国泰海通｜汽车：AEB强标法规出台，线控制动渗透提速

Group 1 - The introduction of the AEB (Automatic Emergency Braking) strong standard regulation is expected to accelerate the penetration of line control braking and promote domestic substitution of ESC (Electronic Stability Control) [1][2] - The Ministry of Industry and Information Technology has organized the solicitation of opinions for the national standard on AEB, with a proposed implementation date of January 1, 2028 [1] - The current penetration rate of AEB in new passenger cars in China is projected to reach 63% in 2024, an increase of approximately 5.6 percentage points year-on-year [1] Group 2 - AEB hardware consists of two main parts: intelligent driving (including cameras, millimeter-wave radar, and controllers) and chassis execution (which can utilize ESC or line control braking) [2] - Currently, ESC is primarily dominated by foreign companies, presenting significant opportunities for domestic substitution [2] - The new regulation is anticipated to drive the penetration of line control braking due to its higher braking efficiency compared to ESC [2]