2025泰达汽车论坛|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 China's transformation 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: Industry Achievements - 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 the global lead [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 - 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 hybrid solid-liquid battery energy density and safety have been achieved [4] - The proportion of new passenger cars equipped with combined assisted driving functions increased to 62.1% in the first half of the year [4] Group 3: Industry Ecosystem Development - Key component supply chains in major automotive industry clusters are gradually forming, with a comprehensive charging network established, making it the largest globally [4] - Pilot projects for charging and battery swapping facilities in rural areas are accelerating, addressing energy supply challenges for NEVs [4] - The international development model is evolving, with accelerated establishment of overseas R&D centers and production bases, transitioning from product export to "ecological export" [4] Group 4: Challenges and Recommendations - The automotive industry faces challenges such as bottlenecks in high-end automotive-grade chips and risks in core technology areas [5] - Recommendations include enhancing independent innovation capabilities, stabilizing the transition between old and new driving forces, and deepening international cooperation [6][7] - Emphasis on key areas such as high-end chips, new energy power systems, and new chassis architectures to drive technological breakthroughs [6] - The need for a dual approach of optimizing new growth and revitalizing existing assets through technological upgrades and supply chain restructuring [7]