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]

来源丨央视新闻 编辑丨金珊 见习编辑林芊蔚 实习生齐心淳 中国高铁第一省炼成记 全线大涨！金饰价冲上1403元，白银首破70美元，专家称黄金可能突破5200美元 多地公积金使用范围拓宽 12月23日，北京市首批L3级高速公路自动驾驶车辆专用号牌由北京市公安局交通管理局正式 发放给三辆智能网联汽车，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。 这 标志着我国自动驾驶车辆已由测试示范进展到正式量产 ，率先开启L3级自动驾驶时代，成为 汽车智能化进程中的里程碑事件。 北京交管部门相关负责人介绍，在北京首批上牌的L3级自动驾驶汽车 共有3辆 ，号牌分别 为：京AA0001Z、京AA0733Z、京AA0880Z。该车型经过前期系列测试，目前处于有条件的 自动驾驶阶段，系统可在限定条件下执行动态驾驶任务，实现高速公路和城市快速路单车道 内最高车速80km/h的自动驾驶功能。交管部门负责人强调， 尽管可实现限定道路的自动驾驶 功能，但仍需驾驶人坐在驾驶位驾车，并作为紧急情况接管车辆控制的后援 。 目前"有条件的自动驾驶"功能仅限在北京市京台高速（大兴区旧宫新桥一机场北线高速）、 机场北线高速（大渠南桥一大兴机场 ...

Core Insights - The issuance of the first L3 level autonomous driving vehicle special license plates in Beijing marks a significant milestone in China's transition from testing to mass production of autonomous vehicles, indicating the official start of the L3 autonomous driving era [1] Group 1: Vehicle and Technology Details - The first three L3 level autonomous vehicles registered in Beijing belong to Beijing Outing Automobile Service Co., Ltd., specifically the BAIC Arcfox intelligent connected vehicles [1] - These vehicles have undergone a series of tests and are currently in a conditional autonomous driving phase, capable of executing dynamic driving tasks at a maximum speed of 80 km/h on designated highways and urban expressways [1] - The conditional autonomous driving feature is limited to specific routes in Beijing, including sections of the Jing-Tai Expressway and the Daxing Airport Expressway, with the system automatically disabling the feature in other areas [2] Group 2: Regulatory and Future Developments - The Beijing Public Security Traffic Management Department, in collaboration with various agencies, has guided the comprehensive testing and safety evaluations necessary for the approval of L3 autonomous vehicles [2] - Future efforts will focus on enhancing the management of intelligent connected vehicles and implementing the city's smart vehicle industry development plan, aiming to create a replicable "Beijing model" for the large-scale application of autonomous driving [2]

北京发放首批L3级高速公路自动驾驶车辆专用号牌。 12月23日，北京市首批L3级高速公路自动驾驶车辆专用号牌由北京市公安局交通管理局正式 发放给三辆智能网联汽车，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。这 标志着我国自动驾驶车辆已由测试示范进展到正式量产，率先开启L3级自动驾驶时代，成为 汽车智能化进程中的里程碑事件。 北京交管部门相关负责人介绍，在北京首批上牌的L3级自动驾驶汽车共有3辆，号牌分别为： 京AA0001Z、京AA0733Z、京AA0880Z。该车型经过前期系列测试，目前处于有条件的自 动驾驶阶段，系统可在限定条件下执行动态驾驶任务，实现高速公路和城市快速路单车道内 最高车速80km/h的自动驾驶功能。交管部门负责人强调，尽管可实现限定道路的自动驾驶功 能，但仍需驾驶人坐在驾驶位驾车，并作为紧急情况接管车辆控制的后援。 目前"有条件的自动驾驶"功能仅限在北京市京台高速（大兴区旧宫新桥一机场北线高速）、 机场北线高速（大渠南桥一大兴机场高速）及大兴机场高速（南六环一机场北线高速）路段 开启。在其他道路或区域，该功能将被系统强制关闭。 来源：央视新闻 责编：万健祎 校对： 刘星莹 转 ...

分析师：龙羽洁 登记编码：S0730523120001 longyj@ccnew.com 0371-65585753 汽车 L3 级自动驾驶准入落地，商业化加速 ——汽车行业月报 资料来源：中原证券，聚源 相关报告 《汽车行业年度策略：破局内卷提质转型，智 能网联领航升级》 2025-11-25 《汽车行业专题研究：汽车内外饰行业专题： 汽车内外饰行业发展概况与重点标的梳理》 2025-10-28 《汽车行业月报：汽车产销创历史同期新高， 关注旺季表现》 2025-10-23 联系人：李智 证券研究报告-行业月报 强于大市(维持) 汽车相对沪深 300 指数表现 -9% -3% 3% 9% 15% 20% 26% 32% 2024.12 2025.04 2025.08 2025.12 汽车 沪深300 电话： 0371-65585629 地址： 郑州郑东新区商务外环路10 号18楼 地址： 上海浦东新区世纪大道1788 号T1 座22 楼 投资要点： 本报告版权属于中原证券股份有限公司 www.ccnew.com 请阅读最后一页各项声明 第1页 / 共24页 发布日期：2025 年 12 月 23 日 ⚫ 市 ...

Investment Rating - The report maintains a "Positive" investment rating for the software and services industry [7] Core Insights - The computer sector experienced a rebound after hitting a low, with an overall decline of 1.08%, ranking 29th among primary industries in the Yangtze River region [2][4] - The report highlights the approval of two L3 autonomous driving models in China, marking a significant step towards mass production applications in smart connected vehicles [21][27] - Ant Group's AI health application "AQ" has been rebranded to "Antifuku," achieving 15 million monthly active users, leading the health management AI application sector [30][34] - The report emphasizes the release of Google's Gemini 3.0 Flash, focusing on cost reduction and commercialization progress in large models [6][51] Summary by Sections Market Performance - The computer sector's trading volume accounted for 6.51% of the total market, with notable activity in vehicle-road-cloud related stocks [2][15] - The Shanghai Composite Index slightly increased by 0.03%, closing at 3890.45 points [4][15] Key Developments - The approval of L3 autonomous driving models positions China as the second country after Germany to allow such vehicles, with specific operational conditions [12][21] - Ant Group's "Antifuku" aims to address user retention and trust issues in healthcare, leveraging a robust network of medical resources [30][34] - The launch of Gemini 3.0 Flash aims to provide advanced intelligence at lower costs, enhancing the competitive landscape in AI [51][63] Recommendations - The report suggests focusing on the commercialization of AI products and the progress of AI agents, particularly in domestic AI chains and computing power chains [6][63] - Continued emphasis on companies with significant positioning advantages in the AI sector is recommended [6][63]

12月23日，北京市首批L3级高速公路自动驾驶车辆专用号牌由北京市公安局交通管理局正式发放给三辆智能网联汽车，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。这标志着我国自动驾驶车辆已由测试示范进展到正式量产，率先开启L3级自动驾驶时代，成为汽车智能化进程中的里程碑 事件。 北京交管部门相关负责人介绍，在北京首批上牌的L3级自动驾驶汽车共有3辆，号牌分别为：京AA0001Z、京AA0733Z、京AA0880Z。该车型经过前期系 列测试，目前处于有条件的自动驾驶阶段，系统可在限定条件下执行动态驾驶任务，实现高速公路和城市快速路单车道内最高车速80km/h的自动驾驶功 能。交管部门负责人强调，尽管可实现限定道路的自动驾驶功能，但仍需驾驶人坐在驾驶位驾车，并作为紧急情况接管车辆控制的后援。 目前"有条件的自动驾驶"功能仅限在北京市京台高速（大兴区旧宫新桥一机场北线高速）、机场北线高速（大渠南桥一大兴机场高速）及大兴机场高速 （南六环一机场北线高速）路段开启。在其他道路或区域，该功能将被系统强制关闭。 来源：央视新闻 记者：赵学荣 关注" 新华网财经 "视频号 更多财经资讯等你来看 往期推荐 ■ i 同仁堂 ...

Group 1 - The article highlights the issuance of the first L3-level highway autonomous vehicle special license plates in Beijing, marking a significant milestone in China's transition from testing to mass production of autonomous vehicles [1] - The "conditionally automated driving" feature is currently limited to specific routes in Beijing, including the Jing-Tai Expressway and the airport expressway, with the system automatically disabling this feature in other areas [1]

Core Insights - The first batch of L3-level autonomous driving special license plates was issued in Beijing, marking a significant milestone for the company in transitioning from "technical validation" to "legal operation" [1][3] Group 1: Regulatory Approvals - The BAIC Group's Arcfox Alpha S (L3 version) received approval from the Ministry of Industry and Information Technology for autonomous vehicle product access [3] - The efficient connection between product access and road operation was achieved within just seven days [3] Group 2: Symbolic Significance - The license plate "京AA0001Z" symbolizes the first official license for autonomous driving that is not restricted by highway congestion, representing the highest technical level of domestic autonomous vehicle products [5] - The license plate "京AA0733Z" cleverly references BAIC New Energy's stock code "600733," reinforcing investor confidence in the company's growth [5] Group 3: Safety and Testing - The Arcfox Alpha S (L3 version) is the only model in the first batch equipped with LiDAR, providing essential hardware support for its perception system's safety and reliability [7] - Prior to licensing, the vehicle underwent extensive testing and safety evaluations, including compliance tests with traffic regulations and emergency drills in collaboration with public security departments [7] Group 4: Technological Advancements - BAIC's long-term technological accumulation in intelligent networking, new energy, and safety has enabled the successful licensing of the Arcfox Alpha S [8] - The proprietary "BAIC Yuanzhi Intelligent" technology system covers levels L2 to L4, establishing a comprehensive safety development framework [8] Group 5: Market Performance - From January to November, BAIC Arcfox sold 136,600 units, a year-on-year increase of 97.99% [10] - The new Arcfox Alpha T5, featuring the Snapdragon 8775 integrated chip, has made urban NOA accessible below 150,000, leading to strong sales upon launch [10] - The company aims to set a benchmark for the intelligent connected vehicle industry in Beijing-Tianjin-Hebei, contributing to the commercialization of autonomous driving with replicable "Chinese solutions" [10]