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 ...

Core Insights - The UK automotive industry experienced its lowest production level for August since 1956, primarily due to weak overseas demand and tariff barriers [1] - Total vehicle production in August was approximately 38,700 units, representing an 18.2% year-on-year decline [1] - Passenger car production was around 37,000 units, down 10.2% year-on-year, while commercial vehicle production plummeted by 73.2% to just 1,621 units [1] - Electric vehicles emerged as a rare highlight, with production of hybrid, plug-in hybrid, and pure electric cars reaching about 16,800 units, a 40.9% increase year-on-year, nearly accounting for half of total passenger car production [1] - The data reflects dual pressures from industry adjustments and a slowdown in overseas market demand, with exports to the EU affected by weak demand and stricter regulations, while exports to the US continue to face challenges from tariff barriers and trade friction [1] - The CEO of the automotive association emphasized the complexity of the current situation, noting that August is typically a "slow season" for the industry, and urged the UK government to expedite the implementation of new industrial strategies to support the automotive sector's critical role in employment, economy, and trade [1]

Core Insights - The article highlights the changing dynamics of the Chinese passenger car market, indicating a significant shift towards a "strong North, weak South" pattern in market performance, with expectations of a 10% year-on-year growth in retail sales by 2025 [1][2] Group 1: Regional Market Trends - The northern car market is showing strong growth, particularly in Northeast and North China, while the southern regions are underperforming despite better economic conditions [2][3] - By July 2025, the northern market's share increased by 0.9 percentage points compared to the previous year, and by 5.6 percentage points compared to 2022, indicating a robust upward trend [2] - The central region's market share also improved, with a 1.5 percentage point increase year-on-year in July 2025, suggesting a positive trend in the middle regions [2] Group 2: Policy Impact on Market Structure - Government subsidies are favoring low-end and economic vehicles, leading to a recovery in the economy segment, particularly benefiting A00 and A0 class electric vehicles in Northern and Northeast regions [1][3] - The "Two New" subsidy policy is seen as a fair approach, significantly benefiting the development of small and micro electric vehicles [1][6] Group 3: New Energy Vehicle Market Analysis - The new energy vehicle market is expected to perform strongly in 2025, with both pure electric and plug-in hybrid vehicles showing positive trends [5] - In Northern regions, the demand for traditional fuel vehicles remains high, with fuel vehicles still accounting for about 60% of the market, while Eastern regions have seen new energy vehicles surpassing 50% [5] Group 4: Changes in Vehicle Structure - The SUV segment is experiencing strong growth, particularly in the central and western regions, driven by geographical factors that favor SUV demand [4] - The overall market structure is shifting towards more affordable electric vehicles due to government incentives, which are effectively stimulating consumer interest [6][7]

Core Viewpoint - The article highlights the strong growth of the passenger car market in China, driven by favorable government policies and regional disparities, with northern regions showing significant gains compared to southern regions [1][6][11]. Group 1: Passenger Car Market Trends - In 2025, the national retail sales of passenger cars are expected to grow by 9% year-on-year, with a strong performance observed from February to May, maintaining a growth rate of around 13% [4][5]. - In May 2025, retail sales reached 1.932 million units, a year-on-year increase of 13.3% and a month-on-month increase of 10.1%, with cumulative sales for the year at 8.811 million units, up 9.1% year-on-year [5][6]. Group 2: Regional Market Characteristics - The northern car market is showing a clear strength, with market share increasing by 2.8 percentage points year-on-year in May 2025, and by 2.1 percentage points compared to 2019 [7][8]. - The northeastern and northwestern regions are experiencing significant growth, while the southern regions, particularly the eastern and central areas, are lagging behind [6][8]. Group 3: Policy Impact on Market Structure - Government subsidies are favoring the development of low-end and economic vehicles, particularly benefiting A00 and A0 class electric vehicles in northern regions [1][9]. - The article emphasizes the importance of policy fairness in promoting the adoption of small and micro electric vehicles, which is crucial for their widespread acceptance [1][9]. Group 4: New Energy Vehicle Market Analysis - The new energy vehicle market is showing strong performance, particularly in pure electric and plug-in hybrid vehicles, with traditional fuel vehicles still holding a significant share in the northern and midwestern regions [14][15]. - In May 2025, the proportion of new energy vehicles in regions like Hainan and Tianjin reached around 60%, indicating robust growth [14][15].

Overall Market Trends - In the context of the national "two new" policies promoting passenger car consumption, the retail market for passenger cars in January-February 2025 showed a year-on-year growth of 1.1% [1] - The retail sales in February 2025 reached 1.385 million units, marking a 26% increase year-on-year, despite a 23% month-on-month decline [3] - Cumulatively, retail sales for January-February 2025 reached 3.18 million units, reflecting a strong recovery in the market [4] Regional Market Characteristics - The growth pattern of the car market has shifted to a "strong North, weak South" dynamic, with notable growth in the Northeast and Northwest regions, while the Central and Southern regions lag behind [5][6] - The Northeast and Northwest regions have shown the fastest growth compared to 2019, while the Central region, particularly the Yellow River area, has seen a decline in market performance [5][6] Sales Performance by Province - Northern provinces such as Ningxia, Inner Mongolia, Heilongjiang, and Liaoning have demonstrated strong sales growth, while regions like Tianjin and Qinghai have experienced significant declines [7] - The overall performance of the Southern provinces, including Guangxi and Yunnan, has been weaker compared to the North, indicating a disparity in consumer demand [7] Policy Impact on Market Structure - The subsidy policies have significantly benefited the sales of economic vehicles, particularly in the Northeast, North China, and Northwest regions, where the share of A00 and A0 class vehicles has increased by over 5% year-on-year [11][12] - The promotion of small and micro electric vehicles through subsidies reflects a positive trend in the effective popularization of these models [12] New Energy Vehicle Market Analysis - The new energy vehicle market is showing strong performance, especially in pure electric and plug-in hybrid segments, with traditional fuel vehicles still holding a significant share in the Midwest and Northern regions [10][11] - In regions like Hainan and Tianjin, the proportion of new energy vehicles has reached 60%-70%, indicating robust growth [11] SUV Market Dynamics - The demand for SUVs remains strong in the Midwest, driven by geographical factors, while the Eastern regions show a preference for lower-end electric vehicles due to their flat terrain [10]