记者丨 张旭 编辑丨周上祺 当前，全球汽车产业加速向电动化、网联化、智能化转型，辅助驾驶技术不断普及。 公开数据显示，今年1至7月，我国具备组合驾驶辅助系统的乘用车新车销量为775.99万辆，同 比增长21.31%，渗透率为62.58%，较上一年增加了6.5个百分点。 在基数不断扩大的背景下，辅助驾驶系统的安全性愈发重要。9月17日，工业和信息化部对 《智能网联汽车组合驾驶辅助系统安全要求》强制性国家标准公开征求意见，主要内容涉及提 升产品能力表现、强化安全保障要求、规范系统使用方式三个维度。 在业内人士看来，该标准 填补了我国组合驾驶辅助系统产品安全基线空白 ，将为行业准入、 质量监督和事后追溯提供关键技术依据。 在使用安全方面，征求意见稿提出，系统要具备手部脱离检测以及视线脱离检测能力，一旦系 统激活期间驾驶员出现手部脱离、视线脱离，系统应发出提示以及报警，并在驾驶员未及时响 应系统报警的前提下可控地退出激活状态，并在警告无效后禁用至少30分钟。 北方工业大学汽车产业创新研究中心主任纪雪洪向21世纪经济报道记者表示，目前行业内对于 驾驶者手眼脱离方向盘的规定并不统一。征求意见稿要求多次警告后暂停辅助驾驶系 ...

Macro Summary - The Ministry of Finance reported that from January to August 2025, stamp duty revenue reached 284.4 billion, a year-on-year increase of 27.4%, with securities transaction stamp duty revenue at 118.7 billion, up 81.7% [4] - The State-owned Assets Supervision and Administration Commission announced plans to promote strategic professional restructuring and integration of state-owned enterprises to enhance the overall function of the state-owned economy [4] - The China Association of Automobile Manufacturers stated that in August, domestic sales of new energy vehicles reached 1.171 million units, a year-on-year increase of 18.3%, while exports were 224,000 units, a month-on-month decrease of 0.6% but a year-on-year increase of 100% [4] Industry Dynamics - The Ministry of Industry and Information Technology is soliciting opinions on standards for intelligent connected vehicles and driving assistance, with related stocks including Desay SV (002920) and Wan'an Technology (002590) [6] - Elon Musk announced plans for a technical review of Tesla's AI5 chip design and a meeting on robotics, with related stocks including Wolong Electric (600580) and Sanhua Intelligent Control (002050) [6] - SEMI reported that sales in mainland China increased by 11% month-on-month, maintaining its position as the world's largest semiconductor equipment market, with related stocks including SMIC (688981) and Haiguang Information (688041) [6] Company Focus - Taisheng Wind Power (300129) is actively promoting its commercial aerospace business, with a focus on storage tanks [8] - Enjie Co., Ltd. (002812) has completed the construction of a pilot line for high-purity lithium sulfide products and has put a 10-ton solid electrolyte production line into operation [8] - Huahai Pharmaceutical (600521) received FDA approval for Phase I clinical trials of its injectable HB0043 [8] - Dongshan Precision (002384) is facing a tight supply situation in the optical chip market, with a focus on meeting the demand for 1.6T optical modules from top global technology clients by 2027 [8] Market Review and Outlook - On September 17, the market showed a strong upward trend, with all three major indices closing in the green. The Shanghai Composite Index rose by 0.37%, the Shenzhen Component Index by 1.16%, and the ChiNext Index by 1.95%. A total of 2,504 stocks rose while 2,757 fell, with a trading volume of 2.38 trillion, an increase of 35.3 billion from the previous trading day [10] - The technology growth sector performed prominently, with the semiconductor industry chain showing strength, particularly in the photolithography machine sector, leading to a historical high for SMIC and driving related stocks [10] - The outlook suggests that the market may maintain a volatile upward trend in the short term, with technology growth remaining the core focus for investors, who should be cautious of sector rotation and avoid blindly chasing high prices [11]

Core Viewpoint - The Ministry of Industry and Information Technology is leading the development of a mandatory national standard for "Safety Requirements for Intelligent Connected Vehicle Combination Driving Assistance Systems," which aims to establish safety benchmarks for the intelligent connected vehicle industry [1] Group 1: Standard Development - The draft of the standard has been completed and is now open for public consultation, reflecting the importance of transparency in the standardization process [1] - The standard aims to provide a unified safety standard in response to the increasing penetration of combination driving assistance systems in passenger vehicles [1] Group 2: Industry Implications - The establishment of this standard is expected to address current issues in the industry, such as inconsistent product safety performance and lack of technical specifications [1] - The initiative is anticipated to promote high-quality development within China's intelligent connected vehicle industry [1]

| 工信数据 | | --- | | 互动交流 | | 政务服务 | | 新闻发布 政务公开 | | 组织机构 | | 首页 | 9月17日，工业和信息化部网站正式就《智能网联汽车 组合驾驶辅助系统安全要求》强制性国家标准公开征求意见。征求意见截止日期为2025年11月 15日。 该标准与UN R171《关于批准车辆驾驶员控制辅助系统(DCAS)统一规定》等国际标准规协调接轨，并紧密结合中国复杂道路交通场景，充分考虑不 同产品形态和技术路线，将组合驾驶辅助系统分为基础单车道、基础多车道、领航组合以及泊车组合驾驶辅助系统四大类，其中泊车组合驾驶辅助系统不 包含在本标准内。 在基础单车道、基础多车道及领航辅助三类组合驾驶辅助系统基础上，标准从"提升产品能力表现"、"强化安全保障要求"、"规范系统使用方式"三个 维度构建安全保障体系，明确组合驾驶辅助系统安全运行的核心要求。 01 三重防线筑牢辅助驾驶安全 在功能性能层面，标准严格限定系统 "设计运行条件"，明确系统仅能在符合条件的场景下激活。针对单车道、多车道、领航辅助等不同功能特点， 设置人机交互、功能安全、预期功能安全、信息安全、数据记录等技术要求，建立 "场 ...

Industry Overview Upstream - Glass prices have declined [1] - Egg prices have significantly rebounded [1] Midstream - PX and PTA operating rates have remained stable at a medium level [2] - Coal consumption by power plants has increased [2] Downstream - The sales of commercial housing in first, second, and third-tier cities have rebounded [2] - The number of domestic flights has increased [2] Key Events Production Industry - On the 17th, the Ministry of Industry and Information Technology publicly solicited opinions from the society on the mandatory national standard "Safety Requirements for Intelligent Connected Vehicle Combined Driving Assistance Systems". The draft for comments has established a safety baseline for intelligent connected vehicle products, requiring the system to be activated only under its designed operating conditions. For different functions such as single-lane, multi-lane, and pilot assistance, comprehensive safety technical requirements such as human-machine interaction, functional safety and expected functional safety, information safety, and data recording have been set, constructing a "triple safety guarantee" [1] Service Industry - The Ministry of Finance released the fiscal revenue and expenditure situation from January to August 2025, showing that the stamp duty revenue was 284.4 billion yuan, a year-on-year increase of 27.4%. Among them, the securities transaction stamp duty revenue was 118.7 billion yuan, a year-on-year increase of 81.7%. According to the data previously released by the Ministry of Finance, the securities transaction stamp duty revenue from January to July 2025 was 93.6 billion yuan, a year-on-year increase of 62.5%. This means that the securities transaction stamp duty in August this year was 25.1 billion yuan, a month-on-month increase of 66.23% compared to 15.1 billion yuan in July and a year-on-year increase of 225.97% compared to August 2024 [1] Key Data Price Index | Industry Name | Index Name | Frequency | Unit | Update Time | Price | YoY | | --- | --- | --- | --- | --- | --- | --- | | Agriculture | Spot price: Corn | H | Yuan/ton | 9/16 | 2294.3 | -0.68% | | Agriculture | Spot price: Egg | H | Yuan/kg | 9/16 | 7.9 | 11.63% | | Agriculture | Spot price: Palm oil | H | Yuan/ton | 9/16 | 9516.0 | -0.04% | | Agriculture | Spot price: Cotton | Daily | Yuan/ton | 9/16 | 15299.8 | -0.23% | | Agriculture | Average wholesale price: Pork | Daily | Yuan/kg | 9/16 | 19.9 | 0.10% | | Non-ferrous metals | Spot price: Copper | H | Yuan/ton | 9/16 | 81196.7 | 1.64% | | Non-ferrous metals | Spot price: Zinc | H | Yuan/ton | 9/16 | 22218.0 | 0.22% | | Non-ferrous metals | Spot price: Aluminum | Daily | Yuan/ton | 9/16 | 20960.0 | 1.29% | | Non-ferrous metals | Spot price: Nickel | Daily | Yuan/ton | 9/16 | 123750.0 | 1.63% | | Non-ferrous metals | Spot price: Aluminum | H | Yuan/ton | 9/16 | 17031.3 | 1.49% | | Ferrous metals | Spot price: Rebar | H | Yuan/ton | 9/16 | 3148.0 | -0.17% | | Ferrous metals | Spot price: Iron ore | Daily | Yuan/ton | 9/16 | 807.9 | 0.97% | | Ferrous metals | Spot price: Wire rod | Daily | Yuan/ton | 9/16 | 3352.5 | 1.06% | | Others | Spot price: Glass | H | Yuan/square meter | 9/16 | 14.0 | -1.75% | | Others | Spot price: Natural rubber | Daily | Yuan/ton | 9/16 | 15166.7 | -0.05% | | Others | China Plastic City Price Index | H | Point | 9/16 | 793.6 | -0.54% | | Energy | Spot price: WTI crude oil | H | US dollars/barrel | 9/16 | 63.3 | 1.67% | | Energy | Spot price: Brent crude oil | H | US dollars/barrel | 9/16 | 67.4 | 2.15% | | Energy | Spot price: Liquefied natural gas | H | Yuan/ton | 9/16 | 3876.0 | -0.56% | | Energy | Coal price: Coal | Daily | Yuan/ton | 9/16 | 776.0 | -0.26% | | Chemical | Spot price: PTA | H | Yuan/ton | 9/16 | 4633.8 | -0.21% | | Chemical | Spot price: Polyethylene | H | Yuan/ton | 9/16 | 7378.3 | -0.18% | | Chemical | Spot price: Urea | Daily | Yuan/ton | 9/16 | 1665.0 | -1.55% | | Chemical | Spot price: Soda ash | Daily | Yuan/ton | 9/16 | 1262.5 | 0.00% | | Real estate | Cement price index: National | H | Point | 9/16 | 131.5 | 0.72% | | Real estate | Building materials composite index | H | Point | 9/16 | | 0.84% | | Real estate | Concrete price index: National index | H | Point | 9/16 | 92.0 | -0.72% | [33]

来源：央视财经 2. 17日，工信部公开征求《智能网联汽车组合驾驶辅助系统安全要求》强制性国家标准的意见。 1. 17日，国务院国资委介绍，"十四五"以来中央企业综合实力不断增强，资产总额超过90万亿元。 3. 财政部数据显示，8月份，全国一般公共预算收入1.24万亿元，同比增长2%，延续增长态势。 4. 今年1至8月，全国铁路发送旅客32亿人次，同比增长6.7%，创历史同期新高。 5. 记者17日获悉，2025年1—8月，中国内地居民与东盟国家人员往来超2524万人次，同比增长11.2％。 6. 9月17日，上交所副理事长霍瑞戎表示，目前已有475万户投资者开通科创成长层交易权限。 7. 今天（18日）起，电影《731》将在全球多地上映。据网络平台数据，截至9月17日20时08分，该片首 日预售票房突破1亿元，也是今年春节档后首部首日预售票房破亿影片。 8. 日前，国家药监局批准发布《采用脑机接口技术的医疗器械术语》医疗器械行业标准，这是我国第一 项脑机接口医疗器械标准。该标准将于2026年1月1日正式实施。 9. 国家文物局消息，2025年暑期，全国博物馆接待观众3.04亿人次，较2024年暑期全国博物馆 ...

Group 1 - The international seminar on "New Quality Productive Forces in the Modernization Process" is scheduled for September 19 in Beijing, with representatives visiting regions like Hubei and Shandong from September 16 to 18 to observe local advancements in new quality productive forces [2] - Representatives visited the Wuhan Economic Development Zone, including the National Intelligent Connected Vehicle (Wuhan) Testing Demonstration Zone and Lantu Automotive Technology Co., Ltd., to understand the achievements in intelligent connected vehicles and automotive manufacturing [1] - The experience of test-riding autonomous vehicles generated excitement among foreign representatives, highlighting China's leadership in future transportation technologies [1] Group 2 - At Lantu Automotive's intelligent factory, foreign representatives learned about the research and manufacturing processes of electric vehicles and green technology innovations [1] - The representatives expressed a strong interest in electric vehicles as a modern innovation to address environmental and climate challenges, emphasizing the need for international cooperation in this field [1] - The event is supported by various Chinese governmental and research institutions, indicating a collaborative effort to promote technological advancements and international partnerships [2]

Group 1 - Trump has extended the TikTok ban execution again, with a response from the Ministry of Foreign Affairs [1] - The central bank is actively supporting qualified financial institutions to issue financial bonds to enhance consumer credit supply capacity [1] - The Ministry of Finance reported that from January to August, the securities transaction stamp duty reached 118.7 billion yuan, a year-on-year increase of 81.7% [1] Group 2 - The Ministry of Industry and Information Technology is soliciting public opinions on standards related to intelligent connected vehicles and combined driving assistance [1] - The Ministry of Commerce will select about 50 cities nationwide to carry out pilot projects for new consumption formats, models, and scenarios [1] - The Federal Reserve announced a 25 basis point interest rate cut, aligning with market expectations [1] Group 3 - The three major U.S. stock indices closed mixed, with the Dow Jones increasing by 0.57% and the Nasdaq China Golden Dragon Index rising by 2.85% [1]

9月17日，工业和信息化部就《智能网联汽车组合驾驶辅助系统安全要求》强制性国家标准公开征求意 见。针对单车道、多车道、领航辅助等不同功能，意见稿设置了人机交互、功能安全和预期功能安全、 信息安全、数据记录等全方位安全技术要求，构建"三重安全保障"。 其中要求，辅助驾驶系统应具备手部脱离检测以及视线脱离检测能力，一旦系统激活期间驾驶员出现手 部脱离、视线脱离，系统应发出提示以及报警，并在驾驶员未及时响应系统报警的前提下可控地退出激 活状态。驾驶员如果多次出现手部、视线脱离，应在至少30分钟内禁止使用辅助驾驶系统。 工信部表示，征集意见截止时间为2025年11月15日。该标准与国际标准法规协调接轨，并紧密结合中国 复杂道路交通场景，充分考虑不同产品形态和技术路线，将填补我国组合驾驶辅助系统产品安全基线空 白，为行业准入、质量监督和事后追溯提供关键技术依据，有助于全面提升产品安全水平。 组合驾驶辅助系统运行期间一旦发生交通事故，如何进行事故判定及原因分析，是行业相关方和消费者 共同关注的核心问题,需要真实和准确地记录车辆运行过程中的关键数据，通过数据支撑场景回溯。因 此，标准对组合驾驶辅助系统提出数据记录相关安全要 ...

新华财经北京9月17日电（记者李唐宁刘旭阳）9月17日，工业和信息化部对《智能网联汽车组合驾驶辅 助系统安全要求》（以下简称《安全要求》）强制性国家标准公开征求意见。《安全要求》建立了组合 驾驶辅助系统的安全基线，对数据记录、测试场景、驾驶员培训、功能安全等提出了更严要求。 过去一段时间，车企的"自动驾驶""高阶智驾"等宣传表述逐渐被停用、未经审批进行OTA升级和测试均 被收紧。对部分车企而言，随着未来强标的实施，依赖"功能炫技"和营销话术的时代将正式结束，"智 驾"迎来合规性洗牌。 划定组合驾驶辅助系统安全基线加强驾驶员状态监控 近年来，我国智能网联汽车快速发展，组合驾驶辅助系统已普遍成为新车型的营销亮点，也是消费者选 购时的重要考量。根据汽车工业协会数据，今年1-7月，我国具备组合驾驶辅助系统的乘用车新车销量 为775.99万辆，同比增长21.31%，渗透率为62.58%，较上一年增加了6.5个百分点。 文件的另一亮点在于，强化了对驾驶员状态监控与人机交互的要求。组合驾驶辅助系统不是"自动驾 驶"，为保证驾驶员持续参与驾驶，《安全要求》明确提出，系统每次上电／点火后需确认驾驶员是否 完成了使用培训。此外， ...