The Report is produced in Chinese only.
L3級自動駕駛正式啟航:商業化落地開啟智能駕駛新紀元 12月15日,工信部發佈第401批《道路機動車輛生產企業及產品公告》,對長安與北汽藍穀各一款搭載L3功能的車型給予附條件許可,並明確後續將在限定區域、限定場景下由指定使用主體開展上路通行試點,標誌著我國自動駕駛從測試階段邁入商業化應用關鍵一步。兩款車型分別在重慶、北京指定路段實現最高50km/h與80km/h的脫手脫眼自動駕駛,責任主體首次由駕駛員向系統部分轉移,為行業樹立合規量產標杆。 2024年6月,長安、比亞迪、廣汽、上汽、北汽、一汽、蔚來、上汽紅岩、宇通共9家聯合體完成試點申報遴選,此次批准意味著首批9家試點聯合體中,當前僅長安與北汽率先獲得公告准入,其餘預計將循序漸進的推進,分批擴圍。預計政策突破將帶動產業鏈加速受益。感知層激光雷達、決策層高算力芯片、執行層線控轉向等核心環節需求激增。推薦具備量產能力與車企深度綁定的(002703.CH,1057.HK)浙江世寶(線控轉向),(603596.CH)伯特利(線控制動)、(600733.CH)北汽藍穀(L3車型落地主體),(9660.HK)地平線機器人-W(智駕芯片)、(2498.HK)速騰聚創(激光雷達)、(700.HK)騰訊控股(高階算法與雲平臺)、(9868.HK)小鵬汽車-W(Robotaxi與城區L4佈局)、(2431.HK)佑駕創新(L4無人小巴已商業落地),(1316.HK)耐世特。 |
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