴"跳高队"，在一些重点经济发展领域要奋勇争先，尤其是要加快构建以先进制造业为骨 干的现代化产业体系。一方面是加快传统产业转型升级，全面推动制造业"智改数转"，在全省率先开展 免费数字化诊断服务，持续打造 ...

格隆汇12月26日丨光庭信息(301221.SZ)公布，2023年12月，由武汉光庭信息技术股份有限公司牵头承 担，华中科技大学、武汉理工大学、武汉人工智能研究院等6家单位共同参与的"智能网联汽车基础软件 关键技术及应用"项目获批立项。该项目围绕智能网联汽车基础软件关键技术及应用，研发智能网联汽 车操作系统及中间件，构建数据驱动的智能网联汽车云训练及仿真平台，开发自适应优化的智能网联汽 车功能软件算法，研发高安全性的智能座舱人机交互，实现智能网联汽车基础软件的全场景应用，为整 车智能化网联化赋能，实现汽车行业关键技术的突破。 近日，上述项目已全部完成任务目标并顺利通过验收。该项目的研发完成体现了公司及合作伙伴在技术 创新实力、组织管理能力和核心竞争力，提高公司智能网联汽车基础软件的研发和应用实力。截至本公 告披露日，上述项目的政府补助资金尾款390.00万元（公司应享有的政府补助金额为195.00万元）已到 账，原计入递延收益人民币455.00万元将转入当期损益，预计对公司2025年利润总额的影响约为人民币 650.00万元。 ...

智通财经APP讯，光庭信息(301221.SZ)发布公告，2023年12月，由武汉光庭信息技术股份有限公司(以 下简称"公司")牵头承担，华中科技大学、武汉理工大学、武汉人工智能研究院等6家单位共同参与 的"智能网联汽车基础软件关键技术及应用"项目(以下简称"项目")获批立项。 近日，上述项目已全部完成任务目标并顺利通过验收。该项目的研发完成体现了公司及合作伙伴在技术 创新实力、组织管理能力和核心竞争力，提高公司智能网联汽车基础软件的研发和应用实力。 该项目围绕智能网联汽车基础软件关键技术及应用，研发智能网联汽车操作系统及中间件，构建数据驱 动的智能网联汽车云训练及仿真平台，开发自适应优化的智能网联汽车功能软件算法，研发高安全性的 智能座舱人机交互，实现智能网联汽车基础软件的全场景应用，为整车智能化网联化赋能，实现汽车行 业关键技术的突破。 ...