Core Points - The new standard for Advanced Emergency Braking System (AEB) will replace the existing recommendation standard and become mandatory for M1 and N1 vehicle categories starting January 1, 2028 [1][6] - The new standard aims to enhance vehicle safety by requiring AEB systems to recognize vulnerable road users such as pedestrians and cyclists, which were not covered in the previous standard [6][9] - The implementation of the new standard is expected to significantly reduce traffic accident casualties and will compel automotive manufacturers to increase R&D investments [12] Summary by Sections Standard Transition - The new standard titled "Technical Requirements and Test Methods for AEB in Light Vehicles" is currently in the public consultation phase, with a deadline for feedback set for June 30, 2025 [1] - The new standard will transition from a recommendation to a mandatory requirement for M1 and N1 vehicles, expanding the scope of AEB functionality [6] Technical Requirements - The new standard raises technical benchmarks for AEB systems, including the ability to identify not only vehicles but also vulnerable road users like pedestrians and cyclists [7][9] - Specific speed activation ranges for AEB systems are defined: M1 vehicles must activate between 10 km/h and 80 km/h, while N1 vehicles must activate between 10 km/h and 60 km/h [7] Market Impact - As of early 2023, the AEB installation rate in domestic passenger vehicles reached 56.5%, with 62.9% in the new energy vehicle segment, indicating a growing trend towards AEB adoption [10] - The new standard is anticipated to create a significant shift in the automotive industry, potentially leading to increased costs and adjustments in R&D and vehicle integration for manufacturers [12]

Core Viewpoint - The newly drafted mandatory national standard for Automatic Emergency Braking (AEB) systems will replace the existing recommended standard, expanding its applicability to M1 (passenger cars, SUVs, MPVs) and N1 (light commercial vehicles) categories, benefiting companies with AEB development capabilities and safety technology experience [1][2]. Group 1: Industry Impact - The new standard addresses the issue of "pseudo AEB" in the industry, raising the bar for suppliers regarding technical development, product reliability, cost control, and mass production capabilities [2]. - Performance standards require AEB systems in passenger vehicles to prevent collisions with stationary vehicles at speeds up to 60 km/h and with crossing pedestrians at speeds up to 40 km/h [2]. - The standard introduces new recognition requirements for vulnerable road users, mandating AEB systems to identify and respond to pedestrians, bicycles, and two-wheeled vehicles within a speed range of 20-60 km/h [2]. Group 2: Technological Advancement - AEB is evolving from a standalone safety feature to a core component of the intelligent driving ecosystem, with companies like Huawei and XPeng integrating AEB with other driving assistance technologies [3]. - The implementation of the AEB standard is expected to create significant opportunities for core component suppliers, with the global AEB market projected to reach 3.3 trillion yuan by 2024 [3]. - The introduction of the AEB standard will accelerate the internationalization of automotive safety technology in China, shifting the industry focus from "passive safety" to "active safety" and transforming vehicles from mere transportation tools to intelligent terminals [3].

最近，汽车圈的一项"沉默但关键"的技术——自动紧急制动系统（AEB），正从幕后走向台前，即将从"选配"升级为"标配"。 2025年5月，工信部牵头起草的《轻型汽车自动紧急制动系统技术要求及试验方法》公开征求意见，首次将AEB（自动紧急制动系统）从推荐性标准变为 强制性标准。 这一政策信号预示着，汽车主动安全技术将从车企的技术储备转变为全民出行的刚性需求，推动行业从"功能堆砌"向"安全实效"深层转型。 例如，乘用车需在60km/h内避免与静止车辆碰撞，在40km/h内避免与横穿行人碰撞，响应速度和制动效能均达到国际一流水平。 新国标直指行业"伪AEB"痛点，对智能辅助驾驶方案供应商的技术研发能力、产品可靠性、成本控制能力，以及规模化量产落地能力提出更高标准。 由于此前国内未将AEB系统纳入强制标准，市场上存在AEB产品的实际稳定性与宣传错位的情况。一旦车辆驾驶速度达到一定程度，某些性能不佳的AEB 会"显出原形"。 AEB技术新规箭在弦上 虽然每家车企都高举着"智驾平权"的大旗，但AEB这类主动安全系统，目前在我国的整体装配率不足60%。乘联会最新统计显示，8万元以下的入门级车 型，AEB装配率仅为2.6%。不 ...

日前，在工业和信息化部公开征集对《汽车车门把手安全技术要求》强制性国家标准制修订计划项目 意见的很短时间后，《轻型汽车自动紧急制动系统技术要求及试验方法（征求意见稿）》又与行业见面。 今年以来，与汽车新安全挑战相关的国标推进节奏不断加快。 汽车安全相关标准密集升级 汽车安全标准体系加速重构 在政策导向与技术变革双重驱动下，我国汽车安全标准体系正经历系统性重构。《要点》释放出明确信 号，安全已成为贯穿汽车全产业链的核心主线。这份文件罗列的23项重点任务中，"安全"高频出现29次成为 关键词，从三电系统到智能交互，从传统被动防护到新兴主动安全，立体化的标准体系框架将被构建。 同时，《要点》还进一步细化了实施路径。这种"顶层设计-行业指引-专项攻坚"的三级架构，推动安全标准 从基础支撑转向质量引领。在新兴技术领域，新能源汽车安全标准持续升级，除已实施的动力电池"不起 火、不爆炸"新规外，电动汽车远程服务与管理标准加速落地，燃料电池与电池回收安全要求启动预研，形 成了"实时监测-本体防护-回收闭环"的全生命周期防护体系。智能网联汽车则面临更严格的安全基线，自动 驾驶系统安全性规范加快制定，驾驶辅助产品需同时满足信息安 ...

报告导读： AEB 强标法规的出台，有望推动线控制动渗透提速和 ESC 国产替代。 风险提示：线控制动国产替代不及预期、 ESC 升级线控制动进程不及预期。 文章来源 本文摘自：2025年5月28日发布的 AEB强标法规出台，线控制动渗透提速 刘一鸣 ，资格证书编号： S0880525040050 事件：根据全国标准信息公共服务平台，工业和信息化部已组织开展了《轻型汽车自动紧急制动系统技术 要求及试验方法》国家标准的征求意见稿，现公开征求意见，征求意见截止日期为 2025 年 6 月 30 日， 拟实施日期为 2028 年 1 月 1 日。我们判断，自动紧急制动系统将有望成为标配。 我们判断该强标法规将带动制动系统各类电控装置渗透率提升。具体如下：根据高工汽车公众号，目前国 内市场在售乘用车的 AEB 前装标配搭载率仍呈现逐年上升势头。高工智能汽车研究院监测数据显示， 2024 年，中国市场（不含进出口）乘用车前装标配 AEB 搭载率为 63% ，同比上一年度提升约 5.6 个 百分点。其中， 20 万元及以上价位车型的 AEB 前装标配搭载率均已经超过或者接近 90% ， 15-20 万 元价位则是接近 8 ...

Core Insights - The Industrial Internet Theme Index (931495) has seen a strong increase of 1.94% as of May 29, 2025, with significant gains in constituent stocks such as Huada Jiutian (301269) up 15.75% and Desay SV (002920) up 10.00% [1] - The Industrial Internet ETF (159778) has risen by 2.36%, with a latest price of 0.83 yuan, and has accumulated a 16.81% increase over the past year as of May 28, 2025 [1] - The Ministry of Industry and Information Technology is seeking public opinion on the national standard for Automatic Emergency Braking (AEB) systems, which is expected to become a standard feature and enhance the penetration of various electronic control devices in braking systems [1] Industry Analysis - According to Guotai Haitong Securities, the hardware required for AEB is divided into intelligent driving and chassis execution components, with significant opportunities for domestic replacement in the ESC function, which is currently dominated by foreign companies [2] - The new regulations are anticipated to promote the penetration of line control braking, which is more efficient than ESC [2] - The Industrial Internet Theme Index comprises 50 listed companies involved in hardware manufacturing, software development, and application services, reflecting the overall performance of the industrial internet theme [2] - As of April 30, 2025, the top ten weighted stocks in the Industrial Internet Theme Index account for 47.41% of the index, including companies like BYD (002594) and Hikvision (002415) [2]

2023年底，华为常务董事、终端BG董事长余承东和小鹏汽车董事长兼首席执行官何小鹏围绕AEB（自动紧 急制动系统）功能展开的"口水战"，引发社会各界广泛关注。何小鹏抛出"99%AEB是假的"的言论，瞬间激 起千层浪，余承东随即作出回应，双方你来我往、针锋相对。表面上看，这只是一场关于技术路线的争 论，实则是对安全认知的深刻探讨，更折射出汽车行业正从"被动安全"向"主动安全"转型的重大变革。这场 论战，也像是为即将出台的AEB强制国标奏响的前奏曲。 不过，强制安装AEB也将引发成本与价格之间的博弈。对于低端车型而言，配装AEB系统必然会增加制造 成本，导致车辆售价上涨。这对于价格敏感的消费群体来说，短期内或抑制部分购买需求。但从长远来 看，这一变化也孕育着新机遇。 本土供应商通过技术创新来破解成本困局，例如豪恩汽电推出的集成式智能感知模组， 将摄像头与雷达设 计在同一个壳体内，物料与装配成本降低30%；亚太股份开发的AEB与ESC硬件共平台方案，使执行模块成 本降低40%以上。另外，万安科技与小米汽车合作开发的轻量化副车架，让整车重量减轻8%，间接提升 AEB制动效率。这些创新成果让国产方案的单价较外资产品低2 ...

当前汽车行业对于AEBS技术仍存在争议，包括技术标准不统 一 、 技 术 缺 陷 （ 如 误 触 发 或 漏 触 发 ） 以 及 成 本 压 力 等 。 在 AEBS即将强制安装的背景下，如何解决这些问题成为业内关 注的焦点。 作者：周菊 封图：图虫创意 自动紧急制动系统（Advanced Emergency Braking System，下称：AEBS）或将在乘用车上强制 安装。 近日，工信部牵头发布《轻型汽车自动紧急制动系统技术要求及试验方法》（下称：《方法》）并 公开征求意见。与现行标准不同，《方法》将AEBS从推荐性标准转变为强制性标准，并将范围扩 大至M1类乘用车与N1类轻型货车，即轿车、SUV、MPV等乘用车以及轻型载货汽车。这意味着， 未来在中国市场销售的乘用车，无论是高端型还是经济型，都将具备这一功能，乘用车大规模前装 AEBS进入倒计时。根据新标准，2027年1月1日新申请车型将强制执行，2028年1月1日所有在产 车型要全面达标。 AEBS是一项汽车主动安全技术，能够通过雷达测出与前方车辆或障碍物之间的距离，并利用数据 分析模块将测出的距离与警报距离、安全距离进行比较。当距离小于安全距离时 ...

Group 1 - The core viewpoint is that the implementation of mandatory national standards for Automatic Emergency Braking (AEB) systems marks a significant regulatory shift in China's automotive industry, creating substantial market opportunities and driving a multi-billion market explosion [1][2][4] - AEB will be required for both passenger vehicles (M1) and light commercial vehicles (N1), with the global AEB market projected to reach approximately 3.3 trillion yuan in 2024, indicating strong growth potential, especially in China [2][3] - The penetration rate of AEB in passenger vehicles in China is expected to be only 62.86% in 2024, suggesting considerable room for growth, particularly in the commercial vehicle sector where EBS penetration is below 20% [2][3] Group 2 - Youjia Innovation (佑驾创新) holds a significant market share in the commercial vehicle ADAS sector, providing solutions to major manufacturers and covering a wide price range in passenger vehicles, which enhances its competitive position [3][5] - The company has established a strong presence in both domestic and international markets, with its solutions recognized for meeting new standards and achieving high safety ratings, thus positioning itself favorably for future growth [5][6] - The new regulations are expected to drive a shift in the automotive industry, where companies lacking AEB capabilities may face challenges, while Youjia Innovation's early investments in R&D and production capacity provide it with a competitive edge [6][7]

激光雷达帮助AEB突破性能瓶颈。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 据 IPO早知道消息， 国家标准化管理委员会 日前 发布《轻型汽车自动紧急制动系统技术要求及试 验方法》征求意见稿， 这 标志着中国即将从 AEB（自动紧急制动系统）"自愿安装"进入"强制标 配"的新纪元。 某种程度上而言， 这一 政策将有效带动智能辅助驾驶产业链上的感知、决策、控制玩家，而激光雷 达作为感知环节的关键零部件，有望迎来爆发。 根据 国际保险巨头瑞士再保险 2024年 的 研究表 明，配备激光雷达的车辆可多避免 25%碰撞事故，缓解事故影响能力提升29%。 近年来， 不少主机厂陆续扩充标配激光雷达的车型矩阵 ， 激光雷达 甚至已 下探至十几万元级车 型，推动 "安全平权" 加速落地 ； 消费者对激光雷达的认知和青睐 亦 日趋加深。 当然， 头部新势 力车企对 AEB的技术路线 有着 不同观点 。 其中， 蔚来汽车相关人士通过数据说明其在主动安全上的迭代将车主平均事故损失降低了 25.2%。 蔚来全系车型皆标配激光雷达，并且在日前新款ES6、EC6发布会上，着重介绍了激光雷达 ...