稳好基盘 扩大优势 再谱新篇 ——8位专家寄望汽车业“十五五”

Core Viewpoint - The "14th Five-Year Plan" aims to boost China's automotive industry, targeting an overall sales volume of 40 million vehicles and a penetration rate of new energy vehicles (NEVs) reaching 70%-80% during the "15th Five-Year Plan" period [3][4]. Group 1: Industry Growth and Market Dynamics - The automotive market in China has stabilized at 30 million units, with retail sales exceeding 5 trillion yuan in the previous year [3]. - Experts predict that during the "15th Five-Year Plan," the automotive industry must focus on expanding domestic demand and exports to achieve high-quality development [3][4]. - The export target for the automotive industry is set at 10 million vehicles by 2030, with a projected annual growth rate of 8% starting from 6.4 million exports in 2024 [4][7]. Group 2: Technological Innovation and Quality Improvement - The industry must prioritize technological innovation, particularly in battery, chip, and AI technologies, to maintain its leading position in smart NEVs [3][4][10]. - There is a need for a comprehensive policy framework that transitions from production management to usage management, ensuring a healthy and stable domestic market [7][10]. - The focus on quality and safety is essential, as past growth has led to issues in safety and product quality that need to be addressed for high-quality development [11][12]. Group 3: Globalization and Competitive Strategy - The automotive industry must enhance its global competitiveness by leveraging China's supply chain advantages and establishing itself as a production and export base [7][15]. - A strategic approach to international markets is necessary, including tailored strategies for different regions and enhancing service quality in overseas markets [15][16]. - The industry should aim to transition from merely exporting products to exporting technology and brand value, enhancing its global influence [15][16]. Group 4: Green Transformation and Sustainability - The automotive sector is crucial for achieving carbon neutrality goals, with a focus on low-carbon design, advanced manufacturing technologies, and sustainable supply chains [16][17]. - The industry must deepen supply-side structural reforms to expand the market for NEVs and support the electrification of commercial and specialized vehicles [17][18]. - A comprehensive approach to infrastructure development, including charging stations and battery recycling, is essential for promoting NEV adoption [17][18].