Core Viewpoint - The Chinese new energy vehicle (NEV) market is experiencing rapid growth amidst the trends of electrification and intelligence, but safety concerns are increasingly affecting consumer purchasing decisions and the development of the entire NEV industry chain [1][2]. Group 1: Safety Concerns and Responsibilities - Each NEV carries an undeniable safety responsibility, and while pursuing core parameters like range and battery energy density, safety design should not be sacrificed for cost reduction [1]. - The intense competition among automakers accelerates the pace of technological iteration, necessitating that safety validation and testing keep up accordingly [1]. - The maturity of intelligent driving systems must align with marketing claims to prevent drivers from becoming overly reliant on these systems, which could impair their emergency response capabilities [1]. Group 2: Three Dimensions for Building a Technological Moat - In the area of fundamental research, the thermal runaway risk of lithium-ion batteries is a core cause of NEV fire incidents, prompting companies to accelerate the development of all-solid-state batteries to fundamentally address this issue [2]. - The policy framework has prioritized all-solid-state batteries as a key focus area, requiring enhanced collaboration among industry, academia, and research institutions [2]. - Companies should develop high-stability anode and cathode materials to address electrolyte leakage issues post-collision, while also ensuring that vehicle lightweighting does not compromise safety [2]. Group 3: Intelligent Safety and Testing Innovations - For intelligent safety, companies need to establish a triple redundancy mechanism to address the "critical takeover" flaw in L2-level assisted driving, including heterogeneous fusion of laser radar and millimeter-wave radar, dual independent computing units in the decision layer, and mechanical or electronic dual braking systems in the execution layer [2]. - Strengthening driver monitoring systems through infrared cameras and capacitive steering wheels to monitor attention in real-time is essential, with the ability to enforce speed reduction or stopping when necessary [2]. - Companies should actively promote vehicle-to-infrastructure data communication through IoT technology to enhance safety [2]. Group 4: Transparency and Consumer Confidence - Companies must establish stricter and more efficient testing mechanisms to allow consumers to tangibly perceive driving safety [2]. - An accident data disclosure mechanism should be implemented to reduce information asymmetry and enhance consumer confidence in NEV safety [2]. - The ultimate mission of NEVs is not to disrupt traditional vehicles but to provide safer transportation options, necessitating a balance between technological innovation and respect for life [2].
新能源车亟待以安全保障突破信任危机
Zheng Quan Ri Bao·2025-05-25 01:40