[2026-09-14 07:35 Shanghai | ALJ China Auto Weekly Brief — Jameel Motors Edition]

Changan, Jameel Motors’ partner brand in South Africa, became the first centrally-administered Chinese automaker to launch a self-developed end-to-end driver-assistance system and opened Q06 presales from 147,900 yuan, days after Beijing capped automaker–supplier payment terms at 60 days.

SECTION 1 — EXECUTIVE TAKE - Capability and export demand rise together: Changan launched its first end-to-end driver-assistance system on 4 September while reporting August overseas deliveries of 92,400 units, up 78.6% year on year — putting a product-capability launch and an export-volume jump on the same upward track, according to CAAM and Changan (caam.org.cn, 8 Sep 2026; auto.gasgoo.com, 16 Oct 2026). - Squeeze at home, gateway abroad: A new MIIT–SAMR notice caps automaker payments to SME suppliers at 60 days, while CAAM’s 2027 Shanghai auto show is pitched as a route to “diversified international markets” — domestic supply-chain terms tightening even as the industry builds export channels, according to the joint notice and CAAM (caam.org.cn, 7 Sep 2026; caam.org.cn, 8 Sep 2026). - One safety floor, open sensor paths: China’s mandatory L3/L4 standard sets performance thresholds rather than hardware mandates, so OEMs can keep divergent sensor strategies under a single audited safety case, according to the published standard and Xpeng vice-president Yu Tao (yicai.com, 1 Jul 2027; d1ev.com, 1 Jul 2027).

SECTION 2 — PARTNER BRAND WATCH (CHINA) - Changan’s first central-SOE end-to-end ADAS: At the sixth Changan Technology Ecosystem Conference that opened 4 September, Changan launched Tianshu Linghang, which it describes as the first driver-assistance system self-developed by a centrally-administered automaker, offered in Pro, Max, Ultra and Ultimate grades with lidar standard across the range and a one-piece end-to-end model trained on more than 20 million high-quality data segments, according to CAAM (caam.org.cn, 8 Sep 2026). - Changan Qiyuan Q06 presale pricing: Presales opened for the flagship Qiyuan Q06 (长安启源Q06) at 147,900–189,900 yuan for seven battery-electric variants and 157,900–169,900 yuan for two extended-range variants, carrying a 2,940mm wheelbase, an 800V platform and CATL cells supporting up to 700km of range, according to CAAM (caam.org.cn, 8 Sep 2026). - Changan August deliveries: Changan delivered 218,800 vehicles in August 2026, including 92,400 overseas units (up 78.6% year on year, a seventh consecutive monthly rise) and 105,000 new-energy vehicles (up 22.7%), according to Changan (auto.gasgoo.com, 16 Oct 2026). - Changan smart-driving investment: Chairman Zhu Huarong said Changan has invested more than 60 billion yuan in intelligent technology, including 22.5 billion yuan in intelligent products, with its smart-driving team grown from zero to 7,500 staff, according to CAAM (caam.org.cn, 8 Sep 2026).

SECTION 3 — CHINA MARKET DYNAMICS - NEV & technology — sensor-route rumor rejected: Xpeng vice-president Yu Tao publicly dismissed claims that the new MIIT standard forces camera-plus-radar redundancy for L3 and lidar for L4 from 1 July 2027, stating the published text contains no sensor-hardware clauses and sets only performance thresholds such as lateral detection covering 9 metres on each side, according to Yu Tao (d1ev.com, 1 Jul 2027). - Policy & regulatory — supplier payment terms: MIIT and SAMR issued a joint notice dated 2 September requiring automakers to pay SME suppliers within 60 days, encouraging cash or bank-acceptance payment, prohibiting forced acceptance of commercial acceptance bills, and committing annual third-party assessments of payment practices, according to the joint notice (caam.org.cn, 7 Sep 2026). - Policy & regulatory — L3/L4 mandatory standard: China’s first mandatory standard for L3 and L4 driving systems, GB 44721—2026, was published on 4 August and takes effect 1 July 2027, requiring automakers to file a structured safety case with a dedicated 17-page annex and to run a full lifecycle safety management system, according to MIIT, with CPCA secretary-general Cui Dongshu saying it ends the practice of treating consumers as test subjects (yicai.com, 1 Jul 2027). - Policy & regulatory — 2027 Shanghai auto show: The 22nd Shanghai International Automobile Industry Exhibition will run 23 April–2 May 2027 at the National Exhibition and Convention Center (Shanghai) with an expected 400,000 sqm of display space and a new embodied-intelligence zone, according to CAAM (caam.org.cn, 8 Sep 2026).

SOURCE APPENDIX

CITED SOURCES 1. [CN] 首个央企自研一段式端到端智能驾驶辅助系统，长安汽车迎来高阶智驾里程碑 Publisher: caam.org.cn | Date: 2026-09-08 URL: http://www.caam.org.cn/chn/8/cate_81/con_5237309.html Blurb: 发布时间：2026-09-08 来源：中汽协会品牌服务和展览部 9月4日，第六届长安科技生态大会在长安科技园启幕，本届大会围绕长安天枢领航技术发布暨长安启源Q06预售发布会开展。中国长安汽车正式发布央企智造，安全可靠的长安天枢领航技术成果，分为Pro/Max/Ultra/Ultimate四个梯度，全系搭载激光雷达、全系采用“端到端”，懂车懂路更懂你，安全丝滑 Used in report: Yes | Cited in: SECTION 1, SECTION 2 Category: CN-ASSOCIATION |

  1. [CN] 走进长安｜枢启新程・同链聚势 共探汽车智能化协同新机遇-盖世汽车资讯 Publisher: auto.gasgoo.com | Date: 2026-10-16 URL: http://auto.gasgoo.com/news/202609/11I70471841C106.shtml Blurb: 2026年10月16日，盖世汽车将携多家智能座舱、智能驾驶、智能网联、智能底盘、具身智能、低空飞行等领域的供应商走进长安汽车，与长安研发及采购团队展开零距离技术展示与深度交流。本次产业对接活动，正是长安汽车向智能低碳出行科技公司转型、夯实技术创新体系的具象实践。 作为中国汽车品牌的典型代表之一，长安汽车拥有162年历史底蕴、40年造车积累，全球有14个生产基 Used in report: Yes | Cited in: SECTION 1, SECTION 2 Category: CN-SECTOR |

  2. [CN] 工业和信息化部办公厅 市场监管总局办公厅关于推动汽车企业规范供应商账款支付 优化账期管理的通知 Publisher: caam.org.cn | Date: 2026-09-07 URL: http://www.caam.org.cn/chn/5/cate_69/con_5237307.html Blurb: 发布时间：2026-09-07 各省、自治区、直辖市及新疆生产建设兵团工业和信息化、市场监管主管部门，各有关汽车企业： 为贯彻落实党中央、国务院关于进一步规范新能源汽车产业竞争秩序工作部署，促进汽车企业及时支付供应商账款，维护供应商合法权益，营造良好产业生态，依据相关法律法规，现就汽车企业（中华人民共和国境内依法取得道路机动车辆生产企业准入资格，从事汽车整车 Used in report: Yes | Cited in: SECTION 1, SECTION 3 Category: CN-ASSOCIATION |

  3. [CN] 共建生态，智领未来！2027上海车展明春4月在沪盛大启幕 Publisher: caam.org.cn | Date: 2026-09-08 URL: http://www.caam.org.cn/chn/1/cate_3/con_5237308.html Blurb: 发布时间：2026-09-08 9月8日下午，第二十二届上海国际汽车工业展览会新闻发布会在上海召开。组委会官方宣布，2027上海车展将于明年4月23日至5月2日在国家会展中心举行，展出规模预计40万平方米。 本届展会由上海市国际贸易促进委员会·上海市国际展览有限公司、中国汽车工业协会主办，上海车展管理有限公司承办 Used in report: Yes | Cited in: SECTION 1, SECTION 3 Category: CN-ASSOCIATION |

  4. [CN] 自动驾驶首部强标落地：专设17页安全档案附录 Publisher: yicai.com | Date: 2027-07-01 URL: http://www.yicai.com/news/103305302.html Blurb: {{aisd}} AI生成 免责声明 8月4日，工信部官网显示，强制性国家标准《智能网联汽车 自动驾驶系统安全要求》（GB 44721—2026）（下称“L3/L4强标”）已发布，拟于2027年7月1日起实施，这是我国首部针对L3级和L4级系统的强制性国家标准。 多位受访专家和企业内人士均向第一财经表示，L3/L4强标的发布 Used in report: Yes | Cited in: SECTION 1, SECTION 3 Category: CN-BUSINESS |

  5. [CN] L3强制加毫米波雷达，小鹏特斯拉纯视觉慌了？假的 Publisher: d1ev.com | Date: 2027-07-01 URL: http://www.d1ev.com/news/shichang/303959 Blurb: “相关文件《自动驾驶系统安全要求》都公开可查，里面连激光雷达这个词都没提到。”近日，小鹏汽车副总裁于涛在社交平台公开回应一则网络传言。 该传言称，工信部新国标强制要求L3级自动驾驶必须采用摄像头与毫米波雷达双冗余，L4级必须加装激光雷达，并将在2027年7月1日强制执行。于涛的辟谣直指此为“假新闻”，既无条款依据，也与编制说明相悖。 正是这句来自车企高管的直 Used in report: Yes | Cited in: SECTION 1, SECTION 3 Category: CN-SECTOR |

  6. [CN] 每英里3便士 英国2028年开征电动车里程税！网友请愿取消 Publisher: d1ev.com | Date: 2028-04-01 URL: http://www.d1ev.com/news/qiye/307764 Blurb: 快科技7月20日消息，英国政府已确认将于2028年4月1日起推出全新的电动汽车消费税（eVED）制度，对纯电动车和氢燃料电池车按每英里3便士征收里程税，插电混动车按每英里1.5便士征收。 该税费将在现有车辆消费税（VED）基础上额外叠加，意味着电动车主将同时承担两笔税费。 这一政策迅速引发英国车主反弹，Reddit上有网友发帖发起请愿 Used in report: Yes | Cited in: SECTION 4 Category: CN-SECTOR |

  7. [CN] 【国际快讯】美加关税纷争，丰田本田首当其冲；本田日产达成汽车软件联合开发协议；奔驰启动10亿欧元股票回购计划 Publisher: auto.gasgoo.com | Date: 2027-04-06 URL: http://auto.gasgoo.com/news/202609/1I70470847C108.shtml Blurb: 聚焦·传统车企新动向 本田汽车与日产汽车在8月31日宣布，经过两年的讨论，双方已就软件定义汽车（SDV）领域的合作达成协议。两家公司计划共同开发一套车载操作系统和车载计算机，相关技术最早有望于2029财年应用于新车型。此次合作标志着日本车企首次在车载操作系统等SDV核心技术领域展开联合开发。 奔驰启动10亿欧元股票回购计划 梅赛德斯-奔驰集团将从本周开始回购 Used in report: Yes | Cited in: SECTION 4 Category: CN-SECTOR |

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