自动紧急制动系统（AEBS）未来或将标配

Core Viewpoint - The new standard for Advanced Emergency Braking System (AEBS) in China is set to become mandatory, expanding its applicability to a wider range of vehicles, including light trucks and previously unregulated models, indicating a significant shift in automotive safety regulations [1][3]. Group 1: Standard Implementation - The new standard will replace the existing voluntary standard GB/T 39901-2021 and will apply to M1 passenger cars and N1 light trucks, making AEBS a basic requirement for light vehicles [1][2]. - The scope of the new standard has been broadened to include previously unregulated vehicle types such as pickups and micro trucks, increasing the number of affected vehicle manufacturers and models [1][2]. Group 2: Technical Requirements - The new standard imposes higher performance requirements, particularly in responding to vulnerable road users, mandating that the system must recognize and react to pedestrians, bicycles, and motorcycles within a speed range of 20 to 60 km/h [1][2]. - Testing methods have been significantly expanded to include complex traffic scenarios, with a requirement for a 90% pass rate on certain tests, reflecting a shift towards ensuring systems are stable, reliable, and controllable [2]. Group 3: System Operation and Compliance - The AEBS must be enabled by default each time the vehicle is started, and cannot be manually disabled once the vehicle exceeds 10 km/h, ensuring continuous operation [2]. - Manufacturers are required to comply with the new technical standards for new models immediately upon implementation, while existing models must adapt within 12 to 24 months, providing a transitional period for compliance [2][3]. Group 4: Industry Impact - The transition from a recommended to a mandatory standard will necessitate systemic adjustments in cost structures, R&D processes, and vehicle compatibility for manufacturers, particularly in the mid to low-end market [3]. - The demand for components from L2 level active safety supply chain companies, such as sensors, controllers, and braking systems, is expected to increase significantly as a result of the new requirements [3].