最严智驾监管后的30天：车企集体改口，行业从狂热到退烧

Core Viewpoint - The recent regulatory changes by the Ministry of Industry and Information Technology (MIIT) have significantly impacted the marketing strategies of automotive companies regarding intelligent driving features, leading to a shift from promoting "high-level autonomous driving" to "combined auxiliary driving" [3][6][16] Group 1: Regulatory Impact - The MIIT's notification prohibits the use of vague terms like "automatic driving" and "high-level autonomous driving," mandating a unified terminology of "combined auxiliary driving" (L2 level) [6] - Following the new regulations, companies like Huawei and Xiaomi have altered their promotional materials to reflect the new terminology, emphasizing "intelligent auxiliary driving" instead of previous terms [6][9] - The notification has also led to a reduction in the frequency of over-the-air (OTA) updates, with companies now required to manage risks and validate updates more thoroughly before deployment [8][14] Group 2: Marketing Adjustments - Automotive sales personnel have begun to avoid mentioning "intelligent driving" during customer interactions, focusing instead on safety and regulatory compliance [5][9] - The Shanghai Auto Show showcased a noticeable absence of terms related to "intelligent driving," with companies like XPeng emphasizing safety through initiatives like the "AI Auxiliary Driving Safety Training Camp" [9][11] - Despite the regulatory changes, some companies continue to engage in semantic debates regarding the terminology used for their driving assistance features [8][16] Group 3: Technological Shift - The new regulations have shifted the focus from software-defined vehicles to core technologies such as battery management and chassis tuning, with companies like BYD and Geely highlighting these aspects at recent exhibitions [13][14] - Laser radar technology has regained attention as a safety feature, with its mention in technical discussions increasing significantly compared to previous years [13] - The introduction of national standards for laser radar performance marks a critical transition towards prioritizing safety over mere technical specifications in the industry [14][16] Group 4: Industry Dynamics - The regulatory environment has led to a division within the industry, with leading companies leveraging their technological and financial advantages to expand their market presence, while second-tier brands struggle to survive [16] - The rise of supply chain companies focusing on "laser radar + domestic chips" indicates a shift in competitive dynamics within the automotive sector [15][16] - The industry's evolution reflects a broader understanding that true intelligence in driving technology lies in adhering to safety regulations rather than an uncritical embrace of advanced technologies [16]