2025.11. 12 本文字数：1493，阅读时长大约3分钟 作者 | 第一财经 黄琳 推动汽车安全行驶，相关部门正在行动。近日，根据国家标准化管理委员会标准制修订计划，公安部组织完成了《机动车运行安全技术条件》国家标准的 征求意见稿（下称"《条件》"）。其中提及限速要求：乘用车每次启动后，应处于百公里加速时间（0～100km/h）不少于5秒的默认状态。 同时，纯电动、插混载客汽车应具备踏板误踩加速抑制功能，在静止、蠕行时能够检测，抑制动力输出，并通过一个明显的信号装置（例如：声或光信 号）提示驾驶人。 聚焦近年来新能源汽车电池起火事件，《条件》提出安全要求：纯电动汽车、插混汽车应具有能切断动力电路的功能，当车辆在纵向或横向方向上 150ms时间内有不小于25km/h的速度变化或不可逆约束装置展开时，应能自动切断动力电路。 并且，纯电动汽车、插混汽车应能监测动力电池工作状态，能实现电池单体异常情况的自动监测、记录和预警，在发现热事件时应能通过一个明显的信号 装置（例如：声和光信号）提示车内人员。这两类汽车装备的动力电池应设有定向泄压和压力平衡装置，且在设计和制造上应预留泄压通道，保证电池泄 压时不影响驾驶舱 ...

Core Viewpoint - Xiaomi's automotive division is facing significant challenges due to multiple fire incidents involving its SU7 model, raising safety concerns and impacting investor sentiment [1][3][5]. Incident Summary - On November 10, a Xiaomi SU7 caught fire in Changzhou, Jiangsu, after experiencing a malfunction on the highway, leading to a fire that lasted nearly half an hour [1][3]. - This incident is not isolated; earlier in the year, there were multiple fire-related accidents involving the SU7, resulting in fatalities and injuries [5]. - The owner of the vehicle involved in the latest incident indicated that the lithium battery ignited, contributing to the fire [3]. Recall and Sales Performance - Xiaomi has recalled a total of 147,700 vehicles this year, with two major recalls occurring in January and September to address software and safety issues [7]. - In October, Xiaomi sold 48,654 vehicles, bringing the total sales for the year to approximately 306,200 units, with a target of 350,000 to 400,000 units for the year [7]. Market Reaction and Stock Performance - Following the recent incidents, hedge funds have turned bearish on Xiaomi's stock, with short positions increasing by 53% in the past week [8]. - The stock price has seen a significant decline, dropping over 30% from its peak of HKD 61.45 per share in June to HKD 42.98 as of November 11 [8].

Core Viewpoint - Xiaopeng Motors has successfully completed the world's first extreme all-scenario tire burst test for its X9 Super Range Extender, emphasizing safety as a top priority for the company and its commitment to customers [1]. Group 1 - Xiaopeng Motors' chairman, He Xiaopeng, announced the successful completion of the tire burst test on Weibo, highlighting the achievement as a significant milestone for the company [1]. - The X9 Super Range Extender was tested under extreme conditions, simulating a fully loaded scenario with 7 passengers (total weight of 3.3 tons), and successfully maintained stability and braking performance across five extreme scenarios and six tire burst conditions [1]. - He Xiaopeng expressed gratitude to the media and supporters, stating that safety is the true luxury and a fundamental commitment to families [1].

Core Viewpoint - The discussion around vehicle safety and braking performance highlights the limitations of instantaneous stopping in high-speed scenarios, emphasizing the importance of vehicle control and braking physics [1][2][4]. Group 1: Vehicle Safety and Braking Performance - Chery's executive vice president, Li Xueyong, stated that a vehicle cannot stop instantly at high speeds due to physical principles, particularly when traveling at 120 km/h, where emergency braking can only reduce speed to approximately 80 km/h [1]. - Li emphasized that in emergency situations, vehicle handling, steering, and power are critical for safety, indicating that effective control and gradual deceleration are essential [2]. - The braking process follows Newton's laws and energy conservation principles, where the braking force must overcome the vehicle's kinetic energy, and the maximum deceleration is limited by tire grip, typically between 0.9g and 1.2g [4].

Core Points - The National Highway Traffic Safety Administration (NHTSA) is conducting an investigation into potential design defects in the door handles of certain Tesla models, particularly focusing on the Model Y [2] - The investigation was initiated in mid-September and has received additional complaints shortly after, with issues primarily reported by Model Y owners regarding the external door handles failing to operate when the low-voltage battery malfunctions, leading to safety concerns, including children being trapped inside vehicles [2] - NHTSA has expanded the investigation to include similar models produced between 2017 and 2022, including the Model 3 and certain Model Y vehicles, and has requested Tesla to provide data on consumer complaints, accident reports, and related litigation [2] Company Impact - Tesla is required to respond to NHTSA by December 10, and the outcome of this investigation could significantly affect the safety of Tesla owners, as well as the company's brand image and market performance [3] - The investigation's findings will likely influence how Tesla addresses the design of its door handles to mitigate safety risks, which is crucial for maintaining consumer trust and market position [3]

Core Points - Tesla is facing lawsuits and investigations in the U.S. due to safety concerns related to its hidden door handles, particularly following a fatal accident involving a Model S where passengers were trapped in a fire [1] - The National Highway Traffic Safety Administration (NHTSA) has initiated an investigation into the safety defects of Tesla's hidden door handles, receiving multiple complaints from Model Y owners regarding door handle failures [2] - Tesla's design chief has indicated that the company will change the design of the door handles in response to these issues [3] Group 1: Legal and Regulatory Issues - A lawsuit has been filed in Wisconsin against Tesla, claiming negligence due to the door locking system that trapped passengers during a fatal accident [1] - NHTSA has received 16 complaints regarding the 2021 Model Y, highlighting issues with the low-voltage battery causing door handle failures, which resulted in children being locked inside vehicles [2] - Tesla faces potential fines of up to $140 million if it fails to comply with NHTSA's request for records related to the door handle systems by December 10 [2] Group 2: Industry Response and Design Changes - The safety concerns surrounding hidden door handles have sparked discussions globally, with competitors like Rivian reconsidering their designs [4] - Volkswagen's CEO emphasized the importance of functionality over aesthetics in response to customer feedback regarding hidden door handles [5] - New regulations in China require that electric vehicles have sufficient space for hand operation of door handles and must include mechanical release functions for safety [5]

Core Viewpoint - Tesla is facing lawsuits and investigations due to safety concerns related to its hidden door handle design, which may have contributed to a fatal accident involving a Model S vehicle [3][4]. Group 1: Lawsuit and Investigation - A lawsuit was filed in Wisconsin against Tesla following a fatal accident in November 2024, where five passengers died after being trapped in a burning Model S due to the door lock system malfunctioning [3]. - The lawsuit alleges that Tesla was aware of the safety risks associated with its door handle design and the fire hazard posed by lithium batteries but failed to implement necessary improvements [3][4]. - The National Highway Traffic Safety Administration (NHTSA) has initiated an investigation into the hidden door handle design after receiving multiple complaints from Tesla owners regarding the malfunctioning of door handles, particularly in the 2021 Model Y [4]. Group 2: Regulatory Response and Industry Impact - NHTSA has requested Tesla to submit records related to the door handle system design and issues by December 10, 2025, with potential fines of up to $140 million for non-compliance [4]. - Tesla's design head announced plans to change the door handle design in response to the ongoing issues and public feedback [5]. - Competitors, including Rivian, are reconsidering their hidden door handle designs, with Volkswagen's CEO emphasizing the importance of functionality over aesthetics based on customer feedback [7]. - New regulations from Chinese authorities require that electric vehicles have sufficient space for hand operation of door handles and mechanical release features to ensure safety in emergencies [7].

Core Viewpoint - The article discusses the recall of 11,411 units of the Li Auto MEGA 2024 model due to a fire incident, emphasizing the importance of safety in the automotive industry, particularly for electric vehicles [2][4]. Group 1: Incident Overview - Li Auto announced a recall starting November 7, 2025, for MEGA 2024 models produced between February 18, 2024, and December 27, 2024, totaling 11,411 vehicles [2]. - A fire incident occurred on October 23, where a Li Auto MEGA spontaneously ignited during normal operation, leading to a total loss of the vehicle [2]. - The company identified that the coolant used in the affected vehicles had insufficient anti-corrosion properties, which could lead to battery overheating and other failures under specific conditions [2]. Group 2: Safety Concerns - The incident serves as a reminder of the critical nature of safety in the automotive industry, especially as electric vehicles become more prevalent [4]. - There is a growing concern regarding the frequency of safety issues in the electric vehicle sector, with other companies like Xiaomi also facing scrutiny for safety-related problems [4]. Group 3: Industry Challenges - Several key issues were identified that contribute to safety lapses in the automotive industry: - A lack of respect for safety among some electric vehicle manufacturers, who often prioritize comfort and performance over basic safety requirements [5]. - The recall system in China is seen as needing improvement, with many recalls initiated only after regulatory intervention [5]. - Cross-industry entrants into the automotive market may lack the inherent safety culture traditionally found in established automotive companies [5]. - Consumer protection mechanisms require modernization to better safeguard consumer rights in the face of automotive failures [5]. Group 4: Regulatory and Market Response - The Chinese government has been proactive in establishing safety regulations, as seen with the recent draft for mandatory safety standards for hidden car door handles [6]. - There is a need for regulatory frameworks to keep pace with rapid technological advancements in the automotive sector, ensuring consumer rights are protected effectively [6]. - The article advocates for enhanced market self-regulation and the establishment of mechanisms for consumer rights protection, including collective litigation and evidence-sharing systems [7].

Core Viewpoint - Recent recall events in the automotive industry highlight the varying responses of companies to safety issues, with Li Auto and Xiaomi facing public scrutiny for their handling of recalls following safety incidents [2][3][4] Group 1: Recall Events - Li Auto recalled over 10,000 units of the 2024 MEGA model on October 31, while Xiaomi recalled over 110,000 units of the Xiaomi SU7 standard version on September 19 [2] - Li Auto's recall was initiated proactively one week after a fire incident, whereas Xiaomi's recall occurred nearly six months later, following an investigation [2][3] Group 2: Public Perception and Response - Both companies faced criticism for downplaying the severity of the issues, with Li Auto's proactive recall failing to fully alleviate customer concerns [3] - Xiaomi's recall was described as an "OTA recall," which blurred the seriousness of the situation and led to negative public sentiment [3][4] Group 3: Consumer Expectations - The market exhibits a "zero tolerance" attitude towards automotive safety risks, with consumers demanding immediate action from companies upon discovering safety issues [4] - There is a call for companies to establish robust internal accident analysis systems to shift from reactive to proactive safety management [4] Group 4: Regulatory Actions - Regulatory bodies are emphasizing the need for improved transparency and accountability in the automotive industry, with plans to enhance oversight of new energy vehicles [5] - The National Market Supervision Administration is working on innovative recall regulations and safety reporting systems to ensure consumer safety [5]

Core Viewpoint - The proactive recall by Li Auto reflects a commitment to corporate reputation and basic business ethics, emphasizing the importance of safety in the automotive industry [1][2][6] Group 1: Incident Overview - Li Auto announced a recall of 11,411 units of the 2024 MEGA model due to a fire incident that occurred on October 23, 2023, which resulted in the vehicle being completely destroyed [1] - The fire was attributed to insufficient corrosion resistance of the coolant used in the vehicles, which could lead to battery overheating and potential failure [1] Group 2: Industry Implications - The incident serves as a warning to all automotive manufacturers about the critical importance of safety, especially in the rapidly growing electric vehicle sector [2] - There is a noted trend of increasing safety issues within the new energy vehicle market, with other companies like Xiaomi also facing scrutiny over safety concerns [2] Group 3: Regulatory and Systemic Issues - The current recall system in China is seen as needing improvement, as many recalls are initiated only after regulatory intervention rather than voluntary action by companies [3] - The automotive industry is experiencing challenges due to cross-industry entrants lacking a strong safety culture, which can compromise overall safety standards [3] Group 4: Consumer Protection and Legal Framework - There is a call for enhanced consumer rights protection mechanisms to ensure that consumers are not passive recipients of safety risks, especially in the context of intelligent connected new energy vehicles [3][5] - The need for a more robust legal framework, including collective litigation and compensation mechanisms, is emphasized to better protect consumer interests [5]