新能源汽车，不再是战略性新兴产业？

Core Viewpoint - The absence of "new energy vehicles" from the list of "strategic emerging industries" for the first time since the 12th Five-Year Plan indicates a shift towards high-quality development and structural policies in the automotive industry, suggesting that the new energy vehicle sector has matured and will benefit from advancements in other emerging industries [1][2][8]. Group 1: Industry Development - The "15th Five-Year Plan" emphasizes the acceleration of strategic emerging industries, including new energy and new materials, while not specifically mentioning new energy vehicles, which reflects the industry's transition to a more mature phase [1][4]. - The penetration rates for new energy vehicles reached historical highs in September, with wholesale penetration at 53.5% and retail penetration at 57.8%, indicating strong market growth [3]. - The intelligent connected vehicle industry has seen significant progress during the 14th Five-Year Plan, with over 60% of new passenger cars sold featuring advanced driver assistance systems [4]. Group 2: Policy and Regulation - The Ministry of Industry and Information Technology plans to develop a "15th Five-Year" development plan for intelligent connected new energy vehicles, focusing on high-quality development and technological innovation [4][5]. - Policies are shifting from broad support to targeted measures, emphasizing consumer convenience and competitive regulation, which aims to transition the industry from policy-driven to market-driven growth [4][5]. - The government is expected to refine the policy framework to support the development of advanced driving assistance and autonomous driving standards, enhancing the competitive landscape [5][7]. Group 3: Future Outlook - The industry is encouraged to adopt a long-term perspective, focusing on electrification and intelligence, while optimizing user experience and infrastructure [7]. - There is a call for avoiding overcapacity and low-level repetitive construction through effective policy tools, including stricter entry and safety regulations [7]. - As the new energy vehicle sector matures, future policies may redirect resources to emerging fields like low-altitude economy and new materials, which will further enhance overall competitiveness in technology and industry upgrades [8].