Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) is seeking public opinions on the mandatory national standard revision for the "Vehicle Factory Certificate," aiming to include key information such as combined driving assistance systems, which is expected to enhance information symmetry between consumers and automakers and promote the development of the intelligent connected vehicle industry in China [1][2]. Group 1: Policy Changes - The MIIT plans significant adjustments to the national standard for the "Vehicle Factory Certificate," which will now require the inclusion of critical information related to combined driving assistance systems [1]. - This policy adjustment is referred to as the "upgrade of the smart car identity card," which aims to strengthen the supervision and management of intelligent connected vehicles and new energy vehicles [1][2]. Group 2: Industry Impact - The sales proportion of new passenger cars equipped with combined driving assistance functions has exceeded 60%, with over 35,000 kilometers of open testing demonstration roads nationwide [1]. - The quality and safety issues related to combined driving assistance systems have emerged, with 3,230 vehicle recalls involving 120 million vehicles expected by September 2025, and 2.5561 million vehicles recalled in 2024 due to assistance system issues, accounting for 23% of total recalls [1]. Group 3: Regulatory Framework - The MIIT's proposal emphasizes the need to supplement and optimize existing standards to meet new requirements such as battery traceability for new energy vehicles, aiming to enhance product safety from the source [1]. - The new standard will require manufacturers to accurately report key information about combined driving assistance systems and energy storage devices in the vehicle certification system, ensuring compliance with software online upgrade management [1][2]. Group 4: Market Dynamics - The revised standard is expected to eliminate discrepancies between manufacturers' promotional claims and consumers' actual experiences, shifting the market towards a user experience-oriented approach [2]. - The new standard will facilitate a transparent regulatory phase for smart vehicles, helping to avoid over-reliance on technology by drivers and enabling rapid identification of issues for consumer protection [2].

Group 1: Regulatory Changes - The Ministry of Industry and Information Technology is soliciting opinions on the revision of the mandatory national standard for the Vehicle Factory Certificate, highlighting the need for updates to meet new demands such as battery traceability for electric vehicles [1] - The revised certificate will include key information on advanced driving assistance systems and energy storage devices, aiming to enhance supervision and management of smart connected vehicles and new energy vehicles [1] - The updates are expected to improve information transparency and bolster consumer confidence in product safety, while providing technical standards for companies to promote healthy industry development [1] Group 2: Automotive Sales Data - In the first nine months of 2025, the top ten automotive companies sold a total of 20.431 million vehicles, accounting for 83.9% of total automotive sales [2] - Among these companies, Dongfeng Motor and GAC Group experienced varying degrees of sales decline compared to the same period last year, while other companies saw sales growth [2] - This data indicates a significant transformation within the automotive industry, suggesting a need for deeper market analysis [2] Group 3: Company Developments - Leap Motor has established an international import and export company in Jinhua, indicating a key advancement in its market expansion and globalization efforts in the new energy vehicle sector [3] - The new company will engage in various activities, including the sale of new energy vehicles and related components, which is expected to enhance Leap Motor's sales channels in overseas markets [3] - This move may attract investor interest in the company's international growth potential and contribute to the competitiveness of the new energy vehicle industry globally [3] Group 4: Strategic Partnerships - BYD and Honor have announced a strategic partnership to integrate mobile and automotive ecosystems, exploring possibilities for smart travel [4] - The collaboration will leverage Honor's vehicle networking solutions and BYD's DiLink smart ecosystem to create a high-end, intelligent travel experience for users [4] - This partnership signifies a deeper integration in the smart travel sector, potentially stimulating market interest and investment in smart travel solutions [4]

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]