19日，小米汽车召回部分SU7标准版电动汽车引发关注。 因本次召回将通过汽车远程升级（OTA，即Over the air的缩写）技术为召回范围内的车辆免费升级软件，不少网友对召回形式感到疑惑，为什么这种OTA 升级也属于汽车召回？ 何为汽车召回？ 公开资料显示，OTA为空中下载技术，即通过移动通信技术进行无线系统升级，汽车行业一般称为远程升级。 汽车OTA升级，则是车企通过OTA技术，依托无线通信网络，对车辆软件系统进行更新升级，来达到修复缺陷、性能提升、功能扩展的目的。 工信部、国家市场监管总局2月末发布的《关于进一步加强智能网联汽车准入、召回及软件在线升级管理的通知》（下称《通知》），明确将OTA升级分 为四类管理，即非技术参数变更（如UI优化）、涉及主要技术参数变更、涉及自动驾驶功能，以及用于缺陷召回。 工信部在3月初对《通知》作了进一步的解读，不涉及产品主要技术参数变更的OTA升级活动，企业在完成备案后，即可实施升级；涉及产品主要技术参 数变更的，企业应当在取得产品变更许可并完成备案后，方可实施升级。涉及汽车自动驾驶功能的OTA升级活动，应当按照准入管理有关规定，取得相应 许可。 上述《通知》还指出， ...

Core Viewpoint - The company ZEEKR's social media announcement generated significant anticipation for an OTA (Over-The-Air) update, but ultimately disappointed users by promoting a ticket giveaway instead, leading to widespread criticism and negative feedback from the audience [1][3][5]. Group 1 - ZEEKR teased an announcement on social media, prompting speculation about an OTA update among users [1]. - At the scheduled time, ZEEKR revealed a ticket giveaway rather than the expected OTA update, resulting in a backlash from users [3]. - Users expressed their frustration and disappointment in the comments, criticizing the company's marketing strategy and the lack of meaningful updates [5].

凤凰网科技讯 8月20日，针对用户对吉利旗下部分车型"基础流量"等权益的疑问，吉利汽车官方发布声 明指出，包含E-CALL在内的权益，始终保持一致，不会进行任何变更或减配。 "基础流量"权益通常涵盖车辆远程控制、在线导航、语音助手、天气查询、OTA升级等功能。具体所含 功能，请以所购车型的实际配置为准。以上权益，覆盖吉利中国星及吉利银河品牌旗下所有车型。 ...

Group 1 - The global connected vehicle market is expected to grow to 77 million units by 2030, with a penetration rate of 85%, and 95% of new connected vehicles will have OTA upgrade capabilities focusing on cockpit and intelligent driving [1] - The OTA upgrade strategy of automakers is shifting from rapid iteration to a more stable pace, with some companies maintaining a bi-weekly software version upgrade frequency until the second half of 2024, but a noticeable slowdown in upgrade frequency is anticipated by mid-2025 [1] - Automakers are now required to integrate software versions and submit complete software packages and functional descriptions to regulatory authorities after each OTA upgrade, indicating a trend towards industry maturity [1] Group 2 - The three-electric system is transitioning from single performance competition to system integration capabilities, with Chinese manufacturers moving towards high integration, evolving from a 3-in-1 system to a 12-in-1 system, which enhances power density and efficiency while reducing manufacturing and maintenance costs [2] - The Chinese automotive market is undergoing a deep adjustment, with a significant decline in overall capacity due to the exit of many new car manufacturers, although capacity utilization is expected to return to a healthy level of 80% with the growth of export markets and recovery in domestic consumption [2] - Chinese automakers are facing a unique global opportunity window, where breakthroughs in electric drive and charging integration, localized overseas production, and differentiated cockpit services will determine their position in the next round of global automotive industry division [3]

Group 1 - The global connected vehicle market is expected to grow to 77 million units by 2030, with a penetration rate of 85% [1] - Over 95% of new connected vehicles will have OTA (Over-The-Air) upgrade capabilities in the future [1] - The acceptance of automotive software services among consumers in the Chinese market is still in its early stages [1] Group 2 - The trend of Chinese automotive companies expanding globally is unstoppable, despite facing short-term obstacles [1][2] - To succeed in foreign markets, automotive companies must understand local markets and provide products that meet local consumer needs [2] - The global electrification trend is a major driving force, and Chinese companies have advantages in electric vehicle technology [2]

Core Viewpoint - The release of the draft notice by the State Administration for Market Regulation and the Ministry of Industry and Information Technology marks a new phase in the management of intelligent connected vehicles in China, emphasizing stricter regulations on OTA upgrades and advertising practices [1][4]. Group 1: Regulatory Changes - The draft notice imposes strict requirements on intelligent driving assistance systems, including prohibiting the promotion of assistance as autonomous driving and requiring that OTA upgrades be pre-approved [1][4]. - Companies must clearly display safety warnings and usage instructions for driving assistance systems in their vehicle apps and manuals [4]. - The draft also mandates that companies monitor driver status closely and implement tiered warning systems [4]. Group 2: Industry Response - Analysts note that the frequency of OTA upgrades has shifted from rapid iterations to a more regulated pace, with some companies maintaining bi-weekly updates into 2024, but a general slowdown expected by mid-2025 [3][5]. - Major automotive brands are adjusting their strategies to comply with the new regulations, with companies like NIO and Tesla indicating their commitment to align with the draft's requirements [8]. Group 3: Market Trends - The competitive landscape for intelligent vehicles is intensifying, with OTA upgrade frequency becoming a key metric for companies [5]. - By 2030, global connected vehicle penetration is projected to reach 85%, with over 95% of new connected vehicles expected to have OTA capabilities [5]. Group 4: Consumer Experience and Challenges - A report by J.D. Power highlights significant consumer challenges with advanced driver assistance systems (ADAS), including difficulties in understanding and using the features, as well as issues with stability and accuracy [9]. - Experts believe that while the draft notice may impose short-term compliance pressures on companies, it will ultimately drive technological maturity and high-quality development in the industry [9].

Core Viewpoint - The regulatory authorities are seeking to enhance the supervision and management of intelligent connected new energy vehicles (NEVs) regarding product recalls and production consistency, emphasizing the importance of accurate reporting and compliance with software upgrade protocols [1] Group 1: Regulatory Requirements - Companies must accurately report key information such as the combination of driving assistance systems and energy storage devices in the vehicle qualification certificate system [1] - Strict management of Over-The-Air (OTA) software upgrades is mandated, requiring prior approval for any upgrades and prohibiting the release of untested software versions to users [1] - Companies are held responsible for ensuring that the intelligent connected NEVs produced are consistent with the approved products and must bear product safety responsibilities [1] Group 2: Enforcement and Compliance - The Ministry of Industry and Information Technology and the State Administration for Market Regulation will enhance coordination in managing compliance [1] - Companies failing to report technical parameters or discrepancies between vehicle performance and reported parameters will face regulatory actions [1] - Frequent OTA upgrade activities by companies will be subject to special inspections and checks by the regulatory authorities [1]

Core Viewpoint - The article discusses the new draft notice from the State Administration for Market Regulation and the Ministry of Industry and Information Technology, which imposes stricter requirements on companies regarding the recall and supervision of intelligent connected new energy vehicles, aiming to enhance safety and promote high-quality industry development [3][5]. Group 1: Strengthening Recall and Safety Measures - The draft emphasizes the need for companies to enhance proactive safety alerts and defect information monitoring to reduce risks from cyber threats and vulnerabilities [3][4]. - Companies are required to conduct defect investigations and may be compelled to initiate recalls if safety alerts and usage instructions are inadequate [3][5]. - A special investigation will be conducted on issues related to insufficient monitoring and warning functions for drivers [3]. Group 2: OTA Upgrade Regulations - The draft specifies that companies must not conduct OTA upgrades without prior filing and must not push untested software versions to users [4]. - Companies are prohibited from concealing defects through OTA upgrades and must ensure that products with driver assistance systems are consistent with approved products [4]. - Frequent OTA upgrade activities will be subject to special inspections by the market regulator [4]. Group 3: Advertising and Promotion Oversight - The draft reiterates the need for strict supervision of corporate advertising and promotional activities, prohibiting false or exaggerated claims that mislead consumers [4]. - The market regulator will enhance inspection efforts and collaborate with the Ministry of Industry and Information Technology to address issues of excessive promotion [4]. Group 4: Incident Reporting and Investigation - The draft mandates that companies must report incidents and conduct thorough investigations; failure to do so will result in public disclosure and corrective actions [5]. - Companies that conceal or omit significant facts in incident reports will face special investigations by the regulatory authorities [5]. Group 5: Industry Implications - The new regulations are expected to increase compliance costs and management pressures for companies, but will also help distinguish capable firms from those using immature technologies [5]. - The regulatory framework aims to accelerate the formation of industry standards and promote the compliant development of Level 3 and above autonomous driving technologies [5].

Core Viewpoint - The recent draft notice significantly strengthens the requirements for companies in the intelligent connected new energy vehicle sector, imposing stricter regulations compared to the previous notice issued on March 1 of this year [1] Group 1: Defect Investigation and Recall Management - The draft emphasizes the need for companies to enhance proactive safety alerts and defect information monitoring to mitigate risks from cyberattacks and vulnerabilities [2] - Companies are required to conduct defect investigations and, if necessary, initiate recalls to address issues related to inadequate safety prompts and network threats [2] - The draft mandates that companies must not conduct OTA upgrades without prior approval and must ensure that software versions are thoroughly tested before being released to users [2] Group 2: Advertising and Commercial Conduct - Companies are prohibited from false or exaggerated advertising that misleads consumers, with increased oversight from regulatory authorities [3] - The draft outlines that any failure to report accidents as required will lead to public disclosure and mandatory corrective actions [3] - Regulatory bodies will conduct special investigations into companies that conceal or omit significant facts in accident reports [3] Group 3: Industry Implications - The draft is expected to compel the industry to enhance technical standards and safety measures, thereby accelerating the development of L3 and above autonomous driving compliance [4] - Increased regulatory requirements will lead to higher compliance costs and management pressures, but will also allow outstanding companies to stand out [4] - The regulatory framework aims to curb the practice of companies misleading consumers with immature technologies and functionalities [4]

Core Points - The State Administration for Market Regulation (SAMR) is soliciting opinions on a draft notice regarding the supervision and management of recalls, production consistency, and advertising standards for intelligent connected new energy vehicles (NEVs) [1] - Companies are required to accurately report key information such as the combination of driving assistance systems and energy storage devices in the vehicle qualification certificate system [1] - Strict management of Over-The-Air (OTA) software upgrades is mandated, prohibiting unapproved upgrades and the distribution of inadequately tested software versions [1] Regulatory Requirements - Companies must ensure that the intelligent connected NEVs produced with driving assistance systems are consistent with the approved products and bear product safety responsibility [1] - The Ministry of Industry and Information Technology (MIIT) and SAMR will enhance coordination in management, with penalties for companies that fail to report technical parameters or conduct unapproved OTA upgrades [1] - Frequent OTA upgrade activities will be subject to special inspections and checks by SAMR [1]