GLMS SEC: L3 Autonomous Driving Commercialization Accelerates, Industry Poised for New Growth Phase

Stock News12-17

China's Ministry of Industry and Information Technology officially announced the first batch of L3 conditional autonomous driving vehicle approvals on December 15, 2025. Two models adapted for urban congestion and highway scenarios will begin pilot operations in designated areas of Beijing and Chongqing. This milestone marks a crucial step from testing to commercial application of L3 autonomous driving in China, significantly advancing the industry's development. Key insights from GLMS SEC include:

1. **Defined L3 Application Scenarios Signal Commercialization Breakthrough** Chongqing Changan Automobile and BAIC BluePark Magna have received conditional approval for their L3-enabled smart connected vehicles under the MIIT's 401st public notice: - Changan's SC7000AAARBEV pure electric sedan enables single-lane autonomous driving (up to 50km/h) in highway/urban expressway traffic jams, currently limited to Chongqing's Inner Ring Expressway and Yudu Avenue. - Arcfox BJ7001A61NBEV pure electric sedan supports single-lane autonomous driving (up to 80km/h) on highways like Beijing-Taiwan Expressway and Daxing Airport Expressway.

The policy push aligns with the eight-ministry "Automotive Industry Growth Plan (2025-2026)" issued in September 2025, advocating L3 production approvals and legal framework improvements for traffic safety and insurance.

2. **Industry Inflection Point as Major Players Advance L3** Multiple automakers—including Changan, BYD, GAC, Dongfeng, SAIC, Geely, XPeng, and Li Auto—have secured road-test permits for L3-capable models. Notable developments: - Huawei's ADS highway L3 solution is undergoing multi-city/internal testing while building full-scenario service ecosystems. - GAC Aion's A800 obtained Guangzhou's L3 test license, becoming China's first mass-produced vehicle capable of L3 testing at 120km/h. - NavInfo and subsidiary PhiGo Robotics will launch the L3-focused PhiGo Max in 2026, powered by Horizon Robotics' Journey 6P chip, with confirmed orders from leading EV manufacturers.

**Risks**: Uncertainties in technology implementation timelines, evolving technical pathways, and intensifying industry competition.

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