智通财经网·2025-09-19 01:04Core Viewpoint - The implementation of mandatory standards for L2 intelligent driving is progressing, with the Ministry of Industry and Information Technology (MIIT) releasing a draft for public consultation, indicating a significant step towards enhancing safety requirements for intelligent driving systems [1][2]. Group 1: New Standards and Regulations - The draft for the mandatory national standard for L2 intelligent driving assistance systems was released on September 17, 2023, entering the public consultation phase [1]. - The new L2 standard is expected to be officially implemented on January 1, 2027, following a series of regulatory developments aimed at improving the safety and quality of intelligent connected vehicles [1]. Group 2: Increased Entry Barriers - The new regulations will significantly raise the entry barriers for L2 intelligent driving, as they impose stricter safety requirements, including diverse driving scenarios and interactions with various types of obstacles [2]. - Companies will need to conduct extensive testing across multiple scenarios to claim L2 functionality, which will enhance the overall safety of L2 intelligent driving systems [2]. Group 3: Driver Monitoring System (DMS) Regulations - The regulations for the DMS have become more stringent, requiring immediate alerts if the driver's hands are off the wheel for more than 5-10 seconds, and necessitating the vehicle to activate risk mitigation features if hands are off for over 30 seconds [3]. - The DMS regulations aim to ensure that drivers remain attentive and responsible for the vehicle's actions, thereby reducing misuse of L2 systems [3]. Group 4: Beneficiaries of Stronger Regulations - The emphasis on intelligent driving safety is expected to accelerate the development of safety-related hardware, benefiting companies in this sector [4]. - Automotive testing institutions are likely to see clear growth in intelligent driving-related business due to the new regulations [5]. - Leading intelligent driving suppliers and manufacturers with stronger technical capabilities are positioned to gain advantages in the evolving market landscape [5].