汽车向智能移动空间演进

Core Viewpoint - The release of the "Energy-saving and New Energy Vehicle Technology Roadmap 3.0" outlines China's direction for low-carbon, electric, and intelligent automotive technology over the next 5 to 15 years, setting new requirements for the automotive market [2][3]. Group 1: New Requirements and Directions - The roadmap emphasizes accelerating the electric transformation of the automotive industry, aiming for over 80% market share of new energy vehicles by 2040 [3]. - Traditional fuel vehicles are required to achieve full hybridization by 2035, with internal combustion engine vehicles still making up about one-third of new car sales by 2040 [3]. - A new key indicator has been introduced, mandating a 60% reduction in average carbon emissions for passenger vehicles by 2040 compared to 2024 [4]. Group 2: Technological Advancements - Automotive energy-saving technology will evolve towards diversified power sources, maximized energy efficiency, and intelligent control methods, with hybrid engines achieving thermal efficiency of up to 48% [4]. - The average fuel consumption for traditional energy passenger vehicles is expected to drop to 3.5 liters per 100 kilometers by 2040 [4]. Group 3: Intelligent Connected Vehicles - The roadmap indicates that intelligent connected vehicles will enter a rapid market development phase over the next 5 to 15 years, with L2-level vehicles accounting for 62.58% of new car sales in the first half of the year [6]. - By 2030, L2-level and above intelligent connected vehicles are expected to be fully mainstream, with L4-level autonomous vehicles reaching sales of 100,000 units by 2030 and 1 million units by 2035 [6][7]. - L4-level autonomous vehicles are already in commercial operation, while L5-level vehicles are anticipated to enter the market by 2040 [7]. Group 4: Safety and Reliability - The roadmap aims for a 40% improvement in vehicle reliability and safety by 2035, and a 60% improvement by 2040 compared to 2025 [8]. - The focus on "zero accidents" in the top-level design elevates safety from a technical selling point to a product entry requirement [8]. Group 5: Supporting Technologies - Future supporting technologies will transition towards intelligence, integration, and cross-domain fusion, with automotive chips becoming crucial for stability and functionality in intelligent connected vehicles [9]. - The evolution of electronic and electrical architectures will focus on centralized functional architecture, modular hardware architecture, and service-oriented software architecture [9]. Group 6: Market Environment - The marketization of intelligent connected vehicles is influenced by technological development and the trust consumers have in the products, which is a core element in driving this process [10].