中国长安汽车朱华荣：全球汽车产业应借助中国电动智能化生态

Core Viewpoint - The Chinese automotive industry is accelerating its globalization, presenting both opportunities and challenges, with a focus on leveraging China's advancements in new energy and intelligent vehicles for global market expansion [1][3]. Group 1: Market Trends and Projections - The expected sales of new energy vehicles (NEVs) in China for the year are projected to reach 16 million units, with a penetration rate of 50% [3]. - By 2030, the energy structure of Chinese automobiles is anticipated to reach a ratio of 4:4:2 for plug-in hybrids, pure electric, and fuel vehicles respectively [3]. - Global NEV penetration is expected to increase from 25% in 2025 to 40% by 2030 [3]. Group 2: Industry Development Strategies - The diversification of market demand is leading to a preference for multi-energy structures, multiple technological routes, and multi-brand development within the automotive industry [3]. - Major Chinese automotive groups are initiating multi-brand strategies during their electrification transitions to create varied value for different users [3]. - Utilizing common platform development and standardized designs can significantly enhance scale and reduce costs, aiding in competitive market positioning [3]. Group 3: Technological Advancements - Intelligent technology has become a critical competitive factor, with 92% of consumers considering it important when purchasing a vehicle [4]. - By 2030, the penetration rate of intelligent NEVs is expected to reach 70%, with L2 level driver assistance becoming standard in domestic passenger cars [4]. - The market for embodied intelligence is projected to exceed $20 billion by 2030, driven by multi-technology integration and cross-industry collaboration [4]. Group 4: Globalization Challenges - Current geopolitical issues, trade protectionism, and tariff barriers are creating instability and challenges for the globalization of the automotive industry [5]. - Despite these challenges, the company believes that globalization is an unstoppable trend in the long run [5].