“安全宪章”下的智驾行业：告别野蛮生长 迈向规范发展

Core Viewpoint - The introduction of mandatory national standards for L2 level assisted driving is seen as a significant step towards enhancing safety in the intelligent driving sector, prompting industry players to reassess their safety design logic and establish comprehensive responsibility systems from technology development to user education [1][7]. Industry Actions - The Ministry of Industry and Information Technology (MIIT) has proposed a mandatory national standard for intelligent connected vehicles, focusing on safety requirements for L2 level assisted driving systems, which is viewed as a "safety charter" for the industry [2]. - Leading companies in the industry are actively building multi-dimensional safety assurance systems that cover technology research and development, scenario adaptation, and emergency response in light of the new safety requirements [2][4]. - The introduction of the VLA model by Yuanrong Qixing enhances the system's ability to handle edge cases and provides users with understandable decision-making processes, thereby improving the safety experience of assisted driving [3]. Regulatory Framework - The establishment of safety standards is seen as urgent, especially after a recent test revealed that none of the 36 popular models equipped with assisted driving systems passed a series of high-risk accident scenarios, with an average pass rate of only 35.73% [6]. - A multi-departmental regulatory framework is being formed, with the MIIT, Ministry of Public Security, and Ministry of Science and Technology collaborating to ensure the safety and reliability of assisted driving systems [6][8]. Industry Transformation - The mandatory standards are expected to drive a quality revolution in the industry, pushing companies to optimize their technology development and focus on safety and reliability rather than merely functionality [4][7]. - The introduction of clear safety standards will help eliminate consumer distrust in assisted driving technology, accelerating market adoption and fostering a competitive environment where resources concentrate on companies with genuine technological capabilities [7][9]. Market Dynamics - The penetration rate of assisted driving functions is increasing, with projections indicating that by 2024, 59.7% of new passenger cars in China will meet L2 level standards, up from 52.1% in 2023 [8]. - The industry is facing challenges such as high R&D costs and cash flow pressures, which may lead to a "Matthew effect" where weaker companies are eliminated from the market [4][8]. Future Outlook - The upcoming national standards are viewed as an opportunity for high-quality growth, allowing the industry to transition from "barbaric growth" to a more regulated and healthy development phase [9].