推进换“能” 新能源汽车释放消费活力

Core Insights - The Ministry of Commerce has launched a campaign for the 2025 New Energy Vehicle (NEV) Consumption Season, aiming to boost NEV adoption in rural areas and enhance the green development of the automotive industry [1][8] - The campaign is themed "Enjoy Consumption, Renew Travel" and seeks to stimulate market demand through policy guidance and market promotion [1][8] Group 1: Market Growth and Demand - The NEV market in China is projected to see significant growth, with production and sales expected to reach 12.888 million and 12.866 million units respectively in 2024, reflecting year-on-year increases of 34.4% and 35.5% [3] - The campaign will leverage local resources and integrate NEVs with regional economic development, enhancing consumer awareness and acceptance in grassroots markets [3][4] Group 2: Infrastructure and Services - The initiative will focus on improving infrastructure such as charging stations and after-sales service points, particularly in rural areas, to alleviate concerns for farmers regarding vehicle ownership [3][5] - The campaign aims to optimize the second-hand NEV market by enhancing transaction processes, reducing costs, and improving after-sales services, which are crucial for stimulating market activity [5][6] Group 3: Technological Advancements - The commercialization of advanced intelligent driving vehicles is expected to accelerate, with the market for such vehicles projected to exceed one trillion yuan by 2030 [7] - The campaign will promote smart connected NEVs through test drives and dedicated showcases, encouraging R&D investments to strengthen the competitive position of China's automotive industry globally [7] Group 4: Future Outlook - The NEV Consumption Season is anticipated to significantly enhance the penetration of NEVs in rural markets, contributing to green travel and rural revitalization efforts [4][8] - The expected doubling of second-hand NEV transaction volumes by 2025 will foster a virtuous cycle in the NEV market and stimulate related industries such as battery recycling and remanufacturing [6]