观车 · 论势 || 政策将继续强调促消费、立规矩

Group 1 - The core theme for the automotive industry in 2026 is to promote consumption, stabilize the market, and enhance industrial safety through optimized policies and regulations [1][2][3] - The central economic work conference has set the tone for 2026 as "seeking progress while maintaining stability, improving quality and efficiency," focusing on stimulating market vitality and enhancing innovation capabilities in the automotive sector [1][2] - The automotive industry will accelerate innovation in smart and electric vehicles, with advancements in L3 autonomous driving, solid-state batteries, flying cars, and AI technologies being key indicators of development [1][2] Group 2 - The promotion of automotive market consumption is a key focus for 2026, with measures such as halving the purchase tax for new energy vehicles and implementing targeted subsidies for vehicle trade-ins [2][3] - The adjustment of subsidies to a maximum of 12% of the vehicle price aims to enhance efficiency and tap into emerging consumer potential, while also exploring new subsidy scenarios in rural markets [2][3] - The removal of unreasonable purchase restrictions in certain cities is another critical measure to unleash automotive consumption potential [2][3] Group 3 - The establishment of new regulations aims to address pain points and risks in the automotive industry, with standards like GB36980.1-2025 and safety requirements for intelligent connected vehicles expected to be implemented in 2026 [2][3] - The introduction of compliance guidelines and regulations will help eliminate unfair competition practices, ensuring a shift from price competition to a focus on technology, quality, and service [3][4] Group 4 - Strengthening safety measures is crucial, with new standards for electric vehicle batteries emphasizing safety and requiring compliance with stricter technical goals [4][5] - Regulations on user data collection and cross-border data transmission will enhance data security and protect consumer rights, forming a robust safety framework for the automotive industry [5][6] - The transition to orderly development signifies a shift from scale expansion to value competition, with a focus on product quality and consumer experience becoming paramount [5][6] Group 5 - The automotive industry's orderly development will lead to a restructuring of competition, moving from price wars to high-quality value breakthroughs [6] - Technological advancements and global collaboration will open new growth opportunities, enhancing the international standing of Chinese automotive brands [6] - 2026 is seen as a pivotal year for the automotive industry, with a focus on harmonizing development incentives and regulatory frameworks to drive transformation [6]