《计划》表示，支持建设智能网联汽车、交通安全重点实验室等测试验证平台，推进虚拟仿真、硬件在 环仿真等技术和验证工具的应用，加强自动驾驶系统验证及应用服务能力建设。 培育具有行业领先水平的自动驾驶大模型，具备组合驾驶辅助功能(L2级)和有条件自动驾驶功能(L3级) 汽车占新车生产比例超过90%，L4级自动驾驶汽车实现量产，关键技术实现自主可控，建立涵盖整车、 零部件、数据、地图、安全、服务的完整产业生态。 此外，有序组织智能出租示范运营，开展L3级自动驾驶乘用车的上路通行试点。探索开展面向个人及 单位用户出行场景的L3级自动驾驶汽车创新应用，逐步扩大L3级自动驾驶汽车规模化量产应用。 以城市巡检、物流配送、市政环卫等为切入口，打造一批创新性强、技术含量高、运营模式清晰、示范 应用效果好的无人驾驶装备应用场景，探索无人配送车、无人巡检车、自主泊车运营标准及模式。 在实施关键技术攻关工程方面，《计划》提出，组织开展车载大算力芯片、车载操作系统、智能计算平 台、线控执行系统等软硬件产品和技术解决方案研发攻关，培育一批单项冠军、专精特新"小巨人"、隐 形冠军等优质企业。推动高校院所、新型研发机构和重点企业加强智驾大模型 ...

上海明确新目标。 上海市经济和信息化委员会、上海市交通委员会、上海市公安局1月14日公开发布的《上海高级别自动 驾驶引领区 "模速智行"行动计划》（以下简称《行动计划》）提到，按照"模型驱动引领、应用示范带 动、产业协同发展、政策举措支撑"的总体思路，推动自动驾驶技术创新向产业竞争力加速转化。到 2027年，高级别自动驾驶应用场景实现规模化落地，公共服务平台有力支撑行业创新，关键技术和产业 规模达到国际领先水平，形成具有国际竞争力和影响力的智能网联汽车产业集群，基本建成全球领先的 高级别自动驾驶引领区。 同时，以城市巡检、物流配送、市政环卫等为切入口，打造一批创新性强、技术含量高、运营模式清 晰、示范应用效果好的无人驾驶装备应用场景，探索无人配送车、无人巡检车、自主泊车运营标准及模 式。 打造世界级汽车产业集群 其中明确，到2027年，在智能公交、智能重卡等场景规模化应用L4级自动驾驶技术，实现载客超600万 人次，载货运输超80万TEU；全市自动驾驶开放区域面积达2000平方公里，道路长度超5000公里；具备 组合驾驶辅助功能（L2级）和有条件自动驾驶功能（L3级）汽车占新车生产比例超过90%，L4级自动 ...

自动驾驶赛道迎来重磅利好政策。 1月14日消息，上海市经济和信息化委员会、上海市交通委员会、上海市公安局印发《上海高级别自动驾驶引领区 "模速智行"行动计划》（以下简称《行动计 划》），其中提出，按照"模型驱动引领、应用示范带动、产业协同发展、政策举措支撑"的总体思路，推动自动驾驶技术创新向产业竞争力加速转化。 《行动计划》从三个方面提出9项重点任务，其中包括，有序推动无人驾驶装备应用落地、完善自动驾驶数据监测平台、有序扩大自动驾驶开放区域、实施关键技 术攻关工程、打造世界级汽车产业集群等。 上海最新发布 近日，由上海市经济和信息化委员会、市交通委、市公安局联合制定的《上海高级别自动驾驶引领区"模速智行"行动计划》正式发布，其中提到，到2027年，高级 别自动驾驶应用场景实现规模化落地，公共服务平台有力支撑行业创新，关键技术和产业规模达到国际领先水平，形成具有国际竞争力和影响力的智能网联汽车产 业集群，基本建成全球领先的高级别自动驾驶引领区。 在应用场景规模化方面，《行动计划》提出，探索创新商业运营模式，在智能公交、智能出租、智能重卡等场景规模化应用L4级自动驾驶技术，实现载客超600万 人次，载货运输超80 ...

上海明确新目标。 上海市经济和信息化委员会、上海市交通委员会、上海市公安局1月14日公开发布的《上海高级别自动驾驶引领区"模速智行"行动计划》(以下简称《行动 计划》)提到，按照"模型驱动引领、应用示范带动、产业协同发展、政策举措支撑"的总体思路，推动自动驾驶技术创新向产业竞争力加速转化。到2027 年，高级别自动驾驶应用场景实现规模化落地，公共服务平台有力支撑行业创新，关键技术和产业规模达到国际领先水平，形成具有国际竞争力和影响力 的智能网联汽车产业集群，基本建成全球领先的高级别自动驾驶引领区。 其中明确，到2027年，在智能公交、智能重卡等场景规模化应用L4级自动驾驶技术，实现载客超600万人次，载货运输超80万TEU；全市自动驾驶开放区 域面积达2000平方公里，道路长度超5000公里；具备组合驾驶辅助功能(L2级)和有条件自动驾驶功能(L3级)汽车占新车生产比例超过90%，L4级自动驾驶 汽车实现量产。 实现浦东新区全域开放 《行动计划》明确，有序扩大自动驾驶开放区域。立足特大城市级全域场景优势，逐步拓展自动驾驶开放区域。实现浦东新区全域开放，同步推动奉贤、 闵行等区域开放，重点打通虹桥枢纽、浦东机场 ...

上海明确新目标。 上海市经济和信息化委员会、上海市交通委员会、上海市公安局1月14日公开发布的《上海高级 别自动驾驶引领区 "模速智行"行动计划》（以下简称《行动计划》）提到，按照"模型驱动引 领、应用示范带动、产业协同发展、政策举措支撑"的总体思路，推动自动驾驶技术创新向产业 竞争力加速转化。到2027年，高级别自动驾驶应用场景实现规模化落地，公共服务平台有力支撑 行业创新，关键技术和产业规模达到国际领先水平，形成具有国际竞争力和影响力的智能网联汽 车产业集群，基本建成全球领先的高级别自动驾驶引领区。 其中明确，到2027年，在智能公交、智能重卡等场景规模化应用L4级自动驾驶技术，实现载客超 600万人次，载货运输超80万TEU；全市自动驾驶开放区域面积达2000平方公里，道路长度超 5000公里；具备组合驾驶辅助功能（L2级）和有条件自动驾驶功能（L3级）汽车占新车生产比例 超过90%，L4级自动驾驶汽车实现量产。 去年12月，上海宣布浦东新区、闵行区及虹桥枢纽新增开放自动驾驶测试道路，使上海累计开放 测试道路覆盖全市约三分之一的市域面积。国内首个特大城市全域交通信号灯数据开放与应用管 理服务平台也同时发 ...

Core Insights - The report indicates that 2025 will be a pivotal year for the commercialization of urban NOA (Navigation Assisted Driving) in China, with rapid market growth expected [1] - By 2030, urban NOA is projected to become a mainstream feature in assisted and autonomous driving [1] Group 1: Market Growth and Projections - In the first three quarters of 2025, new car sales in China with Level 2 (L2) driving assistance features increased by 21.2% year-on-year, achieving a penetration rate of 64%, expected to rise to 66.1% by the end of 2025 [1] - By November 2025, cumulative sales of passenger cars equipped with urban NOA reached 3.129 million units, with a penetration rate of 15.1%, an increase of 5.6 percentage points compared to the entire year of 2024 [2] Group 2: Industry Dynamics and Competitiveness - Major automotive manufacturers are accelerating the adoption of intelligent driving assistance, with domestic brands accounting for 81.1% of urban NOA-equipped passenger car sales, totaling 2.5373 million units [2] - Global automotive brands, including Mercedes-Benz, BMW, Audi, Cadillac, Buick, and Toyota, are collaborating with leading domestic third-party suppliers to achieve breakthroughs in intelligent driving assistance [2] Group 3: Future Outlook and Challenges - The Ministry of Industry and Information Technology anticipates that by 2030, combined driving assistance and connected collaborative functions will be widely adopted, with advanced autonomous driving features entering the market at scale, potentially creating trillions in value for the automotive industry [2] - Challenges remain for the high-quality development of NOA, including insufficient core technology, the need for enhanced data security and computing power, and the necessity for a more comprehensive standards and regulatory framework [2]

Group 1 - The core idea of the plan is to accelerate the transformation of autonomous driving technology innovation into industrial competitiveness, aiming to establish a leading area for high-level autonomous driving by 2027 [1] - The plan targets the large-scale application of L4-level autonomous driving technology in smart public transport, smart taxis, and smart heavy trucks, with a goal of serving over 6 million passengers and transporting over 800,000 TEUs [1] - A public service platform will be established, including a digital twin training ground for autonomous driving, with an open area of 2,000 square kilometers and over 5,000 kilometers of roads for diverse scenarios [1] Group 2 - The plan aims for over 90% of new car production to feature L2 and L3 level autonomous driving capabilities, with L4 level vehicles entering mass production and key technologies being independently controllable [2] - It emphasizes the organization of smart taxi demonstration operations and the exploration of innovative applications for L3 level autonomous vehicles in personal and unit user travel scenarios [2] - The plan includes the development of key technologies such as onboard high-performance chips and intelligent computing platforms, fostering a complete industrial ecosystem [2] Group 3 - The focus areas for developing intelligent connected vehicles and key component industries include Pudong, Jiading, and Lingang, promoting collaboration and unique characteristics in these regions [3] - The plan supports the establishment of testing and verification platforms for intelligent connected vehicles and traffic safety, enhancing the capabilities for system validation and application services [3]

Core Viewpoint - The "Mosu Zhixing" Action Plan aims to establish Shanghai as a leading area for high-level autonomous driving by 2027, focusing on technology innovation, application demonstration, and industry collaboration [2]. Group 1: Development Goals - The plan outlines a vision for large-scale implementation of Level 4 autonomous driving applications, targeting over 6 million passenger trips and 80,000 TEU in cargo transport by 2027 [2]. - It aims to create a comprehensive ecosystem for smart connected vehicles, achieving international competitiveness in key technologies and industry scale [2]. Group 2: Key Tasks - **Diverse Application Scenarios**: - Expand passenger vehicle applications through organized smart taxi operations and pilot projects for Level 3 autonomous vehicles [3]. - Enhance commercial vehicle applications in key locations like airports and train stations, transitioning to fully unmanned operations [3]. - Promote the deployment of autonomous equipment in urban inspection, logistics, and municipal services [3]. - **High-Energy Innovation Elements**: - Establish a digital twin training ground for autonomous driving, accumulating extensive data for model training [4]. - Develop a unified data monitoring platform for smart connected vehicles to ensure real-time operational oversight [4]. - Gradually expand open areas for autonomous driving, focusing on major urban zones and transport hubs [4]. - **Innovative Industry Ecosystem**: - Implement key technology research initiatives for advanced hardware and software solutions in autonomous driving [6]. - Build a world-class automotive industry cluster in regions like Pudong and Jiading, focusing on smart connected vehicles and key components [6]. - Strengthen testing and validation capabilities for autonomous systems through dedicated laboratories and simulation technologies [6]. Group 3: Support Measures - **Policy Support**: - Enhance data management mechanisms and establish a comprehensive safety assurance system for autonomous driving [7]. - **Financial Support**: - Encourage investment in startups focused on smart connected vehicles and support established companies in accessing diverse financing channels [7]. - **Talent Development**: - Promote talent acquisition in the smart connected vehicle sector and foster collaboration between enterprises and educational institutions [7]. Group 4: Regional Collaboration - Streamline testing and application management across the city, ensuring data sharing and coordinated operations [8]. - Foster collaboration within the Yangtze River Delta region to enhance testing capabilities and facilitate large-scale applications [8].

Core Insights - The report from the China Automobile Industry Association indicates that the sales of passenger cars equipped with urban NOA (Navigate On Autopilot) reached 3.129 million units from January to November 2025, with a penetration rate of 15.1%, an increase of 5.6 percentage points compared to the entire year of 2024 [1] - The sales of mainstream passenger cars priced below 300,000 yuan with urban NOA reached 2.155 million units, accounting for over 68.9% of the total sales [1] - Urban NOA has transitioned from a feature exclusive to high-end models to a standard configuration in mainstream vehicles, indicating rapid market penetration [1] - By November 2025, there were 45 brands offering passenger cars with urban NOA, an increase of 18 brands from 2024 [1] - A total of 135 models equipped with urban NOA accounted for 14.1% of the sales models in 2025, highlighting its importance for enhancing product competitiveness among automakers [1] - The China Automobile Association predicts that urban NOA will become mainstream in passenger vehicles by 2030 [1] Brand Performance - Among the passenger cars equipped with urban NOA, domestic brands sold 2.5373 million units, representing 81.1% of the total sales, showcasing their innovation and competitiveness in the smart connected vehicle sector [2] - The share of domestic brand models with urban NOA reached 18.7%, doubling compared to 2024 and significantly exceeding the average penetration rate of 15.1% [2] - In contrast, the sales share of joint venture brands with urban NOA was only 8.3%, with a modest increase of 1.3 percentage points from 2024, indicating a slower growth in this segment [2]

Core Viewpoint - The strategic partnership between Pony.ai and BAIC New Energy has evolved into a comprehensive collaboration, marking a transition from a single project phase to a full-system synergy phase, focusing on product co-creation, market expansion, industry chain integration, ecosystem development, and capital collaboration [2][4]. Group 1: Partnership Development - The collaboration is based on previous successful outcomes, including a technical cooperation agreement signed in November 2024, which integrates Pony.ai's seventh-generation autonomous driving system with BAIC's redundant chassis architecture to develop the L4-level Arcfox Alpha T5 Robotaxi [2][4]. - The first mass-produced vehicle is set to roll off the production line in July 2025, with rapid progress in delivery, achieving 100 units in one month and 300 units in three months, totaling over 600 units produced to date [2][5]. Group 2: Commercial Operations - Starting from November 2025, the Arcfox Alpha T5 Robotaxi will be fully operational in key areas of Beijing, Shenzhen, and other regions, effectively creating a closed-loop system for production, testing, and operation, allowing users to experience fully autonomous travel services [2][4]. Group 3: Future Plans and Goals - The partnership aims to expand from a single model to a comprehensive L4 Robotaxi product matrix, leveraging the successful mass production experience of the Arcfox Alpha T5 [4]. - The companies plan to promote the "Chinese solution" internationally, focusing on markets in the Middle East and Europe, utilizing Pony.ai's localized experience in eight countries to support this expansion [4]. - The collaboration is expected to enhance the entire value chain from research and development to operation and maintenance, accelerating commercialization and profitability [4][5]. - The partnership's investment is projected to stimulate the development of a trillion-dollar intelligent driving industry, with a goal of achieving a scale of 3,000 units by the end of 2026 [5].