Shanghai Municipal Science and Technology Commission issued the "Shanghai Zhangjiang High-Tech Industrial Development Zone 15th Five-Year Development Plan," explicitly targeting L2 combined driving assistance + L3/L4 autonomous driving mass production, with emphasis on autonomous chip and OS development.
Core Planning Objectives
On August 19, 2026, the Shanghai Municipal Science and Technology Commission formally issued the "Shanghai Zhangjiang High-Tech Industrial Development Zone 15th Five-Year Development Plan." The plan identifies intelligent connected new energy vehicles as a key development direction.
Core technology priorities include:
- Coordinated "three electrics" (battery, motor,电控) and "three intelligences" (AD, smart cockpit, smart chassis)
- Strengthening autonomous control of chips and operating systems
- Developing autonomous vehicle OS and AI automotive large models
- Next-generation power battery technology deployment
- Mass production of smart cockpit AI systems and integrated intelligent chassis
AD mass production targets:
- Promote L2 combined driving assistance + L3/L4 autonomous driving mass production
- Integrate automotive-grade chips, in-vehicle software, and vehicle systems
- Accelerate multi-domain mobility convergence
Spatial Layout and Industrial Clusters
The plan specifies differentiated, collaborative spatial positioning:
| Zone | Core Positioning | Key Focus |
|---|---|---|
| Jiading Park | Full ICV NEV industry chain | Vehicle manufacturing, components, testing |
| Lingang Park | Full ICV NEV industry chain | Port logistics AD, export hub |
| Jinshan Park | Vehicle manufacturing & smart mobility | Passenger car production, mobility services |
Industrial Background and Strategic Significance
Shanghai's ICV industry boasts solid foundations:
- Automotive industry output value of 703.5 billion RMB in 2024
- 1.645 million NEVs cumulatively promoted, ranking first globally among cities
- 9 OEMs and 600+ component enterprises aggregated
- Over 150,000 high-end professionals
The previously released "Shanghai High-Level AD Leading Zone Action Plan" targets by 2027: L4 passenger trips exceeding 6 million, freight over 800,000 TEU, open roads exceeding 5,000 km, coverage of 2,000 sq km; L2/L3-equipped new vehicles exceeding 90%, L4 achieving mass production.
Implications for Overseas Markets
The Zhangjiang plan's implementation will shape the global ICV landscape through:
- Technology standard export: Autonomous chips and OS create independent tech routes
- Product supply upgrade: Enhanced L3/L4 production accelerates export of AD-equipped models
- Testing validation systems: Shanghai's massive scenario data benefits emerging markets
For Central Asian and Russian importers, tracking Shanghai's ICV development helps identify product windows for AD-equipped vehicles. Visit EX1000.COM for updates.
