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 ...

Core Viewpoint - The article discusses the evolution and challenges faced by Alibaba's autonomous vehicle initiatives, particularly focusing on the logistics sector, highlighting missed opportunities and internal conflicts that led to the decline of its autonomous vehicle projects [3][4][5]. Group 1: Industry Developments - The autonomous logistics vehicle sector has seen significant capital influx and operational advancements in 2023, with companies like New Stone Technology and NineSight completing substantial funding rounds, indicating a rebound after years of stagnation [3]. - NineSight is reportedly in talks to acquire Alibaba's logistics vehicle division, which could enhance its competitive position in the logistics market [3][4]. - The article notes that the autonomous vehicle sector in China is approaching a pivotal moment with several companies preparing for IPOs, marking a transition from a nascent stage to a more mature market [3]. Group 2: Alibaba's Internal Dynamics - Alibaba's autonomous vehicle efforts began with the establishment of the Cainiao ET Logistics Laboratory, which aimed to develop autonomous logistics vehicles but faced strategic misalignments and leadership changes that hindered progress [7][9]. - The dual approach within Alibaba, with the Cainiao ET Laboratory focusing on logistics and the Damo Academy's autonomous driving lab targeting passenger vehicles, led to resource duplication and inefficiencies [15][29]. - The merger of the Cainiao ET Laboratory into the Damo Academy's autonomous driving lab in 2020 was a significant turning point, consolidating efforts but also leading to internal conflicts and a loss of focus on logistics applications [30][36]. Group 3: Key Personnel and Leadership Changes - Key figures such as Zhang Chunhui and Chen Junbo played pivotal roles in the development of Alibaba's autonomous vehicle projects, with their departures marking critical moments in the decline of these initiatives [12][50]. - The leadership transition within the Damo Academy, particularly the appointment of Wang Gang and subsequent changes in strategic direction, contributed to the fragmentation of the autonomous vehicle team [25][41]. - The article highlights the contrasting management styles of Chen Junbo and Guo Zhenyu, which created friction within the team and ultimately affected project outcomes [47][49]. Group 4: Project Outcomes and Future Directions - The autonomous logistics vehicle "Xiaomanlv" achieved significant operational milestones, including reaching 1 million delivery orders, but faced challenges in scaling due to budget constraints and strategic misalignment [36][52]. - The ambitious plans for the "Dabanlv" project, aimed at developing autonomous heavy-duty trucks, were ultimately abandoned following key personnel exits, signaling a broader decline in Alibaba's autonomous vehicle ambitions [50][54]. - The article concludes with the integration of the Xiaomanlv project back into Cainiao, indicating a shift in focus towards logistics and a potential re-evaluation of Alibaba's strategy in the autonomous vehicle space [53][54].

Core Insights - The article highlights the significance of the first official autonomous driving license plates issued in China, specifically for the L3 version of the Arcfox Alpha S, marking a pivotal moment in the country's autonomous driving development [1]. Group 1: License Plate Significance - The Arcfox Alpha S has received three of the first official autonomous driving license plates in China, namely 京AA0001Z, 京AA0733Z, and 京AA0880Z, indicating a major advancement in the legal framework for autonomous vehicles [1]. - The 京AA0001Z plate is particularly notable as it is the first license plate that allows for autonomous driving without restrictions related to highway congestion, representing the highest level of technology in domestic autonomous vehicles [1]. Group 2: Technological Implications - The issuance of these license plates signifies that the technology behind autonomous driving must be reliable enough to assume driving responsibilities, indicating a shift from mere technical validation to legal operation on public roads [1]. - The development marks a critical step in China's journey towards integrating autonomous vehicles into everyday traffic, showcasing the country's commitment to advancing its autonomous driving capabilities [1].

Core Viewpoint - Cathie Wood and her firm Ark Invest continue to reduce their Tesla stock holdings while Tesla's stock price reaches a new all-time high [1] Group 1: Stock Transactions - Ark Invest's ETFs sold a total of 60,715 shares of Tesla on Monday, realizing approximately $29.67 million [1] - Tesla remains a significant holding in Ark Invest's portfolios, with a 11.9% share in the Ark Innovation ETF, 9.71% in the Ark Next Generation Internet ETF, and 12.5% in the Ark Autonomous Technology ETF [1] Group 2: Future Predictions - Ark Invest predicts that Tesla's stock price could rise to $2,600 by 2029, with approximately 90% of its enterprise value and earnings expected to come from the autonomous ride-hailing business [1] Group 3: Investment Strategy - Cathie Wood has indicated that part of the realized gains from Tesla stock sales will be allocated to the cryptocurrency sector [1]

Group 1: Consumer Sector Insights - The central economic work conference prioritizes expanding domestic demand, with "reward economy" expected to drive consumption growth, reshaping consumer behavior and enhancing supply-side requirements [2][6] - The "reward economy" is projected to boost the emotional economy market in China, with a forecasted market size of 23,077.67 billion yuan in 2024, potentially exceeding 45,000 billion yuan by 2029 [6] - The report identifies key consumer companies listed on the Beijing Stock Exchange, including those in cultural IP, pet food, cosmetics, and food and beverage sectors, which are expected to thrive under favorable policies [6][7] Group 2: Intelligent Driving Industry - The Ministry of Industry and Information Technology has conditionally approved two L3 autonomous driving models, marking a transition from technology validation to mass production in China's autonomous vehicle industry [11] - The autonomous driving market in China reached a scale of 330.1 billion yuan in 2023, with a projected growth to nearly 450 billion yuan by 2025 [11] - Eleven companies in the intelligent driving supply chain are identified, including Audiwei and Kaiter, which are positioned to benefit from this market expansion [11][12] Group 3: Construction Materials and Fireworks - The upcoming Spring Festival has led to renewed interest in investment opportunities related to fireworks, as policies shift from prohibition to restrictions, enhancing market attention [16] - The report highlights the potential for investment in companies like Guotai Group, which may benefit from these regulatory changes [16] - The IPO market is heating up, with companies like Yuxin Semiconductor receiving approval, indicating a positive trend for the construction materials sector [17] Group 4: Logistics and Transportation - The express delivery industry saw a 5% year-on-year increase in package volume in November, with significant performance variations among major players [21] - The report notes that the average price per package for major express companies has improved, indicating a recovery in profitability within the logistics sector [21][32] - The report emphasizes the resilience of the e-commerce logistics sector, with companies like YTO Express and Shentong Express expected to benefit from ongoing demand and operational improvements [32] Group 5: Shipping and Port Operations - The report discusses the impact of U.S. sanctions on oil tankers, suggesting that compliant oil transport markets may benefit from these geopolitical developments [27] - The Shanghai export container freight index has shown an increase, indicating a positive trend in shipping rates [28] - The report highlights the potential for recovery in the shipping market, driven by OPEC+ production increases and a favorable economic environment [33]

Macro Dynamics - Beijing has issued the first batch of L3-level highway autonomous vehicle special license plates, marking a significant milestone in the country's autonomous driving era. The "conditionally automated driving" feature is currently limited to specific highway sections in Beijing [2] - The State Administration for Market Regulation will soon implement strict regulations on food safety responsibilities for live-streaming e-commerce operators, establishing clear guidelines and penalties for non-compliance [3][4] - By 2026, China plans to build over 10,000 charging guns in highway service areas, with at least 25% being high-power chargers, to enhance electric vehicle charging infrastructure [5] - The Chinese Foreign Ministry has expressed strong opposition to the U.S. adding DJI drones to a restricted list, criticizing the discriminatory practices against Chinese companies [6] - A radioactive water leak occurred at a decommissioned nuclear reactor in Japan, potentially exposing several individuals to radiation [7] Financial Institutions - Hangzhou Bank plans to issue financial bonds not exceeding 40 billion RMB, with a maturity of up to 10 years [8] - The CEO of Bank of America highlighted the increasing impact of AI investments on the U.S. economy, suggesting that AI will play a significant role in future economic contributions [9] Market Data - On December 23, the market experienced a pullback after an initial rise, with the Shanghai Composite Index up by 0.07% and the Shenzhen Component Index up by 0.27%. New stocks listed on the same day saw significant gains [10] - As of December 22, the total margin balance in the two markets increased by 12.534 billion RMB, indicating a growing interest in leveraged trading [11] - The Hong Kong Hang Seng Index closed down by 0.11%, with notable movements in gold stocks and declines in certain tech stocks [12] Company Dynamics - Oriental Yuhong reported that its U.S. subsidiary fell victim to a telecom fraud involving approximately 12.118 million RMB, but the incident is not expected to significantly impact the company's operations [13] - Zhongxin Tourism has established three subsidiaries in Hainan and is actively expanding its tourism-related business in the region [14] - Haohai Biological Technology's controlling shareholder was fined 14.6292 million RMB for insider trading, but this will not affect the company's daily operations [15][16] - The co-founder of the game "Call of Duty," Vince Zampella, tragically passed away in a car accident [17] - Jiangbolong indicated that rising prices of storage wafers would positively impact the company's gross margin, supported by long-term supply agreements with major wafer manufacturers [18]

北京君正（300223.SZ）12月23日在投资者互动平台表示，L3以上对功能安全有要求，ISSI目前部分产 品满足ISO26262 ASIL-B。 每经AI快讯，有投资者在投资者互动平台提问：自动驾驶L3及以上，对于车轨存储和互联的要求是否 更加严格？所需要的存储数量和规格是否也更大？ （文章来源：每日经济新闻） ...

（文章来源：证券日报） 证券日报网讯 12月23日，易华录在互动平台回答投资者提问时表示，公司自2015年起即前瞻性布局自 动驾驶与智能网联汽车领域，并陆续承接多个项目如2020年成功中标中德智能网联汽车试验场地建设项 目，目前多数项目已顺利进入验收或运营阶段。近年来，公司积极响应国家政策导向，参与工业和信息 化部等五部委联合推动的"车路云一体化"应用试点工作，目前已涉足多个试点城市及其他相关城市的车 路云系统项目建设。在技术能力方面，公司具备从外场硬件到中心软件平台的全链条自主研发与一体化 交付能力。公司持续推动智能网联汽车产业生态的构建与发展。 ...

高分辨率雷达是SAE 2＋级和3级智能辅助驾驶系统中不可或缺的核心技术。2＋级（部分自动化）车辆 已具备完全自主转向、加速和制动的能力（但驾驶员仍需全程监督系统运行），而3级（有条件自动 化）则允许车辆在特定条件下完全接管驾驶任务。这些系统在交通拥堵或高速公路时速约100公里以下 的场景中显得尤为关键。为确保系统安全可靠运行，需大幅提升雷达传感器的性能，以实现更远距离、 更高精度的物体和道路使用者探测。佛瑞亚海拉的高分辨率雷达传感器ForWave7HD，凭借显著增强的 环境探测能力，成为这些系统中的核心组件。其高分辨率和众多发射接收通道，能够可靠探测到仅数厘 米大小的物体，例如道路上散落的货物或施工区域的锥形标志。得益于小于1°的改进角分辨率，该传感 器还能清晰分辨间距极近的物体，如密集城市交通中的车辆或人群中的个体。得益于最先进的天线和芯 片技术，其探测范围可达400米，视野更广阔，近距离探测性能也得到进一步优化。 佛瑞亚海拉最初以24GHz后视角雷达供应商的身份在市场中站稳脚跟，随后成功实现77GHz雷达传感器 的量产。这些安装在车辆四角的传感器，能覆盖车辆前后方的应用场景，例如变道辅助或交叉路口辅助 系 ...

Core Insights - The BAIC Group's Arcfox Alpha S (L3 version) has officially received product access approval from the Ministry of Industry and Information Technology, marking a significant milestone in China's autonomous driving progress [2] - The first batch of specialized license plates for L3 autonomous driving was successfully registered in Beijing, allowing the Arcfox Alpha S to legally operate on the roads [3] Group 1 - The L3 autonomous driving license plate "京AA0001Z" represents the highest technical level of autonomous vehicle products in China, while "京AA0733Z" corresponds to BAIC New Energy's stock code "600733" [2] - The Arcfox Alpha S (L3 version) is the only model in the first batch to be equipped with LiDAR, providing essential hardware support for its perception system's safety and reliability [5] - Prior to licensing, the Arcfox L3 underwent extensive testing and safety evaluations, including compliance tests with traffic regulations and emergency drills in collaboration with public security departments [5] Group 2 - The successful licensing of the Arcfox Alpha S is attributed to BAIC's long-term technological accumulation in intelligent networking, new energy, and safety [7] - BAIC has established a comprehensive safety development assurance system for intelligent connected vehicles, covering the entire product lifecycle with a focus on safety design and verification [8] - From January to November, BAIC Arcfox sold 136,600 units, a year-on-year increase of 97.99%, indicating strong market demand and growth potential [10] Group 3 - The acquisition of the first batch of L3 autonomous driving license plates serves as a high-standard verification of BAIC's product intelligence and safety levels [10] - This development is expected to further upgrade the intelligent connected vehicle industry chain in Beijing and provide a benchmark for the intelligent transformation of the automotive industry in the Beijing-Tianjin-Hebei region [10]