2025.12. 17 本文字数：950，阅读时长大约2分钟 作者 | 第一财经 黄琳 两款L3级有条件自动驾驶准入车型持续引起市场议论。今日，市场对两款L3准入车型的关注点聚焦 在：车辆能否变道行驶？车辆限速为何有所不同？ 据工信部昨日发文，长安汽车旗下深蓝SL03和北汽旗下极狐阿尔法S均暂不支持变道行驶。其中， 深蓝SL03的准入场景目前仅限指定路段的交通拥堵环境下高速公路和城市快速路单车道内，极狐阿 尔法S的准入场景目前限定在指定的高速公路和城市快速路单车道内。 记者发现，前者重点提到了"交通拥堵环境下"，而后者则无相关表述。 目前，9家车企中仍有7家车企尚未拿到L3准入许可，分别为比亚迪、广汽、上汽、一汽、蔚来、上 汽红岩、宇通客车。在这9家车企以外，包括小鹏、理想等车企仍在排队等待通过L3试点申报后的遴 选，进入"智能网联汽车准入和上路通行试点联合体"名单。 微信编辑 | 小羊 除了使用场景限制，两款L3自动驾驶准入车型的速度也有限定要求。深蓝SL03的使用场景中，最高 车速为50km/h；极狐阿尔法S的使用场景中，最高车速为80km/h。 首批两款L3准入车型的申报场景不一样，侧重点也不一样。第一 ...

除了使用场景限制，两款L3自动驾驶准入车型的速度也有限定要求。深蓝SL03的使用场景中，最高车 速为50km/h；极狐阿尔法S的使用场景中，最高车速为80km/h。 首批两款L3准入车型的申报场景不一样，侧重点也不一样。第一财经从接近长安汽车人士处了解到， 长安具备智驾变道的技术能力，出于首次准入的安全审慎考虑，智驾变道并未作为此次准入事项，会将 该功能放进后续准入范围。 【#首批2款L3准入车型均暂不能变道#】两款L3级有条件自动驾驶准入车型持续引起市场议论。今日， 市场对两款L3准入车型的关注点聚焦在：车辆能否变道行驶？车辆限速为何有所不同？ 据工信部昨日发文，长安汽车旗下深蓝SL03和北汽旗下极狐阿尔法S均暂不支持变道行驶。其中，深蓝 SL03的准入场景目前仅限指定路段的交通拥堵环境下高速公路和城市快速路单车道内，极狐阿尔法S的 准入场景目前限定在指定的高速公路和城市快速路单车道内。 记者发现，前者重点提到了"交通拥堵环境下"，而后者则无相关表述。 ...

Core Viewpoint - The Chinese automotive industry is at a crossroads, facing both significant opportunities for growth and challenges such as price wars and market disruptions, necessitating a collective effort to maintain fair competition and sustainable development [1][3]. Group 1: Industry Opportunities - The automotive industry is experiencing a "fourfold leap" characterized by energy transition, intelligent transition, globalization, and full-chain transition, which are crucial for the industry's development [1][2]. - The transition towards new energy vehicles has crossed a critical point, with production and sales expected to exceed 10 million units in 2024, establishing new energy as a hallmark of Chinese automotive brands [1][2]. - The penetration rate of L2-level assisted driving has surpassed 50%, nearing 60%, indicating significant progress in intelligent driving technology [2]. - China's automotive exports are projected to grow by 19.3% in 2024, reaching 5.859 million units, solidifying its position as the world's largest automotive exporter [2]. Group 2: Industry Challenges - Price wars are a primary concern, with the automotive industry's profit margin expected to be only 4.3% in 2024, significantly lower than that of downstream industrial enterprises [3]. - Some companies engage in attention-seeking behaviors that harm the industry's reputation and consumer trust, affecting the overall competitive environment [3]. - There are issues with misleading advertising in the intelligent driving sector, particularly regarding L2 and L3 levels, which pose safety risks [3]. - The transition to next-generation technologies like solid-state batteries faces challenges in maturity, cost control, and scalability [3]. Group 3: Strategic Consensus for Development - Companies need to develop a consensus on four key aspects: awareness of industry transitions, opportunity recognition, ecological development, and modern market understanding to capitalize on historical growth opportunities [4]. - Focusing on innovation, industry upgrades, and global market expansion is essential for creating new value and avoiding detrimental "involution" competition [4][5]. - The automotive industry should enhance four strengths: internal technological innovation, strategic competitiveness, quality and safety, and collaborative industry development to ensure long-term stability and growth [5].