汽车稳增长方案：规范竞争秩序、加快L3准入、突破汽车芯片、固态电池等技术

Core Insights - The Ministry of Industry and Information Technology and eight other departments have jointly issued a plan to stabilize the automotive industry, aiming for approximately 32.3 million vehicle sales in 2025, a year-on-year increase of about 3% [1] - The plan sets a target of 15.5 million new energy vehicle sales in 2025, representing a year-on-year growth of around 20%, indicating a rapid transition towards electrification in the industry [1] - The automotive manufacturing industry's value-added is expected to grow by about 6% year-on-year, reflecting strong policy confidence in stabilizing growth [1] Industry Growth Targets - The plan aims for 2025 automotive sales of approximately 32.3 million units, with new energy vehicles expected to reach 15.5 million units [1] - The automotive manufacturing value-added is targeted to grow by around 6% year-on-year [1] - The overall automotive market is projected to maintain a stable growth trajectory through 2026 [1] Competition Regulation - The plan emphasizes the need to address issues of disorderly competition in the automotive sector, including establishing a feedback mechanism for key enterprises to address supplier payment issues [3] - It calls for a crackdown on false advertising and commercial defamation, as well as enhanced supervision of product consistency [3] - The plan encourages the consolidation of automotive production enterprises to improve resource allocation efficiency [3] Smart Connected Vehicles - The plan promotes the approval and trial of L3-level smart connected vehicles, marking a significant step towards the commercialization of autonomous driving in China [4] - It includes initiatives for integrated applications of smart connected vehicles and infrastructure development [4] - The plan supports the exploration of new business models across automotive, information communication, and transportation sectors [4] Key Technology Development - The plan outlines a focus on accelerating breakthroughs in automotive chips, operating systems, artificial intelligence, and solid-state batteries [5] - It emphasizes the importance of technological innovation in enhancing the core competitiveness of the Chinese automotive industry [5] - The plan encourages collaboration among enterprises of various sizes to foster innovation [5] Talent Development - The plan highlights the need to attract high-level talent in key areas such as automotive chips and operating systems [6] - It supports the establishment of national engineering practice bases in the smart connected vehicle sector to enhance local talent cultivation [6] Consumer Promotion Policies - The plan includes measures to promote vehicle replacement and trade-in programs, as well as the optimization of purchase restrictions in certain regions [7] - It aims to promote the adoption of new energy vehicles in public transport and logistics, targeting the addition of over 700,000 new energy vehicles in 25 pilot cities [7] - The plan also encourages reforms in automotive circulation and second-hand vehicle sales to enhance market efficiency [7]