证券时报·2025-11-04 00:18Core Viewpoint - The record of "zero recalls" among new car manufacturers has been broken, as Li Auto announced a recall of 11,411 units of the Li MEGA 2024 model due to safety hazards related to coolant corrosion performance [1][2]. Group 1: Recall Trends - In 2024, China implemented 233 vehicle recalls involving 11.237 million vehicles, a 67% year-on-year increase. Among these, 89 recalls involved new energy vehicles, affecting 4.491 million units, marking a 180.1% increase year-on-year [1]. - The "zero recall" status of new car manufacturers was not due to the absence of defects but rather the potential "invisible handling" of issues. With stricter regulations and increasing sales, this approach is becoming less viable [1]. Group 2: Regulatory Changes - In August, the State Administration for Market Regulation and the Ministry of Industry and Information Technology drafted a notice to strengthen the supervision and management of recalls for intelligent connected new energy vehicles, requiring companies to strictly manage OTA upgrade filings and prohibiting the concealment of defects through unverified software [1]. Group 3: Industry Responsibility - New car manufacturers need to abandon the pursuit of a "zero recall" image and embrace the responsibility of normalizing recalls, similar to established European and American car manufacturers. Recalls should be viewed as a new starting point for reducing safety hazards rather than a blemish on the brand [2].