[2026-07-17 07:37 Shanghai | ALJ China Auto Weekly Brief — Jameel Motors Edition]

The UK confirms the world’s first national EV mileage tax from April 2028, overlapping with China’s toughest mandatory battery safety standard and two binding ADAS standards that take full effect across 2027.

SECTION 1 — EXECUTIVE TAKE

  • UK EV mileage tax and China’s 2027 safety standards converge on same regulatory window: The UK confirmed the world’s first national EV mileage tax (eVED) from April 2028, with the rate set at 3 pence per mile for BEVs and 1.5 pence for PHEVs, according to the UK Treasury as reported by Auto Express (d1ev.com, 1 Apr 2028). China simultaneously introduced its toughest mandatory battery safety standard and two binding ADAS standards that take full effect across 2027 (d1ev.com, 30 Jun 2027; d1ev.com, 1 Jan 2027).

  • Toyota’s decade of autonomous driving investment alongside China’s new mandatory ADAS certification: Toyota’s in-house autonomous driving efforts across a decade — from TRI (2016) through TRI-AD, investments in Uber ATG, Aurora, and Pony.ai, to the reorganization into Woven by Toyota with a pivot to the Arene software platform — have failed to produce competitive products, as the AI-model iteration cycle required for ADAS does not fit traditional project-based automotive R&D, according to an analysis by 36Kr (36kr.com, 16 Jul 2026). China’s new mandatory ADAS standards require Safety Case certification by 2027, binding all OEMs operating in China including Toyota and its joint ventures (d1ev.com, 1 Jul 2027; d1ev.com, 1 Jan 2027).

  • CAAM releases industry cost calculation standard and corrects NEV average-age misinterpretation: CAAM released its first vehicle cost calculation group standard (T-CAAMTB 373-2026) on July 15, providing a unified cost benchmarking methodology, according to the association (caam.org.cn, 15 Jul 2026). On July 14, CAAM’s Aftermarket Division clarified that media reports using the 1.8-year average NEV in-use age as a replacement cycle are incorrect — the figure reflects the high share of new registrations in the fast-growing NEV fleet, while ICE passenger vehicles average 8.2 years (caam.org.cn, 14 Jul 2026).

SECTION 2 — PARTNER BRAND WATCH (CHINA)

  • Toyota’s autonomous driving strategy struggles across ten years of investment: Toyota established TRI in North America in 2016, later formed TRI-AD, and invested in Uber ATG, Aurora, and Pony.ai in an attempt to simultaneously pursue both mass-market ADAS and L4 autonomous driving. TRI-AD was subsequently reorganized into Woven by Toyota, shifting strategic focus to the Arene software platform, with high-level autonomous driving gradually fading from its core technology roadmap, according to 36Kr (36kr.com, 16 Jul 2026). The analysis notes that traditional OEMs globally face structural challenges: ADAS now requires continuous AI model iteration and infrastructure (compute, data, training systems) that does not fit conventional project-based automotive development, and the talent pool is concentrating toward companies with higher AI-team density rather than incumbents (36kr.com, 16 Jul 2026).

  • GAC Group chairman speaks at China auto industry 70th anniversary: GAC Group Chairman Feng Xingya addressed the July 13 ceremony in Changchun marking 70 years since China’s first automobile, noting GAC’s work in NEV and intelligent connected technology, according to CAAM (caam.org.cn, 14 Jul 2026).

  • Changan chairman calls for industry to oppose “involution” at 70th anniversary event: Changan Automobile Chairman Zhu Huarong spoke at the July 13 ceremony, noting that Changan has built three NEV brands (Avatr, Deepal, Changan Qiyuan) covering from traditional fuel to NEV across mass-market and premium segments, and called for the industry to “resolutely oppose involution” and deepen cooperation, according to CAAM (caam.org.cn, 14 Jul 2026).

No significant partner brand developments retrieved this week for BYD, Geely/Farizon, Chery/Omoda/Jaecoo, SAIC/MG, JMC, or Hino.

SECTION 3 — CHINA MARKET DYNAMICS

  • China mandates EV battery safety standard requiring no fire or explosion: The mandatory battery safety standard (GB38031-2025) for EV traction batteries is now in effect, upgrading the requirement from “5-minute escape and alarm” to no fire or no explosion, according to D1EV (d1ev.com, 30 Jun 2027). Consumers can verify compliance by checking the certificate of conformity at delivery. Models that received type approval before the standard took effect have a one-year transition to June 30, 2027 (d1ev.com, 30 Jun 2027).

  • China’s first mandatory L2/L2+ combined driving assistance standard effective January 2027: The mandatory standard GB 47955-2026 was approved by SAMR and SAC, effective January 1, 2027, according to the Ministry of Industry and Information Technology via D1EV (d1ev.com, 1 Jan 2027). By 2026, China’s market penetration of combined ADAS in new passenger cars reached 70%, with navigation-based driving assistance (NOA) exceeding 30% (d1ev.com, 1 Jan 2027). The standard establishes safety requirements across three product categories — basic single-lane, basic multi-lane, and navigation-based driving assistance — and introduces a multi-tier verification framework including track testing, road testing, and document inspection (d1ev.com, 1 Jan 2027).

  • L3/L4 autonomous driving mandatory safety standard confirmed for July 2027: MIIT completed drafting of mandatory standard GB 44721, upgrading the previous recommended standard GB/T 44721-2024 to binding status, effective July 1, 2027, according to D1EV (d1ev.com, 1 Jul 2027; d1ev.com, 1 Jul 2027). The standard introduces a Safety Case mechanism requiring OEMs to demonstrate system safety through “safety claim, logical argument, supporting evidence” and unify simulation, track testing, and road testing into a single verifiable chain (d1ev.com, 1 Jul 2027; d1ev.com, 1 Jul 2027). For L3, it focuses on driver handover protocols and automated risk-degradation strategies; for L4, it requires the system to independently handle risk without remote operation. Existing type-approved models receive a 12-month transition (d1ev.com, 1 Jul 2027). Xiaopeng Vice President Yu Tao publicly debunked a social-media rumor that the standard mandates specific sensor hardware — the standard sets performance thresholds only, not sensor specifications (d1ev.com, 1 Jul 2027).

  • Global first vehicle-level hydrogen-capable environmental wind tunnel operational in Wuhan: Di’an Center activated the world’s first vehicle-level hydrogen-safety “three-high” (high temperature, high altitude, high speed) integrated environmental wind tunnel on July 10 in Wuhan, achieving -43°C to 60°C temperature range and 200 km/h maximum wind speed, according to CAAM (caam.org.cn, 11 Jul 2026; caam.org.cn, 11 Jul 2026). The facility supports full-scenario hydrogen fuel-cell vehicle testing, altitude simulation from -200 m to 5,400 m, and eVTOL/drone environmental testing, with claimed efficiency gains of 4-8× and cost reduction of 40% (caam.org.cn, 11 Jul 2026; caam.org.cn, 11 Jul 2026).

  • CAAM clarifies that 1.8-year average NEV in-use age does not indicate fast replacement cycle: CAAM’s Aftermarket Division issued a statement on July 14 correcting media misinterpretation of data from its “2025 China Auto Aftermarket Annual Report.” The 1.8-year figure refers to average in-use vehicle age (the average time since new-vehicle sale for the current NEV fleet), not replacement cycle or vehicle lifespan. The low figure is driven by rapid NEV registration growth in recent years — the fleet skews young because most NEVs are new, not because owners replace them quickly. ICE passenger vehicles have an average in-use age of 8.2 years, according to CAAM (caam.org.cn, 14 Jul 2026).

  • CAAM releases first industry-standard vehicle cost calculation rules: CAAM published group standard T-CAAMTB 373-2026 on July 15, providing a unified methodology for vehicle cost benchmarking across the industry, according to CAAM (caam.org.cn, 15 Jul 2026).

SOURCE APPENDIX

CITED SOURCES 1. [CN] 只有燃油税不公平！英国开征电动车里程税：每英里3便士 Publisher: d1ev.com | Date: 2028-04-01 URL: http://www.d1ev.com/news/qiye/306829 Blurb: 快科技7月14日消息，据Auto Express报道，英国政府已确认将于2028年4月起开征电动汽车消费税（eVED），对纯电动车按每英里3便士征收里程税，插电混动车按每英里1.5便士征收。这是全球首个全国性电动车里程税方案。 与此同时，英国财政部7月13日发布了eVED咨询文件，核心内容如下：自2028年4月1日起，所有在英国注册的 Used in report: Yes | Cited in: — Category: CN-SECTOR |

  1. [CN] 电动汽车新国标实施：购车必查三项安全核验！ Publisher: d1ev.com | Date: 2027-06-30 URL: http://www.d1ev.com/newsflash/305595 Blurb: 近日，《电动汽车用动力 蓄电池安全要求》（GB38031-2025）正式实施，对 电池安全提出了更高要求，将强制性标准从“5分钟内报警逃生”提升至不起火、不爆炸。为保障消费者权益，购车时可进行三项核验：一是在购车合同中明确注明车辆动力电池符合新国标；二是提车时核对《机动车整车出厂合格证》或《车辆一致性证书》中的执行标准标注；三是对电池存疑时，通过工信部官方渠 Used in report: Yes | Cited in: — Category: CN-SECTOR |

  2. [CN] 《智能网联汽车 组合驾驶辅助系统安全要求》发布 Publisher: d1ev.com | Date: 2027-01-01 URL: http://www.d1ev.com/news/shichang/305273 Blurb: 7月2日，盖世汽车获悉，近期，工业和信息化部组织制定并归口的《智能网联汽车 组合驾驶辅助系统安全要求》（GB 47955—2026）强制性国家标准由国家市场监督管理总局、国家标准化管理委员会批准发布，拟于2027年1月1日起正式实施。 2026年以来，我国搭载组合驾驶辅助功能的乘用车新车市场渗透率达到70%，其中，配备领航驾驶辅助功能（NOA）的车型渗透率超 Used in report: Yes | Cited in: — Category: CN-SECTOR |

  3. [CN] 为何丰田、大众、现代自研智驾先后折戟 Publisher: 36kr.com | Date: 2026-07-16 URL: http://36kr.com/p/3896836041999752 Blurb: 为何丰田、大众、现代自研智驾先后折戟 就在6月底，德国媒体披露，大众计划终止与博世持续三年多的自动驾驶联盟（ADA）。 这曾是大众软件战略最重要的一块拼图。2022年，大众软件子公司CARIAD与博世宣布联合开发一套从L2城市脱手驾驶到L3高速公路自动驾驶的模块化系统，首款产品计划2023年量产装车。 大众当初对这套系统充满野望，不仅要用大众全系乘用车上，还 Used in report: Yes | Cited in: — Category: CN-SECTOR |

  4. [CN] 中国自动驾驶新规出台：2027年7月1日起实施L3/L4安全标准 Publisher: d1ev.com | Date: 2027-07-01 URL: http://www.d1ev.com/newsflash/303771 Blurb: 6月18日，工信部就《智能网联汽车自动驾驶系统安全要求》等两项强制性国家标准公开征求意见，建议实施日期为2027年7月1日。这是我国首部针对L3级有条件 自动驾驶和L4级高度自动驾驶系统的强制性国家标准，从推荐性转为强制性。该标准规定了自动驾驶系统的技术要求、安全保障要求等，并明确要求自动驾驶系统（ADS）的安全水平应至少达到“合格且专注驾驶人”的 Used in report: Yes | Cited in: — Category: CN-SECTOR |

  5. [CN] 中国汽车工业协会关于发布《中国汽车行业整车成本测算规则》团体标准的通知 Publisher: caam.org.cn | Date: 2026-07-15 URL: http://www.caam.org.cn/chn/5/cate_69/con_5237239.html Blurb: 发布时间：2026-07-15 来源：中国汽车工业协会 T-CAAMTB 373-2026《中国汽车行业整车成本测算规则》.pdf T-CAAMTB 373-2026《中国汽车行业整车成本测算规则》编制说明.pdf Used in report: Yes | Cited in: — Category: CN-ASSOCIATION |

  6. [CN] 关于“新能源车平均车龄”相关数据和报道的澄清声明 Publisher: caam.org.cn | Date: 2026-07-14 URL: http://www.caam.org.cn/chn/5/cate_69/con_5237238.html Blurb: 发布时间：2026-07-14 近期，有媒体引用我分会发布的《2025中国汽车后市场年度发展报告》中部分数据，发布“新能源车平均车龄仅1.8年、消费者3-5年置换电车”等报道，相关内容引发市场误读，现就有关情况澄清说明如下： 一、核心概念区分：“在用车平均车龄”≠“车辆置换周期”≠“车辆平均使用寿命”。本报告中发布的“在用车平均车龄”，具体指截至2025年底 Used in report: Yes | Cited in: — Category: CN-ASSOCIATION |

  7. [CN] 新中国第一辆汽车下线70周年纪念活动在长春隆重举行 Publisher: caam.org.cn | Date: 2026-07-14 URL: http://www.caam.org.cn/chn/8/cate_82/con_5237240.html Blurb: 发布时间：2026-07-14 来源：中国一汽 70年前中国汽车从一穷二白中干起来、站起来，70年后中国汽车在百年变局中强起来，并将接续谱写产业高质量发展新篇章。 2026年7月13日上午，由中国汽车工业协会主办、中国一汽承办，以“征途70载 共赴新纪元”为主题的新中国第一辆汽车下线70周年纪念活动在吉林长春隆重举行。 吉林省委书记、省人大常委会主任黄强，省 Used in report: Yes | Cited in: — Category: CN-ASSOCIATION |

  8. [CN] 2027年实施！中国L3/L4自动驾驶安全国标出炉，行业竞争转向安全技术 Publisher: d1ev.com | Date: 2027-07-01 URL: http://www.d1ev.com/newsflash/303739 Blurb: 6月18日，工信部发布消息，《智能网联汽车自动驾驶系统安全要求》强制性国家标准已完成编制，计划于2027年7月1日正式实施。这一标准是针对载客及载货机动车的L3/L4级别 自动驾驶系统的全面升级，旨在为高阶自动驾驶系统设立明确的安全门槛，自动泊车功能不包括在内。 新标准的核心创新在于建立安全档案论证机制，要求企业不仅要证明系统能够行驶，更要完整论证系统的安全 Used in report: Yes | Cited in: — Category: CN-SECTOR |

  9. [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: — Category: CN-SECTOR |

  10. [CN] 全球首座整车级涉氢三高一体化环境风洞正式投用 Publisher: caam.org.cn | Date: 2026-07-11 URL: http://www.caam.org.cn/chn/8/cate_82/con_5237234.html Blurb: 发布时间：2026-07-11 7月10日，由达安中心打造的全球首座整车级涉氢三高一体化环境风洞正式投入使用，至此，达安中心已形成以襄阳本部环境风洞和武汉涉氢三高环境风洞为主体的1+1环境风洞布局，构建起“极端环境模拟+涉氢安全验证+新能源能量管理+前沿装备测试”的一体化服务矩阵，将为行业提供更全面、更强大、更灵活的开发方案。 中国汽车工业协会常务副会长兼秘 Used in report: Yes | Cited in: — Category: CN-ASSOCIATION |

  11. [CN] 全球首座整车级涉氢三高一体化环境风洞正式投用 Publisher: caam.org.cn | Date: 2026-07-11 URL: http://www.caam.org.cn/chn/8/cate_81/con_5237234.html Blurb: 发布时间：2026-07-11 7月10日，由达安中心打造的全球首座整车级涉氢三高一体化环境风洞正式投入使用，至此，达安中心已形成以襄阳本部环境风洞和武汉涉氢三高环境风洞为主体的1+1环境风洞布局，构建起“极端环境模拟+涉氢安全验证+新能源能量管理+前沿装备测试”的一体化服务矩阵，将为行业提供更全面、更强大、更灵活的开发方案。 中国汽车工业协会常务副会长兼秘 Used in report: Yes | Cited in: — Category: CN-ASSOCIATION |

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