华见早安之声 市场概述 请各位听众升级为见闻最新版APP，以便成功收听以下音频。 科技股力挺三大美股指低开高走、四连阳，标普收创最高纪录；芯片关税消息后，英伟达大涨3%；特斯拉回落超0.6%，科技七巨头中独跌；矿业股Freeport McMoRan涨2.5%；"口服版减肥神药"在美率先获批后，诺和诺德欧股涨超9%，带动泛欧股指四日内三度收创历史新高。 法国通过短期预算案，十年期法债领涨同期欧债。 美GDP强劲打击降息预期，GDP后，美债价格止涨回跌、收益率抹平降幅、一度刷新近两周高位；美元指数收窄跌幅、靠近日高。日本高官暗示准备干预 后，日元两日反弹；离岸人民币连创14个月新高、一年多来首次盘中涨破7.02；比特币盘中较日高跌超2%、跌破8.7万美元。 金银铜继续创历史新高，现货金银盘中分别涨超1%和近4%，但在美GDP后曾"闪跌"；伦铜史上首次涨破1.2万美元；美国继续发力切断委内瑞拉石油贸 易，原油五连阳、收创至少近两周新高，五日涨近6%。 亚洲时段，A股三大指数冲高回落、小幅收涨，海南板块延续强势，商业航天概念下挫。 要闻 中共中央总书记对央企工作作出重要指示强调，充分认识职责使命，更好服务党和国家工作 ...

Group 1 - JD.com reported a theft incident at its warehouse in the Paris area, with local police involved in the investigation. The company stated that the reported "significant loss data" does not match the actual situation, and operations have returned to normal [2][27] - SMIC has implemented a price increase of approximately 10% on some of its production capacity, driven by rising demand for semiconductor products due to growth in mobile applications and AI. The increase is also attributed to rising raw material costs [16] - Beijing has issued the first L3-level autonomous driving vehicle license plates, marking a significant milestone in the mass production of autonomous vehicles in China [13] Group 2 - The U.S. Department of Homeland Security announced a new rule prioritizing high-salary applicants for H-1B visas, replacing the previous random lottery system. This rule will take effect on February 27, 2026 [14] - The Chinese Ministry of Commerce expressed strong opposition to the U.S. adding foreign drone systems to an "untrusted suppliers list," citing concerns over market distortion and unilateral actions [9] - The State Administration for Market Regulation in China is set to implement stricter regulations on food safety responsibilities for live-streaming e-commerce operators [11]

Core Insights - The first L3 conditional autonomous driving license "渝AD0001Z" has been issued in Chongqing, granted to Changan Automobile, marking a significant step towards the commercialization of autonomous vehicles in China [1][4] - The L3 level, defined as "conditional automation," allows vehicles to perform all dynamic driving tasks under specific conditions, although the driver must remain attentive and ready to take control when prompted [1][2] Group 1: Industry Developments - The Ministry of Industry and Information Technology has conditionally approved two automotive companies to submit applications for L3 autonomous vehicle products, indicating a shift from technology validation to mass production applications in China's autonomous driving industry [1][2] - The approval of L3 autonomous vehicles is seen as a critical step towards industrialization, with pilot programs aimed at validating technology and establishing a foundation for large-scale applications [2][3] Group 2: Regulatory Framework - The licenses for the two models are not a blanket approval; they come with specific regulations regarding operational scenarios, road types, urban areas, and speed limits [2][3] - The Changan SC7000AAARBEV model can operate in congested traffic at a maximum speed of 50 km/h on designated roads in Chongqing, while the Extreme Fox BJ7001A61NBEV model can achieve L3 automation at speeds up to 80 km/h on certain highways in Beijing [3] Group 3: Operational Aspects - The two models will not be available for private users initially; instead, they will be operated by affiliated ride-hailing service companies to manage the deployment of L3 autonomous driving [3] - The operational management aims to reduce uncertainties associated with the initial rollout of L3 autonomous driving, allowing consumers to experience the technology through ride-hailing services [3] Group 4: Government Support and Future Outlook - The approval of autonomous vehicle products reflects the government's commitment to fostering innovation while ensuring safety through prudent regulation [4] - The ongoing pilot programs for smart connected vehicles are expected to inject strong momentum into technological innovation and upgrades within the automotive industry in China [4]

Core Insights - The first L3 conditional autonomous driving license "渝AD0001Z" has been issued in Chongqing, granted to Changan Automobile, marking a significant step towards the commercialization of autonomous vehicles in China [1][4] - The L3 level, defined as "conditional automation," allows vehicles to perform all dynamic driving tasks under specific conditions, although the driver must remain attentive and ready to take control when prompted [1][2] Industry Developments - The Ministry of Industry and Information Technology has conditionally approved two automotive companies to submit applications for L3 autonomous driving vehicles, indicating a shift from technology validation to mass production applications in the autonomous driving sector [1][2] - The automotive industry is increasingly focusing on smart technology, with China and the U.S. leading in intelligent driving, while Europe is intensifying its efforts to catch up [2] Regulatory Framework - The approval for the two models is not a blanket release; it includes specific regulations regarding operational scenarios, road types, urban areas, and speed limits [2][3] - The Changan SC7000AAARBEV can operate in congested traffic at a maximum speed of 50 km/h on designated roads in Chongqing, while the Extreme Fox BJ7001A61NBEV can achieve up to 80 km/h on certain highways in Beijing [3] Operational Aspects - The two models are not available for private users but will be operated by affiliated ride-hailing service companies, which aims to reduce uncertainties in the initial rollout of L3 autonomous driving [3] - As the pilot progresses and the industry gains a better understanding of safety risks, restrictions may be eased, allowing autonomous driving to become more integrated into daily life [3] Government Support - The issuance of autonomous vehicle licenses reflects the government's commitment to fostering innovation while ensuring safety through prudent regulation [4] - This initiative is expected to stimulate technological innovation and upgrades within the automotive sector, aligning with the overall strategy of "system first, pilot breakthroughs, and gradual promotion" [4]

Core Insights - The first L3 conditional autonomous driving license "渝AD0001Z" has been issued in Chongqing, granted to Changan Automobile, marking a significant step towards the commercialization of autonomous vehicles in China [1][4] - The L3 level, defined as "conditional automation," allows vehicles to perform all dynamic driving tasks under specific conditions, although the driver must remain attentive and ready to take control when prompted [1][2] Industry Developments - The Ministry of Industry and Information Technology has conditionally approved two automotive companies to submit applications for L3 autonomous vehicles, indicating a shift from technology validation to mass production applications in China's autonomous driving industry [1][2] - The automotive industry is increasingly focusing on smart technology, with China and the U.S. leading in intelligent driving, while Europe is making significant efforts to catch up [2] Regulatory Framework - The approval for the two models is not a blanket release; it includes specific regulations regarding operational scenarios, road types, urban areas, and speed limits [2][3] - The Changan SC7000AAARBEV can operate in congested traffic at a maximum speed of 50 km/h on designated roads in Chongqing, while the Extreme Fox BJ7001A61NBEV can achieve L3 automation at up to 80 km/h on certain highways in Beijing [3] Operational Aspects - The two models are not available for private users but will be operated by affiliated ride-hailing service companies, which helps mitigate uncertainties during the initial rollout of L3 autonomous driving [3] - As the pilot programs progress and the industry gains a better understanding of safety risks, restrictions on these vehicles are expected to be relaxed, allowing for broader public access to autonomous driving technology [3][4] Government Support - The issuance of autonomous vehicle licenses reflects the government's commitment to fostering innovation while ensuring safety through prudent regulation [4] - This initiative is expected to stimulate technological innovation and upgrades within the automotive sector, aligning with the overall strategy of "institutional primacy, pilot breakthroughs, and gradual promotion" [4]

北京作为L3级自动驾驶的试点城市,于今年4月1日起就已开始施行《北京市自动驾驶汽车条例》,为L3级 及以上自动驾驶汽车市场主体提供清晰、透明、可预期的制度规范。其中明确规定,自动驾驶汽车发生 交通事故的,相关企业和个人应当配合公安机关交通管理部门的调查处理,并按照要求提供相应证据材 料。相关企业还应根据有关部门要求提供事故过程信息或者事故分析报告。 这意味着以后车企将必须提供相关车辆数据,余逸飞提醒,往后驾驶员在需要维权时可以申请EDR鉴 定。"EDR会实时保存事故发生前、发生时的关键数据,包括制动、自动驾驶指令、系统预警时间等各项 参数。"系统到底提前多久报警,留给驾驶员的反应时间是否足够,这都将成为责任划分的重要依据。 "国标表明驾驶员的身份是后援用户而不是乘客,这意味着驾驶员很可能撒得了手,但撒不掉责任。"北京 盈科长沙律师事务所交通事故法律部主任余逸飞告诉齐鲁晚报·齐鲁壹点记者,国标注重的是系统有没有 及时提醒,驾驶员有没有及时接管。 余逸飞表示,国标内对于L3级自动驾驶的提醒介入时间并没有明确要求,用词多为"及时""即将"等。这意 味着以往发生事故前两秒退出智驾的情况,在L3早期仍有可能会发生,一旦 ...

1、 吉利汽车与极氪完成整合； 哈曼国际进军辅助驾驶行业； 北京发放首批L3专用号牌； 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： 吉利汽车与极氪完成整合 12月22日， 吉利汽车宣布已正式完成极氪私有化及合并事项的交易。极氪汽车已从纽交所退市， 成为吉 利汽车的全资附属公司。 哈曼通过收购成熟的产业入局，可以减少前期的大量时间投入和经济投入， 跃居车用智能摄像头领域领先 地位。而对采埃孚来说，此举可以缓解其不 断上升的债务问题。目前 传统零配件供应商并不算好过，可 以期待一下后续能否拿出实质上的成绩。 3、 北京发放首批L3专用号牌 12月23日，北京市公安局交通管理局宣布，北京市首批L3级高速公路自动驾驶车辆专用号 牌，已经正式发放给北京出行汽车服务有限公司名下的3辆北汽极狐智能网联汽车。这也是国内首批发放 的L3级高速公路自动驾驶车辆专用号牌。 极氪依然是吉利旗下的高端子品牌，整合后有利于吉利集团成本缩减， 研发、供应链、制造体系全部整 合， 极氪可用吉利的全 ...

Core Viewpoint - The issuance of the first L3 level conditional autonomous driving vehicle license plates in China marks a significant milestone in the commercialization of autonomous vehicles, transitioning from testing to mass production [1][2]. Group 1: Vehicle Licensing and Approval - The first L3 level autonomous driving vehicle license plates were issued in Beijing to three vehicles from Beijing Automotive Group's Arcfox brand [1]. - The Ministry of Industry and Information Technology granted approval for the first L3 level conditional autonomous driving models, including vehicles from Changan Automobile and BAIC Group's Arcfox brand [1][2]. - The vehicles are allowed to operate on designated highways and urban expressways in Beijing and Chongqing under specific conditions [1][2]. Group 2: Technical Specifications and Operational Conditions - The L3 level vehicles can autonomously perform driving tasks at speeds up to 80 km/h on designated roads, but a driver must remain in the driver's seat to take control in emergencies [2]. - The conditional autonomous driving function is limited to specific routes in Beijing, including the Jing-Tai Expressway and the Airport North Line Expressway [2]. Group 3: Industry Implications and Future Outlook - The issuance of license plates signifies a transition from technical validation to legal operation, facilitating the accumulation of real-world data and technological iteration [3]. - The automotive industry is currently transitioning from L2 level advanced driver-assistance systems to L3 level conditional autonomous driving, which is crucial for commercial breakthroughs [2][3]. - Future widespread adoption of L3 level autonomous driving will require overcoming challenges such as unified national standards, enhancing technology reliability in complex scenarios, and improving user trust and risk management [4].

多重利好推动特斯拉总市值达到1.63万亿美元。12月22日，美股盘中，特斯拉股价一度涨3.66%至每股498.82美元，刷新了上周四录得的历史纪录，接近每 股500美元关口。截至收盘，涨幅收窄至1.56%附近，报收于每股488.73美元，本月已累计上涨近15%。从市场分析来看，特斯拉股价近期飙升的部分原因包 括特斯拉公司首席执行官埃隆·马斯克薪酬案翻盘及FSD拓圈。此外，分析师的乐观预期也在推动其股价不断上涨。 马斯克薪酬案翻盘 当地时间上周五（12月19日），美国特拉华州最高法院裁定，马斯克原总值560亿美元的薪酬方案遭下级法院取消的决定太过极端，该方案必须恢复。 马斯克本人在社交平台X上回应相关消息时写道："感谢你们坚定不移的支持。" 回顾来看，特斯拉董事会和股东大会于2018年批准一项马斯克的薪酬方案，当时总值约560亿美元。方案设立12项目标，马斯克每完成一项，便可获得相应 的股票期权激励。马斯克在特斯拉目前持股比例约13%。据路透社和德新社报道，原总值560亿美元的薪酬方案当前总值已涨至约1400亿美元。 此外，今年11月，特斯拉股东以超过75%的赞成票通过了董事会为马斯克制定的最新薪酬方案，最高价 ...

重要的消息有哪些 1．商务部新闻发言人就美针对无人机领域增列"不可信供应商清单"事答记者问，有记者问：近日，美 国联邦通信委员会（FCC）发布公告，宣布将所有外国生产的无人机系统及其关键零部件等列入"不可 信供应商清单"（Covered List），请问中方对此有何回应？答：美方以所谓"国家安全"为由，将所有外 国生产的无人机系统及其关键零部件等列入"不可信供应商清单"，中方对此坚决反对。近年来，美方不 顾中美两国企业开展正常商业交易和贸易往来，不顾中美两国业界的强烈呼声，一再泛化国家安全概 念，动用国家力量打击包括中国企业在内的他国企业，这是典型的市场扭曲和单边霸凌做法。中方敦促 美方停止错误做法，立即撤销有关措施。若美方继续一意孤行，中方将坚决采取必要措施，坚定维护中 国企业的正当权益。 2．12月23日，外交部发言人林剑主持例行记者会。就美国联邦通信委员会将包括大疆公司在内的所有 非美国制造的无人机列入"受管制清单"，外交部发言人林剑23日在例行记者会上表示，中方坚决反对美 方泛化国家安全概念，划设歧视性清单，无理打压中国企业。美方应纠正错误做法，为中国企业经营提 供公平公正、非歧视的环境。 3．全国住 ...