Sniper

The Report is produced in Chinese only.

昔日報告:
  23-12-2025 (星期二) L3級自動駕駛正式啟航:商業化落地開啟智能駕駛新紀元
  17-10-2025 (星期五) 儲能與新能源車雙輪驅動,技術迭代打開鋰電增長空間
  04-09-2025 (星期四) AI算力基建需求高增、應用端商業化逐步落地、國產替代持續深化
  03-09-2025 (星期三) 雙城聯動,技術驅動未來,機器人行業迎來的產業提速階段
  28-07-2025 (星期一) 雅江水電萬億工程正式開啟,有哪些機遇可期待?
[第1頁 / 共69頁]

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。

撰稿: 章晶研究分析員
電話:
+86 21 51699400-103

電郵地址:
zhangjing@phillip.com.cn
This report is produced and is being distributed in Hong Kong by Phillip Securities Group with the Securities and Futures Commission (“SFC”) licence under Phillip Securities (HK) LTD and/ or Phillip Commodities (HK) LTD (“Phillip”). Information contained herein is based on sources that Phillip believed to be accurate. Phillip does not bear responsibility for any loss occasioned by reliance placed upon the contents hereof. The information is for informative purposes only and is not intended to or create/induce the creation of any binding legal relations. The information provided do not constitute investment advice, solicitation, purchase or sell any investment product(s). Investments are subject to investment risks including possible loss of the principal amount invested. You should refer to your Financial Advisor for investment advice based on your investment experience, financial situation, any of your particular needs and risk preference. For details of different product's risks, please visit the Risk Disclosures Statement on http://www.phillip.com.hk. Phillip (or employees) may have positions/ interests in relevant investment products. Phillip (or one of its affiliates) may from time to time provide services for, or solicit services or other business from, any company mentioned in this report. The above information is owned by Phillip and protected by copyright and intellectual property Laws. It may not be reproduced, distributed or published for any purpose without prior written consent from Phillip.
Top of Page
Contact Us
Please contact your account executive or call us now.
Research Department
Tel : (852) 2277 6846
Fax : (852) 2277 6565
Email : businessenquiry@phillip.com.hk

Enquiry & Support
Branches
The Complaint Procedures
About Us
Phillip Securities Group
Join Us
Phillip Network
Phillip Post
Phillip Channel
Latest Promotion
新闻稿
E-Check
Login
Investor Notes
Free Subscribe
Contact Us