SCS(SH:601555) Yang Shi Xin Wen·2025-09-17 07:09Group 1 - The draft proposal establishes a safety baseline for intelligent connected vehicles, requiring systems to activate only under designed operating conditions [1] - The proposal includes comprehensive safety technical requirements such as human-machine interaction, functional safety, information security, and data recording, creating a "triple safety guarantee" [1] - New data shows that from January to July this year, the sales of passenger cars equipped with combined driving assistance systems reached 7.76 million units, a year-on-year increase of 21.31%, with a penetration rate of 62.58% [1] Group 2 - ICBC Credit Suisse Fund indicates that the intelligent driving policy is expected to continuously catalyze the market, with high-end intelligent configurations accelerating their adoption [2] - Dongwu Securities reports that 2025 may be a turning point for automotive intelligence, with urban NOA (Level 3 intelligent core experience) becoming a key factor in consumer purchasing decisions [2] - The future of the automotive industry may see a division into three types of companies: B-end Robotaxi operations, C-end personalized brands, and high-end vehicle manufacturing [2]