《节能与新能源汽车路线图3.0》明确，到2040年新能源汽车渗透率达80％以上丨快讯

Core Viewpoint - The "Roadmap 3.0" for energy-saving and new energy vehicles has been officially released, showcasing a significant evolution in perspective, content, and framework compared to previous versions, emphasizing forward-looking, systematic, scientific, inheritable, open, and public welfare principles [2] Group 1: Overall Goals - The roadmap sets seven overarching goals, including achieving peak carbon emissions in the automotive industry by around 2028, ahead of national commitments, and reducing emissions by over 60% from peak levels by 2040 [3] - It aims for over 80% penetration of new energy vehicles by 2040, accelerating the full electrification of the automotive industry [3] - The development of a mature and comprehensive infrastructure ecosystem for intelligent connected vehicles is targeted, with large-scale application of high-level autonomous driving products [3] - The roadmap envisions China becoming a global leader in automotive technology innovation, with original innovation capabilities leading worldwide [3] - It seeks to establish a modern automotive industry cluster characterized by innovation, data-driven approaches, collaboration, resilience, safety, and sustainability, achieving high-end, intelligent, and green development [3] - The global competitiveness of Chinese brands is expected to significantly improve, with key component enterprises deeply integrated into the global industry system [3] Group 2: New Energy Technology - The roadmap predicts that within the next 5-15 years, new energy vehicles will become mainstream, with a steadfast commitment to electrification [4] - By 2040, the penetration rate of new energy passenger vehicles is expected to exceed 85%, with battery electric vehicles (BEV) accounting for 80% [4] - The application scenarios for new energy commercial vehicles are projected to expand from urban and short-distance to medium and long-distance, with a penetration rate of around 75% by 2040 [4] - Fuel cell vehicles are anticipated to grow from thousands to hundreds of thousands and eventually to over 4 million units by 2040 [4] Group 3: Intelligent Connected Technology - The roadmap indicates that intelligent connected vehicles will enter a rapid market development phase over the next 5-15 years [4] - By 2030, L2 and above intelligent connected passenger vehicles are expected to be fully popularized in new cars, with market penetration rates for L2 and above commercial vehicles exceeding 50% and 85% by 2030 and 2035, respectively [4] - By 2035, over 70% of passenger vehicles with L3/L4 capabilities and over 35% of commercial vehicles with L4 capabilities are projected [4] - New sales of L4 autonomous operational vehicles are expected to reach tens of thousands by 2030 and millions by 2035, with L4 vehicles fully popularized in new intelligent connected cars by 2040 and L5 vehicles beginning to enter the market [4]