智能网联汽车组合驾驶辅助系统

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2025年全球智能汽零市场规模将突破千亿美金,“启境”品牌正式官宣 | 投研报告
Zhong Guo Neng Yuan Wang· 2025-09-24 02:57
Core Viewpoint - The automotive industry is entering a peak consumption season, with strong promotional activities from dealers and an expected increase in consumer demand, leading to a forecast of 2.2 million units in passenger car sales for September [1][3]. Market Review - The automotive sector saw a weekly increase of 3.50%, with the auto parts sub-sector performing the best at +5.25%. In comparison, the overall A-share market declined by 0.33% [2]. - The average daily wholesale volume for domestic passenger car manufacturers from September 8 to September 14 was 66,600 units, a year-on-year decrease of 1.00%, while the average daily retail volume was 61,100 units, a year-on-year increase of 1.00% [2]. Weekly Insights - The China Automobile Dealers Association predicts that September's total passenger car sales will reach 2.2 million units, driven by the "Golden September and Silver October" consumption peak and the dual holiday effect of the Mid-Autumn Festival and National Day [3]. - The Ministry of Industry and Information Technology is soliciting public opinions on mandatory national standards for intelligent connected vehicles, which aims to enhance safety requirements for these vehicles [4]. - The global market for intelligent driving components and systems is expected to exceed $100 billion this year, with China's market projected to reach around $50 billion [4]. Investment Recommendations - Companies involved in intelligent vehicle technology and those with potential overseas sales should be considered for investment [6]. - Recommended vehicle manufacturers include BAIC Blue Valley, Great Wall Motors, and GAC Group, while recommended auto parts companies include Songyuan Safety, Zhejiang Xiantong, and Lingyun Co., among others [7].
【行业政策】一周要闻回顾(2025年9月15日-9月21日)
乘联分会· 2025-09-22 08:40
点 击 蓝 字 关 注 我 们 本文全文共 2922 字,阅读全文约 10 分钟 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 9月17日,工业和信息化部装备工业一司公开征求《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。 意见称,按照《中华人民共和国标准化法》和《强制性国家标准管理办法》,工业和信息化部装备工业 一司组织全国汽车标准化技术委员会开展了《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 制定,已形成征求意见稿,现公开征求社会各界意见。征求意见截止日期为2025年11月15日。 《智能网联汽车 组合驾驶辅助系统安全要求》(征求意见稿)的主要内容除前言外包括:范围、规范性 引用文件、术语和定义、领航组合驾驶辅助系统安全要求、基础单车道组合驾驶辅助系统安全要求、基础多车 道组合驾驶辅助系统安全要求、场地试验方法、道路试验方法、用户告知、系统禁用、同一型式判定、实施日 期,共十二章。以及附录A(规范性)安全要求与试验对应表;附录B(规范性)仿真试验可信度评估要求; 附录C(规范性)功能安全和预期功能安全要求;附录D(规范性)功能安全和预期功能安全描述 ...
辅助驾驶征求意见发布,Figure完成10亿美金融资 | 投研报告
Zhong Guo Neng Yuan Wang· 2025-09-22 02:40
国金证券近日发布具身智能行业研究:9月17日,工业和信息化部装备发布了"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"。《要求》作为强制 性国家标准,旨在确保组合驾驶辅助系统具备应对高频、高风险场景的基础安全能力,减少 因系统安全能力不足或驾驶员误用导致的事故。 以下为研究报告摘要: 核心观点: 辅助驾驶:景气度加速向上,辅助驾驶征求意见发布,政策持续推进下,看好智驾芯 片、激光雷达、Robo+等。 辅助驾驶强制性国家标准征求意见发布,助推行业规范化发展。9月17日,工业和信息 化部装备发布了"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"。《要求》作为强制性国家标准,旨在确保组合驾驶辅助系统具备应对高频、高风险 场景的基础安全能力,减少因系统安全能力不足或驾驶员误用导致的事故。 英伟达孵化Robotaxi项目,行业在激烈竞争中向好发展。近期,英伟达在内部一项All hands meeting上正式宣布孵化Robotaxi项目,进军Robotaxi行业。相较于英伟达此前参与的 辅助驾驶项目,此次孵化的Robotaxi项目是一个"预计投入30亿美金,未来会在美 ...
L2强标开启征求意见,智驾商业化更进一步
2025-09-22 01:00
L2 强标开启征求意见,智驾商业化更进一步 20250921 摘要 工信部的新规具体包括哪些内容? 根据工信部网站,智能网联汽车组合驾驶辅助系统安全要求进入公开征求意见 阶段,规定了基础单车道、多车道组合驾驶辅助系统,以及领航和泊车组合驾 驶辅助系统的分类标准。这些规定明确了 L1 至 L2++级别车辆在不同状态下 需要满足的宣传等级要求。新规适用于 M 类和 N 类汽车,并指出乘用车和商用 受益于新规,辅助驾驶检测行业市场容量有望明显提升,推荐核心检测 龙头中国汽研,以及华依科技等公司,同时利好速腾聚创、耐世特、伯 特利等智能驾驶零部件企业。 需关注国内乘用车景气度下行及技术进步不及预期可能带来的风险,这 些因素可能影响新规的实施效果和相关企业的业绩表现。 工信部发布智能网联汽车组合驾驶辅助系统安全要求征求意见稿,明确 了 L1 至 L2++级别车辆在不同状态下的宣传等级要求,适用于 M 类和 N 类汽车,旨在规范市场,提升消费者信心。 国内具备辅助驾驶功能的新车渗透率已达 65%,L2 级别车型渗透率估 计在 45%至 50%。新规的出台将有助于解决市场上 L2.5、L2.9 等宣传 乱象,推动高级别辅助 ...
中信证券:智驾强制标准落地获得推进 监管趋严引导产业高质量发展
智通财经网· 2025-09-19 01:04
智通财经APP获悉,中信证券发布研报称,9月17日,工信部网站发布《智能网联汽车 组合驾驶辅助系 统安全要求》征求意见稿,L2智驾强制标准落地获得推进。新标准对智驾系统安全性提出更多要求, 规范DMS驾驶员监控系统,预计L2智驾准入难度或将大幅提升。该行认为,监管将引导智能汽车产业 高质量、安全发展;另一方面,智驾安全性相关的硬件、汽车检测机构和头部智驾玩家受益。 中信证券主要观点如下: L2智驾强制标准落地获得推进,今日进入"征求意见"阶段。 9月17日,工信部网站发布《智能网联汽车 组合驾驶辅助系统安全要求》的征求意见稿,文件即为L2级 别智能辅助驾驶的强制性国家标准(以下简称"L2强标")。自2025年9月17日至2025年11月15日面向社会 公众征求意见,这意味着L2智驾新标准距离正式发布又近一步。近年来我国智能网联汽车技术和产品 的发展,国家的法律法规也随之不断完善。在此前2025年2月28日,工信部等联合发布《关于进一步加 强智能网联汽车产品准入、召回及软件在线升级管理的通知》,针对智能网联车OTA功能进行规范; 2025年4月以来,在监管部门有力推动下,L2强标草案撰写加速。根据国家标准网站, ...
工信部公开征求智能网联汽车组合驾驶辅助系统强标意见
Yang Shi Wang· 2025-09-18 08:02
近年来,组合驾驶辅助系统在乘用车领域的渗透率不断提高,在此背景下,统一的强制性安全标准 已成为产业健康发展的迫切需要。该标准征求意见稿的发布,为后续正式标准的出台奠定了坚实基础, 同时有望解决当前行业内存在的产品安全性能参差不齐、技术要求缺乏规范等突出问题,从而进一步推 动我国智能网联汽车产业实现高质量发展。 此次公开征求意见,不仅是标准化工作遵循公开透明原则的重要体现,更为车企、科研机构、消费 者等社会各方搭建了参与标准制定的有效平台。通过这一平台,可以充分收集不同群体对于组合驾驶辅 助系统安全性能的需求和建议。 近日,工业和信息化部依照《中华人民共和国标准化法》以及《强制性国家标准管理办法》的相关 规定,牵头组织全国汽车标准化技术委员会开展《智能网联汽车组合驾驶辅助系统安全要求》这一强制 性国家标准的制定工作。目前,该标准的征求意见稿已编制完成,并正式向社会各界公开征求意见。此 标准的制定意义重大,其核心目的在于为智能网联汽车产业明确安全底线,规范组合驾驶辅助系统的技 术应用。 ...
宏观日报:8月财政稳中有进-20250918
Hua Tai Qi Huo· 2025-09-18 03:07
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]
智驾概念股走高 L2级辅助驾驶将迎来强制国标 汽车智能化产业链有望受益
Zhi Tong Cai Jing· 2025-09-18 02:42
Core Viewpoint - The smart driving concept stocks have risen significantly following the announcement of a new national standard for intelligent connected vehicle auxiliary systems, indicating a positive outlook for the automotive smart technology sector [1] Group 1: Stock Performance - Stocks of several companies in the smart driving sector have seen notable increases: - Hezhima (000716) up 9.04% to HKD 20.86 - Horizon Robotics-W (09660) up 7.18% to HKD 11.19 - Suton Juchuang (02498) up 6.33% to HKD 45.26 - Youjia Innovation (02431) up 5.9% to HKD 27.64 [1] Group 2: Regulatory Developments - On September 17, the Ministry of Industry and Information Technology publicly solicited opinions on the mandatory national standard for "Safety Requirements for Intelligent Connected Vehicle Combination Driving Assistance Systems" - Data shows that the installation rate of Level 2 combination driving assistance technology in new energy vehicles has exceeded 50%, with expectations for continued growth in installation rates [1] Group 3: Industry Insights - A representative from the Ministry of Industry and Information Technology stated that this standard fills a safety baseline gap for combination driving assistance systems in China, providing critical technical support for industry access, quality supervision, and post-event traceability - This development is expected to enhance overall product safety levels in the industry [1] Group 4: Investment Recommendations - CITIC Securities suggests that the automotive smart technology supply chain is likely to benefit from the gradual improvement of industry regulations, recommending investment in: 1) Leading manufacturers in smart driving research and development 2) Leading suppliers of laser radar 3) Leading companies in intelligent connected vehicle testing and simulation services 4) Other leading suppliers of smart driving components [1] - Aijian Securities anticipates that the current period until next year will be a breakthrough window for advanced smart driving technology, policy regulations, user acceptance, and business models, advising a focus on automotive intelligence [1]
申银万国期货早间策略-20250918
Shen Yin Wan Guo Qi Huo· 2025-09-18 01:55
| 申万期货品种策略日报——股指 | 2025/9/18 | 星期四 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 申银万国期货研究所 贾婷婷(从业资格号:F3056905;交易咨询号:Z0016232 )jiatt@sywgqh.com.cn;15921620356 | 申银万国期货研究所 柴玉荣 (从业资格号:F03111639;交易咨询号:Z0018586)chaiyr@sywgqh.com.cn;18802979529 | | | | | | | | | | | 一、股指期货市场 | IF当月 | IF下月 | IF下季 | IF隔季 | | | | | | | | 前两日收盘价 | 4516.80 | 4507.40 | 4489.20 | 4466.00 | 前日收盘价 | 4553.20 | 4541.80 | 4518.20 | 4492.80 | | | 涨跌 | 36.20 | 34.80 | 31.60 | 30.20 | 沪深300 | 涨跌幅 | 0.80 ...
美联储如期降息25个基点;组合驾驶辅助系统将迎国家标准……盘前重要消息一览
Zheng Quan Shi Bao· 2025-09-18 00:28
Group 1 - The Federal Reserve lowered the federal funds rate target range by 25 basis points to 4.00%-4.25%, marking the first rate cut since December 2024 [4] - The Federal Reserve forecasts an additional 50 basis points cut by the end of the year and 25 basis points cuts each year for the next two years [4] - U.S. unemployment rate remains low but has slightly increased, while inflation has risen and is still at a slightly high level [10] Group 2 - Ningde Times plans to achieve mass supply of sodium-ion passenger car power batteries next year [6] - Shanghai Construction's gold business revenue accounts for a low proportion of the company's total revenue [7] - Junsheng Electronics increased its A-share stock holdings by 700,000 shares during the recent stock trading volatility [8] Group 3 - Newhan New Materials' controlling shareholder plans to reduce its stake by no more than 2% [9] - Huazhong Three Nine intends to invest up to 10 billion yuan in financial products using its own funds [11] - NIO received an investment of 1.16 billion USD [12]