Core Viewpoint - The article discusses the new "Automotive Data Export Security Guidelines (2025 Edition)" proposed by the Ministry of Industry and Information Technology and other departments, aiming to establish a secure and efficient mechanism for the cross-border flow of automotive data while ensuring compliance with national laws and regulations [4][5]. Summary by Sections Introduction of the Issue - The guidelines are a response to the rapid development of the intelligent connected vehicle industry in China and the significant increase in automotive exports, which reached 5.859 million units in 2024, a year-on-year increase of 19.3% [5]. Analysis of the Main Content of the Guidelines - The new guidelines differ significantly from the previous "Automotive Data Security Management Provisions (Trial)" issued in 2021, providing clearer and more comprehensive guidance on data export paths, technical protection requirements, and compliance flexibility [7][8]. Key Changes in the Guidelines - The guidelines expand the definition of automotive data processors to include telecommunications operators, autonomous driving service providers, and platform operators, reflecting the evolving landscape of the automotive industry [8][9]. Data Export Behavior Regulations - The guidelines specify that data export behaviors include transmitting data collected within China to overseas entities and allowing foreign entities to access data stored domestically [9]. Data Export Path Regulations - Three main paths for data export are established: safety assessment declaration, standard contract signing, and personal information protection certification, with specific thresholds for each [9][10]. Important Data Definition - The guidelines introduce a three-dimensional framework for identifying important data, categorizing it based on business scenarios, data types, and judgment rules, addressing the long-standing challenge of identifying important data in the automotive sector [11][12]. Implementation Process for Data Export - The guidelines detail the implementation process for data export, including data identification, path determination, and safety assessment, requiring automotive data processors to comply with various legal obligations [14][15]. Safety Protection Requirements - The guidelines outline safety protection requirements for data export, including management, technical protection, logging, and emergency response measures to ensure data security during transmission [15]. Challenges and Opportunities for Automotive Enterprises - The guidelines present significant compliance challenges for automotive companies, including the complexity of identifying important data and the increased operational costs associated with compliance [17][18]. - Conversely, the guidelines also create structural development opportunities, allowing companies to leverage compliance as a competitive advantage and participate in international standard-setting [18][19].

Core Viewpoint - The acceleration of Chinese autonomous driving companies' overseas expansion raises concerns about automotive data security, prompting the release of the "Automotive Data Export Security Guidelines (2025 Edition)" draft for public consultation [1][2]. Group 1: Data Export Guidelines - The guidelines require automotive data processors to declare safety assessments for various scenarios of data export, particularly in automated driving contexts [1][2]. - Important data types that need to be declared include vehicle operation status data, road environment and personnel data, and in-vehicle personnel privacy data [1][3]. - Automotive data processors include manufacturers, parts and software suppliers, telecom operators, autonomous driving service providers, platform operators, dealers, maintenance organizations, and mobility service companies [1][2]. Group 2: Data Security Risks - The automotive industry has faced over $500 billion in losses due to cyberattacks in the past five years, with nearly 70% of threats stemming from remote network attacks [3]. - A single autonomous vehicle can generate up to 10TB of data daily, significantly more than traditional vehicles, with projections indicating that by 2025, vehicles with L2-level driving assistance will upload over 70,000PB of data annually [3][4]. - Key data categories include vehicle operation status, road environment and personnel data, and in-vehicle personnel privacy data, which pose risks if leaked or stolen [3][4]. Group 3: Recommendations for Data Management - Experts suggest establishing mandatory national standards for vehicle information security and developing internal security monitoring products to detect potential attacks [5][6]. - Companies should implement comprehensive data security management systems and enhance governance to mitigate risks associated with sensitive data, such as camera and GPS data [4][5]. - Recommendations include localizing data storage, employing data anonymization techniques, and establishing a risk warning system for cross-border data flow [5][6].

Group 1 - The Ministry of Industry and Information Technology and seven other departments are soliciting opinions on the "Automotive Data Export Security Guidelines (2025 Edition)" which requires automotive data processors to declare data export security assessments under certain conditions [1] - BP's electric vehicle charging brand, BP Pulse, has opened its first charging station in collaboration with Xpeng Motors in Guangzhou, marking the first project following a memorandum of understanding signed in January [1] - Shanghai Zheao Industrial Co., Ltd. has reported three new equity freeze notices, with the frozen equity amounts being 900,000 and 243,000 respectively, for a duration of three years [1] Group 2 - Shanghai Zheao Industrial Co., Ltd. was established in July 2014 with a registered capital of 28.78 million RMB, and its business scope includes import and export of goods and technology, commercial vehicles, and automotive parts [3] - BYD's Tengshi sales division manager clarified on social media that the "compass turn" design aims to address common user challenges such as narrow road turns and parking difficulties, with minimal tire wear reported [3] - Seres Automotive has published a patent for a method and device to identify risk sources in autonomous driving, which aims to enhance safety in complex driving conditions [3] Group 3 - CATL's subsidiaries have signed a strategic cooperation agreement with China FAW Group and Longsheng New Energy in Hong Kong to promote the large-scale application of battery-swapping vehicles and initiate infrastructure development [4] - The cooperation plan includes establishing 10 battery-swapping stations by the end of 2026 to create a network covering all districts in Hong Kong [5] - Rivian is recalling 27,882 units of its 2025 R1S and R1T vehicles in the U.S. due to front turn signal malfunctions, as reported by the National Highway Traffic Safety Administration [5]

Core Viewpoint - The rapid globalization of China's intelligent connected vehicle industry has led to a surge in automobile exports, raising concerns about the cross-border flow of automotive data, necessitating the establishment of a compliance system for automotive data export security [1] Group 1: Regulatory Framework - The Ministry of Industry and Information Technology and eight other departments have drafted the "Automotive Data Export Security Guidelines (2025 Edition) (Draft for Comments)," which is open for public feedback until July 13 [1] - The guidelines propose three main pathways for automotive data export, detailing nine categories of data exempt from declaration for security assessment, and establishing standards for personal information export contracts [2][3] Group 2: Data Export Scenarios - The guidelines identify three types of data export behaviors, including the transmission of automotive data collected within China to overseas entities and the storage of such data within China while allowing foreign entities to access it [3][4] - Specific thresholds for data export require reporting, such as providing personal information to over 1 million individuals or sensitive information to over 10,000 individuals [4] Group 3: Exemption Scenarios - Nine categories of exemption scenarios are proposed, with six aligning with previous regulations, including contract fulfillment and emergency management for human resources [4][5] - Three new exemption scenarios include reporting security vulnerabilities, handling security incidents, and addressing product defects [5] Group 4: Important Data Types - The guidelines specify six major business scenarios where important data types must be reported for security assessment, including research and design, production, automated driving, software upgrades, and connected operations [6][7] - Important data types include driving automation algorithms, real-time vehicle data, and location tracking data, with specific criteria for classification [7][8] Group 5: Security Protection Requirements - Automotive data processors are required to appoint a data export security officer and establish internal approval mechanisms for data export activities [9] - The guidelines mandate the use of security technologies to ensure data confidentiality and integrity during transmission, along with logging and monitoring requirements for data export activities [9]

Macro Dynamics - The People's Bank of China reported that as of the end of May, the broad money supply (M2) stood at 325.78 trillion yuan, reflecting a year-on-year growth of 7.9% [1] - The narrow money supply (M1) was 108.91 trillion yuan, with a year-on-year increase of 2.3% [1] - The currency in circulation (M0) reached 13.13 trillion yuan, showing a year-on-year growth of 12.1% [1] - A net cash injection of 306.4 billion yuan occurred in the first five months of the year [1] Automotive Industry - Eight departments, including the Ministry of Industry and Information Technology, are soliciting public opinions on the "Automotive Data Export Security Guidelines (2025 Edition)" [2] - Automotive data processors must declare data export security assessments under specific conditions, such as providing important data to overseas entities or exceeding certain thresholds of personal information [2] Employment and Pension - The Ministry of Human Resources and Social Security clarified that the location for receiving basic pension benefits for individuals with cross-province employment depends on where their pension insurance relationship is registered [3] - Three scenarios were outlined for pension distribution based on the location of the insurance relationship and duration of contributions [3] Real Estate Policy - Guangzhou has optimized its real estate policies by fully canceling purchase, sale, and price restrictions, as well as lowering down payment ratios and interest rates [4][5] - The city plans to invest 100 billion yuan in the renovation of urban villages and old residential areas by 2025, with over 150 old residential area renovations and more than 9,000 old elevators updated [5] Company Dynamics - Nezha Automobile's parent company, Hozon New Energy Automobile Co., has entered bankruptcy reorganization, with management by Zhejiang Zicheng Law Firm [16] - Tencent has no plans to acquire Nexon, as confirmed by sources close to the company [17] - AstraZeneca announced the launch of Truqap® in China, providing a new treatment option for HR-positive advanced breast cancer patients [17]

Group 1 - The Ministry of Industry and Information Technology, along with eight other departments, is soliciting opinions on the "Automobile Data Export Security Guidelines (2025 Edition)" [1]

Core Viewpoint - The Ministry of Industry and Information Technology, along with eight other departments, is seeking public opinions on the "Automotive Data Export Security Guidelines (2025 Edition)" which outlines the conditions under which automotive data processors must declare data export security assessments [1] Summary by Relevant Categories Data Export Conditions - Automotive data processors must declare a data export security assessment if they provide data to overseas entities under the following conditions: 1. Providing important data to overseas [1] 2. Cumulatively providing personal information of over 1 million individuals (excluding sensitive personal information) since January 1 of the current year [1] 3. Cumulatively providing sensitive personal information of over 10,000 individuals since January 1 of the current year [1] 4. Critical information infrastructure operators providing personal information to overseas [1] 5. Other situations as specified by national regulations that require declaration for data export security assessment [1]