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]

新京报贝壳财经讯(记者王琳琳)8月14日，标普全球汽车汽车供应链与技术首席分析师李凡妮在标普全 球汽车"2025Mobility Intelligence Dialogue"系列活动发布会上表示，预计到2030年，全球车联网市场总 量将增长到7700万辆，渗透率将上升到85%。此外，未来超过95%联网新车将具有OTA升级(远程升级) 能力。 此外，针对于中国车企出海布局，标普全球汽车大中华区汽车分析联合总监陶杲表示，对于任何一个行 业，想要凭借自己当前优势进入其他市场可能都会遇到一些阻力，但中国车企走向世界的趋势是不可阻 挡的，即便是短期遇到一些障碍但完全可以克服。 陶杲进一步表示，首先车企要充分了解当地市场，给当地消费者带去其认为满足需求的产品；其次，全 球电动化趋势仍是大势所趋，中国车企的电动化优势可以持续加力出海。此外，中国企业在人工智能领 域的优势明显。短期来看，中国车企海外布局依赖产品、电动化，长期来看会依赖整个行业智能化的发 展。 李凡妮分析称车企软件服务在不同市场的差异性会比较大，目前中国市场消费者对于车企软件服务的接 受度还处于前期状态。长期来看，OTA监管趋严会让行业健康发展，规范软件升级流 ...

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].

（文章来源：第一财经） 市场监管总局公开征求《市场监管总局工业和信息化部关于加强智能网联新能源汽车产品召回、生产一 致性监督管理与规范宣传的通知（征求意见稿）》意见。其中提出，企业应在机动车合格证系统中完 整、准确填报组合驾驶辅助系统、储能装置单体及总成等关键信息，并严格执行软件在线升级（以下称 OTA升级）活动分类管理要求，未经备案不得开展OTA升级活动，不得将未经充分测试验证的软件版本 推送给用户，不得通过OTA方式隐瞒缺陷，确保生产的搭载组合驾驶辅助系统的智能网联新能源汽车产 品与准入产品一致，并承担产品安全责任。工业和信息化部、市场监管总局将加强协调管理，发现企业 未按照要求补充报送有关技术参数及验证材料、车辆性能与报送技术参数不一致、未经备案开展OTA升 级活动、实际OTA升级活动与备案不一致的，依照有关规定进行处理。对频繁开展OTA升级活动的企 业，市场监管总局将进行重点抽查和专项核查。 ...

Core Insights - The company has launched a new OTA upgrade for the Wanjie M9 model, enhancing over 30 features across five dimensions: intelligent driving, satellite communication, cabin experience, safety protection, and luxury details [1][2] Group 1: Intelligent Driving Enhancements - New features include the intelligent driving navigation assistance (NCA) with honking reminders for emergency lane changes, and parking assistance that supports vehicle-to-vehicle parking [1] - The NCA has been optimized to support toll booth navigation, improving experiences related to braking, lane changes, and queueing at intersections [1] Group 2: Satellite Communication - A new "Satellite Communication" app has been added to the vehicle's application center, allowing for emergency satellite phone rescue when there is no cellular network [1] Group 3: Luxury Experience Upgrades - New features include gesture control for opening doors and a kick-to-open function for the trunk, enhancing user convenience [1] - The rear control screen has been upgraded with a floating window and various display options, including real-time information on temperature and humidity [1] Group 4: Safety Features - A new life form monitoring system has been introduced, which automatically checks for living beings inside the vehicle when locked and can activate the air conditioning while notifying the user via a mobile app [2] - Additional upgrades include one-click navigation information transfer from mobile to the vehicle and enhanced AR-HUD navigation features [2]

Core Viewpoint - A regulatory storm is reshaping the future of the Chinese electric vehicle (EV) industry, with multiple departments introducing stringent policies aimed at enhancing safety and accountability in the sector [1][20]. Battery Safety - The Ministry of Industry and Information Technology (MIIT) issued the "Safety Requirements for Power Batteries for Electric Vehicles" (GB38031-2025), which will take effect on July 1, 2026. This regulation eliminates the previous 5-minute safety buffer for thermal runaway, mandating that batteries must not catch fire or explode throughout their lifespan [2][4]. - Leading companies must now pass more rigorous safety tests, including being struck by a 30mm steel ball with 150 joules of energy three times, and must remain safe after 300 fast charge cycles [4]. Intelligent Driving - The MIIT has mandated that automotive manufacturers must not exaggerate the capabilities of their advanced driver-assistance systems (ADAS) and must ensure clear communication of system limitations [5][8]. - High-risk features such as valet parking and one-click summon are prohibited, and driver monitoring systems must utilize facial recognition and seat position sensors to ensure safe human-machine interaction [8]. Over-the-Air (OTA) Updates - The frequency of OTA updates is now subject to stricter regulations, requiring companies to manage risks and validate updates before deployment. Emergency OTA updates will require approval from the market regulatory authority [9][17]. - The shift from a rapid development model to a focus on quality is evident, as companies can no longer rely on frequent OTA updates to fix issues or enhance performance [17]. Door Handle Safety - The MIIT is developing mandatory national standards for car door handles, addressing safety concerns related to emergency exits and the potential for failure during accidents [18][19]. - The design of door handles is becoming a critical safety issue, with companies needing to balance innovation with safety requirements [19]. Industry Evolution - The tightening of regulations is fundamentally altering the survival logic of automotive companies. Leading firms like BYD are investing over 50 billion yuan in electrification and intelligent technology [20]. - The market landscape is shifting, particularly for vehicles priced below 100,000 yuan, which may struggle to incorporate advanced safety technologies due to cost constraints [20]. Conclusion - The regulatory changes signify a revolution in safety awareness within the EV industry, moving from a focus on performance metrics to a competitive landscape centered on safety [20].