Core Insights - The automotive industry, particularly in the field of new energy vehicles (NEVs), has become a significant growth driver in China's economy during the "14th Five-Year Plan" period, with industrial added value increasing from 31.2 trillion yuan to 40.5 trillion yuan [1] - Experts emphasize the need for the automotive industry to deepen the transformation of old and new driving forces, focusing on enhancing new quality productivity as a core task for the next phase of development [1][3] - The "Automotive Industry Stabilization Growth Work Plan (2025-2026)" aims to improve supply quality and stimulate potential consumer demand through technological innovation [2] Industry Performance - In the first eight months of this year, the market share of new energy vehicle sales reached 45.5%, indicating a strong substitution effect against traditional fuel vehicles [2] - The penetration rate of L2-level assisted driving has surpassed 50%, positioning China as a global leader in this technology [2] Challenges and Recommendations - The automotive industry faces challenges such as idle capacity in traditional fuel vehicles and pressures on the supply chain during the transition [2] - Experts suggest enhancing market vitality and innovation through mechanisms like auctions and restructuring to address policy barriers affecting capacity and market entry [2] Future Development Focus - The key to developing new quality productivity in the automotive industry during the "15th Five-Year Plan" period lies in balancing traditional and emerging markets, as well as domestic and international markets [3] - Emphasis is placed on addressing "bottleneck" areas such as high-end chips and new energy power systems, while also integrating advanced technologies like artificial intelligence and big data throughout the automotive lifecycle [3] Globalization and Export Trends - In August, China's automotive exports reached 611,000 units, a year-on-year increase of 19.6%, with new energy vehicle exports doubling compared to the previous year [4] - Experts advocate for continued globalization of the automotive industry, encouraging participation in global governance and standard-setting in areas like intelligent networking and carbon reduction [4][5] Conclusion - With ongoing transformation and the development of new quality productivity, China's automotive industry is expected to achieve greater breakthroughs in technological innovation, build a more resilient industrial ecosystem, and secure a stronger position in global competition [5]
新旧动能转换加速 新质生产力成核心引擎
Zheng Quan Shi Bao·2025-09-16 22:50