Core Viewpoint - Recent accidents related to intelligent assisted driving have raised significant public concern, prompting a strong emphasis on safety standards in the industry [1] Group 1: Regulatory Developments - The Ministry of Industry and Information Technology (MIIT) emphasized "safety first, quality first" at the 2025 World Intelligent Connected Vehicles Conference, indicating a heightened focus on the safety of new energy vehicles [1] - The National Market Supervision Administration announced the establishment of a reporting system for fire accidents involving new energy vehicles and a remote upgrade reporting system [1] - A public consultation on the mandatory national standard for "Safety Requirements for Combined Driving Assistance Systems" is ongoing, which sets comprehensive technical requirements across various functions [1][3] Group 2: Industry Response - Companies need to collaborate with partners to enhance driver state monitoring systems, upgrade hardware like steering wheel capacitive sensing devices and in-car cameras, and develop algorithms for real-time monitoring of driver hand and gaze status [2][3] - The new standards require precise detection and alerts for driver hand and gaze disengagement, raising the accuracy standards for steering wheel detection and driver monitoring systems [2][4] - Safety features previously exclusive to high-end models are now accelerating into the mid-to-low-end market, driven by regulatory pressures that promote the widespread adoption of automotive safety technologies [2][6] Group 3: Technological Upgrades - The new standards indirectly promote upgrades in sensors and computing platforms, necessitating higher performance sensors like 4D millimeter-wave radar or laser radar to address typical hazardous scenarios [5][6] - The driver monitoring system (DMS) will require advanced cameras and algorithms to accurately capture driver facial expressions and eye movement characteristics [5] - The estimated AI computing power required to support such high-performance sensors for achieving Navigation on Autopilot (NOA) functionality is projected to exceed 128 TOPS [5] Group 4: Market Implications - The national standard establishes a unified safety baseline for combined driving assistance systems, which is crucial for industry development and quality supervision [6][7] - The standardization of technology and testing methods will facilitate interoperability among different brands, reducing R&D costs and accelerating the commercialization of autonomous driving technologies [6][7] - The shift towards safety features in mid-to-low-end vehicles is expected to enhance the market value and space for automotive safety products, benefiting companies like Joyson Safety Systems [7]