专家解读AEBS将强制安装新规：技术稳定性是主要瓶颈 车辆保费有望下调

Core Viewpoint - The newly drafted mandatory national standard for light vehicle automatic emergency braking systems (AEBS) is set to replace the existing voluntary standard, expanding its applicability and requiring M1 and N1 category vehicles to be equipped with AEBS [1][3]. Group 1: Standard Transition - The new standard shifts from a voluntary to a mandatory requirement, expanding the scope to include N1 category vehicles, such as pickups and micro-vans, which were previously unregulated [1][3]. - The new standard introduces performance requirements for recognizing vulnerable road users, including pedestrians and cyclists, enhancing safety measures [1][5]. Group 2: Technical Requirements - The new standard sets higher performance benchmarks, particularly for responding to vulnerable road users, requiring systems to identify and react to pedestrians and cyclists at speeds between 20 to 60 km/h [5]. - Testing methods have been updated to include complex traffic scenarios, with a requirement for at least 30% of tests to be conducted in real-world conditions [5]. Group 3: Market Impact - The implementation of the new standard is expected to significantly increase the demand for active safety components, particularly sensors and braking systems, as all passenger vehicles will need to be equipped with AEBS [11]. - The adoption of AEBS is projected to reduce rear-end collisions by 38% and fatal accidents by 20% to 25%, influencing insurance costs and potentially leading to lower premiums [6][11]. Group 4: Consumer Behavior - The understanding of AEBS among consumers is expected to grow, making the technology and its suppliers a significant factor in purchasing decisions [12]. - The cost of installing AEBS in lower-end vehicles may deter some consumers initially, but long-term awareness is anticipated to mitigate this impact [8][10].