Core Insights - The L2 mandatory national standard includes a test scenario that closely replicates the "3·29 Tongling Xiaomi SU7 explosion accident," highlighting the need for improved safety measures in intelligent driving systems [1][3] - The L2 mandatory national standard is being developed with significant input from Huawei and domestic automakers, driven by the recent accident that has intensified discussions on the safety of assisted driving features [3][6] Summary by Sections L2 Mandatory National Standard - The draft of the L2 mandatory national standard was released for public consultation on September 17, 2023, by the Ministry of Industry and Information Technology [3] - The standard includes challenging test scenarios, such as detecting and responding to a 50CM cardboard box obstacle, which relies heavily on high-performance LiDAR technology [1][6] Industry Response - Industry executives have indicated that the new version of the L2 standard has slightly relaxed some requirements compared to the initial draft, but the overall difficulty remains high [6][7] - The standard aims to significantly raise the entry barriers for L2 capabilities, requiring extensive testing across various conditions and scenarios [7][8] Implementation Timeline - The L2 mandatory national standard is set to be implemented on January 1, 2027, with a transition period of 13 months for new model approvals and 25 months for existing approved models [7][8] - The testing requirements will include a wide range of scenarios, such as day/night conditions, construction zones, and interactions with various types of vehicles and obstacles [7] Technological Challenges - Current pure vision-based intelligent driving solutions are unlikely to meet the new standard requirements, as even Tesla's HW3.0 version cannot comply [8] - The testing distance for the L2 standard is set at 200 meters, which poses challenges for vision-based systems under adverse weather conditions, necessitating multi-sensor fusion for safety redundancy [8]

Core Viewpoint - The introduction of the mandatory L2 standard for advanced driver assistance systems (ADAS) is expected to significantly impact the automotive industry, serving as a "litmus test" for companies' intelligent driving capabilities [1][2]. Group 1: Regulatory Developments - On September 17, the Ministry of Industry and Information Technology released a draft of the "Safety Requirements for Intelligent Connected Vehicles' Combined Driving Assistance Systems" for public consultation [2]. - The L2 standard was catalyzed by the "3·29 Copper陵 Xiaomi SU7 explosion incident," which heightened discussions on the safety of ADAS and led to increased regulatory scrutiny [2][8]. Group 2: Testing Requirements - The L2 standard includes challenging test scenarios, such as detecting and responding to a 50 cm cardboard box obstacle, which relies heavily on high-performance lidar technology [1][8]. - The standard features various testing conditions, including day/night scenarios, different road types, and diverse obstacle types, which will raise the entry barrier for L2 capabilities [8][9]. Group 3: Industry Impact - The new L2 standard is expected to reshape the intelligent driving industry, as companies will need to demonstrate comprehensive capabilities rather than merely passing tests [9]. - Current market offerings, except for Huawei's models, are unlikely to meet the stringent requirements of the new standard, indicating a potential consolidation in the industry [1][8].