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  27-11-2023 (星期一) 試點開始,智能網聯汽車關注度提升
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試點開始,智能網聯汽車關注度提升

事件:2023年11月17日,國內工信部、公安部、住建部、交通部四部委聯合發佈關於開展智能網聯汽車准入和上路通行試點工作的通知,總體要求具備量產條件的L3(有條件自動駕駛)、L4(高度自動駕駛)級別智能網聯車在限定區域內開展上路通行試點。我們認為,這標誌智能網聯汽車產業發展邁出關鍵一步。

點評:根據文件,符合試點的智能網聯汽車生產企業的各項能力、產品的技術和測試驗證要求、上路通行的基本要求與試點暫停與退出機制等都有詳細的說明。與之前相比範圍更廣,不僅符合要求的地級以上城市(含直轄市下轄區)均可申報試點,預示著自動駕駛道路測試將逐步在全國範圍內開展,而且可創新組建聯合體,拓寬申報範圍。另外,文件進一步對相關責任主體進行細化,如需具備“配備安全員”+“車輛狀態實時監控”+“建立突發事件應急預案”等安全保障機制,具備可能造成損失的民事責任承擔能力,並購買相應商業保險。我們預期本次試點政策將帶動L3級以上自動駕駛商業化加速落地。

個股上,我們推薦關注以智能駕駛為核心賣點的華為汽車、小米汽車產業鏈,以及智能駕駛核心零部件公司如德賽西威(002920.CH),拓普集團(601689.CH),小鵬汽車(9868.HK)。

撰稿: 章晶 研究分析員
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+86 21 51699400-103

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zhangjing@phillip.com.cn
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