Core Viewpoint - The draft notification from the State Administration for Market Regulation and the Ministry of Industry and Information Technology imposes stricter requirements on companies regarding the recall and supervision of intelligent connected new energy vehicles [2] Group 1: Defect Investigation and Recall Management - Companies are required to enhance consumer awareness by clearly stating safety tips and usage instructions for combined driving assistance systems in vehicle apps, onboard information systems, and user manuals to avoid confusion between assistance and autonomous driving functions [4] - Companies must develop driver monitoring, warning, and intervention features to address situations where the driver is disengaged, such as being distracted or asleep, to reduce safety risks [4] - The draft emphasizes the need for companies to strengthen defect information monitoring, with the regulatory authority conducting investigations into companies with safety issues and urging recalls when necessary [4] Group 2: OTA Upgrade Regulations - Companies are prohibited from conducting OTA (Over-The-Air) upgrades without prior filing and must not push untested software versions or conceal defects through OTA methods, ensuring product consistency and safety accountability [4] - Companies frequently engaging in OTA upgrades will be subject to focused inspections and special checks by the regulatory authority [4] Group 3: Advertising and Commercial Promotion Supervision - The draft specifies that companies must provide truthful and comprehensive information about intelligent connected new energy vehicles, prohibiting false or exaggerated claims and preventing misleading implications about non-existent features [4] - Companies are also restricted from overstating vehicle performance to avoid misleading consumers regarding high-speed driving [4] Group 4: Incident Reporting and Investigation - Companies are required to report safety incidents and collisions involving combined driving assistance systems promptly, with the regulatory authority collaborating with other departments to conduct in-depth investigations and analyses of accidents [5] - Failure to report incidents as required will lead to public disclosure and corrective actions, while companies concealing significant facts will face special investigations [5] - The draft aims to enforce stricter requirements on companies, which is essential for the development of electrification, driving technological upgrades, and accelerating industry standard formation [5]

Core Viewpoint - The regulatory authorities are seeking to enhance the supervision and management of intelligent connected new energy vehicles (NEVs) regarding product recalls and production consistency, emphasizing the importance of accurate reporting and compliance with software upgrade protocols [1] Group 1: Regulatory Requirements - Companies must accurately report key information such as the combination of driving assistance systems and energy storage devices in the vehicle qualification certificate system [1] - Strict management of Over-The-Air (OTA) software upgrades is mandated, requiring prior approval for any upgrades and prohibiting the release of untested software versions to users [1] - Companies are held responsible for ensuring that the intelligent connected NEVs produced are consistent with the approved products and must bear product safety responsibilities [1] Group 2: Enforcement and Compliance - The Ministry of Industry and Information Technology and the State Administration for Market Regulation will enhance coordination in managing compliance [1] - Companies failing to report technical parameters or discrepancies between vehicle performance and reported parameters will face regulatory actions [1] - Frequent OTA upgrade activities by companies will be subject to special inspections and checks by the regulatory authorities [1]

Core Viewpoint - The recent draft notice significantly strengthens the requirements for companies in the intelligent connected new energy vehicle sector, imposing stricter regulations compared to the previous notice issued on March 1 of this year [1] Group 1: Defect Investigation and Recall Management - The draft emphasizes the need for companies to enhance proactive safety alerts and defect information monitoring to mitigate risks from cyberattacks and vulnerabilities [2] - Companies are required to conduct defect investigations and, if necessary, initiate recalls to address issues related to inadequate safety prompts and network threats [2] - The draft mandates that companies must not conduct OTA upgrades without prior approval and must ensure that software versions are thoroughly tested before being released to users [2] Group 2: Advertising and Commercial Conduct - Companies are prohibited from false or exaggerated advertising that misleads consumers, with increased oversight from regulatory authorities [3] - The draft outlines that any failure to report accidents as required will lead to public disclosure and mandatory corrective actions [3] - Regulatory bodies will conduct special investigations into companies that conceal or omit significant facts in accident reports [3] Group 3: Industry Implications - The draft is expected to compel the industry to enhance technical standards and safety measures, thereby accelerating the development of L3 and above autonomous driving compliance [4] - Increased regulatory requirements will lead to higher compliance costs and management pressures, but will also allow outstanding companies to stand out [4] - The regulatory framework aims to curb the practice of companies misleading consumers with immature technologies and functionalities [4]