Group 1 - Xiaomi Auto Technology Co., Ltd. has initiated a recall of 116,887 units of the SU7 standard electric vehicle due to insufficient recognition and warning capabilities in extreme scenarios when the L2 highway navigation assistance feature is activated, which may increase collision risks if the driver does not intervene in time [2] - This is the second large-scale recall since the establishment of Xiaomi Auto, with the first recall in January 2025 involving over 30,000 SU7 models due to misjudgment risks in the automatic parking feature, indicating a growing concern over vehicle safety [2] - The cumulative recall of the SU7 standard version has approached 150,000 units, covering a significant proportion of the total sales since its launch [2] Group 2 - The current recall differs from traditional recalls as it involves OTA upgrades to optimize the driving assistance algorithm rather than physical repairs, reflecting a shift in how automotive recalls are managed [3] - The use of the term "recall" by Xiaomi Auto may indicate a commitment to corporate social responsibility, while also highlighting the increasing regulatory scrutiny over OTA practices in the automotive industry [3] - The recall is part of a broader trend in the automotive industry aimed at correcting chaotic competition and ensuring high-quality development, with various companies facing compliance challenges in the evolving landscape of intelligent driving technology [4][5]

Core Viewpoint - Xiaomi announced a recall of 110,000 SU7 vehicles due to software upgrades aimed at enhancing driving assistance features and overall vehicle safety [1][4]. Group 1: Recall and Software Upgrade - The recall involves a free software upgrade via Over-The-Air (OTA) technology for specific standard version SU7 vehicles produced before August 30, 2025 [4][5]. - The OTA upgrade aims to improve the reliability of driving assistance functions, including optimizing speed control strategies and adding dynamic speed features [4][6]. - The recall process is managed and recorded according to standard procedures, despite no physical parts needing replacement [5]. Group 2: New Features in OTA Upgrade - The OTA upgrade, titled Xiaomi HyperOS 1.10.0, introduces over 30 new and optimized cabin features for the entire SU7 series and YU7 models [5][6]. - Key enhancements include "Parking Offset Assistance" for better parking in tight spaces and improved high-speed navigation assistance [6][8]. - The upgrade also includes the "Super Xiao Ai" feature, which now supports wake-free commands, allowing users to issue commands without saying the wake word [10][12]. Group 3: User Experience and Functionality - Users will receive OTA upgrade notifications in batches, with completion expected by September 24, 2025 [7]. - The "Super Task" feature allows users to create and share automated tasks across the Xiaomi ecosystem, enhancing user interaction with the vehicle [12]. - The "Parking Offset Assistance" feature is designed for vertical and angled parking spaces, improving usability in various parking scenarios [8].

Core Viewpoint - Xiaomi Auto Technology Co., Ltd. has initiated a recall of 116,887 units of its SU7 standard electric vehicles due to safety concerns related to the L2 highway navigation assistance feature, which may not adequately recognize extreme scenarios, increasing the risk of collisions [1][3][4] Recall Scope and Reason - The recall affects SU7 standard electric vehicles produced between February 6, 2024, and August 30, 2025, totaling 116,887 units [3] - The identified issue involves insufficient recognition, warning, or handling of extreme scenarios when the L2 highway navigation assistance is activated, potentially leading to increased collision risks [3] Software Upgrade Solution - Xiaomi will utilize over-the-air (OTA) technology to provide free software upgrades to the recalled vehicles, aiming to eliminate safety hazards [4][7] - The OTA upgrade will enhance the reliability of the assistance driving function, including optimizing speed control strategies and adding dynamic speed features [4][7] Customer Experiences - Customer testimonials highlight serious safety incidents involving the SU7's L2 assistance system, including failure to react to sudden lane changes and misidentification of obstacles, leading to near accidents [5][12] - One customer reported a dangerous situation during heavy rain where the vehicle failed to recognize lane markings, resulting in a near collision with a guardrail [5] Regulatory Context - The recall follows regulatory requirements for vehicle software updates, which mandate that automakers must file for approval before implementing OTA upgrades [9][10] - In 2024, there were 233 vehicle recalls in China, affecting 11.237 million vehicles, with OTA becoming a significant method for executing recalls [11] Industry Challenges - Experts emphasize the need for clearer communication from automakers regarding the limitations of autonomous driving technologies, urging consumers to remain vigilant while using such features [12] - The automotive industry faces scrutiny over the safety of smart driving technologies, with calls for better management and regulation of OTA updates [10][12] Consumer Rights and Trust Issues - Consumers have the right to seek compensation for damages caused by defective products, and there are ongoing discussions about the implications of software failures on vehicle performance [12][13] - The recall has sparked a "return wave" among consumers, with over 3,000 owners reportedly seeking refunds due to system defects, highlighting a growing trust crisis in smart vehicle technology [13][14]

Core Points - Xiaomi Automotive Technology Co., Ltd. announced a recall of over 110,000 units of its SU7 standard model due to potential safety risks in its L2 highway navigation assist feature [1] - The recall will be conducted through a remote software upgrade (OTA), allowing users to resolve the issue without returning the vehicle to a service center [1] - Affected vehicles are limited to those produced before August 30, 2025, and other versions like Pro and Max are not impacted [1] Summary by Sections Recall Details - The recall involves over 110,000 units of the Xiaomi SU7 standard model due to safety concerns with the L2 highway navigation assist feature [1] - The company emphasizes user safety and compliance with national regulations during the recall process [1] Software Upgrade - The core of the OTA software upgrade focuses on optimizing and enhancing the reliability of the driving assistance feature [2] - Specific improvements include adjustments to speed control strategies and the addition of dynamic speed functionality to ensure smoother driving experiences [2] - Xiaomi Automotive is committed to pursuing higher safety standards and delivering higher quality automotive products [2]

Group 1 - Xiaomi Auto announced an OTA recall for the standard version of the Xiaomi SU7 to enhance the reliability of its driver assistance features, including optimizing speed control strategies and adding dynamic speed functions [1] - The recall specifically targets certain Xiaomi SU7 standard version models produced before August 30, 2025, and does not affect other versions of the SU7 [1] - The recall plan involves 116,887 vehicles produced between February 6, 2024, and August 30, 2025, due to potential safety risks associated with the L2 highway navigation assistance feature [3] Group 2 - The company will utilize remote upgrade (OTA) technology to provide free software updates to the recalled vehicles to eliminate safety hazards [3] - The recall is in compliance with the regulations set forth by the National Market Supervision Administration regarding defective automotive products [3]

Core Insights - The automotive industry is shifting focus from rapid iteration to building safety and trust, moving competition towards system resilience and ethical responsibility [1][9] - The Chinese automotive recall rate is projected to increase by 67% in 2024, particularly affecting new energy vehicles, prompting companies to prioritize safety redundancy in R&D [1][2] - New regulations from the State Administration for Market Regulation and the Ministry of Industry and Information Technology aim to enhance recall management and ensure software updates are thoroughly tested before being pushed to users [1][2][5] Regulatory Changes - The introduction of new OTA regulations is seen as a necessary step for rebuilding consumer trust and ensuring safety standards align more closely with those in the aviation industry [2][7] - The regulations require that any upgrades involving technical parameter changes must be reported to the Ministry of Industry and Information Technology, complicating the update process for companies [5][6] - A "three-level warning" mechanism is mandated, which will significantly increase the computational load and development costs by approximately 20% [5][6] Industry Adaptation - Companies like XPeng are adapting to the new regulations by implementing robust rollback mechanisms for OTA updates, ensuring minimal disruption to vehicle operation [8][9] - The traditional model of "hardware pre-embedding + software unlocking" is being challenged, as the new regulations push for a more standardized approach to automotive iteration [7][9] - The integration of various sensors and systems for enhanced safety and redundancy is becoming a competitive advantage, as seen in the marketing strategies of companies like Li Auto [9] Technological Implications - The shift towards safety and redundancy in automotive technology is expected to reshape the development logic of vehicles, requiring more upfront investment in hardware capabilities [7][9] - Companies that can effectively manage data across departments and maintain a closed-loop data system will have a competitive edge in meeting the new regulatory requirements [6][7] - The collaboration between different smart devices through systems like Huawei's HarmonyOS is positioned as a key feature for enhancing user experience and safety [4][9]

Core Viewpoint - The era of "wild growth" for intelligent connected vehicles is coming to an end under stringent national regulations, leading to a comprehensive reshaping of OTA strategies and promotional methods for companies like Xiaopeng, Li Auto, and Huawei [1] Group 1: New Regulations - The core content of the new regulations focuses on two main aspects: regulating promotional behavior and strictly managing OTA upgrades [2] - Companies are prohibited from using terms that may mislead consumers into thinking their vehicles are fully autonomous and must provide accurate information regarding the automation levels and system capabilities of their vehicles [2] - OTA upgrades cannot be conducted without prior filing, and companies are not allowed to push untested software versions to users or conceal defects through OTA [2] Group 2: Industry Issues - The intelligent driving sector has seen aggressive marketing tactics, leading to consumer misconceptions about vehicle capabilities, resulting in frequent accidents and unclear liability [3] - There is a serious abuse of OTA upgrades, with some companies using it to secretly reduce battery life or release incomplete features under the guise of "iterative optimization" [3] - Experts indicate that current market offerings labeled as "autonomous driving" are still merely assistive driving, and drivers must adhere to all traffic regulations [3] Group 3: Company Responses - Xiaopeng Motors has announced a delay in its OTA plans due to the new regulations, which require prior announcements for significant software changes before filing [4] - Li Auto continues to optimize its intelligent driving features through OTA upgrades, recently launching version 7.5, which emphasizes alignment with human values and legal norms [5] - Huawei has successfully implemented a seamless OTA upgrade for its intelligent driving solutions, achieving significant milestones in vehicle deployment and usage metrics [6] Group 4: Industry Impact - The new regulations will have profound effects on the intelligent driving industry, with short-term challenges for companies relying on "tech marketing" and those accustomed to using OTA as a quick fix [7] - Experts believe that the regulations will help eliminate false advertising and enhance consumer trust in intelligent connected vehicle technology, fostering a healthier industry environment [7] - Although the regulations impose compliance pressures, they are expected to drive algorithm and technology upgrades, promoting high-quality industry development in the long run [7] Group 5: Future Outlook - As regulatory policies improve, the intelligent driving industry is expected to mature and differentiate, with a shift from rapid iterations to more stable upgrade rhythms [8] - By 2025, the overall frequency of software upgrades is anticipated to slow down, reflecting a trend towards more standardized software management practices [8] - The industry is likely to transition from "hype" to "real technology," allowing capable companies to thrive while those lacking solid technology may be eliminated [8]

Industry Information - In July, China's power battery installation volume reached 55.9 GWh, a year-on-year increase of 34.3%, with lithium iron phosphate accounting for 80.4% of the total [9][10] - The China Association of Automobile Manufacturers reported that in July, 1.262 million new energy vehicles were sold, marking a year-on-year growth of 27.4% [9][10] - Cumulative production of power and other batteries from January to July reached 831.1 GWh, with a year-on-year increase of 57.5% [9] - Cumulative installation volume of power batteries from January to July was 355.4 GWh, a year-on-year increase of 45.1% [9] - The cumulative sales of new energy vehicles from January to July reached 8.23 million units, with a year-on-year increase of 39.2% [10] Policy Information - A new national standard for the transportation of power lithium batteries will be implemented starting February 1, 2026, focusing on safety and efficiency in transport [21] - The Qinghai Provincial Energy Bureau is soliciting opinions on the management measures for electric vehicle charging and swapping infrastructure [21] - The Shenzhen Development and Reform Commission is seeking feedback on local standards for supercharging stations and their integration with the urban power grid [21] - The Jilin Provincial Energy Bureau has issued guidelines for subsidies related to the construction and operation of battery swapping stations [21] - The Guangzhou Municipal Industry and Information Technology Bureau has released a plan for the high-quality development of virtual power plants, aiming for a capacity of 5 million kW by the end of 2027 [20] Company Information - CATL has launched a battery repair service to address the high costs associated with battery replacement, offering repair prices significantly lower than full battery replacement costs [13] - A new battery recycling company has been established with an investment of 650 million yuan, focusing on the recycling and reuse of used power batteries [15] - The project for CATL's extreme film project has commenced in Xining, Qinghai, marking a significant step in their strategic cooperation with the city [17] - The Sea Owl flying car global headquarters project has started construction, with a total investment of approximately 1 billion yuan [17] - The first resident vehicle-grid interaction pilot project has been launched in Guangzhou, allowing electric vehicles to supply power back to the grid [17][18]

Group 1 - The core viewpoint of the news is the release of a draft notification by the State Administration for Market Regulation and the Ministry of Industry and Information Technology aimed at strengthening the recall and supervision of intelligent connected new energy vehicles, particularly focusing on the promotion and use of Level 2 (L2) driver assistance systems [1] - The draft includes requirements for software upgrades to address current issues and aims to prevent safety hazards associated with over-the-air (OTA) updates, which may conceal defects rather than resolve them [1] - The new regulations are intended to standardize OTA practices among companies, reducing chaotic competition and ensuring that software upgrades are adequately verified before implementation [1] Group 2 - Strengthening driver training is deemed necessary as traditional driving schools focus on conventional driving skills, while future systems require drivers to develop a safety awareness regarding the use of driver assistance and automated systems [2] - The interaction between drivers and Level 3 (L3) conditional automated driving systems necessitates specific skills that drivers must learn, as these systems may prompt drivers to take control of the vehicle [4] - China possesses significant advantages in advancing towards higher levels of automation (L3, L4, L5), including a comprehensive supply chain for intelligent connected new energy vehicles and a rich talent pool of engineers in the field [5][6] Group 3 - The competitive nature of the Chinese automotive market fosters rapid technological iteration, positioning the country to potentially lead in future technological developments [6] - The stability of policies regarding new energy and intelligent connected vehicles in China contrasts with other countries, allowing for sustained progress in the automotive industry [6]

Core Viewpoint - The article discusses the draft notice from the State Administration for Market Regulation and the Ministry of Industry and Information Technology regarding the strengthening of recall management, production consistency supervision, and standardized publicity for intelligent connected new energy vehicles. Group 1: Safety and Monitoring Requirements - Companies are required to display safety prompts and usage instructions for combined driving assistance systems prominently in vehicle apps and user manuals to prevent drivers from misinterpreting these features as autonomous driving capabilities [2] - Companies must develop and implement driver monitoring, warning, and intervention functions that prioritize safety, ensuring timely alerts and control measures when drivers disengage from dynamic driving tasks [2][4] Group 2: Defect Monitoring and Reporting - Companies should enhance defect information monitoring for intelligent connected new energy vehicles to mitigate risks from cyberattacks and vulnerabilities, with the market regulator conducting investigations into safety incidents [4] - Companies are prohibited from disabling driver monitoring and warning functions through user actions or system logic, with special investigations into deficiencies in these areas [4] Group 3: Compliance and Information Disclosure - Companies must accurately report key information regarding combined driving assistance systems and energy storage devices in the vehicle qualification certificate system, and must not conduct OTA upgrades without proper filing [5] - Companies are required to provide truthful and comprehensive information about the automation levels, system capabilities, and boundaries of intelligent connected new energy vehicles to ensure consumers have a correct understanding [5] Group 4: Marketing and Advertising Regulations - Companies must not imply that combined driving assistance systems can be viewed as autonomous driving systems or exaggerate their capabilities, preventing driver misuse [7] - The market regulator will intensify supervision of advertising and promotional activities that mislead consumers regarding the capabilities of combined driving assistance systems, and will conduct joint investigations with the Ministry of Industry and Information Technology [7] Group 5: Incident Reporting and Accountability - Companies must promptly report safety incidents and collisions involving combined driving assistance systems, with the market regulator and relevant departments conducting thorough investigations into these reports [7]