NJEC(SH:600699) Bei Ke Cai Jing·2025-10-28 06:41Core Viewpoint - Recent accidents related to intelligent assisted driving have raised significant public concern, prompting a strong emphasis on safety in the development of smart connected vehicles, as highlighted by government officials at the 2025 World Intelligent Connected Vehicle Conference [1][3]. Group 1: Regulatory Developments - The Ministry of Industry and Information Technology (MIIT) has emphasized "safety first, quality foremost" in its approach to new energy vehicle safety [1]. - The National Market Supervision Administration is establishing a reporting system for fire accidents involving new energy vehicles and a remote upgrade reporting system [1]. - A public consultation on the mandatory national standard for "Safety Requirements for Intelligent Connected Vehicles' Combined Driving Assistance Systems" is ongoing, with a focus on human-machine interaction, functional safety, and data recording [1][3]. Group 2: Industry Response - Automakers are required to collaborate with partners to enhance driver state monitoring systems, upgrade hardware like steering wheel capacitive sensing devices, and develop algorithms for real-time monitoring of driver hand and gaze status [3][6]. - The new standards necessitate a shift from indirect detection methods to more precise monitoring of driver engagement, raising the bar for the accuracy of driver monitoring systems [3][7]. Group 3: Technology Upgrades - The standards will drive upgrades in sensor performance and computing platforms, with a need for higher computational power to support advanced functionalities like Navigation on Autopilot (NOA) [8][10]. - The introduction of 4D millimeter-wave radar or laser radar is expected to enhance the detection of typical hazardous scenarios, addressing limitations of pure visual solutions [8][10]. Group 4: Market Implications - The mandatory national standard sets a unified safety baseline for combined driving assistance systems, which is expected to enhance product safety and encourage investment in technology development [9][10]. - The push for standardization is anticipated to accelerate the adoption of safety technologies in mid- to low-end vehicles, expanding the market for safety manufacturers [4][10].