值得一提的是,去年年底,中美在高阶自动驾驶上分别迈出关键一步,标志L3/L4商业化进入实质推进阶段。2025年12月15日,我国工信部在第401批公告中,附条件许可中国首批L3级有条件自动驾驶量产车型准入;美国奥斯汀街头出现运行Unsupervised FSD的特斯拉 Model Y Robotaxi。前不久,英伟达发布自动驾驶模型平台,Robotaxi产业化持续推进。国信证券称,政策+技术+成本催化下,L4预计在2026年迎元年时刻。
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