每经热评丨AEB强制国标征求意见 将重构汽车产业底层逻辑

Core Viewpoint - The newly drafted mandatory national standard for Automatic Emergency Braking (AEB) systems will replace the existing recommended standard, expanding its applicability to M1 (passenger cars, SUVs, MPVs) and N1 (light commercial vehicles) categories, benefiting companies with AEB development capabilities and safety technology experience [1][2]. Group 1: Industry Impact - The new standard addresses the issue of "pseudo AEB" in the industry, raising the bar for suppliers regarding technical development, product reliability, cost control, and mass production capabilities [2]. - Performance standards require AEB systems in passenger vehicles to prevent collisions with stationary vehicles at speeds up to 60 km/h and with crossing pedestrians at speeds up to 40 km/h [2]. - The standard introduces new recognition requirements for vulnerable road users, mandating AEB systems to identify and respond to pedestrians, bicycles, and two-wheeled vehicles within a speed range of 20-60 km/h [2]. Group 2: Technological Advancement - AEB is evolving from a standalone safety feature to a core component of the intelligent driving ecosystem, with companies like Huawei and XPeng integrating AEB with other driving assistance technologies [3]. - The implementation of the AEB standard is expected to create significant opportunities for core component suppliers, with the global AEB market projected to reach 3.3 trillion yuan by 2024 [3]. - The introduction of the AEB standard will accelerate the internationalization of automotive safety technology in China, shifting the industry focus from "passive safety" to "active safety" and transforming vehicles from mere transportation tools to intelligent terminals [3].