沾“车”就涨！AEBS概念触发汽车产业链强势行情，新华出海系列指数连涨三周

Core Viewpoint - The A-share automotive sector has shown strong performance, with a weekly increase of 2.40%, driven by the introduction of a mandatory national standard for Automatic Emergency Braking Systems (AEBS) [1][2]. Industry Summary - The new AEBS standard will require all passenger vehicles to be equipped with the system, expanding its applicability from M1 class passenger cars to N1 class light commercial vehicles [1][2]. - Currently, the overall installation rate of AEBS in Chinese passenger cars is 56.5%, with new energy vehicles at 62.9%. Entry-level models priced below 80,000 yuan have an installation rate of less than 3% [2]. - The market size for AEBS is projected to surge from 38 billion yuan in 2024 to 120 billion yuan by 2026 following the implementation of the new regulations [2]. Company Summary - Several listed companies are actively engaged in AEBS-related businesses, such as Wan'an Technology, which has developed AEBS and Electronic Braking System (EBS) solutions, and Ruiming Technology, which has launched AEBS products in domestic and international markets [2][3]. - Chinese companies in the AEBS supply chain are accelerating their global expansion, achieving significant progress in technical standard certification, localized production capacity, and industry chain collaboration [3].