特斯拉驾驶辅助面临监管重拳，行业警示灯亮起_老虎社区_美港股上老虎

特斯拉驾驶辅助面临监管重拳，行业警示灯亮起

汽车点评AC2025-12-24

近日，加州机动车管理局的一纸裁定，将特斯拉及其备受争议的自动驾驶辅助系统再次推向舆论与监管的风口浪尖。一名行政法法官判定，特斯拉对其“自动辅助驾驶”和“全自动驾驶”系统的营销描述存在误导性，可能使消费者误认为车辆无需人类监督即可安全行驶。据此，法官建议暂停特斯拉在加州的车辆销售牌照30天。尽管DMV给予了特斯拉90天的整改窗口，但这一初步裁决无疑为特斯拉，乃至整个高级驾驶辅助系统行业，敲响了一记...

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beta版的技术代码本身，而是聚焦于特斯拉如何向公众包装和推销这些技术。根据国际汽车工程师学会的权威分级标准，目前特斯拉部署的系统被普遍归类为L2级驾驶辅助。这意味着系统能够在特定条件下提供转向、加速和制动支持，但驾驶员必须全程保持注意力，并随时准备接管车辆控制权。加州DMV的指控并非空穴来风，其调查追溯至2022年。经过漫长的法律程序，监管方认为“全自动驾驶能力”等命名和宣传话术，超出了L2级技术的实际能力范畴，构成了不实陈述。倘若最终处罚落地，对特斯拉的打击将非同小可。要知道，加州不仅是特斯拉在美国最大的消费市场，还坐落着其重要的弗里蒙特工厂。即便只是短暂的销售中断，也将导致巨大的财务损失，并可能动摇市场与投资者对其技术路线图的信心。无独有偶，特斯拉在欧洲市场同样面临类似的监管挑战。法国竞争、消费和反欺诈总局经过调查后指出，特斯拉在法国市场对其“完全自动驾驶能力”选项的营销，构成了“误导性商业行为”。该选项售价高达7500欧元，却未能实现真正的、无需人工监控的L4级自动驾驶。监管机构责令特斯拉限期修正宣传材料，否则将面临每日数万欧元的罚款。此外，特斯拉还被发现在销售合同条款清晰度、退款时效等方面存在违规行为。这些跨大西洋的监管行动共同释放了一个清晰的信号，即全球主要市场的监管机构正对智能汽车技术的营销宣传失去耐心，尤其是当这种宣传可能模糊技术能力的边界，进而诱发安全风险时。安全警示可以说，监管关注的深层次忧虑，直接指向公共安全。当制造商使用全自动等极具诱惑力的词汇时，部分消费者可能产生机器可以完全负责的错误认知，从而降低驾驶专注度，酿成悲剧。翻阅过往资料，此前上已有多起与特斯拉Autopilot相关的事故令人扼腕。例如，2019年美国佛罗里达州的一起致命事故中，车主在Autopilot开启状态下因分心捡拾手机，而系统未能识别前方障碍导致碰撞。此类事件无一不反应出，车圈中具有误导倾向的营销宣传，可能催生用户的过度信任；有设计局限性的系统，在复杂场景下可能出现误判，而放松警惕的驾驶员，则失去了最后一道安全屏障。更宏观的行业风险在于，个别企业的夸大宣传可能劣币驱逐良币，侵蚀公众对自动驾驶这一新兴技术的整体信任根基。一旦消费者的实际体验与过高的期望值形成巨大落差，将可能拖累整个行业的技术普及与商业化进程。与特斯拉在某些市场遭遇的监管急刹车相比，中国智能驾驶行业正试图在鼓励创新与规范发展之间，走出一条更为审慎平衡的路径。众所周知，中国市场的智能驾驶普及速度惊人。数据显示，去年，我国L2级及以上智能辅助驾驶功能在新车中的渗透率已超过50%，且预计将持续快速增长。同时，L3级有条件自动驾驶的政策大门已经开启，多家中国车企已获得相关测试或准入许可，标志着产业正向更高阶阶段探索。然而，爆发式增长也伴随着成长的烦恼。此前，行业内同样出现过宣传用语模糊、混淆自动驾驶与辅助驾驶概念的现象，导致部分消费者认知不清，埋下安全隐患。有车企高管曾公开警示，不实传播带来的用户误读，是行业面临的重大风险之一。针对这一现状，国内正通过多部门协同监管、完善法规体系、强化执法力度等多重举措，为智能驾驶辅助行业划定合规红线。例如在今年4月16日，工业和信息化部装备工业一司专门组织召开智能网联汽车产品准入及软件在线升级管理工作推进会，会议明确强调：“企业不得进行夸大和虚假宣传，必须严格履行告知义务。”在规范低级别辅助驾驶的同时，国内也为高级别自动驾驶的商业化探索开辟了合法路径。2025年12月，工信部正式公布首批L3级有条件自动驾驶车型准入许可，允许相关车型在指定路段开展试点运行。这一举措标志着我国自动驾驶行业从技术验证阶段正式迈入量产应用的新阶段，也彰显了先规范、后发展的监管思路。未来，随着技术的持续进步与监管体系的不断完善，中国智能驾驶行业有望实现安全与发展的良性平衡。车叔总结行业的健康发展，离不开激情的创新，更离不开对规则的敬畏、对局限的坦诚和对生命的尊重。特斯拉当前的处境，是对所有市场参与者的集体提醒，在通往真正自动驾驶的漫长道路上，真实的沟通与稳健的步伐，远比华丽的辞藻和过早的承诺更为重要。只有当宣传的泡沫被挤去，技术才能在坚实的土地上，走向更可靠的未来。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"policyRegulatory","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}