Group 1 - Xiaomi Auto Technology Co., Ltd. has initiated a recall of 116,887 units of its SU7 standard electric vehicles produced between February 6, 2024, and August 30, 2025, due to safety concerns related to the L2 highway navigation assistance feature [1] - The recall includes two specific models: 98,462 units of XMA7000MBEVR2 and 18,425 units of BJ7000MBEVR2, with the main issue being insufficient recognition and response to extreme scenarios, potentially increasing collision risks [1] - The company plans to address the safety issue through over-the-air (OTA) software updates for the recalled vehicles [1] Group 2 - The Xiaomi SU7 is the first mass-produced model from Xiaomi Group, positioned as a pure electric mid-to-large sedan, officially launched on March 28, 2024, with cumulative deliveries exceeding 250,000 units by June 6, 2025 [2] - The Ministry of Industry and Information Technology has proposed a draft for safety requirements for intelligent connected vehicles, which aims to establish mandatory standards for L2 intelligent driving systems, enhancing industry regulation and consumer awareness [2] - According to Guotai Junan, the sales of new passenger cars equipped with combination driving assistance systems in China reached 7.76 million units from January to July 2025, indicating a growing market for intelligent driving technologies [2] Group 3 - CITIC Securities notes that the new standards will impose stricter safety requirements on intelligent driving systems, particularly for driver monitoring systems (DMS), which may significantly increase the entry barriers for L2 intelligent driving [3] - The regulatory changes are expected to guide the intelligent automotive industry towards high-quality and safe development, benefiting hardware related to intelligent driving safety, automotive testing institutions, and leading players in the intelligent driving sector [3]

Group 1 - Xiaomi Auto Technology Co., Ltd. has initiated a recall of 116,887 SU7 standard electric vehicles produced between February 6, 2024, and August 30, 2025, due to safety concerns related to the L2 highway navigation assistance feature [1] - The recall includes 98,462 vehicles of model XMA7000MBEVR2 and 18,425 vehicles of model BJ7000MBEVR2, with the main issue being insufficient recognition and response to extreme scenarios, potentially increasing collision risks [1] - The company plans to address the safety issue through free software upgrades via over-the-air (OTA) technology for the affected vehicles [1] Group 2 - The Xiaomi SU7 is the first mass-produced model from Xiaomi Group, positioned as a pure electric mid-to-large sedan, officially launched on March 28, 2024, with cumulative deliveries exceeding 250,000 units by June 6, 2025 [2] - The recent focus on intelligent driving capabilities is seen as a competitive battleground for automakers, with the Ministry of Industry and Information Technology releasing a draft for safety requirements for intelligent connected vehicles, promoting the establishment of L2 driving standards [2] - According to Guotai Junan, the sales of new passenger cars equipped with combination driving assistance systems in China reached 7.76 million units from January to July 2025, indicating a growing market for intelligent driving technologies [2] Group 3 - CITIC Securities indicates that the new standards will impose stricter requirements on the safety of intelligent driving systems and regulate driver monitoring systems (DMS), likely increasing the difficulty of L2 driving system approvals [3] - The regulatory changes are expected to guide the intelligent automotive industry towards high-quality and safe development, benefiting hardware related to driving safety, automotive testing institutions, and leading players in intelligent driving [3]