Group 1 - The core viewpoint of the news is that China's intelligent connected vehicle industry has made significant breakthroughs in key technologies, establishing a complete industrial chain that includes smart cockpits, autonomous driving, and connected cloud control [1] - The scale of China's intelligent connected vehicle industry is rapidly increasing, with a cumulative sales volume of 7.76 million new passenger cars equipped with Level 2 driving assistance functions from January to July 2025, achieving a penetration rate of 62.58% [1] - The deployment of 5G and C-V2X technology has exceeded 3 million units, and the country has established 17 national-level testing demonstration zones, with over 35,000 kilometers of testing roads opened and more than 10,000 testing licenses issued [1] Group 2 - The Ministry of Industry and Information Technology plans to develop a new industrial development plan for intelligent connected new energy vehicles, focusing on key technologies such as automotive artificial intelligence and intelligent chassis systems [2] - The Ministry of Transport aims to promote the large-scale application of artificial intelligence in the transportation sector, with the upcoming release of the "Artificial Intelligence + Transportation" implementation opinions [2] - The World Intelligent Connected Vehicle Conference, approved by the State Council, has been held for seven consecutive years, focusing on the application and innovation of cutting-edge technologies in the automotive industry [2]

Core Viewpoint - The Ministry of Transport of China is advancing the "Artificial Intelligence + Transportation" initiative, focusing on large-scale innovative applications of AI in the transportation sector, with an implementation plan set to be released soon [1][2]. Group 1: Key Initiatives - The Ministry will issue the "Implementation Opinions on Artificial Intelligence + Transportation" shortly [2]. - A comprehensive transportation model will be established by collaborating with industry and social forces, accelerating the application of intelligent systems [2]. - The Ministry plans to adopt a "Technology + Engineering" model to implement innovative projects in areas such as autonomous driving for trucks and intelligent disaster management [2]. Group 2: Industry Development - The scale of the intelligent connected vehicle industry is rapidly increasing, with 7.76 million new passenger cars equipped with Level 2 driving assistance sold from January to July 2025, achieving a penetration rate of 62.58% [3]. - Key technologies have made significant breakthroughs, establishing a complete industrial chain that includes intelligent cockpits and autonomous driving, with AI models being deployed in vehicles [3]. - A total of 88 national and industry standards have been published, focusing on urgent standards for driving assistance and autonomous systems [3]. Group 3: Future Plans - The Ministry of Industry and Information Technology will compile a new development plan for the intelligent connected vehicle industry, supporting key technologies such as automotive AI and intelligent chassis systems [3]. - Efforts will continue to improve the automotive technology standard system and promote pilot projects for intelligent connected vehicles [3].

新华财经北京9月23日电（记者李唐宁 刘旭阳）在9月23日举行的2025世界智能网联汽车大会新闻发布 会上，工业和信息化部装备工业一司副司长、一级巡视员郭守刚表示，工业和信息化部高度重视智能网 联汽车产业发展，着力推进技术攻关、标准研制、应用推广，推动产业发展取得积极成效。 四是标准体系持续完善。累计发布国家和行业标准88项，加快组合驾驶辅助系统、自动驾驶系统、自动 紧急制动系统等急需标准研制，深度参与自动驾驶相关国际标准法规制定协调。 编辑：幸骊莎 一是产业规模快速提升。2025年1—7月，我国具备组合驾驶辅助功能（L2级）的乘用车新车累计销量 775.99万辆，渗透率达62.58%，5G和C-V2X装配量超过300万辆。 二是关键技术取得突破。我国已建成涵盖智能座舱、自动驾驶、网联云控等在内的完整产业链体系，人 工智能大模型实现批量上车，感知设备、C-V2X等均达到国际领先水平。 三是示范规模稳步扩大。全国已建成17个国家级测试示范区，正加快推进20个"车路云一体化"试点城市 建设，累计开放测试示范道路35000多公里、发放测试示范牌照超过1万张。 ...

Core Viewpoint - The automotive safety standards in China are undergoing a significant upgrade, with new mandatory regulations being introduced to enhance safety measures across various vehicle categories and technologies [3][4][6]. Group 1: New Standards and Regulations - The Ministry of Industry and Information Technology (MIIT) has accelerated the development of automotive safety standards, focusing on areas such as automatic emergency braking systems and door handle safety [3][4]. - The new mandatory standard for automatic emergency braking (AEB) systems will expand its applicability from M1 passenger vehicles to N1 light trucks, including pickups and micro trucks, enhancing protection for vulnerable road users [4]. - A new standard for automotive door handles will establish safety requirements for electric and hidden door handles, marking the first legislation of its kind globally [4]. Group 2: Safety Enhancements - The new standards aim to improve the safety of electric vehicle batteries, with stricter requirements for thermal diffusion tests and additional safety tests for battery impacts and fast charging [5][6]. - The side collision protection standard is set to be implemented by July 2026, enhancing occupant protection during side impacts [4][8]. Group 3: Industry Implications - The restructuring of the automotive safety standards is expected to reshape the competitive landscape of the industry, increasing compliance costs for manufacturers and driving innovation in safety technologies [6][9]. - The focus on safety is becoming a core theme throughout the automotive supply chain, with a comprehensive framework being developed to address both traditional and emerging safety concerns [7][9]. - The push for new standards is seen as a response to the rapid evolution of technology and the need for the automotive industry to maintain its competitive edge in the global market [10][12].

Market Overview - Recent improvement in US stock market sentiment attributed to Trump's successful Middle East visit [1] - Hong Kong stock market remains sluggish with average trading volume around 220 billion, failing to exceed 300 billion for a breakthrough [1] - Both markets are experiencing weakness due to lack of new stimuli following US-China talks, with a focus on stability in policy adjustments [1] Company Developments - BYD announced the establishment of its European headquarters in Budapest, Hungary, with a total investment of 100 billion HUF (approximately 24.8 million euros), creating 2,000 jobs [3] - The new headquarters will focus on sales, after-sales, vehicle certification, and local design, marking a significant step for BYD in the European market [3] - Netease reported strong financial results, maintaining growth despite the absence of new hits, indicating a healthy industry environment [5] Regulatory Changes - A new mandatory national standard for light vehicle automatic emergency braking systems has been drafted, expanding its applicability to N1 class commercial vehicles [4] - This change is expected to significantly benefit companies like Nanchang Special Vehicle Co., which has been a leader in this technology since 2017 [4] Financial Performance - Tencent and Alibaba reported stable earnings with approximately 10% revenue growth, while JD.com faced a decline of over 4% due to potential losses in local services [4] - China Biopharmaceutical is projected to achieve a revenue of 28.87 billion yuan (+10.2%) in 2024, with a notable increase in innovative drug approvals [11][12] - The company has received FDA approval for its first innovative drug in the US, marking a significant milestone [11] Market Trends - The gaming industry shows resilience with increased engagement despite economic downturns, as evidenced by Netease's stock surge of over 13% [5] - The restaurant sector is also performing well, with companies like Zhou Hei Ya and Guoquan showing positive trends [6] - The stock market is witnessing varied attitudes towards technology stocks, with notable movements from major investors like Buffett and Soros [6]

Policy Highlights - The Ministry of Industry and Information Technology (MIIT) has released the 2025 automotive standardization work points, focusing on enhancing the safety of new energy vehicles, strengthening standards for intelligent connected vehicles, and accelerating the revision of automotive chip standards [1][2] - The work points emphasize the need to improve the safety level of new energy vehicles, particularly in terms of battery safety and convenience, and to establish a safety baseline for autonomous driving systems [3][4] Focus Areas - **Battery Safety**: The work points highlight the importance of improving the safety and convenience of power batteries, including the review and approval of standards for battery durability and thermal management systems, as well as the development of standards for solid-state batteries and battery labeling [3] - **Autonomous Driving Safety**: There is a strong emphasis on establishing safety standards for autonomous driving systems, including the revision of standards for lane-keeping assistance and the development of standards for parking assistance systems [4] - **Chip Standards**: The work points call for the acceleration of the revision of automotive chip standards, including the implementation of standards for safety chips and power drive chips, to address the industry's challenges related to chip shortages [5] Industry Analysis - The frequent mention of "safety" in the 2025 automotive standardization work points indicates a strong focus on ensuring the safety of new energy vehicles and traditional automotive safety standards [6] - The industry recognizes that safety is paramount for the sustainable and healthy development of the new energy vehicle sector, especially during this critical phase of industry transformation [7]

Group 1 - The Ministry of Industry and Information Technology (MIIT) has released key points for automotive standardization work for 2025, focusing on five areas with 23 specific items, particularly addressing the safety of intelligent driving systems [1] - The MIIT aims to accelerate the development of mandatory national standards for automatic driving system safety requirements and to promote the approval and implementation of standards related to automatic driving design, operation conditions, and simulation testing [1][2] - There is a strong emphasis on enhancing the safety levels of driving assistance products, including the revision of standards for lane-keeping assistance systems and the development of standards for reversing assistance [1] Group 2 - The MIIT will promote the implementation of information security engineering standards and accelerate the establishment of mandatory national standards for automotive passwords, as well as complete the review of data security management systems and standards for classifying automotive security vulnerabilities [2] - In response to the development of new energy vehicles, the MIIT will continue to advance the formulation of safety standards, including those for remote services and management of electric vehicles, and the implementation of safety requirements for power batteries [2][3] - The MIIT plans to enhance the performance of power batteries by advancing the review and approval of standards related to battery durability and thermal management systems, as well as developing standards for solid-state batteries and battery labeling [3]

Core Insights - The Ministry of Industry and Information Technology (MIIT) has released key points for automotive standardization work for 2025, focusing on enhancing standards for intelligent connected vehicles [1] Group 1: Autonomous Driving Standards - The initiative aims to promote the approval and implementation of standards for autonomous driving design and operational conditions, automated parking, and simulation testing [1] - There is an emphasis on accelerating the development of mandatory national standards for the safety requirements of autonomous driving systems, establishing a safety baseline for these systems [1] Group 2: Driving Assistance Systems - The MIIT plans to expedite the revision of mandatory national standards for combined driving assistance systems and automatic emergency braking systems, as well as update lane-keeping assistance system standards [1] - The development of standards for reversing assistance and other driving assistance products is also prioritized to enhance safety levels [1] Group 3: Connectivity and Information Security - The initiative includes the promotion of standards for LTE-V2X direct communication vehicle information interaction systems, advancing the application of connected features such as platooning, digital keys, and connected information assistance [1] - There is a focus on publishing and implementing standards for information security engineering, accelerating the formulation of mandatory national standards for automotive passwords, and reviewing data security management systems [1] Group 4: Intelligent Cockpit and AI Standards - The MIIT is working on the development of standards for intelligent cockpit functionality evaluation, interaction safety, and biological retention monitoring, aiming to improve the standard system for intelligent cockpits and human-machine interaction [1] - Preliminary research on standards for automotive artificial intelligence is being conducted to lead the integration and application of new technologies [1]