2025年汽车产业销量瞄准3230万辆 新能源车同比增两成

Core Viewpoint - The "Automobile Industry Stabilization and Growth Work Plan (2025-2026)" aims to achieve approximately 32.3 million vehicle sales in 2025, with a focus on technological innovation and product quality for high-quality industry development [1][2][5] Group 1: Industry Goals - The plan targets around 32.3 million vehicle sales in 2025, a year-on-year increase of about 3%, with 15.5 million of those being new energy vehicles (NEVs), representing a 20% increase [2] - The automotive manufacturing industry's added value is expected to grow by approximately 6% year-on-year [2] - The automotive industry has shown stable growth for three consecutive years, contributing significantly to macroeconomic growth [2] Group 2: Policy Measures - The plan includes 15 specific measures across four dimensions: expanding domestic consumption, improving supply quality, optimizing the development environment, and deepening open cooperation [4] - Specific initiatives include promoting the full marketization of NEVs, enhancing automotive consumption, and advancing the industrial application of smart connected technologies [4] - The plan emphasizes the need for a healthy and orderly market environment, with measures to regulate competition and ensure compliance with payment terms [5] Group 3: Market Trends - In the first eight months of the year, China's automotive production and sales both exceeded 20 million units, with NEVs accounting for 45.5% of total new vehicle sales [2] - The competitive landscape is shifting, with domestic brands increasing their market share and a gradual cessation of price wars expected as new competitive products are launched [6] - The automotive sector is experiencing a positive response to recent policy measures, leading to a rise in automotive stocks [6]