L3 普及元年将至？从试点到规模化的产业推进节奏与关键 壁垒 20251221 摘要 中国 L3 级自动驾驶进入实际应用测试阶段，长安和北汽车型获准在北京 和重庆进行上路试点，两地选择不同道路条件以全面评估系统在不同环 境下的表现，为后续技术发展和法规完善提供数据支持。 L3 级自动驾驶试点责任主体为整车企业，北京市已颁布地方性法规支持 自动驾驶车辆管理与运营，重庆也制定相关法规，为自动驾驶车辆在特 定区域安全运行提供保障。 自动驾驶车辆需满足严格条件才能获得产品准入，包括在示范区内行驶 至少 10 万公里无重大事故记录，通过封闭式及公开道路测试，并达到 一定标准，以确保安全可靠性。 长安与北汽率先通过审核得益于强大的研发能力、丰富的前期测试经验 以及北京市政府和央企的大力支持，同时配置了先进传感器系统，为其 顺利通过审核奠定基础。 L3 级自动驾驶汽车成本构成中，激光雷达、算力芯片和软件成本占比较 高，预计未来两三年内硬件成本将显著下降，有望在 2028 年实现大规 模普及。 Q&A 工信部最近批准了两款 L3 级车型在北京和重庆的特定路段开展试点，这一举 措对我国自动驾驶技术的发展有何意义？ 工信部的这一 ...

"就像一个靠谱的'陪驾教练'，如遇到情况你没反应或反应慢了，它会立刻帮你踩刹车、稳方向，把车 安全地停到路边。"梁锋华说，企业将L3级自动驾驶系统的安全要求设定为人类驾驶员安全水平的数十 倍。试点车型不仅能应对"鬼探头"、紧急加塞、道路施工、雨雾天气等复杂场景，还搭载了微碰传感 器，能够有效地规避二次碰撞伤害。 12月20日，全国首块L3级自动驾驶专用正式号牌"渝AD0001Z"在重庆诞生，并由重庆市公安局交通管 理总队正式授予长安汽车。这标志着我国自动驾驶开启"合规商用"新阶段，宣告中国自动驾驶技术正式 进入L3时代。 长安汽车工程师为科技日报记者演示了开启L3级自动驾驶的情况。在行驶中，系统识别到可用路段 后，通过语音提示、经驾驶员确认即可激活。开启自动驾驶后，驾驶员双手可脱离方向盘，面对路面的 红绿灯、相邻车道加塞、前车突然刹停的情况，系统都能灵活应对，犹如一名"老司机"。 在遇到一些超过系统设计运行条件的特殊情况时，系统会及时提醒驾驶员接管。如果超过时间没有动 作，系统也会根据"判断"进行操作，确保安全。 从"紧握方向盘"到有条件"脱眼脱手"，L3级自动驾驶汽车上路有何特殊之处？普通消费者能否购买？对 ...

自动驾驶是汽车产业发展、国际科技竞争的重要方向。近日，我国两款L3级自动驾驶车型获附条件准入许可，引发广泛讨论。 随着L3大幕拉开，产业充满热情，社会充满期待。距离真正的大规模商业化落地还有多远？当前还有哪些问题需要厘清？记者18日采访了专家。 ■问题一：获得产品准入许可是否等于L3"量产在即"？ 不能画等号。 "根据工业和信息化部、公安部等四部门共同确定的方案，试点工作包括产品准入试点与上路通行试点两个阶段。"工业和信息化部装备工业发展 中心副主任刘法旺告诉记者，车辆获得准入许可，表明其在自愿申报、初步审核和择优遴选的基础上，已通过四部门联合组织开展的方案确认、 安全测评及专家评审等环节，具备一定的安全保障水平，可进入上路通行试点阶段，获得申领普通车辆号牌资格。 刘法旺强调，由于自动驾驶系统及其应用场景的复杂性，以及面临安全风险的复杂多变性，参考国际经验，为切实保障试点车辆驾乘人员及周边 交通参与者的安全，当前试点采取的是"小范围起步、附条件实施"的推进方式，获得准入许可并不意味着自动驾驶可以立即"全面推广"或"大规 模量产"。 "L3级自动驾驶的普及并非单一技术的突破，而是政策、技术、产业生态的系统性协同 ...

Core Viewpoint - The approval of two L3 level conditional autonomous driving vehicles by the Ministry of Industry and Information Technology marks a significant step in promoting the innovation and application of intelligent connected vehicle technology in China [1][3]. Group 1: Regulatory Framework - The classification of driving automation in China ranges from L0 to L5, with L3 representing conditional automation, indicating that autonomous vehicles are now entering the market in product form [1]. - The regulatory approach emphasizes a "small cut start, conditional implementation" strategy to ensure safety in the deployment of autonomous driving technology [3]. - A dual-track mechanism for "product access + road passage" has been established, involving collaboration among various departments to create a clear safety baseline for autonomous driving applications [3][4]. Group 2: Evaluation Process - The approval process for the vehicles involved a systematic safety assessment, ensuring that the models met strict criteria regarding enterprise capability, product safety, and testing validation [4]. - Initial trials will be conducted in lower-risk environments such as highways and fast roads to validate the technology's maturity and management effectiveness before expanding the application scope [4]. Group 3: Industry Implications - The approval of L3 autonomous driving products sends a positive signal to the industry, indicating that innovations meeting regulatory standards can enter the market [6]. - The ongoing opening of the application channel for related trials will encourage collaboration among vehicle manufacturers, component suppliers, software developers, and data service providers, promoting a shift from isolated technological breakthroughs to systemic capability enhancement [6]. - With clear safety boundaries and responsibilities, innovation in autonomous driving can thrive, ensuring that users feel secure and confident in the technology [6].

21世纪经济报道记者赵云帆 报道 近日，工业和信息化部正式公布我国首批L3级有条件自动驾驶车型准 入许可：长安汽车旗下深蓝SL03、北汽旗下极狐阿尔法S两款车型，将分别对应重庆地区的城市拥堵路 况，以及北京地区的高速路段，展开L3自动驾驶试点。 12月16日，受上述消息影响，智能驾驶概念股全天强势，万集科技（300552）、浙江世宝（002703）、 北汽蓝谷（600733）、路畅科技（002813）等多股涨停。 北京、重庆获"先发" 2021年8月，工信部正式发布实施标准化文件《汽车驾驶自动化分级》，确立了自动驾驶分级这一"舶来 品"的国内分级标准。 按上述标准，L3级自动驾驶，即"3级驾驶自动化(有条件自动驾驶,conditionally automated driving)"。系 统在其设计运行条件下执行全部动态驾驶任务。具体技术要求包括"仅允许在其设计运行条件下激 活"，"在激活后在其设计运行条件下执行全部动态驾驶任务"，"识别是否即将不满足设计运行范围"， 以及相应介入时机，主动接管功能等。 工信部表示，两家汽车企业已按要求完成并通过了产品测试与安全评估。下一步，两款车型将分别由两 家使用主体，在上 ...

Macro Economic Group - In November, the industrial added value above designated size grew by 4.8% year-on-year, a decrease of 0.1 percentage points from October, while the cumulative year-on-year growth from January to November was 6.0%, also down by 0.1 percentage points from the previous month [4] - The fixed asset investment year-on-year growth from January to November was -2.6%, the lowest since June 2020, falling short of the Wind forecast of -2.2% and down by 0.9 percentage points from January to October [4] - The retail sales of consumer goods in November saw a nominal year-on-year growth of 1.3%, below the Wind forecast of 2.9%, and down by 1.6 percentage points from October [5] Industry Comprehensive Group - The Ministry of Industry and Information Technology granted conditional approval for the first batch of L3 autonomous driving models, allowing Changan Automobile and BAIC Arcfox to conduct trials in designated areas [9] - STMicroelectronics has delivered over 5 billion RF antenna chips to SpaceX for its Starlink satellite network, with expectations to double the delivery quantity by 2027, indicating a positive outlook for the domestic satellite communication chip industry [9] Advanced Manufacturing Group - The lithium battery separator industry has seen a price increase, with a leading company raising the price of wet-process separators by 30%, and overall price increases expected to reach 20% [11] - The domestic separator shipment volume in the first three quarters of 2025 reached 22 billion square meters, a year-on-year increase of over 40%, driven by strong demand from new energy vehicles and energy storage [11] - The industry is experiencing a structural shift in pricing power, with leading manufacturers maintaining full production capacity and actively pursuing mergers and acquisitions [11] Consumer Group - Domestic personal care products are outperforming foreign brands, with toothpaste sales reaching 1.145 billion yuan in November, a year-on-year increase of 13%, while foreign brands like Colgate saw a decline [13] - The XR device sales in November increased by 128% year-on-year, indicating a growing interest in AI consumer applications, supported by developments from major tech companies like Google [14]

上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 赛富时跌近3%，3M公司跌近2%，领跌道指。 大型科技股涨跌互现 昨夜今晨，又有很多大事发生。 美国三大股指小幅收跌，大型科技股涨跌互现，中概股普遍下跌。全无人驾驶出租车上路， 特斯拉 股价 逆市 上涨， 创年内新高！美联储理事斯蒂芬·米兰呼吁更快降息。 美国三大股指小幅收跌 美国三大股指小幅收跌，道指跌0.09%，报48416.56点；标普500指数跌0.16%，报 6816.51点；纳指跌0.59%，报23057.41点。 道琼斯工业平均(DJI) O W 12-15 16:20:01 48416.56 昨收 48458.05 0.00 成交额 -41.49 -0.09% 48594.36 成交量 今开 0 上涨 15 15 平盘 0 下跌 最高价 30.36 近20日 2.69% 市盈率 最低价 48283.27 市净率 8.76 13.80% 今年来 સ્ત્ર B4 周K 月K 更多 ◎ 五日 日K 叠加 均价: -- 0.46% | 48679.14 48236.96 -0.46% 09:30 16:00 ...

美国三大股指小幅收跌，大型科技股涨跌互现，中概股普遍下跌。全无人驾驶出租车上路，特斯拉股价逆市上涨，创年内新高！美联储理事斯蒂芬·米兰 呼吁更快降息。 美国三大股指小幅收跌 美国三大股指小幅收跌，道指跌0.09%，报48416.56点；标普500指数跌0.16%，报6816.51点；纳指跌0.59%，报23057.41点。 道琼斯工业平均(DJI) 12-15 16:20:01 | 48416.56 昨收 48458.05 成交额 | | 0.00 | | --- | --- | --- | | -41.49 - -0.09% - 今开 - 48594.36 - 成交量 | | 0 | | 上涨 | 15 平盘 | 0 下跌 15 | | 最高价 48679.14 = 市盈率 | | 30.36 | | 最低价 48283.27 市净率 | | | स्त्र संघ 五日 周K 月K 更多 日K 均价: -- 叠加 0.46% 48679.14 48236.96 -0.46% 09:30 16:00 标普500(SPX) 12-15 16:20:01 | 6816.51 | | 昨收 | 6827.41 | ...

【导读】特斯拉逆市创年内新高！美联储理事斯蒂芬·米兰呼吁更快降息 中国基金报记者 郭玟君 大家早上好！昨夜今晨，又有很多大事发生。 美国三大股指小幅收跌，大型科技股涨跌互现，中概股普遍下跌。全无人驾驶出租车上路，特斯拉 股价 逆市 上涨， 创年内新高！美联储 理事斯蒂芬·米兰呼吁更快降息。 美国三大股指小幅收跌 美国三大股指小幅收跌，道指跌0.09%，报48416.56点；标普500指数跌0.16%，报6816.51点；纳指跌0.59%，报23057.41点。 赛富时跌近3%，3M公司跌近2%，领跌道指。 大型科技股涨跌互现 大型科技股涨跌互现，万得美国科技七巨头指数下跌0.23%。 特斯拉涨超3%，英伟达涨0.73%，脸书涨0.59%，其余美国科技七巨头均以下跌报收。 | 名称 | 代码 | 现价 涨跌 涨跌幅 年 年初至今 时间 | | | --- | --- | --- | --- | | 特斯拉(TESLA) | TSLA 1 475.310 | 16.350 3.56% | 17.70% 16:00 | | 英伟达(NVIDIA) | NVDA 2 | 1.270 0.73% | 31.31% 16 ...

Core Insights - The Ministry of Industry and Information Technology (MIIT) of China has officially announced the first batch of L3 conditional autonomous driving vehicle permits, with Changan Automobile and BAIC Jihe receiving approvals for trial operations in designated areas of Chongqing and Beijing respectively [1][2] Group 1: L3 Autonomous Driving Development - The approval of L3 autonomous driving vehicles is expected to accelerate technological iterations within the industry and drive computing platforms towards automotive-grade standards and scalable applications [1][6] - L3 autonomous driving allows for partial decision-making by the system under specific conditions, enabling drivers to completely disengage from driving tasks [2][6] - Changan's approved model can achieve autonomous driving at speeds up to 50 km/h in congested scenarios on designated highways, while BAIC's Alpha S (L3 version) can reach speeds of 80 km/h on certain routes in Beijing [2] Group 2: Industry Competition and Collaboration - Major automotive companies have entered a competitive mode to commercialize autonomous driving technology, with several firms, including BAIC, GAC, and BYD, being included in the first batch of intelligent connected vehicle trial operations [4][6] - The collaboration between automotive manufacturers and technology companies is crucial for the commercial viability of L3 autonomous driving, with Horizon Robotics and Huawei providing essential technological support [5][6] Group 3: Safety and Regulatory Framework - The shift in driving responsibility due to autonomous driving raises concerns about accident liability, with regulations evolving to clarify responsibilities among users and autonomous systems [3][6] - The MIIT and other departments have emphasized the need for improved regulations and safety standards to support the growth of the autonomous driving sector [5][6] - The market for autonomous driving in China is projected to approach 450 billion yuan by 2025, driven by technological advancements and cost reductions [6]