Domestic News - The National Development and Reform Commission and the Ministry of Finance announced a policy to support the scrapping and replacement of vehicles in 2026, offering subsidies of 12% (up to 20,000 yuan) for new energy vehicles and 10% (up to 15,000 yuan) for fuel vehicles with an engine size of 2.0 liters or less [3] - Four departments issued the "Automobile Industry Digital Transformation Implementation Plan," aiming for significant improvements in manufacturing capabilities and digitalization by 2027, including a 10% increase in labor productivity and a 20% reduction in product development and delivery cycles [4] - The National Energy Administration reported that as of November, there are 7.05 million charging facilities built in highway service areas across the country, contributing to a total of 19.32 million charging facilities nationwide [5] - Xiaopeng Motors' chairman stated that the next generation of fully autonomous driving will arrive in 2026, transitioning from L2 to L4 capabilities [6] - Leap Motor announced four service commitments, including free roadside assistance during holidays and clear visibility of maintenance costs through their app [7] - Tesla's global production reached 9 million electric vehicles, with the latest unit being a Model Y produced at the Shanghai Gigafactory [8] - Firefly officially launched in Austria, marking rapid expansion in Europe since its initial release [9] - CATL's "Chocolate" battery swap station network reached its 1,000th station, with plans to expand to over 3,000 stations by 2026 [10] Commercial Vehicles - Weichai's new energy commercial vehicles received a 36-month COP certification in Vietnam, marking a significant step in compliance for the market [16] - Foton Motor announced the mass production of its "Star" series electric light trucks, with a projected output of 32,000 units in 2025 [17] - The 2026 national subsidy policy will prioritize support for the replacement of old commercial vehicles with electric ones [18] - Zhuoyue Technology has initiated a heavy-duty truck NOA project, with the first models expected to be produced in the first half of 2026 [20]

乘联分会&I.S. E安路勤 2 点 击 蓝 字 关 注 我 们 北汽制造 极石 ADAMAS 参数配置简介 | 目录 | | | | | | | --- | --- | --- | --- | --- | --- | | 序号 | 生产厂商 | 子车型 | 上市时间 | 细分市场及车身结构 | 工程更改规模 | | 1 | 北汽制造 | 极石 ADAMAS | 2025 / 12 / 28 | C SUV | MCE2-1 | | 2 | 广汽乘用车 | 传祺 向往M8 | 2025 / 12 / 31 | C MPV | MCE1 | | 注:工改授定义 全新产品(MP):全新上市车型,车型名称是全新的。 小改款(MCE1):指车型的配置、外观造型发生小范围变化,但不涉及车型模具的 更改及发动机或变速箱的调整。 | | | 中改款(MCE2-2):指车型涉及发动机或变速箱的改变,但不涉及前脸造型或模具的改变。 换代产品(Q):车型平台发生改变,从而产生的全新一代的车型。 新增年型(M):现有车型线上新增某款车款。 | | | | 中改款(NCE2-1):通常指车型的facelift,即车型的前脸造型或模具 ...

1.本周车市概述 点 击 蓝 字 关 注 我 们 本文全文共 3458 字，阅读全文约需 11 分钟 本文详细资讯可在中国汽车流通协会乘用车市场信息联席分会官网下载：www.cpcaauto.com 乘用车： 12月1-28日，全国乘用车市场零售192.8万辆，同比去年12月同期下降17%，较上月同期下降 3%，今年以来累计零售2,341.1万辆，同比增长4%；12月1-28日,全国乘用车厂商批发213.4万辆，同比去年12月 同期下降19%，较上月同期下降19%，今年以来累计批发2,889.9万辆，同比增长8%。 新能源： 12月1-28日，全国乘用车新能源车市场零售119.2万辆，同比去年12月同期增长5%，较上月同期 增长1%，今年以来累计零售1,266.4万辆，同比增长18%;12月1-28日,全国乘用车厂商新能源批发126.1万辆，同 比去年12月同期下降4%，较上月同期下降16%，今年以来累计批发1,501.7万辆，同比增长25%。 渗透率： 12月1-28日，全国乘用车市场新能源零售渗透率61.8%；12月1-28日，全国乘用车厂商新能源批 发渗透率59.1%。 2.2025年12月全国乘用车市 ...

Industry Information - The 2025 Globalization and Sustainable Development Forum for the automotive industry released three key industry consensus points, emphasizing the integration of electric intelligence with ESG responsibilities, the importance of safety and user value in smart vehicles, and the necessity of sustainable development as a core requirement for the automotive industry [7] - Wuhan's 14th Five-Year Plan suggests accelerating the development of emerging industries such as embodied intelligence, high-end chips, quantum technology, and brain-computer interfaces [8] - As of November 2025, the total number of electric vehicle charging infrastructure in China reached 19.322 million, a year-on-year increase of 52.0%, with public charging facilities accounting for 4.625 million [9][10] - The total investment for the EVE Energy headquarters and Jin Yuan Robot AI Center project is approximately 1 billion yuan, focusing on sodium battery products and AI robotics [12] - Guangzhou aims to create a trillion-level smart connected new energy vehicle industry cluster as part of its 14th Five-Year Plan [13] - The "Shenzhen-Hong Kong Automotive Fast Pass Plan" has been officially implemented, streamlining the import process for electric vehicles [14] - The National Energy Administration is promoting the construction of charging piles in rural areas to support the growth of electric vehicles [15] - Huawei's ADS MAX 4.1 upgrade significantly enhances the experience in urban congestion scenarios [16] - The first batch of L3-level autonomous driving vehicle special license plates has been issued in Beijing, marking a milestone in the commercialization of autonomous vehicles [16] - By 2026, over 10,000 charging guns will be built in highway service areas across the country [16] - The National Energy Administration reported a 60.2% year-on-year increase in electricity consumption for charging and swapping services in November 2025 [18] - The first automotive intelligent chassis testing report was released, with BYD's Yangwang U7, NIO ES8, and Zhijie R7 recognized as benchmark models [20] - Hunan's electric vehicle exports exceeded 10 billion yuan for the first time, with a year-on-year growth of 105.3% [22] - Guangzhou's new energy vehicle production increased by 22.6% in the first 11 months of 2025 [22] - A total investment of 7.47 billion yuan was signed at the Ningde lithium battery new energy industry promotion conference, with an expected annual output value of 12.14 billion yuan [27] - The annual export of new energy vehicles from the Xiangyang Comprehensive Bonded Zone exceeded 10,000 units for the first time, marking a 350% year-on-year increase [27] - Inner Mongolia's Chifeng City has built 3,453 charging piles during the 14th Five-Year Plan period [29] Policy Information - The Guizhou Qiannan Prefecture government issued a plan for high-quality energy industry development from 2025 to 2027, focusing on expanding charging infrastructure [30] - The Henan Sanmenxia government released a plan for the construction of charging facilities in residential areas [31] - The Jiangsu province is adjusting its electric vehicle charging fee subsidy policy for 2026 [32] - The National Development and Reform Commission emphasized the need to regulate competition in the new energy vehicle, lithium battery, and photovoltaic industries to avoid "involution" [23][24]

Core Viewpoint - The article discusses the significant growth in the intelligence index of China's passenger car market, highlighting the advancements in smart cockpit, smart driving, and external smart technologies, indicating a robust development trend in the industry [3][13]. Group 1: Smart Car Intelligence Index - The passenger car intelligence index for November 2025 is reported at 37.7, showing a substantial increase compared to the previous month [13]. - The smart cockpit index reached 40.0, with a month-on-month increase of 1.8 units, indicating a significant growth trend [8][13]. - The smart driving index stood at 41.2, reflecting a month-on-month increase of 1.6 units, showcasing a notable upward trajectory [10][13]. - The external smart index was recorded at 21.5, with a month-on-month increase of 2.1 units, continuing its previous upward trend [13]. Group 2: Market Performance - In November 2025, the retail sales of passenger cars in China totaled 2.225 million units, representing a year-on-year decline of 8.1% and a month-on-month decrease of 1.1% [13]. - The retail sales of new energy vehicles reached 1.32 million units, showing a year-on-year growth of 4.2% and a month-on-month increase of 3.0% [13]. Group 3: Index Composition and Methodology - The passenger car intelligence index consists of one primary index and three secondary indices: smart cockpit index, smart driving index, and external smart index, which reflect the market performance of vehicles meeting corresponding smart standards [15]. - The calculation method for the intelligence index incorporates weighted contributions from the smart cockpit, smart driving, and external smart indices, with respective weightings of 47.5%, 37.5%, and 15.0% [16][19][20].

点 击 蓝 字 关 注 我 们 本文全文共 2692 字，阅读全文约 9 分钟 2025年11月份全社会用电量同比增长6.2% 2025年11月份全社会用电量同比增长6.2% 2025年1—11月全国电力市场交易电量破6万亿千瓦时 同比增长7.6% 2025年全国数字产业业务收入预计同比增长约9% 2025年1—11月份全国规模以上工业企业利润增长0.1% 第一产业 113 亿千瓦时 ( ▲ 7.9% 用电量 第二产业 5654 亿千瓦时 ▲ 4.4% 用电量 工业用电量 A 4.6% 其中 高技术及装备制造业用电量 ▲ 6.7% 第三产业 用电量 1532 亿千瓦时 ▲ 10.3% 充换电服务业用电量 A60.2% 其由 信息传输、软件和信息技术 A 18.9% 城乡居民 生活用电量 1057 亿千瓦时（▲ 9.8% 1 至 11月 12月24日，国家能源局发布11月份全社会用电量等数据。 11月份，全社会用电量8356亿千瓦时，同比增长6.2%。从分产业用电看， 第一产业用电量113亿千瓦时， 同比增长7.9%；第二产业用电量5654亿千瓦时，同比增长4.4%，其中，工业用电量同比增长4.6%，高技术及 ...

Domestic News - The State-owned Assets Supervision and Administration Commission (SASAC) emphasizes accelerating the transformation and upgrading of traditional industries, focusing on intelligent, green, and integrated development to enhance the competitiveness of traditional industries globally [6] - The National Energy Administration calls for the construction of a high-quality charging infrastructure system, aiming for a "three-year doubling" action plan to improve service capabilities and safety in electric vehicle charging [7] - In November, China's electric vehicle exports surged by 87% year-on-year, reaching 199,836 units, with significant growth in Asia (71%) and Latin America (283%) [8] - Changan Automobile plans to raise no more than 6 billion RMB through stock issuance to enhance its R&D and market competitiveness in the new energy vehicle sector [9] - NIO has announced the launch of a battery swap station in Deqin, completing a battery swap route over 2,700 kilometers with 19 stations [12] - CATL has established a new energy technology company in Xishuangbanna, focusing on new energy technology research and sales [13] International News - The market share of imported cars in South Korea is expected to exceed 20% in 2025, driven by the surge in Tesla sales and high demand for premium brands [15] - TIERIV has received support from the Japanese government to build a large-scale autonomous driving data set, enhancing industry competitiveness through AI data collection [16] - Waymo is conducting autonomous taxi tests in London, showcasing its electric vehicles on the streets [17] - General Motors plans to launch its sixth-generation V8 engine in 2027, offering two displacement options of 5.7L and 6.7L [18] Commercial Vehicles - The first fully vehicle-compliant unmanned logistics vehicle is set to launch in early 2026, with several domestic manufacturers focusing on unmanned logistics solutions [21] - Dongfeng Motor has completed dual national standard certification for vehicle information security and software upgrades, positioning itself at the forefront of compliance in the industry [23] - Iveco's electric vehicle has been awarded the title of "Green and Efficient City Distribution Recommended VAN" at a recent industry event [24] - The Fei Die Qitu MX (air brake version) light truck has been launched in Shaanxi, expanding the product lineup to meet diverse transportation needs [26]

Domestic News - The Ministry of Finance will continue to allocate funds to support the replacement of consumer goods in 2026, aiming to boost consumption through targeted actions and optimized subsidy standards [3] - The National Bureau of Statistics reported that from January to November 2025, profits in the equipment manufacturing industry increased by 7.7% year-on-year, contributing 2.8 percentage points to the overall profit growth of industrial enterprises [4] - Chongqing has added 160 million yuan in subsidies for automobile replacement and scrapping, bringing the total subsidy amount to 185 million yuan, with applications open until January 10, 2026 [5] - Gansu's 14th Five-Year Plan emphasizes fostering new types of consumption, including digital, green, and intelligent consumption, while enhancing public service spending and consumer protection [6] - China FAW Group and Leap Motor have deepened their cooperation, focusing on strategic collaboration in capital and powertrain development [7] - GAC Group has launched a "Three Responsibilities" policy for its brands, ensuring compensation for vehicle fires due to battery issues and free battery replacements for capacity degradation beyond standards [8] - Changan Automobile's Thailand factory has shipped its first batch of 500 vehicles to Europe, marking a significant step in its global strategy [9] - XPeng Motors has officially entered the Qatari market and signed a strategic cooperation agreement with a dealer in Mauritius, expanding its presence in the Middle East and East Africa [10] International News - Russia has extended its ban on gasoline exports until February 28, 2026, affecting all exporters [11] - Toyota plans to achieve a global production target of over 10 million vehicles in 2026, driven by increasing demand for hybrid models, with domestic production expected to exceed 3 million [12] - Bolivia's cancellation of fuel subsidies has led to a surge in electric vehicle sales, with imports reaching $16.3 million from January to October 2025, a 300% increase compared to the previous year [13] - Samsung SDI is shifting its focus in the U.S. from electric vehicle batteries to energy storage systems, with plans to transform its production lines by 2027 [14] Commercial Vehicles - Super Fusion has launched a supercharging demonstration station for heavy trucks in Fujian, providing a new solution for electric commercial vehicle charging [15] - FAW Jiefang and All Route have jointly released a new battery-swappable light truck, promoting strategic cooperation in the Changchun Economic Development Zone [16] - Foton's new electric light truck platform, "Qimingxing," will be officially launched on December 30, 2025, marking a new phase in the transition to electric commercial vehicles [17] - Weichai Power showcased its new series of commercial vehicles at a technology innovation conference, highlighting advancements in the field [18] - Weichai's commercial vehicle sales have seen significant growth in 2025, with a notable increase in the share of new energy vehicles [19]

点 击 蓝 字 关 注 我 们 本文全文共 4800 字，阅读全文约 16 分钟 关于汽车软件在线升级备案系统的升级上线通知 12月22日，工业和信息化部装备工业发展中心印发《关于汽车软件在线升级备案系统的升级上线通 知》。 通知称，为适应产业发展需要，全面落实《关于加强智能网联汽车生产企业及产品准入管理的意见》 （工信部通装〔2021〕103号）及《关于进一步加强智能网联汽车产品准入、召回及软件在线升级管理的通 知》（工信部联通装〔2025〕45号）相关管理要求，进一步规范汽车软件在线升级活动，"汽车软件在线升级 备案系统"相应的服务及数据已迁移至工业和信息化部一体化政务服务平台（以下简称"政务平台"），并于 2025年12月22日正式上线运行，原系统访问地址不再使用。相关事项通知如下： 一、登录方式 企业可通过以下方式进行访问： 1、直接访问系统地址：https://ota.miit.gov.cn/ 三、权限管理 企业的法人账号可查询企业全部数据，包括历史数据及新申报数据，原系统的经办人无法查看历史数 据，各经办人之间仅可查看本人创建的数据内容。 四、联系方式 联系电话：010-68209118 联系邮箱 ...

Policy and Regulations - The National Development and Reform Commission and the National Energy Administration aim for a total installed capacity of solar thermal power to reach 15 million kilowatts by 2030, with a goal to make the cost of electricity comparable to coal power [15][14]. - Chongqing plans to build over 100 high-power charging stations and promote more than 1,500 electric supercharged heavy trucks by 2026-2028, focusing on logistics and port scenarios [12][11]. Market Insights - The core technology modules of new energy city distribution logistics vehicles include electric drive, battery management, intelligent and automated technologies, lightweight design, charging infrastructure, and environmental adaptability [19][17]. - Intelligent technology is driving new energy city distribution logistics vehicles towards greater efficiency, sustainability, and intelligence [21][20]. - The main technical fields of new energy city distribution logistics vehicles face challenges in range, battery costs, autonomous driving, and lightweight design, necessitating continuous innovation [24][25]. Company Developments - Foton Motor's 2026 business conference set marketing targets of 200,000 units each for new energy and exports, with a projected market share increase to 17% in 2025 [31][33]. - Foton Motor plans to launch several new products, including the Aoling Extreme Electric light truck and the new cold chain vehicle brand, targeting various operational scenarios [34][35]. - The Foton Kaven LeTu customized flagship light truck was launched, focusing on tailored solutions for different operational environments [36][38].