Core Viewpoint - The debate between Huawei's Yu Chengdong and Xiaopeng Motors' He Xiaopeng regarding the Automatic Emergency Braking (AEB) system highlights a significant shift in the automotive industry from "passive safety" to "active safety," coinciding with the upcoming mandatory AEB national standard [2][3] Group 1: AEB National Standard Implementation - The introduction of the mandatory AEB standard will provide strong safety guarantees for traffic participants, with AEB installation rates currently correlating positively with vehicle prices [3] - The new regulation mandates that all M1 passenger cars and N1 light trucks must be equipped with AEB, increasing the base of covered models by 30%, translating to nearly 25 million new vehicles requiring AEB installation annually [3] - The AEB standard aligns with UN-R152 regulations, enhancing the recognition capabilities for vulnerable road users and expanding testing scenarios to complex urban environments, which is expected to significantly reduce accident rates [3][4] Group 2: Technical Standards and Innovations - The new AEB standard introduces simulation testing requirements, with a minimum pass rate of 90% for vehicle-to-vehicle tests and 80% for vehicle-to-pedestrian/bicycle tests, setting a high bar for safety performance [4] - AEB is evolving into a core component of the intelligent driving ecosystem, prompting manufacturers to invest more in key technologies such as environmental perception and decision algorithms [5] - Domestic suppliers are innovating to reduce costs associated with AEB systems, with examples including integrated sensing modules that lower material and assembly costs by 30% [5] Group 3: Industry Impact and Market Opportunities - The implementation of the AEB standard will create significant market opportunities for core component suppliers, leading to explosive demand for critical parts like radar and camera modules [6] - The new standard will encourage collaboration between vehicle manufacturers and supply chain companies, fostering innovation across the industry [6] - The AEB standard's introduction is expected to accelerate the internationalization of automotive safety technology, presenting both challenges and opportunities for Chinese automotive companies in the global market [6] Group 4: Transformation of the Automotive Industry - The AEB mandatory standard signifies a shift from "differentiated options" to "standardized configurations," pushing the industry towards a user-centered approach [7] - Companies that can provide cost-effective solutions and maintain strong partnerships with leading automakers are likely to disrupt the foreign-dominated automotive safety market [7] - The AEB standard is anticipated to unlock a substantial new market for the Chinese automotive industry, similar to the market expansion seen with the widespread adoption of ABS technology two decades ago [7]
AEB强制国标背后的产业变局
Zhong Guo Qi Che Bao Wang·2025-05-28 01:50