Zhong Guo Neng Yuan Wang·2025-08-18 06:27Core Viewpoint - The recent joint action plan by the Ministry of Transport, Ministry of Public Security, and Ministry of Industry and Information Technology aims to standardize the vehicle transportation industry from July 2025 to December 2025, addressing illegal modifications and safety hazards in the sector [2][4]. Group 1: Regulatory Changes - The action plan mandates that vehicle transporters can carry a maximum of 9 vehicles, addressing the issue of illegal modifications that exceed this limit, which poses safety risks and disrupts pricing [2][3]. - The plan includes strict management of new vehicle admissions, enhanced loading supervision, increased law enforcement checks, and stricter penalties to rectify industry irregularities [2][4]. Group 2: Industry Impact - The implementation of the action plan is expected to lead to the gradual elimination of non-compliant vehicles, allowing transport prices to return to reasonable levels, benefiting compliant players like Changjiu Logistics [2][3]. - The timeline for the action plan includes a deployment phase in July 2025, a publicity and education phase in August, comprehensive governance from September to November, and a summary phase in December to establish long-term management mechanisms [2][4]. Group 3: Market Trends - The automotive sector is witnessing advancements in intelligent driving technologies, with companies like Li Auto and Xpeng showcasing new algorithms, while Tesla plans to launch its FSD V14 by the end of September [3][4]. - The report highlights the importance of focusing on strong players in the intelligent driving market and those targeting the high-end market segment, as well as undervalued component manufacturers [3][6]. Group 4: Financial Performance - Geely reported a revenue of 150.3 billion yuan in the first half of the year, with a 51.5% contribution from new energy vehicles, and has raised its annual sales target to 3 million units [4][5]. - The Ministry of Finance is providing interest subsidies for consumer loans over 50,000 yuan for vehicle purchases, effective from September [4][5].