该行预计，2030年，L4+级自动驾驶计程车将占中国出租车或共用出行车队总规模的8%。该行认为， 在当前行业竞赛中，具有可扩展产品销售能力的头部硬体制造商，如地平线机器人-W(09660)及禾赛- W(02525)将受惠于配置升级的加速。而自动驾驶计程车制造商，如文远知行则在向新兴国际市场进 军。 摩根士丹利发布研报称，中国自动驾驶出租车的车队规模与运营区域持续扩大。同时，全球自动驾驶出 租车的竞赛已进入新阶段，成为推动中国向L4+级自动驾驶发展的强大催化剂。大摩认为，L3级自动驾 驶即将成为必争之地，而L4级及自动驾驶出租车也并非遥不可及。 ...

Core Insights - Morgan Stanley reports that the fleet size and operational areas of autonomous taxis in China are continuously expanding, marking a new phase in the global autonomous taxi competition, which serves as a strong catalyst for China's development towards L4+ level autonomous driving [1] - The firm anticipates that by 2030, L4+ level autonomous taxis will account for 8% of the total fleet size of taxis or shared mobility in China [1] - The competition in the industry is intensifying, with leading hardware manufacturers like Horizon Robotics (09660) and Hesai Technology (02525) expected to benefit from accelerated configuration upgrades due to their scalable product sales capabilities [1] - Autonomous taxi manufacturers, such as WeRide, are advancing into emerging international markets [1]

| 首页 > 政策 > 国务院政策文件库 > 国务院部门文件 | | 字号: 默认 大 超大 打印 收藏 ☆ 留言 Ø 6 2 2 | | --- | --- | --- | | 工业和信息化部等八部门关于印发《汽车行业稳增长工作方案 体 题: | | 工业和信息化部 公安部 财政部 交通运输部 商务部 海关总署 发文机关: | | (2025—2026年)》的通知 | 市场监管总局 国家能源局 | | | 发文字号: 工信部联通装(2025)200号 | | 隊 源:工业和信息化部网站 | | 主题分类:工业、交通\机械制造与重工业 | | 公文种类:通知 | | 成文日期: 2025年09月12日 | | | 【环球网财经综合报道】9月12日，工信部等八部门联合印发的《汽车行业稳增长工作方案（2025—2026年）》（简称 《方案》），明确提出"推进智能网联汽车准入和上路通行试点，有条件批准L3级车型生产准入，推动道路交通安全、 保险等法律法规完善"，这标志着我国在L3级自动驾驶的商业化进程中迈出了关键一步。 按照《汽车驾驶自动化分级》国家标准，L3级自动驾驶属于"有条件自动驾驶"，即在特定设计运行条件下 ...

Group 1 - The automotive industry is experiencing a rapid increase in the penetration rate of L2-level assisted driving and the scaling of L4-level autonomous driving, driven by the integration of new energy and intelligent technologies [1] - By mid-2025, the penetration rate of assisted driving in domestic brands rose from 51% at the end of 2024 to 59%, with mid-to-high-level assisted driving functions increasing from 20% to 32% [2] - Companies like Horizon Robotics and Hesai Technology reported significant revenue growth, with Horizon's revenue increasing by 67.6% to 1.567 billion yuan and Hesai's revenue exceeding 710 million yuan, up over 50% year-on-year [2] Group 2 - L4-level autonomous driving companies are advancing towards large-scale and normalized operations, with companies like Pony.ai and WeRide reporting revenue growth of 75.9% and 60.8% respectively [4] - The Robotaxi business is gaining traction, with platforms like Cao Cao Mobility and Ruqi Mobility operating over 300 Robotaxi vehicles and completing significant autonomous driving test mileage [4] - The economic model for autonomous driving is approaching profitability, with estimates suggesting that a fleet of 1,000 Robotaxi vehicles is needed to reach the breakeven point in first-tier cities [4][5]

Group 1 - The automotive industry is experiencing a transformation with the integration of AI technologies, particularly in the areas of L3 autonomous driving and Robotaxi, which are entering a critical phase of commercialization [1][5] - The shift from electric vehicle growth to a focus on intelligent technology is evident, as the industry faces challenges in globalization and regulatory upgrades [1][5] - The need for high-quality development over mere quantity is emphasized, with a call for the industry to embrace low growth while pursuing technological advancements [3][4] Group 2 - The concept of "technology equity" is highlighted, stressing that it should not be mistaken for free access but rather a means to lower costs and enhance consumer experience [6][7] - Companies are encouraged to focus on user needs and avoid overwhelming consumers with technical jargon, promoting a clearer understanding of technology's value [7][8] - The automotive ecosystem is diversifying, with some companies opting for full-stack self-research while others collaborate with tech firms to enhance product competitiveness [8][9] Group 3 - The balance between full-stack self-research and collaborative partnerships is crucial for the industry's future, as both models will coexist [9][10] - Companies must focus on their strengths and collaborate on core components like chips and sensors to optimize their offerings [10]

Core Insights - The all-new Lantu Zhiyin is set to launch on August 28, showcasing Wuhan's ambition to become a leader in intelligent driving technology [4] - Wuhan Economic Development Zone is transforming from "steel cars" to "silicon cars," aiming to establish itself as a global automotive hub [4][6] - The automotive industry is shifting focus from electrification to intelligence, with significant advancements in smart vehicles and AI integration [6][10] Production and Technology - Lantu's smart factory can produce 600 vehicles per day, with a maximum delivery time of 5 days from order to delivery, leveraging AI and 5G technologies [5] - The factory has achieved a cumulative production of over 200,000 vehicles this year, indicating strong operational efficiency [5] - The integration of 7nm automotive-grade chips and L3-level autonomous driving technology is underway, enhancing the capabilities of smart vehicles [4][8] Industry Competition - The competitive landscape in the automotive sector is evolving, with companies like Lotus and Lantu making significant strides in smart vehicle technology [6] - Wuhan has seen a 70.9% year-on-year increase in sales for new automotive brands, reflecting a robust market response [6] - The region has introduced 12 new models in the first half of the year, with a 58.5% increase in production of new energy and intelligent connected vehicles [6] Infrastructure and Ecosystem - Wuhan is home to over 500 companies in the intelligent connected vehicle industry, creating a comprehensive ecosystem for automotive innovation [9] - The city boasts the largest 5G vehicle network in the country, with extensive smart road coverage and significant autonomous driving mileage [7][9] - The establishment of AI-driven initiatives is expected to enhance the region's competitiveness in the automotive sector [8][10] Policy and Support - The local government has implemented a robust policy framework to support the development of AI and automotive software, including financial incentives for new companies [12] - A total of 500 billion yuan has been allocated to the Wuhan Automotive Development Fund to foster innovation in the automotive industry [12] - The region is focused on creating a collaborative innovation ecosystem, integrating resources from universities and tech companies [11][12]

Core Viewpoint - The collaboration between GAC Group and Huawei through the Huawang Automotive project is accelerating, with recent developments including a city recruitment plan and a significant capital increase from GAC Aion to Huawang Automotive [1][5][9]. Group 1: Huawang Automotive's City Recruitment Plan - Huawang Automotive has officially launched a city recruitment plan covering 40 cities across five major regions, including key cities like Guangzhou, Shenzhen, Beijing, and Shanghai [1][3]. - Each city aims to recruit 1-2 partners, with further batches to follow after the initial recruitment is completed [1]. Group 2: Sales Channel Innovation - Huawang Automotive has introduced an innovative sales channel model called "1+N" agency system, focusing on user-centered core automotive city business circles and decentralized experience centers in high-traffic areas [3][4]. - The recruitment criteria for partners are stringent, targeting top 100 national and regional dealers with experience in luxury brands or new energy operations, and requiring specific qualifications to ensure after-sales capabilities [3]. Group 3: Capital Increase from GAC Aion - GAC Aion has agreed to increase its investment in Huawang Automotive by 600 million RMB, resulting in GAC Group holding 100% of Huawang's equity [5][8]. - This capital increase is aimed at enhancing the synergy of GAC's self-owned brands and improving resource utilization efficiency [8]. Group 4: Strategic Implications of the Investment - The investment signals a strong endorsement of the collaboration between Huawei and GAC, positioning Huawang as a key player in GAC's strategy for high-end smart electric vehicles [9][10]. - GAC Aion's role in this investment reflects an optimization of internal resources and a strategic focus on high-end intelligent exploration, with potential for future valuation benefits if the Huawang project succeeds [10].

Group 1 - The national standard for "Safety Requirements for Intelligent Connected Vehicle Combination Driving Assistance Systems" aims to establish clearer safety benchmarks for the rapidly developing intelligent driving assistance industry [1][3] - The project, proposed by the Ministry of Industry and Information Technology, has a duration of 22 months and involves key organizations such as the China Automotive Technology and Research Center, Dongfeng Motor Group, and Huawei [1] - The standard will apply to M and N category vehicles equipped with combination driving assistance systems, outlining general technical requirements including motion control, driver state monitoring, system detection capabilities, and safety requirements [1][2] Group 2 - The introduction of mandatory national standards is expected to enhance product safety performance and reduce accidents caused by performance defects, thereby improving overall road safety in China [3] - Industry experts believe that the new regulations are not intended to hinder technological advancement but to ensure safer implementation of technology [4] - Companies like XPeng, Chery, and Changan are accelerating the development of L3 autonomous driving technology, with plans for commercial deployment in the coming years [4]

Core Viewpoint - The Chinese Ministry of Industry and Information Technology has indicated conditional approval for the production access of L3 autonomous driving vehicles, with various automakers announcing their timelines for L3 implementation [1][2]. Group 1: Industry Developments - Several automakers, including Chery, GAC, and Zeekr, have unveiled their intelligent driving plans and production timelines for L3 autonomous vehicles, with Chery aiming for L3 technology deployment by 2026 [2]. - In February, companies like Changan and Xpeng also announced their plans for L3 autonomous vehicle production, with Changan's Tian Shu intelligent driving system expected to achieve full-scene L3 capabilities by 2026 [3]. Group 2: Driving Factors - The push for L3 autonomous driving is driven by multiple factors, including technological advancements that transition L3 from theory to practice, improved regulations that reduce legal barriers, competitive pressure to enhance brand image, and strong market demand for safer and more comfortable driving experiences [3][4]. Group 3: Advantages of L3 Autonomous Driving - L3 autonomous driving offers several advantages: it reduces driver fatigue by taking over driving tasks in specific scenarios, enhances road safety through real-time environmental monitoring, and improves driving efficiency by adjusting speed and trajectory based on traffic conditions [4]. Group 4: Challenges Ahead - Despite the advancements, L3 autonomous driving faces challenges such as technical stability, safety, regulatory completeness, and consumer acceptance. The widespread adoption of L3 technology depends on unified regulations and scalable, cost-effective technology [5]. - Current L3 technology is likely to be implemented first in high-end vehicles and specific high-value scenarios, such as premium family cars and highway commuting [5]. Group 5: Future Outlook for L4 Autonomous Driving - Some companies are already planning for L4 autonomous driving, with Changan aiming for full-scene L4 capabilities by 2028 and GAC targeting early 2026 for scaled L4 operations. Transitioning from L3 to L4 requires significant technological advancements in sensors, algorithms, and automation levels [6].

Core Viewpoint - Guangdong's robotics industry is leading in China, with expectations to grow significantly in the coming years, potentially increasing from the current "Seven Swordsmen" to "Seventy Swordsmen" due to talent attraction and a mature supply chain [1][2]. Group 1: Robotics Industry Growth - Guangdong's industrial robot production is projected to exceed 240,000 units in 2024, representing a growth of 31.2% and accounting for 44% of the national total [1]. - The region is home to numerous high-quality robotics companies, including UBTECH, Huichuan Technology, and Yuejiang Robotics, contributing to its status as a robotics hub [1]. - The expectation is that hundreds of startups will emerge in the next two to three years, leading to the eventual rise of several major companies over the next 10 to 15 years [1]. Group 2: Talent Attraction Strategies - To attract top talent, companies need to excel in three areas: establishing a globally recognized company, offering industry-leading compensation, and maintaining a positive attitude towards recruiting top talent [2]. Group 3: AI and Automotive Integration - The integration of AI is accelerating the arrival of autonomous driving, with expectations to explore L3-level autonomous driving by 2025 and L4-level in parking scenarios by 2026 [4]. - The automotive industry is increasingly merging with robotics, indicating a transformative shift in both sectors [4]. Group 4: Future of Robotics - Humanoid robots are currently at L2 level, with a goal to achieve L3 capabilities for commercialization by 2026, integrating various functionalities [5]. - The vision includes deploying autonomous vehicles in urban areas, low-altitude flying cars between cities, and humanoid robots for last-mile delivery and factory operations [5]. Group 5: Support from Guangdong - The support from Guangdong has been crucial for the growth of companies like Xiaopeng Motors, highlighting the region's role as a nurturing ground for technological innovation [6].