车企一边"嫌弃"L3，一边 晒L3测试牌照 出品丨虎嗅汽车组 作者丨魏微 头图丨视觉中国 不出意外，最快一个月后，国内首批用户就能在北京、重庆的特定路段，试乘能 "脱手" 的 L3自动驾驶汽 车了。但尴尬的是，就在L3即将走入现实的时刻，汽车行业内对它的态度却撕裂得厉害。 近期，地平线首席架构师苏箐在最新演讲中"预言"道：未来短短几年内，用同样的开发范式，不但在L2上 面能极大带来新的体验，同时能以极低的部署成本和几乎无限制的部署区域扩张速度，落地一个L4系统。 苏箐的发言中没有提及L3，但在他身后的PPT上对L3的描述是"短暂过渡"。 小鹏汽车董事长何小鹏在近日体验完特斯拉FSD V14.2版本后，在个人社交媒体上感慨道：这次试驾，让我 还更加坚定了，将来会是同一个自驾系统，同一个硬件系统，分别会是私享的Robo和共享的Robotaxi时代 到来，每个人都可以跳过L3，直接享有一台L4能力的车。 从技术演进的角度看，似乎L2直奔L4的确是更有效率的方式，而且也会以更快的速度到来。何小鹏在个人 社交媒体预告称：2026年8月30日，小鹏汽车的VLA要在国内达到FSD14.2在硅谷的整体效果。 那，L3自动驾驶 ...

Core Insights - The 2025 World Power Battery Conference held in Yibin, Sichuan, showcased 180 signed projects with a total value of 86.13 billion yuan, focusing on key areas in green energy such as power batteries and new energy vehicles [1] - China's power battery industry has seen significant growth, with production increasing from 83.4 GWh in 2020 to over 1000 GWh by 2024, representing a growth of over 10 times [1] - The industry is expanding beyond transportation into new applications like energy storage and low-altitude economy, driven by technological innovation and global collaboration [2][3] Industry Growth and Market Dynamics - China's power battery industry has improved its global competitiveness, with six Chinese companies among the top ten in global power battery installation, holding over 60% market share [2] - In the first three quarters of this year, the cumulative installation volume reached 493.9 GWh, a year-on-year increase of 42.5% [2] - The energy storage sector is emerging as a new growth engine, with domestic lithium battery shipments expected to reach 580 GWh for the year [2] Technological Innovations - Companies like CATL are advancing material and structural innovations, with their fourth-generation lithium iron phosphate batteries leading in energy density and lifespan [5] - The development of sodium-ion batteries aims to reduce reliance on lithium and improve safety and low-temperature performance [5] - Semi-solid and solid-state batteries are in focus, with expectations for commercial viability in the coming years, although large-scale commercialization may take until 2030 or later [6][7] Sustainability and Recycling - The recycling of power batteries is becoming crucial for resource stability and environmental protection, with calls for a comprehensive lifecycle management system [7] - The industry is moving towards a closed-loop system for battery production, recycling, and reuse, which is essential for sustainable development [7] - China's power battery industry is integrating into the global supply chain, supplying about 70% of battery materials and over 60% of power batteries globally [8][9] Future Outlook - The industry is expected to leverage technological innovation, green development, and international cooperation to strengthen its core competitiveness and expand its market presence [9] - The focus on sustainable practices and global collaboration is anticipated to drive the growth of the new energy industry as a pillar of the national economy [9]

Group 1 - The core viewpoint emphasizes that high-quality economic development relies on industry, projects, and investment attraction, as demonstrated by the signing of 17 quality projects in Changning with a total investment of 3.11 billion yuan across various sectors [1] - Changning has implemented a "big investment attraction" strategy, focusing on targeted investment in key regions such as the Guangdong-Hong Kong-Macao Greater Bay Area and the Yangtze River Delta, resulting in over 40 outbound investment activities and more than 120 inbound discussions in the first half of the year [2] - A robust policy framework is essential for creating a first-class business environment, with Changning establishing a comprehensive project lifecycle management system and a "green channel" for streamlined services [3] Group 2 - The collaborative mechanism involving city leaders and departments enhances the execution of investment attraction efforts, with significant participation from municipal leaders in the entire project process [4] - In the first half of the year, Changning registered 14 new enterprises under the "Return of Hometown Merchants" initiative, attracting 2.201 billion yuan in funds, indicating a strong performance in investment attraction [4] - Changning is continuously enhancing its investment attraction capabilities, focusing on precision in attracting investments and providing substantial support to enterprises, thereby accelerating its economic development [4]