如何让汽车产业稳步驶向“第二曲线”

Core Viewpoint - A new round of growth stabilization plans for ten key industries has been introduced, focusing on sectors such as steel, non-ferrous metals, petrochemicals, chemicals, building materials, machinery, automotive, electrical equipment, light industry, and electronic information manufacturing [2] Group 1: Automotive Industry Growth Plan - The "Automotive Industry Growth Stabilization Work Plan (2025-2026)" sets a target of 32.3 million vehicle sales by 2025, representing a 3% growth, with new energy vehicle sales targeted at 15.5 million, reflecting a 20% growth [2] - The plan emphasizes a shift from pursuing scale to balancing scale with quality and efficiency, encouraging the elimination of outdated production capacity [2][3] - The automotive industry is expected to see a stable operational trend by 2026, with a year-on-year increase in manufacturing value added of approximately 6% [2] Group 2: Industry Competitiveness and Innovation - The first step in enhancing industry competitiveness involves addressing "involution" and promoting value-based and differentiated competition [3] - The plan outlines measures to regulate competition, including cost investigations, price monitoring, and the establishment of payment norms for suppliers [3][4] - The second step focuses on fostering internal development dynamics through technological innovation, aiming for a balance between quality and scale [4] Group 3: Infrastructure and Ecosystem Development - The plan emphasizes the importance of creating a supportive ecosystem, including standards, intelligent manufacturing bases, and infrastructure improvements [5] - Specific initiatives include advancing the development of standards for new energy vehicles, batteries, and autonomous driving technologies, as well as enhancing the charging network and smart grid infrastructure [5] - The plan also aims to stimulate domestic and international market demand, promoting the electrification of public and rural vehicles and enhancing cooperation in the automotive export sector [5][6] Group 4: Future Outlook - The automotive industry is expected to transition from "involution" to high-quality development, with 2025 potentially marking a pivotal point for both the first curve (new energy) and the emerging second curve (intelligent vehicles) [6]