为创新系上“安全带”：智能网联汽车监管新规落地在即

Core Insights - The global automotive industry is rapidly transforming towards "electrification + intelligence," with smart connected vehicles becoming a key battleground for countries [1] - China has made significant strides in the smart connected vehicle sector, achieving a sales volume of 7.76 million units with driving assistance features from January to July this year, marking a 21.31% year-on-year increase and a market penetration rate of 62.58% [1] - However, the rapid expansion of the industry has revealed potential risks, including vague marketing, unregulated OTA software upgrades, and disconnection between production processes and entry standards, posing challenges to regulatory compliance [1] Regulatory Developments - The State Administration for Market Regulation and the Ministry of Industry and Information Technology have jointly released a draft notice aimed at strengthening recall, production consistency supervision, and standardizing marketing in the smart connected vehicle sector [2] - The draft notice focuses on three major industry pain points: misleading advertising, disordered OTA upgrades, and production inconsistency, directly addressing core safety issues [3] Advertising and Consumer Safety - Misleading advertising practices have become common, with some companies exaggerating features, leading to consumer misconceptions and safety hazards, as evidenced by a serious traffic accident in March [3] - The draft notice prohibits companies from implying that combined driving assistance systems are autonomous driving systems and mandates clear safety prompts and usage instructions in vehicle apps and manuals [3][4] OTA Upgrade Regulations - The draft notice establishes three key restrictions for OTA upgrades: no upgrades without filing, no untested software versions pushed to users, and no concealing vehicle defects through OTA [5] - Previous incidents of unauthorized OTA upgrades that reduced battery capacity and performance highlight the need for stricter regulations to protect consumer rights and vehicle safety [5] Production Consistency Issues - Production consistency is critical, as discrepancies between actual vehicles and approved parameters can indicate flaws in manufacturing processes, directly impacting consumer safety [6] - The draft regulations emphasize the need for companies to ensure quality management throughout the entire production and sales process, especially as the industry faces rapid technological iterations [6] Long-term Industry Impact - The recent regulatory measures are seen as a necessary step towards addressing industry chaos and fostering long-term healthy development in the smart connected vehicle sector [7] - Experts believe that while these regulations may impose short-term compliance pressures, they will ultimately drive companies to enhance algorithms and technology, benefiting both the industry and consumers in the long run [7] Systematic Regulatory Framework - The introduction of three key regulatory documents marks a shift from broad oversight to more precise governance, addressing issues of safety and compliance in the smart connected vehicle industry [8][9] - The documents set clear entry standards for companies, focusing on enhancing capabilities related to safety, data security, and software upgrades, while also allowing for innovation in emerging technologies [9][10] Conclusion - The regulatory framework aims to guide the industry towards a balanced approach between innovation and safety, ensuring that companies can focus on core technological advancements within a clear compliance structure [11] - This transition is expected to lead to a more sustainable and high-quality development phase for China's smart connected vehicle industry, moving away from chaotic growth patterns [11]