当2025年底工信部公布我国首批L3级有条件自动驾驶车型准入许可时，许多人下意识地发出疑问：这 次开车真的可以"脱手"了吗？ "目前，每辆L3级自动驾驶车辆上，都必须配备一名经过专业认证的驾驶员进行驾驶，(C端用户)还不能 单独驾驶。"12月26日，深蓝汽车董事长邓承浩在接受《每日经济新闻》记者采访时表示，眼下，L3级 自动驾驶(以下或简称L3级)尚处探索期，更侧重于B端。 在邓承浩的阐述中，深蓝汽车从2023年开始申报L3级路测资格牌照，到进入我国首批L3级有条件自动 驾驶车型准入许可名单，再到拿到国内首块L3级自动驾驶专用正式号牌"渝AD0001Z"，其过程就像是 一场"资格考试"。 "我到北京去'答辩'过很多次，还有很多(长安员工)都去'答辩'过。"据邓承浩透露，全国参与L3级测试准 入的企业多达几十家，进入上路通行试点的有9家，而获得产品准入许可的只有长安深蓝和北汽极狐两 家。 出事故后怎么判定？ 与北汽极狐"可实现高速公路和城市快速路单车道内最高时速80公里的自动驾驶功能"不同的是，深蓝汽 车被允许"在交通拥堵环境下的高速公路和城市快速路单车道内以最高时速50公里进行自动驾驶功能"。 关于两者最高时 ...

当2025年底工信部突然公布我国首批L3级有条件自动驾驶车型准入许可时，许多人下意识地发出疑问：这次开车真的可以"脱手"了吗？ "目前每辆L3级自动驾驶车辆上，都必须配备一名经过专业认证的驾驶员进行驾驶，（C端用户）还不能单独驾驶。"12月26日，深蓝汽车董事长邓承浩在接 受《每日经济新闻》记者采访时表示，眼下L3级自动驾驶尚处探索期，更侧重于B端。 在邓承浩的阐述中，深蓝汽车从2023年开始申报L3路测资格牌照，到进入我国首批L3级有条件自动驾驶车型准入许可名单，再到拿到国内首块L3级自动驾 驶专用正式号牌"渝AD0001Z"，其过程更像是一场"资格考试"。 图片来源：深蓝汽车官微 "我到北京去'答辩'过很多次，还有很多（长安员工）都去'答辩'过。"据邓承浩透露，全国参与L3测试准入的企业多达几十家，进入上路通行试点的有9家， 而获得产品准入许可的只有长安深蓝和北汽极狐两家。 与北汽极狐"可实现高速公路和城市快速路单车道内最高时速80公里的自动驾驶功能"不同的是，深蓝汽车被允许"在交通拥堵环境下的高速公路和城市快速 路单车道内以最高时速50公里速度进行自动驾驶功能"。 关于两者最高时速的不同，邓承浩认为：" ...

Group 1 - The L3 level autonomous driving is transitioning from a testing phase focused on engineering research to a verifiable, regulatory, and evaluable empirical stage, with the first batch of vehicles officially registered and on the road [1] - The first L3 level autonomous driving dedicated license plate was issued in Chongqing, with subsequent special license plates granted in Beijing for L3 level highway autonomous vehicles [1] - The first batch of L3 level autonomous driving vehicles includes 46 from Deep Blue Automotive and three from BAIC Arcfox, with the latter conducting a live broadcast of its first test on December 23 [1] Group 2 - There is optimism in the industry regarding the approval of other seven joint ventures for L3 level driving, with a second batch of conditional permits expected to be issued in the first quarter of next year [2] - The Ministry of Industry and Information Technology (MIIT) and other departments have initiated trials for intelligent connected vehicles, with nine joint ventures, including Changan and BAIC, being part of the first batch [2] - GAC Group has begun L3 conditional autonomous driving highway testing for its A800 model, with a maximum testing speed of 120 km/h, having received approval from local authorities [2] Group 3 - The support from the upstream supply chain is crucial for advancing the commercialization of L3 technology, with companies like Huayi Technology successfully developing IMU products and GNSS for enhanced vehicle positioning accuracy [3] - Haohan Deep has delivered V2X identity security management systems and autonomous vehicle safety monitoring systems in various regions, contributing to the safety assurance of L3 and above autonomous vehicles [3] Group 4 - The automotive industry is increasingly focusing on intelligence as a core competitive factor, with L3 level autonomous driving seen as the true starting point for global competition in this field [4] - Industry experts emphasize the importance of a verification phase before moving to fully autonomous driving, advocating for a gradual approach to policy and regulatory alignment [4]

12月24日，悬挂号牌"渝AD0001Z"的L3级自动驾驶车辆行驶在重庆内环快速路上。12月20日，中国首 块L3级自动驾驶专用正式号牌"渝AD0001Z"在重庆诞生，由重庆市公安局交通管理总队正式授予长安 汽车。根据规划，该车辆获准在重庆市内环快速路、新内环快速路（高滩岩立交—赖家桥立交）及渝都 大道（人和立交—机场立交）开展上路通行试点。中新社记者 何蓬磊/摄 ...

12月24日，悬挂号牌"渝AD0001Z"的L3级自动驾驶车辆行驶在重庆内环快速路上。12月20日，中国首 块L3级自动驾驶专用正式号牌"渝AD0001Z"在重庆诞生，由重庆市公安局交通管理总队正式授予长安 汽车。根据规划，该车辆获准在重庆市内环快速路、新内环快速路（高滩岩立交—赖家桥立交）及渝都 大道（人和立交—机场立交）开展上路通行试点。 （文章来源：证券时报） ...

Report Summary 1. Industry Investment Rating - Not provided in the given content. 2. Core Viewpoints - The issuance of the first batch of L3-level highway autonomous driving vehicle special license plates in Beijing marks that China's autonomous vehicles have progressed from testing and demonstration to formal mass production, leading the way into the L3-level autonomous driving era, which is a milestone event in the automotive intelligentization process [1]. - The central government emphasizes the role of central enterprises in infrastructure construction, supply - chain autonomy, and technological self - reliance [1]. - The state has issued a notice to improve the kindergarten fee policy, including standardizing fee items and clarifying the principles for setting fee standards [2]. 3. Summary by Industry Directory Upstream - Energy: International crude oil prices have corrected, and liquefied natural gas prices have continued to decline [3]. - Chemical: The prices of PTA and urea have rebounded recently, while the price of polyethylene has declined [3]. Midstream - Chemical: The operating rate of chemical products has declined [4]. - Energy: The coal consumption of power plants has increased [4]. - Infrastructure: It is the off - season for asphalt construction [4]. Downstream - Real Estate: The sales of commercial housing in first, second, and third - tier cities have warmed up at the end of the year [4]. - Service: The number of domestic flight schedules has declined [4]. 4. Key Industry Price Indicators | Industry | Indicator | Price (7/1) | YoY | | --- | --- | --- | --- | | Agriculture | Spot price of corn | 2365.7 yuan/ton | 0.85% | | | Spot price of eggs | 5.6 yuan/kg | - 4.62% | | | Spot price of palm oil | 8600.0 yuan/ton | - 0.02% | | | Spot price of cotton | 15210.0 yuan/ton | 2.30% | | | Average wholesale price of pork | 20.2 yuan/kg | - 0.44% | | | Spot price of copper | 80235.0 yuan/ton | 2.25% | | | Spot price of zinc | 22258.0 yuan/ton | 0.56% | | Non - ferrous Metals | Spot price of aluminum | 20786.7 yuan/ton | 1.14% | | | Spot price of nickel | 121700.0 yuan/ton | 1.64% | | | Spot price of aluminum | 17018.8 yuan/ton | - 0.07% | | | Spot price of rebar | 3069.0 yuan/ton | - 0.07% | | Ferrous Metals | Spot price of iron ore | 726.6 yuan/ton | 0.48% | | | Spot price of wire rod | 3252.5 yuan/ton | - 0.08% | | | Spot price of glass | 13.9 yuan/square meter | 0.22% | | Non - metals | Spot price of natural rubber | 13928.3 yuan/ton | 2.88% | | | China Plastic City Price Index | 826.7 | - 0.79% | | Energy | Spot price of WTI crude oil | 65.1 dollars/barrel | - 4.96% | | | Spot price of Brent crude oil | 66.7 dollars/barrel | - 6.63% | | | Spot price of liquefied natural gas | 4056.0 yuan/ton | 2.17% | | | Coal price | 726.0 yuan/ton | - 0.27% | | | Spot price of PTA | 5081.7 yuan/ton | - 0.63% | | | Spot price of polyethylene | 7503.3 yuan/ton | - 0.90% | | Chemical | Spot price of urea | 1829.0 yuan/ton | 1.39% | | | Spot price of soda ash | 1325.0 yuan/ton | - 1.85% | | | National cement price index | 137.2 | - 0.43% | | Real Estate | Building materials comprehensive index | 110.7 points | - 0.22% | | | National concrete price index | 96.7 points | - 1.58% | [38]

文 | 山自 特斯拉CEO埃隆·马斯克最近在社交媒体上发布了一条简讯："车内无人测试正在进行中"。不到24小 时，特斯拉股价应声上涨3.6%，达到2025年新高。 在同一时间轴的另一端，中国工业和信息化部正式批准了长安和极狐两款L3级自动驾驶车辆的上路试 点，划定重庆和北京的特定区域作为测试场地。 奥斯汀试验场：特斯拉的"无人赌注" 特斯拉在奥斯汀的完全无人测试车队规模虽小，但意义重大。这个由不到30辆车组成的小型车队已累计 发生了7起上报事故，数据引发了行业专家的担忧。 卡内基梅隆大学自动驾驶安全研究员菲利普·库普曼直言不讳："带安全员的小规模车队，事故应少于7 起。"特斯拉选择不公开事故详细经过，引发了对透明度的质疑。 在奥斯汀进行的测试标志着特斯拉Robotaxi商业化迈出了关键一步。投资者看好特斯拉能够将现有车辆 快速转化为无人出租车，打造"车辆制造+出行服务"双重盈利模式。 中国汽车标准化研究院总工程师孙航透露，获得批准的车型必须通过严格的三级验证体系，包括企业安 全能力评估、第三方机构测试和专家评审。 中国的审批标准不仅关注车辆本身的性能，还强调网络安全、功能安全及应急处置能力。这种"制度先 行" ...