China's intelligent connected vehicle industry has recently received significant policy support. The Ministry of Industry and Information Technology announced that it has initiated the drafting and revision of five mandatory national standards, including the "Safety Requirements for Automated Driving Systems of Intelligent Connected Vehicles," and has released draft versions for public consultation. The deadline for submitting feedback is April 13, 2026. Industry experts widely believe that the release of these draft standards marks a new phase of "safe, compliant, and orderly development" for China's autonomous driving industry, laying a solid foundation for the standardized advancement of high-level autonomous driving technologies.
Specifically, the draft standards clearly define relevant terms and definitions for intelligent connected vehicle automated driving systems, detailing corresponding technical requirements and safety standards. Key areas such as driving task handover, site/road testing, additional L3 highway requirements, and perception systems are subject to clear and stringent regulations. These explicit requirements not only reinforce the safety baseline for high-level autonomous driving but also provide a clear roadmap for technology development and product deployment among industry players.
The core business strategy of MINIEYE (02431) aligns precisely with this policy direction. The company has already completed compliance preparations for related technologies and products in advance, positioning itself to be among the first to benefit from the new regulations. In recent years, MINIEYE has progressively built comprehensive intelligent driving capabilities covering L1 to L4 levels. As technology continues to evolve, the company has expanded its product portfolio, launching the iPilot 4 series of mid-to-high-level intelligent driving solutions, which have already secured multiple project contracts.
Leveraging extensive real-world market demand, MINIEYE's products are capable of meeting the technical requirements for L3 additional specifications outlined in the new standards. In the L4 autonomous driving segment, the company's XiaoZhu unmanned vehicle has been successfully deployed in multiple provinces and cities, including Shenzhen, Changsha, and Anhui. Road tests comprehensively cover diverse non-standard environments and complex operational scenarios. The solution has also gained recognition from overseas clients, accelerating its commercialization progress.
Beyond intelligent driving, MINIEYE's smart cabin business synergizes with the new standards. Addressing the requirement that "the automated driving system must confirm driver readiness when handing over control," MINIEYE's deeply developed Driver Monitoring System (DMS) solution can accurately detect whether the driver's hands are on the steering wheel and monitor their focus, providing timely alerts to ensure readiness for takeover and enabling seamless coordination with the autonomous driving system.
It is reported that MINIEYE began developing smart cabin-related technologies as early as 2019, accumulating significant expertise in DMS R&D and mass production. As one of the first Chinese DMS suppliers to help automakers obtain EU General Safety Regulation certifications (ADDW and DDAW) and the first Chinese smart cabin solution provider to assist a domestic automaker in achieving a five-star E-NCAP rating, MINIEYE's technical prowess and compliance capabilities have been thoroughly validated in global markets.
Currently, MINIEYE stands out as one of the few companies advancing simultaneously in both L2 and L4 autonomous driving while achieving deep integration between driving and cabin systems. With the support of the new policy, the company is well-positioned to further expand its market presence and strengthen its competitive edge. For MINIEYE, the policy advancement represents not only a tailwind for industry growth but also a crucial opportunity to unlock its core value. Its dual-track business layout, policy-aligned technology reserves, and ongoing global commercialization efforts are expected to provide a first-mover advantage as the industry moves toward greater standardization.