GXED(SH:600617) Xin Hua She·2025-12-03 05:56Core Insights - The Chinese electric vehicle (EV) industry is rapidly developing under the dual drivers of "safety" and "breakthrough" [2] - The success of the automotive industry is attributed to a strong synergy of national strategy, technological revolution, and market demand, with safety being a critical aspect [2] - Lithium iron phosphate batteries, which account for 80% of the market, have achieved an optimal balance between safety, cost, and lifespan, while solid-state battery technology is seen as the key path for breakthroughs in next-generation power batteries [2] Future Outlook - By 2035, the industry is expected to evolve beyond just vehicles, with smart electric vehicles integrating deeply with photovoltaic and energy storage systems, participating in vehicle-grid interaction, and creating an interconnected energy ecosystem of "vehicles, homes, and networks" [4] - This evolution signifies a systemic leap from mere transportation tools to mobile energy storage units [4]