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【兴证计算机】eCall跟踪:国标正式发布,产业发展提速
兴业计算机团队·2025-05-18 15:10

Core Viewpoint - The article emphasizes the importance of strategically investing in leading companies within key sectors during market adjustments, particularly focusing on the safety of combined advanced driving assistance systems (ADAS) [2]. Group 1: Policy and Industry Trends - In the second quarter, policies are increasingly being implemented, with the National Bureau of Statistics releasing the "Digital China Construction 2025 Action Plan," which includes initiatives for "Artificial Intelligence +" and other key projects [2]. - Major companies like Tencent and Alibaba have highlighted the empowerment of AI in their recent financial reports, indicating a strong industry trend towards AI integration [2]. - The upcoming Microsoft Build conference is expected to keep AI as a central theme, further driving interest in the sector [2]. Group 2: Advanced Driving Assistance Systems (ADAS) - The regulatory focus on the safety of combined ADAS is intensifying, with new policies being introduced to enhance vehicle safety features [2]. - Following the official release of the eCall strong installation national standard, the Ministry of Industry and Information Technology published a draft for the technical requirements of the Automatic Emergency Braking System (AEBS) on May 16, extending its applicability from M1 to N1 categories [2]. - The installation of AEBS is anticipated to significantly improve vehicle safety performance and stimulate demand across the related industry chain [2].