Core Points - The new standard for Advanced Emergency Braking System (AEB) will replace the existing recommendation standard and become mandatory for M1 and N1 vehicle categories starting January 1, 2028 [1][6] - The new standard aims to enhance vehicle safety by requiring AEB systems to recognize vulnerable road users such as pedestrians and cyclists, which were not covered in the previous standard [6][9] - The implementation of the new standard is expected to significantly reduce traffic accident casualties and will compel automotive manufacturers to increase R&D investments [12] Summary by Sections Standard Transition - The new standard titled "Technical Requirements and Test Methods for AEB in Light Vehicles" is currently in the public consultation phase, with a deadline for feedback set for June 30, 2025 [1] - The new standard will transition from a recommendation to a mandatory requirement for M1 and N1 vehicles, expanding the scope of AEB functionality [6] Technical Requirements - The new standard raises technical benchmarks for AEB systems, including the ability to identify not only vehicles but also vulnerable road users like pedestrians and cyclists [7][9] - Specific speed activation ranges for AEB systems are defined: M1 vehicles must activate between 10 km/h and 80 km/h, while N1 vehicles must activate between 10 km/h and 60 km/h [7] Market Impact - As of early 2023, the AEB installation rate in domestic passenger vehicles reached 56.5%, with 62.9% in the new energy vehicle segment, indicating a growing trend towards AEB adoption [10] - The new standard is anticipated to create a significant shift in the automotive industry, potentially leading to increased costs and adjustments in R&D and vehicle integration for manufacturers [12]

Core Viewpoint - The automatic emergency braking system (AEB) is transitioning from an optional feature to a mandatory standard in China, driven by new regulations set to take effect in May 2025, indicating a shift towards prioritizing active safety technologies in the automotive industry [1][4]. Industry Overview - The Ministry of Industry and Information Technology (MIIT) is drafting mandatory technical requirements for AEB, which will increase the installation rate of this safety feature across various vehicle models [1][4]. - Currently, the overall installation rate of AEB in China is below 60%, with entry-level vehicles priced under 80,000 yuan having an AEB installation rate of only 2.6% [3][4]. Regulatory Changes - The new regulations will require all M1 class passenger vehicles and N1 class light trucks to be equipped with AEB, expanding the base of covered models by 30%, which translates to approximately 25 million new vehicles needing AEB installation annually [4]. - The AEB standards will align with international regulations (UN-R152) and will include specific performance requirements for various scenarios, including low visibility conditions and the ability to respond to vulnerable road users [4][6]. Technical Specifications - The new AEB standards will require systems to operate effectively at speeds between 20 to 60 km/h, with a maximum false trigger rate of less than 0.1% [4][6]. - AEB systems must demonstrate a minimum pass rate of 90% in vehicle-to-vehicle tests and 80% in vehicle-to-pedestrian/bicycle tests [4]. Market Implications - The introduction of mandatory AEB standards is expected to eliminate the perception of AEB as a luxury feature and instead position it as a necessary component of vehicle safety [3][6]. - The automotive industry will face increased pressure to enhance the reliability and performance of AEB systems, as subpar technology may lead to significant market disadvantages [6][8]. Competitive Landscape - The global trend towards mandatory AEB installation is evident, with regions like the EU and the US already implementing similar regulations [6][8]. - The debate among automotive manufacturers regarding AEB technology highlights the competitive nature of the industry, with companies like Huawei and XPeng engaging in public discussions about the effectiveness and reliability of their AEB systems [8][9]. Technical Challenges - AEB systems face challenges related to sensor limitations, including issues with false positives and missed detections, which can lead to safety risks [23][24]. - The balance between timely intervention and allowing driver response time is critical for AEB systems, as premature activation can lead to accidents [20][25].

Core Viewpoint - The mandatory installation of Advanced Emergency Braking System (AEBS) in passenger vehicles is a significant step towards enhancing automotive safety in China, aligning with international standards and improving the competitiveness of domestic brands in global markets [2][3]. Summary by Sections AEBS Implementation - The Ministry of Industry and Information Technology has proposed a shift of AEBS from a recommended to a mandatory standard for M1 class passenger cars and N1 class light trucks, effective from January 1, 2027, for new models and January 1, 2028, for all existing models [2][3]. Technical Challenges - Current challenges include inconsistent technical standards, performance discrepancies among vehicles, and issues such as false activation or failure to activate [3][5]. - The performance of AEBS varies significantly, with some systems only effective below 40 km/h, while others can operate at speeds up to 120 km/h [5]. Cost Implications - The installation of AEBS is expected to increase costs, particularly for lower-priced models, which currently have a low installation rate of 2.6% for vehicles priced below 80,000 yuan [9]. - The cost of AEBS systems ranges from 800 yuan to 5,000 yuan depending on the technology used, which could significantly impact the pricing of budget vehicles [9][10]. Market Growth Potential - The global AEBS market is projected to grow from approximately 3.3 trillion yuan in 2024 to nearly 4.9 trillion yuan by 2031, with a compound annual growth rate of 5.8% [12]. - In China, the pre-installation market alone could exceed 500 billion yuan, considering the annual production of 25 million vehicles [12][13]. Industry Impact - The mandatory AEBS standard will drive technological upgrades across the automotive supply chain, compelling manufacturers to invest in research and development to meet new performance standards [13]. - Suppliers of key components such as sensors and control algorithms are expected to see increased demand, fostering growth in the domestic automotive supply chain [13]. Future of Autonomous Driving - AEBS is a critical component of Level 2 autonomous driving systems and its mandatory installation is seen as a foundational step towards more advanced autonomous driving technologies [14]. - The implementation of AEBS is expected to enhance public trust in autonomous driving, paving the way for future advancements in intelligent driving systems [14].

Group 1 - The article discusses various automotive safety systems, including Anti-lock Braking System (ABS), Electronic Brakeforce Distribution (EBD), and Emergency Braking Assistance (BA/EBA/BAS) [2][5][6] - ABS prevents wheel lock-up during emergency braking by modulating brake pressure at a frequency of 60-120 times per second, allowing for steering control [4] - EBD adjusts brake force applied to each wheel based on their traction with the road surface, enhancing vehicle stability [5] Group 2 - Traction Control System (ASR/TCS/TRC) manages power output to prevent wheel slip on slippery surfaces, ensuring stable vehicle operation [7] - Electronic Stability Program (ESP) integrates ABS, EBD, and ASR functionalities to prevent skidding and maintain vehicle trajectory during emergencies [8][10] - iBooster technology provides brake assistance without relying on vacuum pressure, ensuring consistent brake performance even when the engine is off [11][13] Group 3 - Advanced Driver Assistance Systems (ADAS) utilize various sensors to enhance driving safety through information assistance and control assistance [15] - Autonomous Emergency Braking (AEB) automatically applies brakes when a collision risk is detected, while Emergency Braking Assistance (EBA) boosts braking force when the driver’s input is insufficient [18][20] - Lane Keeping Assist (LKA) and Lane Centering Control (LCC) help maintain vehicle position within the lane, reducing the risk of unintended lane departure [29][33] Group 4 - Traffic Sign Recognition (TSR) identifies road signs and displays relevant information to the driver, aiding in compliance with traffic regulations [36] - Forward Collision Warning (FCW) alerts drivers of potential collisions with obstacles ahead, helping to mitigate crash risks [37] - Automatic Parking Assist (APA) and Automated Valet Parking (AVP) facilitate parking maneuvers, with AVP allowing for fully autonomous parking without driver intervention [43][46]

Core Viewpoint - The newly drafted mandatory national standard for light vehicle automatic emergency braking systems (AEBS) is set to replace the existing voluntary standard, expanding its applicability and requiring M1 and N1 category vehicles to be equipped with AEBS [1][3]. Group 1: Standard Transition - The new standard shifts from a voluntary to a mandatory requirement, expanding the scope to include N1 category vehicles, such as pickups and micro-vans, which were previously unregulated [1][3]. - The new standard introduces performance requirements for recognizing vulnerable road users, including pedestrians and cyclists, enhancing safety measures [1][5]. Group 2: Technical Requirements - The new standard sets higher performance benchmarks, particularly for responding to vulnerable road users, requiring systems to identify and react to pedestrians and cyclists at speeds between 20 to 60 km/h [5]. - Testing methods have been updated to include complex traffic scenarios, with a requirement for at least 30% of tests to be conducted in real-world conditions [5]. Group 3: Market Impact - The implementation of the new standard is expected to significantly increase the demand for active safety components, particularly sensors and braking systems, as all passenger vehicles will need to be equipped with AEBS [11]. - The adoption of AEBS is projected to reduce rear-end collisions by 38% and fatal accidents by 20% to 25%, influencing insurance costs and potentially leading to lower premiums [6][11]. Group 4: Consumer Behavior - The understanding of AEBS among consumers is expected to grow, making the technology and its suppliers a significant factor in purchasing decisions [12]. - The cost of installing AEBS in lower-end vehicles may deter some consumers initially, but long-term awareness is anticipated to mitigate this impact [8][10].

Core Viewpoint - The new standard for Advanced Emergency Braking System (AEBS) in China is set to become mandatory, expanding its applicability to a wider range of vehicles, including light trucks and previously unregulated models, indicating a significant shift in automotive safety regulations [1][3]. Group 1: Standard Implementation - The new standard will replace the existing voluntary standard GB/T 39901-2021 and will apply to M1 passenger cars and N1 light trucks, making AEBS a basic requirement for light vehicles [1][2]. - The scope of the new standard has been broadened to include previously unregulated vehicle types such as pickups and micro trucks, increasing the number of affected vehicle manufacturers and models [1][2]. Group 2: Technical Requirements - The new standard imposes higher performance requirements, particularly in responding to vulnerable road users, mandating that the system must recognize and react to pedestrians, bicycles, and motorcycles within a speed range of 20 to 60 km/h [1][2]. - Testing methods have been significantly expanded to include complex traffic scenarios, with a requirement for a 90% pass rate on certain tests, reflecting a shift towards ensuring systems are stable, reliable, and controllable [2]. Group 3: System Operation and Compliance - The AEBS must be enabled by default each time the vehicle is started, and cannot be manually disabled once the vehicle exceeds 10 km/h, ensuring continuous operation [2]. - Manufacturers are required to comply with the new technical standards for new models immediately upon implementation, while existing models must adapt within 12 to 24 months, providing a transitional period for compliance [2][3]. Group 4: Industry Impact - The transition from a recommended to a mandatory standard will necessitate systemic adjustments in cost structures, R&D processes, and vehicle compatibility for manufacturers, particularly in the mid to low-end market [3]. - The demand for components from L2 level active safety supply chain companies, such as sensors, controllers, and braking systems, is expected to increase significantly as a result of the new requirements [3].