坚持“油电共进” 新路线图明确多项关键技术节点

Core Viewpoint - The "Energy-saving and New Energy Vehicle Technology Roadmap 3.0" outlines seven major goals for China's automotive industry development by 2040, emphasizing low-carbon, electrification, and intelligence in automotive technology [1][2] Group 1: Goals and Projections - By 2040, the penetration rate of new energy passenger vehicles is expected to exceed 85%, with battery electric vehicles (BEV) accounting for 80% [1] - The total carbon emissions from the automotive industry will peak by 2028, ahead of national carbon reduction commitments, and will decrease by over 60% from peak levels by 2040 [1] - The roadmap anticipates that by 2040, the penetration rate of new energy commercial vehicles will reach approximately 75% [3] Group 2: Technological Innovations - The roadmap emphasizes the diversification of power sources, maximization of energy efficiency, and intelligent control methods in automotive energy-saving technologies [3] - A new key indicator for carbon emission intensity has been introduced, aiming for a 60% reduction in average carbon emission intensity of passenger vehicles by 2040 compared to 2024 [3] - Full solid-state batteries are expected to achieve small-scale application by 2030 and large-scale global promotion by 2035 [4] Group 3: Market Dynamics - Internal combustion engines will remain a significant power source for vehicles in the next 5 to 15 years, with hybrid vehicles projected to account for about one-third of new passenger vehicle sales by 2040 [2] - The roadmap supports a dual strategy of oil and electricity, aligning with global energy concepts [3] - Fuel cell vehicles are projected to increase from current levels to 1 million units by 2040, with an overall scale exceeding 4 million units [3]