2030年新能源车渗透率或达70% 中外车企“双向奔赴”趋势正形成这场行业大会释放了这些信号！

Core Viewpoint - The global electric vehicle (EV) market is experiencing steady growth, driven by the electrification, intelligence, and low-carbon transformation of the automotive industry, alongside coordinated infrastructure development [1] Industry Development - The 2025 World New Energy Vehicle Conference, themed "Industrial Transformation and Sustainable Development," showcased over 50 global EV companies and highlighted advancements in battery technology, autonomous driving, and automotive chips [1] - From January to August 2023, domestic wholesale sales of new energy passenger vehicles in China reached approximately 8.931 million units, marking a year-on-year increase of 33.5% [1] Market Projections - By 2030, it is anticipated that the penetration rate of new energy vehicles in China will reach 70%, with a market structure of 4:4:2 for BEV, XEV, and ICE vehicles respectively [2][3] - The global penetration rate of new energy vehicles is expected to rise from 25% in 2025 to 40% [3] Global Collaboration - The establishment of the World New Energy Vehicle Development Organization (WNEVDO) aims to facilitate international cooperation in technology, cost, and ecological aspects of the EV industry [3] - The automotive industry requires global collaborative design to significantly reduce costs, and the trend of global collaboration remains strong [4] Domestic and Foreign Cooperation - The Chinese government has lifted restrictions on foreign investment in the EV sector, promoting collaboration between domestic and foreign companies [5] - Chinese automakers are deepening their localization strategies abroad, with companies like GAC planning significant investments in multiple countries to enhance local production capabilities [7] Foreign Automaker Strategies - Foreign automakers are focusing on localization in China, with companies like Porsche and BMW adapting their product strategies to meet diverse market demands [8][9] - Toyota has established a comprehensive localized R&D system in China to quickly respond to market needs and ensure environmentally friendly production of key components [10]