Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) is initiating a revision of the national standard for automotive door handles due to safety concerns associated with hidden door handles widely used in electric vehicles. The proposed standards aim to enhance safety features, ensuring that door systems can be opened in emergencies such as power failure or collisions [1][4][17]. Group 1: Safety Concerns - Hidden door handles have been linked to various safety issues, including insufficient strength, potential control logic risks, and difficulties in operation due to lack of visible markings, which can hinder escape during emergencies [4][9][16]. - Incidents have occurred where hidden door handles contributed to rescue difficulties, such as a serious accident involving a Wanjie M7 Plus, where the door handle failed to operate after a high-speed collision, complicating rescue efforts [4][5][6]. - The MIIT's proposed standards will include requirements for mechanical or power failure protection to ensure door systems remain operable during accidents, thereby facilitating rescue and escape [8][9][17]. Group 2: Industry Response - The automotive industry is recognizing the need to shift from a focus on aesthetic and technological appeal of hidden door handles to prioritizing safety. Companies like BYD and Great Wall Motors are actively participating in the development of safety standards [16][17]. - There have been calls from industry leaders to improve the design of hidden door handles to enhance usability in various conditions, including extreme weather [16][17]. - The trend towards hidden door handles has been driven by their sleek design and perceived technological advantages, but the recent focus on safety may lead to a reevaluation of their design priorities [10][11][14].

Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) of China is focusing on enhancing safety standards for automotive door handles, particularly hidden ones, due to rising concerns over safety in the automotive industry [1][4]. Group 1: Safety Concerns and Regulatory Actions - The MIIT has initiated a public consultation for the mandatory national standard on "Safety Technical Requirements for Automotive Door Handles," highlighting issues such as insufficient strength, potential safety risks in control logic, and difficulties in operation during emergencies [1][2]. - Recent accidents involving electric vehicles have raised alarms, where occupants were unable to escape due to malfunctioning door handles during collisions or fires, leading to fatalities [3][4]. Group 2: Proposed Standards and Requirements - The proposed standards will require automotive companies to enhance the safety logic of door handles, ensuring they can be opened during power failures or collisions, and to improve visibility of emergency door handle markings [2][5]. - The standards will also set requirements for the installation of emergency door handles, strength testing, and dynamic testing for electric door handles [2][3]. Group 3: Industry Implications and Future Directions - The introduction of these standards is expected to fill existing gaps in safety regulations, prompting manufacturers to prioritize safety alongside aesthetics in vehicle design [5][6]. - The MIIT's actions reflect a broader commitment to improving automotive safety, addressing consumer demands, and fostering a healthier automotive industry by reducing risks associated with door handle safety issues [6].

在汽车工业的百年征程中，"安全"始终是衡量品牌高度的核心标尺。无论汽车企业在电动化、智能 化，以及"冰箱彩电大沙发"的赛道上如何内卷，当一切回归汽车作为"生命承载工具"这一本质的时候， 安全才是所有数字"0"前面的"1"，赋予所有演进以重要价值。 与这种认知形成共鸣的，正是将安全镌刻于品牌基因的沃尔沃。"沃尔沃的品牌资产就是安全。在 造车理念上，这种安全已经根深蒂固，沃尔沃从整个工艺、研发上来讲，就是奔着安全走的。"沃尔沃 汽车大中华区销售公司总裁于柯鑫说道。 在这一理念持续深化下，沃尔沃发布消费透明承诺，消除用户在从新车销售到售后维修保养时因信 息不对称造成的疑虑和困惑，实现价格透明、产品透明以及流程透明。 提到沃尔沃汽车，很多人首先想到的大概就是"安全"这个标签。可以说，沃尔沃品牌与汽车安全早 已结下不解之缘，几乎成为消费者心中默认的"安全标杆"。 从1959年发明三点式安全带，到1991年推出侧撞保护系统(SIPS)、2018年推出对向车辆智能避让功 能，再到2024年推出Superset技术堆栈。梳理沃尔沃半个多世纪以来的安全技术革新，品牌逐渐构建起 立体的安全防护矩阵，从驾乘保护延伸至行人防护，从物 ...

为期10天的第二十一届上海车展落下帷幕。在全球车展式微、汽车业饱受关税战冲击的背景下，上海车 展"百车首发、千车竞艳"的壮观景象，吸引众多知名展商和观众，受到中外舆论前所未有的关注，更凸 显了中国汽车市场的独特魅力和创新活力。 "我们始终坚信，没有安全的智能，就是'花架子'。"在发布"天元智能"技术品牌时，东风汽车集团有限 公司副总经理尤峥强调，东风始终坚守造车的本质，以领先技术定义智能化新高度，以全维安全标准为 美好生活保驾护航。 当车辆速度与马力不断提升，潜在风险也随之增加。"欲速则不达，或许有时候，我们不是最快落地的 企业，但必须保证正确性与安全性。我们会平衡速度与安全——新技术应用必须通过严苛验证，这也是 宝马百年造车哲学的根基。"宝马集团大中华区总裁兼首席执行官高翔称，宝马在智驾系统上始终坚持 最高安全标准的严苛测试，确保为客户提供最佳的安全性和品质，绝不在这些关键标准上妥协。 "安全"上热度，并非毫无征兆。此前，工信部要求车企充分开展组合驾驶辅助测试验证，明确系统功能 边界和安全响应措施，不得进行夸大和虚假宣传，严格履行告知义务，切实担负起生产一致性和质量安 全主体责任，提升智能网联汽车产品安全水 ...

Group 1 - Geely Holding Group announced the integration of its battery business, establishing a new battery industry group called Jiyao Tongxing, unifying its existing brands into the Shendun Jinzhuan battery brand [1] - The company will open its battery bottom safety patent collection to the entire industry, providing a systematic solution for vehicle battery safety design and technology validation [1] - Geely's global safety testing center, the largest single safety testing laboratory, is set to be completed this year and will also be open to the entire industry [1] Group 2 - The Shendun Jinzhuan battery brand reflects Geely's commitment to vehicle safety, with the Shendun short blade battery being 40% shorter than long blade batteries and having a thickness of 18.2mm, enhancing battery stability [2] - Geely's decision to pursue the "short blade" route aims to find the optimal solution for power batteries, with the core purpose of ensuring vehicle safety through the opening of battery bottom safety patents [2] - The patents include designs for a protective battery pack bottom plate, an integrated battery pack crash beam, and a bottom collision testing device, all aimed at enhancing safety for users [2] Group 3 - Geely emphasizes that safety is the top priority, particularly regarding intelligent driving safety, stating that unsafe intelligent driving is akin to a shaky foundation [3] - The company believes that innovative technologies should not be tested in the market, and recent regulatory enhancements on intelligent driving are seen as beneficial for the industry's stability [3] - Geely stresses the importance of honesty in marketing intelligent driving features, advocating for a focus on safety rather than exaggerated claims [3]

Core Viewpoint - The automotive industry is witnessing a shift in the definition of performance cars, with electric vehicles easily achieving high horsepower but lacking in other performance metrics such as handling and braking [2] Group 1: Performance Cars - Lotus Group emphasizes the distinction between true performance cars and "pseudo-performance cars," highlighting that high horsepower alone does not qualify a vehicle as a performance car [2] - The company plans to launch a safety driving training camp to educate consumers on the true capabilities of performance cars [2] Group 2: Safety and Technology - Lotus advocates for high limits in vehicle handling as a key aspect of safety, stating that larger brake components and wider tires are essential for high-performance vehicles [5] - The company employs a dual redundancy approach in its sensor systems to enhance safety, ensuring that if one sensor fails, another can take over [6] Group 3: Market Performance - Lotus reported a delivery of over 12,000 vehicles in 2024, marking a year-on-year increase of over 70%, with Europe becoming the largest market [8] - The company is adjusting its market strategy due to tariffs affecting the U.S. market, focusing on growth in Europe and China while exploring new markets in the Middle East and Southeast Asia [8][9] Group 4: Open Source Initiative - At the 2025 Shanghai Auto Show, Lotus announced an open-source initiative for its chassis technology, sharing 77 years of accumulated data to foster innovation within the industry [10]

4月23日上海车展上，华为与上汽牵手，正式推出第五"界"——"尚界"。据了解，尚界将搭载华为最新 发布的 ADS4.0 技术，不仅拥有"主动安全"的强大能力，能做到前向、侧向、后向、全向防碰撞， 在"被动安全"方面也做了大幅度的增强。 上汽总裁贾健旭直言："All in 尚界！我们就像5根手指，握起来，形成一个拳头，打爆市场！" 华为常务董事、终端BG董事长余承东表示："华为今天很感谢贾总的支持，我们和上汽一起来推出这个 尚界。我们原来有四界，分别是问界、享界、智界和尊界，现在有尚界。这样的话就像我们一个人的五 个手指，握成拳头，握在一起非常有力量。而且我们这五个界其实有不同的分工，有不同的产品组合， 大家能够一起形成合力，为消费者提供更好品质的产品。" 汽车是一个开发周期比较长的产品，需要大量的早期的验证、测试、可靠性。余承东坦言："上汽的整 车经验积累比较丰富，非常强。在这种情况下，我们既要加快产品的上市，同时也要保证产品的质量， 产品的可靠性能做到业界绝对领先的水平。" 余承东进一步透露道："我们和上汽打造的尚界，不仅华为的 ADS 驾驶辅助系统能够带来主动安全的强 大能力，前向、侧向、后向、全向防碰撞 ...

Core Viewpoint - Great Wall Motors has invested 510 million yuan to build Asia's largest safety testing laboratory, emphasizing its commitment to safety in the automotive industry [1][10]. Group 1: Laboratory Features - The safety testing laboratory features a five-zone, eight-track system, allowing for simultaneous high-speed and low-speed crash tests, with an annual testing capacity of up to 1,500 tests [2]. - The facility can simulate various collision scenarios, including side impacts and complex road conditions, making it a comprehensive testing ground for vehicle safety [2]. Group 2: New Energy Vehicle Testing - A dedicated testing area for new energy vehicles includes a static platform for monitoring battery performance post-collision, equipped with an intelligent fire protection system to manage emergencies [5]. - The system can automatically submerge vehicles in water to cool down batteries within 30 seconds of detecting anomalies, ensuring safety during testing [5]. Group 3: Advanced Testing Technology - Great Wall Motors utilizes high-cost crash test dummies, including the Thor dummy valued over 10 million yuan, designed to closely mimic human anatomy for accurate safety assessments [6][7]. - The laboratory has a total of 34 dummies worth approximately 100 million yuan, which are essential for conducting thorough safety tests [6]. Group 4: Innovation and Patents - The laboratory's towing system is entirely self-developed, achieving speeds of up to 120 km/h, and has led to the application of 11 national patents [9]. - A unique 110mm thick glass pit allows for clear observation of vehicle undercarriage changes during collisions, enhancing data collection for safety analysis [9]. Group 5: Commitment to Safety and R&D - Great Wall Motors emphasizes long-term investment in safety technology, with a research and development budget of 10.4 billion yuan for 2024, representing 5.2% of its sales [10]. - The company aims to uphold safety standards as a priority, viewing it as a fundamental aspect of vehicle performance and consumer protection [11].

Summary of Key Points from the Conference Call Industry Overview - The conference call primarily discusses the **eCall system** and its implementation in the **automotive industry** in China, particularly focusing on the **smart connected vehicles** sector and the regulatory environment surrounding it [2][4]. Core Insights and Arguments - **Mandatory Installation of eCall System**: China plans to mandate the installation of the eCall system in all new passenger and commercial vehicles starting in **2026** to enhance safety and reduce casualties in accidents [3][4]. - **Cost Implications**: The cost of adding the eCall system to **new energy vehicles (NEVs)** is relatively low, estimated at **300 to 400 yuan**, while for traditional fuel vehicles, the cost could be around **1,000 yuan**, but may decrease to **300 to 400 yuan** as demand increases [3][8][9]. - **Integration with TBOX**: The eCall system can be integrated with the TBOX in NEVs through software upgrades, while fuel vehicles will require additional hardware installation [7][9]. - **Public Service Platform**: The eCall system will connect with a national public service platform, allowing car manufacturers to either build their own or collaborate with third parties for operation centers [3][12]. - **Impact of Tariff Policies**: The ongoing tariff policies between China and the U.S. have a minimal impact on the export of complete vehicles but significantly affect the export of components, which account for **one-third** of China's automotive exports to the U.S. [13]. - **Export Growth to Europe**: A modest growth in the export of vehicles and components to Europe is expected in **2025**, despite the economic slowdown in Europe [14]. Additional Important Content - **Historical Context**: The eCall system has been in development since **2018**, with the formal proposal expected to be released in the second half of **2025** [6][29]. - **Comparison with Existing Systems**: The existing SOS functions in NEVs are not universally activated, which necessitates the mandatory installation of the eCall system to ensure comprehensive safety coverage [5][23]. - **Market Dynamics**: Key suppliers in the TBOX sector include **Saiwei Electronics**, **Yiyuan Communication**, and **Hongquan IoT**, which have established customer relationships, although specific market shares remain unclear [3][34]. - **Certification and Competition**: The certification process for component suppliers is straightforward, but market competitiveness relies heavily on establishing relationships with OEMs [21]. - **Consumer Costs**: The requirement for real-time connectivity may lead to additional costs for consumers, although the specifics of who will bear these costs are yet to be determined [33]. This summary encapsulates the essential points discussed in the conference call, highlighting the regulatory changes, cost implications, and market dynamics surrounding the eCall system in the automotive industry.