行业预计到2040年L5级智能网联汽车开始入市

Core Insights - The "Roadmap 3.0" anticipates that Level 5 (L5) intelligent connected vehicles will begin to enter the market by 2040 [1][2] - The roadmap sets a target for the Chinese automotive industry to peak carbon emissions around 2028 and reduce total emissions by over 60% from peak levels by 2040 [1] - By 2040, the penetration rate of new energy vehicles (NEVs) is expected to exceed 80%, with specific targets of 85% for passenger NEVs and approximately 75% for commercial NEVs [1][2] Industry Projections - In the next 5 to 15 years, NEVs are projected to become the mainstream product in the automotive market [1] - Fuel cell vehicles are expected to increase from tens of thousands to over 1 million units, achieving a total scale of over 4 million units by 2040 [1] - L2 and above intelligent connected passenger vehicles are expected to be fully popularized in new cars by 2030, with L3/L4 functionalities reaching over 70% by 2035 [2] Technological Development - The roadmap indicates that L4 level intelligent connected vehicles will be fully popularized by 2040, with L5 vehicles starting to enter the market [2] - The "Roadmap 3.0" was developed over a year and a half by more than 2,000 industry experts, following two previous versions released in 2016 and 2020 [2]