Core Insights - During the "14th Five-Year Plan" period, China's automotive industry has transitioned from "catching up" to "running alongside" in the fields of electrification and intelligent networking, achieving a leading position globally [3][4] - The "15th Five-Year Plan" period will focus on broader innovation areas, including process and materials, foundational and common technology research, intelligent chassis, and internet technology applications [3][5] Group 1: Achievements and Innovations - The automotive industry has made significant advancements in high-strength steel for car bodies, leading to steep declines in costs through self-manufacturing and mass production [4] - Intelligent factories have transitioned from demonstration to widespread adoption, positioning China to lead globally in both quantity and quality of manufacturing in five years [4] - The industry has built a strong foundation for high-quality development through its large market scale, complete industrial chain, cost and efficiency advantages, and concentrated efforts [4] Group 2: Future Innovation Directions - The "15th Five-Year Plan" will continue to explore innovation in process and materials, foundational technology, and common technology research, with a focus on user experience and data integration [5][6] - Intelligent chassis innovations are expected to progress significantly, with new structures and products emerging, enhancing the market presence of technologies like active suspension and wheel-side motors [6] - Internet technology will deeply penetrate the entire automotive lifecycle, transforming design, usage, maintenance, and after-sales services, leading to new business models [6][7] Group 3: Battery and Chip Innovations - The development of high-performance chips for autonomous driving requires national and industry collaboration, leveraging China's advanced manufacturing capabilities [7] - Innovations in power batteries are ongoing, with a focus on safety, recycling, and lifecycle maintenance, addressing challenges such as unexpected power loss and safety in extreme conditions [8][9] - The integration of AI in battery design and manufacturing processes is anticipated to become a trend, emphasizing precise control over battery performance and safety [9][10] Group 4: Key Innovation Focus Areas - Future innovation directions will focus on addressing market application pain points, such as electric vehicle power loss and safety issues [10] - Leveraging China's large-scale market advantages will facilitate the widespread adoption of high-end technologies, reducing costs significantly [10] - The automotive industry will benefit from the integration of new technologies, particularly in artificial intelligence and internet applications, leading to innovative practices and solutions [10]

（本文原标题为 世界汽车工程师学会联合会（FISITA）终身名誉主席，清华大学教授、汽车产业与技术战略研究院（TASRI）院长赵福全：抓住"新 汽车"机遇进行战略布局） "'新汽车'是移动的空间、互联的节点、数据的载体、计算的单元、智能的终端、储/供能的装置，也是创新的载体和战略性新兴产业。未来汽车将是 继互联网时代的手机之后万物互联时代最大的'母生态'，同时也是新质生产力、新型工业化最大的抓手。"近日，在第二十届中国经济论坛平行论坛 ——"展望'十五五' 巩固车优势"现场，世界汽车工程师学会联合会（FISITA）终身名誉主席，清华大学教授、汽车产业与技术战略研究院（TASRI）院长 赵福全在主旨发言中分享了一系列新思考、新观点。 身处历史巨变的拐点 "站在历史巨变的拐点上，人类社会正在发生翻天覆地的变化；'十五五'将是一个继往开来、承前启后的重要时期。"赵福全谈道，面对百年未有之大 变局，汽车产业需要再盘点、再出发，重新进行战略布局。 "新汽车"时代将迎来革命性变革 人工智能（AI）正在给汽车产业带来一场史无前例的重大变革。 赵福全认为，汽车制造业作为现代工业"皇冠上的明珠"，在拥抱AI的大背景下，正加快进 ...

Core Insights - The automotive market in China is experiencing growth in retail sales, particularly in the new energy vehicle (NEV) segment, but the overall profitability is declining, leading to significant challenges for automotive dealers [1][2][3] - The automotive circulation industry is facing a dual reality, with strong retail performance contrasted by severe operational difficulties for dealers, including increased losses and inventory pressures [2][3][4] Group 1: Market Performance - From January to October 2025, domestic passenger car retail sales reached 19.395 million units, a year-on-year increase of 9% [2] - New energy vehicle retail sales reached 10.27 million units, with a year-on-year growth of 23%, resulting in a cumulative retail penetration rate of 53% [2] Group 2: Dealer Challenges - In 2024, the number of 4S dealerships in China decreased by 4,419, with a net reduction of 625 in the first half of 2025, indicating a continued contraction in the industry [3] - The proportion of dealers reporting losses rose to 52.6% in the first half of 2025, up from 41.7% in 2024, highlighting the worsening financial situation [3] - 74.4% of dealers experienced price inversion, with 43.6% facing price inversions exceeding 15% [3] Group 3: Industry Dynamics - The automotive circulation industry is undergoing a revolutionary transformation, moving from traditional 4S dealership models to a more diversified system including authorized, direct, and mixed models [3][4] - The industry is grappling with high inventory levels, with a comprehensive inventory coefficient of 1.35 in September 2025, indicating increased operational costs and cash flow pressures for dealers [3] Group 4: Recommendations and Future Outlook - The China Automobile Circulation Association is advocating for standardized exit clauses in dealer contracts and has proposed measures to address issues like price inversion and excessive inventory [5][7] - The second-hand car market is projected to grow significantly, with transaction volumes and values expected to surpass 20 million units and 1 trillion yuan, respectively, driven by policy support and market demand [7][8] - The "Brand Grading Index" has been introduced to assist dealers in making informed investment decisions amidst the complex market landscape [12][14]

Group 1 - The core achievement of the "14th Five-Year Plan" for the Chinese automotive industry is the realization of self-confidence and the emergence of core advantages in market size, supply chain, cost efficiency, innovation, and institutional frameworks [5][6][7] - The pandemic acted as a turning point, enhancing the reputation of Chinese brands and highlighting cost advantages due to inflation abroad [5][6] - The transition from "following" to "keeping pace" in the "14th Five-Year Plan" indicates a significant improvement in overall strength, with expectations to shift towards "leading" in the "15th Five-Year Plan" [5][6] Group 2 - The "14th Five-Year Plan" is characterized by a deep integration of smart connectivity and electric vehicles, leading to a comprehensive innovation ecosystem [7] - The Chinese automotive industry has achieved global leadership in smart driving technology, moving from a follower to a definitional role in technology paths [7] - The cost of advanced driving systems has significantly decreased, with over 50% of new vehicles in China equipped with L2-level assistance systems [7] Group 3 - The "15th Five-Year Plan" is expected to focus on a mindset shift towards open and win-win competition, avoiding past low-price competition pitfalls [8][9] - There is an emphasis on high-quality development, with a need to enhance product quality, operational quality, and brand value [8][9] - The expectation for core technology innovation to be controllable and collaborative, with a focus on international expansion and leveraging the Belt and Road Initiative [9][10] Group 4 - Mainstream automotive enterprises are encouraged to lead by example, focusing on high-quality development and adhering to technical standards [10][11] - The importance of industry organization in addressing issues like "involution" and intellectual property rights is highlighted [10][11] - The emergence of several leading enterprises is seen as a natural outcome of industry evolution, with a call for healthy competition to avoid monopolistic tendencies [11][12] Group 5 - The automotive industry cluster is expected to diversify, with the Greater Bay Area playing a significant role due to its innovation and internationalization capabilities [12][13] - The Greater Bay Area is positioned as a bridgehead for the Chinese automotive industry to expand globally, leveraging its geographical and industrial advantages [13][14] - The integration of AI-driven smart automotive development will enhance collaborative innovation advantages within the cluster [14]

Core Insights - The Chinese automotive industry is entering a critical window period during the "15th Five-Year Plan" (2021-2025), focusing on high-quality development and technological independence [4][5][6] - The industry aims to transition from being a major automotive nation to a strong automotive power, leveraging advancements in electric vehicles and smart technologies [4][5][6] Group 1: Industry Development and Trends - The "14th Five-Year Plan" has seen the Chinese automotive industry achieve significant milestones, transitioning from "catching up" to "keeping pace" in the fields of electrification and intelligent networking [4][5] - The upcoming "15th Five-Year Plan" will emphasize broader innovation, including materials, foundational technologies, and smart chassis applications [5] - The automotive industry is expected to undergo a rapid reshuffling, with competition shifting from single product focus to ecosystem competition [5][6] Group 2: Safety and Regulation - Safety is identified as a fundamental requirement for the healthy and high-quality development of the automotive industry, with ongoing regulatory innovations to address emerging challenges [6] - The National Market Supervision Administration will enhance safety regulations to support the industry's high-quality growth [6] Group 3: Regional Development and Opportunities - Nansha District in Guangzhou is highlighted as a new hub for the automotive industry, particularly in smart and connected vehicles, benefiting from strategic policies and development opportunities [6] - The district aims to leverage technological innovation to drive industry upgrades and foster a collaborative ecosystem [6] Group 4: Globalization and International Cooperation - The "15th Five-Year Plan" is expected to highlight new trends in international cooperation, with a focus on electric vehicle platforms and technologies [7] - The global market for electric vehicles still has significant growth potential, presenting investment opportunities for the Chinese automotive supply chain [7] Group 5: Insurance and Risk Management - The growth of the new energy vehicle market underscores the importance of developing specialized insurance products to support the industry's evolution and enhance vehicle safety [8] - Insurance is seen as a tool to optimize the automotive supply chain and facilitate the global expansion of the Chinese automotive industry [8] Group 6: Strategic Recommendations - Industry leaders emphasize the need for a shift in development mindset, advocating for a collaborative approach to both domestic and international competition [9][10] - There is a call for a focus on quality over scale, with an emphasis on long-term strategies that align with national goals [10] - The industry is encouraged to overcome technological bottlenecks and enhance global competitiveness through innovation and strategic partnerships [10]

传统经典车（俗称"老爷车"）一般指车龄30年以上、葆有原貌且具有一定历史和技术价值的车辆， 堪称汽车工业的"活史书"。既承载着机械工艺的演进记忆，也凝结着民族工业的奋斗历程。在中国，新 车产销量已连续16年位居全球第一，民众文化诉求持续提升，品质型、个性化消费趋势日益凸显。作为 汽车文化最具代表性的载体，传统经典车行业却长期深陷"不能合规进口、不能公开交易、不能注册上 牌、不能合法上路"的"四不能"困境，产业发展受限。然而，民间对经典车的热情从未消减，博物馆与 收藏家的藏车动辄上百辆，"北京—巴黎老爷车拉力赛""海南1000"等活动日渐火热，享有"世界最美汽 车赛事"盛誉的意大利"一千英里赛（MilleMiglia）"更是引入国内，彰显出国内市场巨大的潜力。 当前，随着商务部等8部门汽车流通消费改革试点的推进，以及首个传统经典车国家标准《传统经典车 通用要求》（GB/T 45194-2024）的出台，中国正迎来探索特色经典车发展路径的关键机遇期。 行业发展面临挑战：困境与活力并存 中国传统经典车行业的核心矛盾，在于巨大潜力与"政策堵点"的失衡。据行业不完全统计，我国现存经 典车约2万～3万辆，潜在市场价值超1 ...

Group 1 - The core viewpoint of the article highlights the transformation and upgrading of automotive companies in Liuzhou, focusing on high-end, intelligent, and green development [1] Group 2 - In the first three quarters of the year, the total vehicle sales in Liuzhou reached 1.265 million units, representing a year-on-year increase of 33.7% [1] - The production and sales of new energy vehicles (NEVs) reached 732,000 units and 706,000 units respectively, with year-on-year growth of 68.8% and 67.8% [1] - New energy vehicles accounted for 55.8% of the total new vehicle sales in Liuzhou [1]

Core Insights - The emergence of humanoid robots, flying cars, and the integration of these technologies into the automotive industry is a significant trend, with companies like XPeng and Tesla leading the charge [2][4][10] - XPeng's new humanoid robot, IRON, has garnered attention for its advanced capabilities, including a lifelike appearance and improved interaction systems, reflecting the company's commitment to innovation [3][8] - The automotive industry is witnessing a shift towards a multi-dimensional business model that includes robotics and aerial vehicles, indicating a broader transformation in transportation [2][11] Group 1: XPeng's Developments - XPeng's IRON robot features upgrades in bionic structure, intelligent systems, and energy architecture, making it more human-like [3] - The company has successfully trialed its flying car production line, marking a milestone in the mass production of flying vehicles [3][8] - XPeng plans to launch three Robotaxi models by 2026, utilizing a vision-based system for navigation without relying on Lidar [3][12] Group 2: Industry Trends - Tesla has been a pioneer in the integration of automotive and robotics, launching its Cybercab Robotaxi and expanding its humanoid robot production [4][10] - Other automakers, such as GAC and Chery, are also advancing in the fields of autonomous driving and flying vehicles, indicating a competitive landscape [5][6] - The collaboration between companies and research institutions is becoming a common strategy to enhance capabilities in these emerging sectors [9][10] Group 3: Market Dynamics - The integration of automotive, robotics, and flying vehicles is seen as a necessary evolution in response to changing transportation needs and technological advancements [11][12] - Experts suggest that while the current focus is on innovation, traditional automotive manufacturing remains crucial for sustaining competitive advantages [15] - The development of a cohesive ecosystem for these technologies is still in its early stages, with challenges in achieving a self-sustaining business model [14][15]

临近年末，面对新能源汽车补贴即将终止、购置税优惠将减半的现实，新一轮汽车消费热潮持续升温。但在市场升温的同时，消费理念正 发生显著变化，许多购车者不再仅仅关注品牌，而是开始重视电机、电池等产业链产品的参数和品质。这一转变，反映了汽车消费逻辑正在重 塑。电动化浪潮推动了电池、电机技术的普及，打破了传统燃油车以发动机、变速器构建的壁垒；而智能化则重新定义了汽车的价值，传统品 牌的光环逐渐黯淡。汽车消费"脱虚向实"的趋势，正在为行业带来新的冲击波，也引发了新的思考：传统品牌若不能将历史底蕴转化为独特价 值，将难以吸引消费者，赢得市场。 消费逻辑正在改变 互联网时代，消费者能够通过多种渠道获取海量的车辆相关信息，不再单纯依赖汽车品牌。"以前买车主要看品牌，现在购买新能源汽车不仅 要看品牌，更要关注电机、电池、800V高压充电技术等核心零部件供应商及产品性能，甚至要区分是磷酸铁锂电池还是半固态电池。"正 如"90后"消费者王子晗所言，在购买新车尤其是新能源汽车前，深入了解其产业链情况，可以使消费者心中有数，不易被夸大其词的销售话术 误导。毕竟，车辆是自己和家人长期使用的，消费者需要买个放心。 年轻一代购车注重"开心就好 ...

Core Insights - The pre-sale model is becoming a standard practice in the automotive industry, serving as a crucial strategy for companies to achieve annual sales targets as new car launches surge towards the end of the year [2] - While the pre-sale model offers significant advantages, it also poses risks that can disrupt market order and damage brand reputation, highlighting its "double-edged sword" effect in an increasingly competitive environment [2][6] Group 1: Advantages of Pre-sale Model - The pre-sale model empowers both companies and consumers, acting as a bridge between market demand and production supply, allowing for more precise production planning based on locked-in order data [3] - Marketing strategies such as limited-time discounts and priority delivery during the pre-sale phase can rapidly increase market attention and brand awareness, as demonstrated by NIO's Firefly brand, which saw a 20% price reduction leading to a surge in orders [3][4] - Pre-sale data provides critical insights for product strategy adjustments, enabling companies to optimize pricing and configurations based on market feedback before official delivery [4] Group 2: Risks Associated with Pre-sale Model - The industry has seen issues such as data inflation, where companies misrepresent refundable deposits as actual orders, leading to a significant discrepancy between order totals and actual sales [6] - Delivery delays and discrepancies between advertised and actual vehicle specifications have become major consumer complaints, exacerbated by supply chain issues and production capacity constraints [6][7] - Over-marketing and price wars have intensified irrational competition, with companies focusing on short-term gains rather than product quality, which can harm brand image and long-term sustainability [7] Group 3: Regulatory and Strategic Recommendations - The industry needs to establish a robust regulatory framework to enhance transparency and accountability in pre-sale activities, including penalties for misleading practices [9] - Companies should adopt differentiated pre-sale strategies that emphasize unique features and customer satisfaction rather than solely competing on price, as seen with NIO's focus on safety and personalized services [9] - Improving fulfillment capabilities and service quality is essential for the long-term success of the pre-sale model, requiring companies to assess production and supply chain risks adequately [9][10]