智能网联汽车监管加强！OTA升级需报备， 专家：行业正逐步走向成熟

Core Viewpoint - The release of the draft notice by the State Administration for Market Regulation and the Ministry of Industry and Information Technology marks a new phase in the management of intelligent connected vehicles in China, emphasizing stricter regulations on OTA upgrades and advertising practices [1][4]. Group 1: Regulatory Changes - The draft notice imposes strict requirements on intelligent driving assistance systems, including prohibiting the promotion of assistance as autonomous driving and requiring that OTA upgrades be pre-approved [1][4]. - Companies must clearly display safety warnings and usage instructions for driving assistance systems in their vehicle apps and manuals [4]. - The draft also mandates that companies monitor driver status closely and implement tiered warning systems [4]. Group 2: Industry Response - Analysts note that the frequency of OTA upgrades has shifted from rapid iterations to a more regulated pace, with some companies maintaining bi-weekly updates into 2024, but a general slowdown expected by mid-2025 [3][5]. - Major automotive brands are adjusting their strategies to comply with the new regulations, with companies like NIO and Tesla indicating their commitment to align with the draft's requirements [8]. Group 3: Market Trends - The competitive landscape for intelligent vehicles is intensifying, with OTA upgrade frequency becoming a key metric for companies [5]. - By 2030, global connected vehicle penetration is projected to reach 85%, with over 95% of new connected vehicles expected to have OTA capabilities [5]. Group 4: Consumer Experience and Challenges - A report by J.D. Power highlights significant consumer challenges with advanced driver assistance systems (ADAS), including difficulties in understanding and using the features, as well as issues with stability and accuracy [9]. - Experts believe that while the draft notice may impose short-term compliance pressures on companies, it will ultimately drive technological maturity and high-quality development in the industry [9].