安铁成：智能网联新能源汽车是产业变革的核心引擎

Core Viewpoint - The integration of smart connected new energy vehicles is a key driver for transforming China from a "big automotive country" to a "strong automotive country," supporting the upgrade of the real economy and integration into the global industrial system [1] Group 1: Achievements in the Automotive Industry - In the first eight months of 2025, China's automotive production and sales reached 21.05 million and 21.12 million units, respectively, with year-on-year growth of 12.7% and 12.6%, maintaining its position as the global leader [3] - New energy vehicles (NEVs) emerged as a core growth driver, with sales exceeding 9.6 million units, reflecting a year-on-year increase of 36.7% [3] - The market penetration rate of Chinese brand passenger cars reached 68.8%, indicating a continuous enhancement of domestic brand competitiveness [3] - China exported 4.292 million vehicles, remaining the world's largest automotive exporter [3] Group 2: Technological Innovations and Industry Ecosystem - The competition among enterprises has shifted from "cost advantage" to "innovation leadership," laying a solid foundation for the application of advanced automotive technologies and quality improvement [4] - Significant advancements in mixed solid-liquid battery energy density and safety have been achieved, along with the implementation of megawatt-level ultra-fast charging technology [4] - The proportion of new passenger cars equipped with combined assisted driving functions increased to 62.1% in the first half of the year, indicating a shift towards technological equity and industry transformation [4] - A key component supply chain is gradually forming in major automotive industry clusters, and the largest global charging network for NEVs is being established [4] Group 3: Challenges and Recommendations - The automotive industry faces challenges such as bottlenecks in high-end automotive-grade chips and risks in core technology areas that remain unresolved [5] - The commercialization of smart connected vehicles is in its early stages, with the need for breakthroughs in large-scale applications and vehicle-road-cloud collaboration capabilities [5] - Recommendations include enhancing independent innovation capabilities, stabilizing the transition between old and new driving forces, and deepening international cooperation to promote global industrial layout [6][7]