XIAOMI(HK:01810) 3 6 Ke·2025-09-20 02:53Core Viewpoint - Xiaomi recalls 110,000 SU7 standard models to address safety risks in the L2 highway navigation assistance feature through OTA upgrades [1][3] Group 1: Recall Announcement - The recall is due to insufficient recognition, warning, or handling of extreme scenarios in the L2 highway navigation assistance feature, which may increase collision risks if the driver does not intervene promptly [1] - The recall follows the guidelines set by the Ministry of Industry and Information Technology and the State Administration for Market Regulation regarding the management of intelligent connected vehicles [3] Group 2: OTA Update Features - The SU7 autumn OTA update focuses on enhancing the safety and user experience of the driving assistance system [4] - Key updates include: - Improved large vehicle avoidance and detour capabilities, allowing for earlier recognition and lane adjustments [4] - Introduction of "dynamic speed" adjustments in complex environments like rain or nighttime, which is enabled by default [5] - Optimized speed control strategies that dynamically adjust target speeds based on road and traffic conditions [6] - New "Mis-acceleration Suppression Assistance (MAI)" to reduce the risk of unintended acceleration [7] - Enhanced Driver Monitoring System (DMS) to eliminate repetitive pop-up alerts during trips [8] Group 3: Industry Context and Standards - The update aligns with the upcoming mandatory national standards for intelligent connected vehicle combined driving assistance systems, which aim to improve safety [10] - In the first seven months of 2025, new car sales 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% [10] - The lack of mandatory safety regulations for driving assistance systems in China has led to a gap in product entry, quality supervision, and accountability [13] Group 4: New Regulatory Framework - The draft for the new safety requirements includes detailed regulations for different types of driving assistance systems, testing methods, and user notification processes [16] - A multi-level evaluation system categorizes systems into basic single-lane, basic multi-lane, and navigation combined driving, each with specific safety requirements [17] - Vehicles must be equipped with a data recording system to log collision events, driver actions, and sensor statuses, with storage capabilities for at least 2,500 events or 8 hours of continuous data [18] - Enhanced driver monitoring includes prompts for hand and gaze disengagement, with mandatory system takeover after multiple disengagements [20] Group 5: Industry Implications - The new standards are expected to lead to consolidation and restructuring among automakers and driving assistance suppliers, potentially increasing development timelines and costs for new software features [22] - Long-term, the introduction of safer and more reliable driving assistance systems is viewed as beneficial for the entire transportation industry [22]