点 击 蓝 字 关 注 我 们 本文全文共 1552 字，阅读全文约需 5 分钟 中国新能源汽车市场走势 中国新能源汽车市场，2025年9月销售160.4万辆，比上升15.0%，同比增长24.5%，渗透率达到 49.7%，渗透率维持较高水平 。 装车率统计 ——级别分布 2025年1-8月新能源乘用车L2级及以上的辅助驾驶功能装车率达到86.8%，16万以下市场中智驾装车 率进一步增长。随着技术能力提升叠加成本下降，推动智能辅助驾驶搭载率不断提升 。 中国新能源汽车市场结构 2025年9月，新能源轿车占比42.4%，比去年同期下滑2.9个百分点。新能源SUV份额达到47.7%，份 额较同期上升1.1个百分点。2025年9月，细分市场全部实现增长，商用车增速整体高于乘用车，半 挂牵引车增长179.6%。乘用车市场中轿车、MPV、SUV增幅分别为16.6%、41.6%和26.9% 。 其中新能源乘用车销售151.6万辆，同比增长22.8%；新能源商用车销售8.8万辆，同比增长65.7% 。 新能源乘用车市场延续增长态势，消费者对新能源车接受度持续提升，叠加以旧换新政策，共同推 动换购需求增长，推动渗透率持续攀升。 ...

Core Insights - The article discusses the growth and trends in the new energy commercial vehicle sector, highlighting significant policy changes, market performance, and company developments in the industry. Policy and Regulations - The Ministry of Industry and Information Technology (MIIT) plans to enhance the requirements for vehicle manufacturers regarding intelligence and connectivity, raising production entry barriers [6][8]. - The National Development and Reform Commission (NDRC) aims to establish 28 million charging facilities nationwide by the end of 2027, providing over 300 million kilowatts of public charging capacity to meet the needs of more than 80 million electric vehicles [12][11]. - The Ministry of Housing and Urban-Rural Development, along with nine other departments, is developing an action plan for smart municipal infrastructure construction and renovation [14]. Market Insights - In the first nine months of 2025, sales of new energy light trucks increased by 36.5% year-on-year, reaching 81,600 units, with a penetration rate of 24.8% [20][23]. - The sales of long-range new energy light trucks surpassed 20,000 units, maintaining the top position in the market [23]. - The main types of new energy light truck bodies are platform and box types, with a future shift towards technology-driven and scenario-focused transformations [26][30]. Company Monitoring - Scania has opened its industrial production base in Rugao, China, with a total investment of €2 billion (approximately 16.6 billion RMB), aiming for an annual production capacity of 50,000 vehicles [33]. - SAIC Maxus has launched new models in its electric light truck family, targeting diverse market needs [35]. - Dongfeng Commercial Vehicle has established a new five-year strategic cooperation with CATL, focusing on electric vehicle technology development and market expansion [44][46].

2025泰达论坛概述 我国汽车行业进入增长动能转换关键期，既要应对新能源汽车市场增速放缓、核心技术瓶颈等挑战，也 要抓住智能化、绿色化转型机遇。论坛上，业内专家面对新形势提出了汽车产业稳中求进、变中求新的建议。 点 击 蓝 字 关 注 我 们 本文全文共 1401 字，阅读全文约需 5 分钟 9月11日至14日，以"增动能 启新篇 向全球"为年度主题的2025中国汽车产业发展（泰达）国际论坛在天津 滨海新区如期举办。本届论坛聚焦"十五五"政策、硬科技攻关、全球化布局等关键议题，汇聚政产学研各界精 英，共同探讨汽车产业的未来与发展。 | | | | 核心议题 | | | | --- | --- | --- | --- | --- | --- | | 2Q25中国汽车产业发展(泰达)国际论坛 | | 69 | 开幕大会 改革创新再深化,"十五五"汽车产业政策与愿景展望 | | | | 2025 INTERNATIONAL FORUM(TEDA) ON CHINESE AUTOMOTIVE INDUSTRY DEVELOPMENT | | | | | | | 16.00 | 2025.09.11-2025.09.1 ...

Domestic News - In September, the total retail sales of consumer goods reached 41,971 billion yuan, with a year-on-year growth of 3.0%. Excluding automobiles, the retail sales amounted to 37,260 billion yuan, growing by 3.2% [4] - The China Academy of Information and Communications Technology released a technical roadmap for intelligent connected vehicles, emphasizing the need for enhanced communication capabilities, network coverage, and performance optimization [5] - Starting from November 1, 2025, Yunnan province will suspend applications for automobile scrapping and replacement subsidies [6] - The city of Hefei in Anhui province will also suspend its automobile scrapping subsidy policy from October 24, 2025 [7] - The domestic market for power battery recycling is expected to exceed 100 billion yuan by 2030, with a projected recovery volume of over 300,000 tons in 2024 [8] - Changan Automobile plans to launch a flying car product by 2030, aiming for commercial operation [9] - Chery Automobile anticipates that its revenue contribution from overseas markets will surpass that from domestic markets in the future, with plans to establish 26 overseas R&D centers [10] - XPeng Motors has officially launched its digital parts warehouse in the Middle East and Africa, enhancing its service ecosystem [11] Foreign News - BMW's plant in San Luis Potosi, Mexico, has produced its 500,000th vehicle, a significant milestone achieved in just six years since production began [12] - The Norwegian government plans to expand the tax range for electric vehicles, which will increase costs for models like the Tesla Model Y, as part of a strategy to phase out gasoline and diesel vehicles by 2025 [13] - Stellantis Group has signed a non-binding memorandum of understanding with Pony.ai to accelerate the development and deployment of autonomous vehicle solutions in Europe [14] - Lamborghini has submitted a patent for a new type of active aerodynamic wheel that balances aerodynamic advantages with effective cooling during braking [15] Commercial Vehicles - Former President Trump signed an executive order imposing a 25% tariff on imported medium and heavy trucks, effective November 1, 2025, citing national security concerns [16] - FAW Jiefang's R&D capability enhancement project has been completed, introducing new products aimed at boosting the quality of China's automotive industry [18] - Chery Commercial Vehicles showcased innovative technologies at the Chery Global Innovation Conference, highlighting advancements in electric, connected, and intelligent vehicles [20] - The LANDKING brand from Shandong Heavy Industry launched a new generation of technology products at a global partner conference, focusing on overseas market expansion [21]

Core Viewpoint - The Ministry of Industry and Information Technology is soliciting public opinions on the draft requirements for the admission review of road motor vehicle production enterprises and products, aiming to enhance product quality and safety standards in the automotive industry [2][4]. Group 1: Admission Review Requirements - The draft includes general requirements, capability requirements, and other requirements, structured into four chapters [2]. - The review aims to improve the systematic and comprehensive nature of admission requirements while maintaining stability in the existing framework and vehicle types [4]. - Emphasis is placed on enhancing safety and quality assurance capabilities, urging enterprises to strengthen supplier management and after-sales service commitments [4][5]. Group 2: Key Revisions - The revisions focus on three main areas: increasing, optimizing, and enhancing requirements for enterprises, particularly in terms of intelligent and connected capabilities [5]. - New requirements for group management have been added to improve efficiency and resource utilization within the industry [5]. - Adjustments have been made to align with the trends in electrification and the specific characteristics of different vehicle categories [5][6]. Group 3: Product Admission Review - The draft for product admission review includes definitions, technical requirements, and major technical parameters, structured into five chapters [5]. - The revisions prioritize safety and quality standards, updating existing standards and incorporating industry feedback to ensure the relevance and authority of the review requirements [6][20]. - The introduction of reliability standards aims to bolster vehicle safety and promote healthy industry development [6]. Group 4: New Energy Vehicle Regulations - Modifications to the regulations for new energy vehicle production enterprises and products have been proposed to better align with the industry's development needs [7]. - The changes include updates to terminology and the integration of existing requirements into a more streamlined framework [7][8]. - The revised regulations will take effect from 2026, reflecting the adjustments made in the admission review requirements [8]. Group 5: Tax Incentives and Model Directories - The Ministry has announced the latest directories for tax incentives related to energy-saving and new energy vehicles, including a total of 382 compliant models [12][14]. - The directories include new models across various categories, such as plug-in hybrid and pure electric vehicles, highlighting the government's support for the new energy vehicle sector [14][13]. - The announcement also details the suspension and cancellation of certain models and enterprises, ensuring compliance with updated standards [13][14].

Core Insights - The overall pickup market in September 2025 saw sales of 46,000 units, a year-on-year decrease of 1.9% but a month-on-month increase of 14.6%, maintaining a mid-high level compared to the past five years [2] - For the first nine months of 2025, total pickup sales reached 432,000 units, reflecting an 11.2% increase compared to the same period in 2024 [2] - Great Wall Motors continues to lead the pickup market, with strong performance both domestically and internationally, supported by significant export growth [2][3] Pickup Market Performance - The main regions for pickup demand are the Southwest and Northwest, accounting for 44.4% of total demand in September 2025 [2] - The domestic retail market shows a strong competitive landscape with Great Wall, JMC, and Zhengzhou Nissan as key players [2] - The overall pickup market is experiencing a shift as the growth of new energy pickups slows down, with traditional fuel pickups still dominating [2] Export Trends - In 2024, the cumulative export of pickups reached 244,000 units, marking an 85% increase [2] - In September 2025, exports totaled 26,000 units, a year-on-year increase of 3% and a month-on-month increase of 22% [2] - From January to September 2025, exports amounted to 228,000 units, reflecting a 28% year-on-year growth [2] New Energy Pickup Insights - In September 2025, new energy pickup sales reached 4,000 units, showing a remarkable year-on-year growth of 104% and a month-on-month increase of 31% [3] - Cumulatively, new energy pickup sales for the first nine months of 2025 reached 54,000 units, representing a 440% increase compared to the same period in 2024 [3] - The market for new energy pickups is expected to grow rapidly to meet both domestic and international demand [3]

Core Viewpoint - The article provides a comprehensive overview of new car models set to launch in October 2025, detailing specifications, pricing, and market segments for various manufacturers [2][4][6]. Group 1: New Car Launches - FAW-Volkswagen is set to launch the Sagitar and Magotan on October 10, 2025, both classified as A NB with no major engineering changes, priced between 14.99 and 20.69 million yuan [2][17]. - Geely Auto will introduce the Xingyuan on October 10, 2025, an AO HB model with a price range of 6.88 to 9.88 million yuan, featuring electric powertrains [22][25]. - BYD will launch the Seal 05 DM-i on October 11, 2025, an A NB model priced at 7.98 million yuan, equipped with a 1.5L plug-in hybrid engine [30][33]. - The Hongqi Guoyao from FAW Car will debut on October 11, 2025, as a D SUV with a price range of 156.00 to 166.00 million yuan, featuring a 4.0T engine [38][41]. - The Zeekr 001 from Geely will launch on October 11, 2025, as a C HB model priced between 26.98 and 32.98 million yuan, featuring electric powertrains [46][49]. Group 2: Specifications and Features - The Sagitar features a 1.5T engine with a DCT7 transmission, dimensions of 4,791mm x 1,801mm x 1,465mm, and a wheelbase of 2,731mm [9]. - The Magotan offers two engine options: a 1.4T and a 2.0T, with dimensions of 4,866mm x 1,832mm x 1,479mm and a wheelbase of 2,871mm [17]. - The Xingyuan has a length of 4,135mm (or 4,155mm), width of 1,805mm, and height of 1,570mm, with a wheelbase of 2,650mm [25]. - The Seal 05 DM-i has dimensions of 4,780mm x 1,837mm x 1,515mm and a wheelbase of 2,718mm, featuring a 1.5L engine and E-CVT transmission [30][33]. - The Hongqi Guoyao measures 5,695mm x 2,095mm x 2,010mm with a wheelbase of 3,309mm, powered by a 4.0T engine [38][41]. Group 3: Market Segments - The new models span various market segments, including A NB, B NB, C HB, and D SUV, indicating a broad strategy to capture different consumer preferences [2][4][22]. - The pricing strategy reflects a competitive approach, with models like the Xingyuan targeting budget-conscious consumers while the Hongqi Guoyao aims at the luxury segment [25][38].

Domestic News - The National Market Supervision Administration is establishing a reporting system for fire incidents involving new energy vehicles, with 3,230 recalls affecting 120 million vehicles reported as of September 2025, including 652 recalls due to market supervision investigations, impacting 63.79 million vehicles, which is 53.18% of total recalls [7] - Starting from October 18, 2025, Sichuan province will suspend its vehicle trade-in subsidy policy, with further adjustments to be announced later [8] - Ningbo has adjusted its vehicle scrapping and renewal policy, adding conditions related to the location of the scrapped vehicle's license plate and the new vehicle's registration [9] - JD Logistics and Xpeng Motors have deepened their strategic cooperation, with JD Logistics planning the operation of Xpeng's spare parts warehouse in the Middle East [10] - BYD plans to invest in building 300 fast-charging stations in South Africa by the end of 2026, emphasizing the country's importance as a key overseas market [12] - Leap Motor will begin large-scale production of the B10 electric SUV in Europe next year, potentially avoiding EU tariffs on Chinese electric vehicles [13] - Changan Automobile's chairman predicts that L2 assisted driving will become standard by 2030, with a projected market size for embodied intelligence exceeding $23 billion by 2030 [14] - Horse Powertrain is collaborating with Leap Motor, Chery, and JAC Motors to expand into global markets [15] International News - In the third quarter of 2025, U.S. electric vehicle sales reached a record high of 438,500 units, a 40.7% increase from the second quarter and a 29.6% year-on-year growth, accounting for 10.5% of total vehicle sales [16] - Tesla has launched its fastest FSD driving mode, "Mad Max," with the v14.1.2 software update, which replaces the previous "Hurry" mode [17] - Waymo has partnered with DoorDash to introduce autonomous delivery services in Phoenix, Arizona [18] - Honda has announced additional investment in the U.S. AI startup Helm.ai to enhance their collaboration on autonomous driving image recognition technology [19] Commercial Vehicles - Shaanxi Automobile's heavy-duty truck M5000 was launched in Nanjing, a key logistics hub in the Yangtze River Delta [21] - Successful Automobile showcased its first new energy strategic model, the Xingsheng T3E electric light truck, at the 138th Canton Fair [22] - Changan Kaicheng and JD Logistics signed a strategic cooperation agreement to develop smart logistics vehicles, aiming to reduce logistics costs [23] - Foton's Tunland V9 hybrid pickup was prominently featured at the Turin Motor Show, enhancing Foton's brand recognition in the European market [24]

Domestic News - By the end of 2027, a plan has been set to establish 28 million charging facilities to support 80 million electric vehicles, providing over 300 million kilowatts of public charging capacity [7][8] - Nine departments are promoting the construction of intelligent perception systems for road infrastructure, focusing on smart multifunctional poles to support intelligent connected vehicle applications [9] - In September, the national industrial producer's ex-factory prices decreased by 2.3% year-on-year, with a narrowing decline compared to the previous month [10] - Starting from October 1, 2025, consumers in Shanghai's Pudong District can apply for a car purchase subsidy of up to 24,000 yuan, depending on the vehicle price [11] - Dongfeng Motor and the Export-Import Bank of China signed a strategic cooperation agreement to enhance collaboration and support the automotive industry's international expansion [12] - Changan Automobile signed a strategic cooperation agreement with JD Group to establish a comprehensive partnership across various sectors [13] - FAW Group established a new energy technology company in Changchun with a registered capital of 200 million yuan, focusing on emerging energy technologies [14] - GAC announced its entry into the Australian market, launching three models including a pure electric SUV and a hybrid MPV [15] International News - Norway plans to eliminate major subsidies for electric vehicles within the next two years, which will increase the purchase cost of models like the Tesla Model Y [17] - Hyundai Motor India plans to invest 450 billion rupees by the fiscal year 2030 to strengthen its market position, focusing on electric and luxury vehicles [18] - Volkswagen plans to introduce new hybrid models in Canada to ensure continued growth amid global trade tensions and vehicle electrification uncertainties [19] - Waymo announced plans to launch a driverless ride-hailing service in London next year, collaborating with Moove for preparations [20] Commercial Vehicles - GAC and Toyota Tsusho signed a strategic cooperation memorandum to deepen collaboration in expanding commercial vehicle overseas operations [22] - NineSight Intelligent and Chery Commercial Vehicle signed a strategic cooperation agreement to promote the commercialization of intelligent driving technology in logistics [23] - SAIC Maxus launched the 2026 model of its electric light commercial vehicle family, featuring advanced technologies and a new battery system [24] - Yuchai launched the YC16VTF engine, a new generation 16-cylinder V-type engine, marking a significant breakthrough in high-power engine technology [25][26]

Core Viewpoint - The article discusses the revision of the national standard for passenger car fuel consumption evaluation methods and indicators, emphasizing its significance in supporting China's carbon peak goals by 2030 and promoting high-quality development in the automotive industry [4][6][9]. Revision Background and Implementation Significance - The revision of the standard is crucial for achieving the carbon peak target by 2030, as the automotive industry must take on corresponding carbon reduction responsibilities [7]. - The implementation of the new standard will help eliminate high-emission products and promote the application of advanced energy-saving technologies, thereby supporting the automotive industry's transition to a low-carbon future [8]. - The increasing number of vehicles in China, which reached 453 million by the end of 2024, has led to a surge in oil demand, making it essential to tighten fuel consumption standards to ensure national energy security [9][10]. Main Content of the New Standard - The new standard sets a target of 3.3 L/100 km for average fuel consumption by 2030, incorporating electric consumption into the calculation for the first time [12][13]. - The annual compliance requirements will gradually tighten from 2026 to 2029, with specific multipliers applied to the 2030 target [14]. - The standard introduces incentives for low-fuel consumption vehicle fleets, allowing for a 3% relaxation of targets for companies meeting certain criteria [14]. - The new standard aligns with international benchmarks, with China's target being competitive compared to the EU and the US [15]. Technical Changes in the New Standard - The new standard expands its applicability to include vehicles over 3500 kg, ensuring comprehensive coverage of passenger car models [17]. - It modifies the methods for determining fuel consumption for various vehicle types, including hybrid and electric vehicles, to enhance accuracy and consistency [17][19]. - The standard introduces new definitions and calculation methods for average fuel consumption and CO2 emissions for enterprises, promoting transparency and accountability [18][19].