May. 12 at 6:34 PM
$WRD I think the market may be underestimating what Bosch quietly revealed at Auto China 2026.
Bosch confirmed it is now testing L3 autonomy in Wuxi. Not basic highway assist, but actual hands-off, eyes-off driving under defined conditions. Up to 120 km/h, automated lane changes, redundant safety systems, the whole step beyond traditional L2.
What caught my attention is that Bosch says this system is built on a refined version of the stack already validated on Chery’s Exeed ES platform.
That immediately stood out to me because so much of the language overlaps with what WeRide has been talking about for a while now. AI-driven planning, end-to-end autonomy, scalable ADAS architectures, cross-domain vehicle control.
L3 is different.
Once the vehicle starts taking responsibility under defined conditions, the value of the autonomy stack increases. The software is no longer just assisting the driver. It is taking over part of the driving task.
Up the stack, up the price.
https://www.bosch-presse.de/pressportal/de/en/auto-china-bosch-pushes-ahead-with-level-3-highly-automated-driving-282491.html?utm_source=chatgpt.com
