Core Insights - The article highlights the significant role of Bao'an District in Shenzhen as a hub for the automotive industry, particularly in the fields of new energy and intelligent connected vehicles, with a cluster of 943 automotive-related enterprises [1][3]. Industry Overview - Bao'an has established itself as a strong engine for Shenzhen's automotive industry, focusing on core technologies rather than just vehicle manufacturing, leading to a robust ecosystem of "invisible champions" [3][6]. - The intelligent connected vehicle industry in Bao'an achieved an added value of 12.148 billion yuan in 2024, reflecting a year-on-year growth of 9.6% [3]. Key Players and Innovations - Major companies such as Valeo, HUAWEI, and XINWANDA are leading advancements in smart driving and battery technology, contributing to Bao'an's reputation as a global automotive supply chain leader [5][10]. - XINWANDA's high-power battery has a cycle life exceeding 100,000 times and has been installed in nearly 3 million vehicles, showcasing the district's innovation in battery technology [5]. Comprehensive Industry Ecosystem - Bao'an has developed a complete automotive industry chain covering all lifecycle stages, from upstream components to downstream services, enhancing its competitive edge [6][7]. - The district's focus on key components, such as hydrogen fuel cells and automotive electronics, has positioned it favorably within the global market [6][9]. Demonstration and Application - Bao'an has opened approximately 280 kilometers of roads for autonomous driving technology testing, with plans to expand this to over 400 kilometers, facilitating real-world applications of smart vehicles [9][10]. - The successful implementation of HUAWEI's valet parking system at Shenzhen Bao'an International Airport exemplifies the district's commitment to commercializing intelligent driving technologies [10]. Spatial Development and Infrastructure - Bao'an is innovating its industrial space through the "industrial building up" model, creating environments that foster collaboration among automotive enterprises [11][12]. - The Yanshuo Intelligent Connected Vehicle Industrial Park is a strategic project aimed at enhancing the district's automotive industry landscape, promoting resource sharing and efficient cooperation [11][12].

丨证券研究报告丨 行业研究丨专题报告丨汽车与汽车零部件 [Table_Title] 汽车行业周报：政策持续优化， Robotaxi 商业 化落地加速 报告要点 [Table_Summary] 政策法规的持续迭代保证智能驾驶行业快速发展，目前已对高级别方案的车辆要求、人员要求、 安全要求等方面做出明确规定，未来全国性法规的持续完善有望推动智能驾驶的全面升级。国 内外重点企业规模化加速，均已部署规模超千辆运营车。国内主要关注百度（萝卜快跑）、小马 智行、文远知行等，海外主要关注 Waymo 和特斯拉。 汽车与汽车零部件 cjzqdt11111 %% %% %% %% research.95579.com 1 分析师及联系人 [Table_Author] 高伊楠 SAC：S0490517060001 SFC：BUW101 请阅读最后评级说明和重要声明 [Table_Title 汽车行业周报：政策持续优化， 2] Robotaxi 商业 化落地加速 [Table_Summary2] 一周车市 汽车销量：5 月 19 日-5 月 25 日交强险上牌数据显示，汽车销量 39.95 万辆，较 5 月 W3（5.12- 5. ...

6月1日，第三届未来汽车先行者大会智能网联汽车商业化论坛在深圳国际会展中心举行。记者从论坛上 获悉，作为全国首批试点城市，深圳发布了全国首个"全市域开放、全车型覆盖、全场景应用"的道路开 放技术指引。据深圳市交通运输局副局长徐炜透露，截至今年5月，深圳已累计开放测试示范道路达 2101公里，占全市道路里程约24%，占比在全国一线城市中位居前列；发放了全国首张L3高快速路测试 号牌、全国首张自动驾驶微型货车测试号牌，累计向20家企业发放测试示范通知书1170张。徐炜还透 露，深圳正在修订深圳智能网联汽车道路测试示范管理细则，将允许无人测试、放宽抽检比例，营造开 放包容的创新环境。(深圳晚报) ...

Core Viewpoint - The implementation of the Free Trade Zone (FTZ) enhancement strategy aims to create a higher level of openness, better business environment, and stronger radiating effect for reform and opening up in China [1][2]. Group 1: Strategic Objectives - The FTZ enhancement strategy includes specific measures to enhance comprehensive competitiveness in foreign trade, optimize goods trade, invigorate service trade, and support digital trade innovation [2]. - It emphasizes promoting investment liberalization and facilitation, improving market openness, and creating a first-class market-oriented, law-based, and international business environment [2]. - The strategy aims to attract and utilize foreign investment more effectively, addressing both international rule alignment and domestic reform challenges [2]. Group 2: Systemic Innovation - The FTZ needs to actively align with international high-standard economic and trade rules, creating a transparent, stable, and predictable institutional environment [2]. - Systematic and integrated reforms are necessary to enhance institutional innovation capabilities, linking trade, investment, finance, and technology policies to avoid fragmented innovation [2][3]. - The focus on full industrial chain innovation aims to cultivate new productive forces, particularly in strategic emerging industries like biomedicine and intelligent connected vehicles [2]. Group 3: Business Environment Optimization - Optimizing the business environment requires not only process reengineering but also establishing collaborative governance mechanisms through digital regulation and credit system development [3]. - The FTZ enhancement strategy is a means to drive deep reforms through institutional openness, addressing systemic barriers to domestic and international dual circulation [3]. - Upgrading the FTZ from a "pathfinder" to a "navigator" can open new avenues for China's economic transformation and inject new momentum into global economic governance reform [3].

Core Viewpoint - Deqing County is striving to become a model of high-quality development in the context of Chinese-style modernization, focusing on innovative governance practices and leveraging its unique resources and advantages [1][9]. Group 1: County Development and Challenges - The key to county development lies in transforming existing resource potential into innovative development momentum, with Deqing being at the forefront of reform and innovation [2]. - Deqing faces several challenges, including mismatches between economic scale and quality, and the need to balance material wealth with spiritual richness [2][3]. Group 2: Strategic Framework - Deqing has proposed a "1333" strategic work system, which includes three strategic drivers, three high-energy platforms, and three integrated guarantees to explore county governance practices [3][9]. - The three strategic drivers aim to address core issues in county development, focusing on industrial strength, urban integration, and geographic information [4][5][6]. Group 3: Industrial Development - Deqing is enhancing its traditional manufacturing sector by transitioning to smart manufacturing while also fostering new growth areas in high-end equipment, biomedicine, and green home furnishings [5]. - The county is positioned as a hub for geographic information and artificial intelligence, with plans to expand the geographic information industry to a scale exceeding 60 billion RMB by 2027 [8]. Group 4: Urban Integration and Quality of Life - Deqing aims to integrate seamlessly with the Hangzhou metropolitan area, enhancing transportation and urban infrastructure to create a livable and business-friendly environment [6]. - The county's goal is not to become a large city but to establish itself as a significant part of the Hangzhou metropolitan area, focusing on quality of life and urban aesthetics [6][9]. Group 5: Innovation and Global Engagement - Deqing is home to the United Nations Global Geospatial Information Knowledge and Innovation Center, hosting numerous international events and attracting global talent [8]. - The county's commitment to innovation and digital development is evident in its efforts to create a vibrant ecosystem for emerging industries such as commercial aerospace and autonomous driving [8].

Group 1 - The core viewpoint of the news highlights the strong performance of the intelligent connected vehicle sector, with the China Securities Vehicle Networking Theme Index rising by 2.77% as of May 29, 2025, and notable increases in individual stocks such as Wanma Technology (up 19.99%) and Wantong Zhikong (up 11.86%) [1] - The Intelligent Connected Vehicle ETF (159872) also saw a rise of 2.92%, with a recent price of 0.92 yuan, and a cumulative increase of 4.47% over the past month [1] - Recent developments in autonomous driving applications, including Tesla's upcoming launch of Robotaxi services in Austin, Texas, and WeRide's successful testing of autonomous products in Saudi Arabia, are driving interest in the smart driving concept [1][2] Group 2 - In domestic news, Pony.ai has signed a strategic cooperation framework agreement with Guangzhou Public Transport Group to collaborate in areas such as autonomous vehicles and logistics services [2] - As of March 2025, the penetration rate of L2 and above in the passenger car industry reached 18.4%, an increase of 4 percentage points year-on-year, indicating a growing demand for smart driving capabilities [2] - The China Securities Vehicle Networking Theme Index includes various companies related to vehicle networking, reflecting the overall performance of listed companies in this sector [2][3] Group 3 - As of April 30, 2025, the top ten weighted stocks in the China Securities Vehicle Networking Theme Index include BYD, Huichuan Technology, and SAIC Motor, collectively accounting for 51.42% of the index [3]

Group 1 - The article highlights the importance of practical skills training for university graduates in the context of the growing demand for talent in the intelligent connected vehicle sector [1][2] - Nanjing Information Vocational Technical College has implemented a customized training program in intelligent connected vehicle assembly and testing, responding to industry needs and aligning with new occupational standards set by the Ministry of Human Resources and Social Security [1][2] - The training program has attracted nearly 100 students over two years, with government subsidies and collaboration between universities and enterprises enhancing the employability of graduates [2][3] Group 2 - The Nanjing government has initiated a subsidy program for skills training to attract and retain talent, focusing on new professions and skills that align with the local industrial structure [3][4] - The training approach combines theoretical knowledge with practical application, significantly improving graduates' job readiness and reducing the time needed to integrate into the workforce [3][4] - Recent adjustments to the training schedule allow for more flexible timing, enabling students to better manage their training alongside their studies, with a target of training over 100,000 graduates this year [4]

对此，有必要结合辅助驾驶不同等级与应用场景，从法律层面明确相关主体的责任边界，细化"人机共 驾"时的责任体系，清晰界定在系统正常运行、故障、突发状况等不同情形下，车企、运营方和用户各 自应承担的责任。 辅助驾驶千万条，安全行驶第一条。更好发挥法治对于辅助驾驶技术应用的引领、规范和保障作用，将 法治精神更好地融入技术应用，既防范辅助驾驶"刹车失灵"引发的安全风险，也规避"过度制动"阻碍技 术创新发展，方能驶向"以人为本、科技向善"的美好未来。 对此，工信部举行汽车企业安全专题会议，要求车企"明确系统功能边界和安全响应措施，不得进行夸 大和虚假宣传"，不能出现"自动驾驶""自主驾驶""智驾""高阶智驾"等名词，这些举措及时而有力。但 是，不能仅依托监管部门行政指令，未来还应从法律层面将技术参数嵌入制度设计，让法治红线从"事 后纠偏"转向"事前锚定"。例如，可以考虑明确"辅助驾驶"宣传禁用词语清单，明晰夸大宣传和诱导用 户等行为的惩戒举措；在车机系统界面等区域显著标注技术标识信息，直观呈现功能风险等。 技术突进与法治规范之间的"速度差"也亟待回应。当开启辅助驾驶模式时发生事故，究竟是源于车辆感 知、算法决策的缺陷， ...

Core Viewpoint - Jiaxing City is advancing the construction of a strong manufacturing innovation city by focusing on the high-end, intelligent, and green development paths, establishing a modern industrial structure through the "135N" advanced manufacturing cluster system [1][14]. Group 1: New Quality Productive Forces - New Quality Productive Forces, introduced by President Xi Jinping, emphasize innovation as the main driving force, characterized by high technology, efficiency, and quality, aligning with the new development concept [2]. - This concept is crucial for promoting high-quality economic development and constructing a modern industrial system [2]. Group 2: Economic Performance of Jiaxing City - Jiaxing's GDP reached 756.95 billion yuan in 2024, with a year-on-year growth of 5.6%, surpassing the national average [4]. - The industrial structure is optimized, with the primary, secondary, and tertiary industries contributing 2.0%, 49.5%, and 48.5% respectively [4]. Group 3: Industrial Development and Innovation - Jiaxing has implemented a strong manufacturing strategy, achieving a 6.5% year-on-year increase in industrial added value, contributing 45.2% to economic growth [6]. - In 2024, 24 out of 33 major industrial sectors experienced growth, with advanced manufacturing sectors like electrical machinery and equipment manufacturing showing significant increases of 19.8% and 17.7% respectively [7]. Group 4: Technological Innovation and Intellectual Property - Jiaxing saw a total of 39,500 patent authorizations in 2024, with a notable 5,953 invention patents, marking a 22.2% increase [9]. - The city has recognized 579 new national high-tech enterprises, bringing the total to 4,509, and 1,500 new provincial technology-based SMEs, totaling 10,694 [9]. Group 5: Policy Framework for New Quality Productive Forces - The "New Quality Productive Forces" strategy was included in the State Council's work report, guiding the construction of a modern industrial system [11]. - Jiaxing has established a "1+N" policy system to support the development of new quality productive forces, with various policies targeting emerging industries and traditional industry upgrades [11]. Group 6: Modern Industrial System - Jiaxing's modern industrial system is supported by three major industries: chemical new materials, intelligent photovoltaics, and high-end equipment, with emerging industries like integrated circuits and hydrogen energy as growth drivers [22]. - The city aims to create a significant impact in the Yangtze River Delta region through its advanced manufacturing clusters [14][15]. Group 7: Future Development Trends - Jiaxing is expected to see a rise in strategic emerging industries, with a target of over 45% by 2027, and aims to establish 2-3 globally leading technology standard clusters [26]. - The city plans to enhance digital transformation, with 80% of large-scale enterprises expected to complete intelligent upgrades [27].

Core Viewpoint - The article discusses a viral video showing a man, resembling Huawei executive Yu Chengdong, allegedly driving while not paying attention, raising concerns about road safety and compliance with traffic regulations [1][2]. Group 1: Incident Overview - A video surfaced on May 26 showing a man, suspected to be driving a Wanjie M8, with his head down and hands off the steering wheel, leading to accusations of him either sleeping or using his phone while driving [1]. - The incident prompted public outcry, with calls for the Shenzhen traffic police to investigate the matter due to potential violations of traffic laws [1]. Group 2: Legal Framework - According to the Road Traffic Safety Law of the People's Republic of China, drivers must adhere to safety regulations and cannot engage in behaviors that compromise driving safety, such as sleeping or using mobile devices [1]. - The Shenzhen Economic Special Zone Traffic Safety Violation Penalty Regulations state that using mobile phones or engaging in other distracting behaviors while driving can result in a fine of 300 yuan [2]. Group 3: Industry Response - In response to safety concerns related to intelligent driving, a meeting was held on April 16 by the Ministry of Industry and Information Technology, emphasizing the need for automotive manufacturers to conduct thorough testing and validation of driving assistance systems [2]. - The meeting highlighted the importance of clear communication regarding system capabilities and safety measures, urging manufacturers to avoid exaggeration and fulfill their responsibilities for product safety and quality [2].