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新能源汽车进入市场化新阶段，专家呼吁政策错峰退出 市场平稳过渡
Zhong Guo Qi Che Bao Wang·2025-09-29 09:12

Core Insights - The market share of new energy vehicles (NEVs) in China has seen significant growth, surpassing 44% in the first half of this year, with passenger vehicles reaching 51.8%, indicating a shift towards mainstream acceptance [2][3] - The NEV industry is entering a new development phase, suggesting a need for policy adjustments to address the transition from old to new energy sources [2][3] Market Performance - Global NEV sales exceeded 10 million units in the first half of the year, with a penetration rate of over 23%, and China contributed 62% of this growth [3] - In August, NEV sales in China reached 1.1 million units, with a penetration rate of 55.3%, marking a historical high [3] - For the first eight months of the year, NEV sales in China totaled 8.088 million units, a 30% year-on-year increase, with a market share of 45.5% [3] Future Projections - NEV sales in China are projected to reach approximately 15.5 million units this year, with a year-on-year growth of about 20% [4] - By the end of this year, NEV market share is expected to exceed 55%, and it may approach or exceed 80% within the next 3-5 years [4] Policy Environment - The Chinese government has implemented various supportive policies for the NEV industry, including tax exemptions and subsidies, which have significantly contributed to market growth [8][9] - The vehicle purchase tax exemption for NEVs has been extended until the end of 2027, with estimated tax exemptions exceeding 520 billion yuan from 2024 to 2027 [9] Industry Dynamics - The NEV supply chain in China has become increasingly complete, with a reported 70% completeness in the electric vehicle industry chain [5] - The call for "equal rights for oil and electricity" is growing, suggesting a need for a fair competitive environment between NEVs and traditional fuel vehicles [10][11] Recommendations for Policy Adjustment - Experts suggest that current policies should be adjusted to enhance market vitality and innovation, including a potential shortening of the tax exemption period for NEVs [11] - There is a recommendation to gradually implement "oil and electricity equality" while ensuring the continued support for NEV development [16][17]