Core Insights - The "Energy-saving and New Energy Vehicle Technology Roadmap 3.0" was released by the China Automotive Engineering Society, focusing on sustainable development, iterative upgrades of new energy vehicles, and the evolution of intelligent connected vehicles [1] - The roadmap emphasizes a global perspective, positioning China's automotive industry within the context of global automotive transformation [1] Industry Development Goals - The roadmap sets a target for the automotive industry's carbon emissions to peak by 2028, ahead of national commitments, with a reduction of over 60% from peak levels by 2040 [3] - A traffic system based on intelligent connected new energy vehicles aims for "zero accidents, zero casualties, and high efficiency" [4] - The penetration rate of new energy vehicles is expected to exceed 80%, accelerating the full electrification of the automotive industry [5] Technological Advancements - A mature and integrated infrastructure ecosystem for intelligent connected vehicles is anticipated, with large-scale applications of high-level autonomous driving products [6] - Innovations in automotive technology will foster collaboration among education, technology, and talent, positioning China as a global leader in original automotive technology innovation [7] - The roadmap outlines a modern automotive industry cluster characterized by innovation, data-driven approaches, efficiency, resilience, safety, and low carbon sustainability [8] Competitive Positioning - Chinese brands are expected to significantly enhance their global competitiveness, with key component manufacturers deeply integrated into the global industry system, positioning China among the world's automotive powerhouses [9] - The roadmap emphasizes the dual focus on product technology and manufacturing technology to drive the transformation towards electrification, intelligence, and low carbon [9] Key Technology Development Milestones - Internal combustion engines will remain a significant power source, with traditional energy passenger vehicles achieving full hybridization by 2035, and about one-third of new passenger vehicle sales still comprising internal combustion engine vehicles by 2040 [11] - New energy vehicles are projected to become mainstream within 5-15 years, with a penetration rate of over 85% for new energy passenger vehicles by 2040, and pure electric vehicles (BEV) accounting for 80% [11] - The market for intelligent connected vehicles is expected to accelerate, with L4-level vehicles becoming widespread and L5-level vehicles entering the market by 2040 [11] - A grading system for intelligent manufacturing development in the automotive sector will be introduced, aiming for integrated operations across the entire manufacturing process by 2040 [11] - Solid-state batteries are expected to see small-scale applications by 2030 and large-scale global promotion by 2035, aligning with consumer needs for performance, cost, and environmental adaptability [11]
事关汽车产业发展,新版路线图发布
Cai Jing Wang·2025-10-23 07:48