12月17日，部分智驾概念股盘初继续走高，浙江世宝涨超5%，禾赛-W、佑驾创新涨超4%，文远知行-W涨超3%。
消息面上，12月15日，工信部公布了我国首批L3级有条件自动驾驶车型准入许可，分别为长安、北汽蓝谷两款车型；随后，小鹏汽车也宣布在广州市获得L3级自动驾驶道路测试牌照。此外，理想汽车日前已在北京市获得L3级自动驾驶道路测试牌照，并持续开展了常态化L3级道路测试。
国泰海通证券发布研报称，本次工信部车辆许可标志着中国自动驾驶正式进入L3时代。华泰证券则表示，L3准入落地将加速智驾产业链价值重构，26年智驾有望成为AI应用的重要方向，建议关注智能整车、线控底盘、域控芯片、激光雷达等核心环节的投资机会。
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