记者观察｜车能融合或将成为产业革命的下一场“合纵连横”

Core Insights - The automotive industry is navigating a transformative phase in 2025, focusing on enhancing consumption, exploring growth potential, and strengthening internal growth dynamics as it approaches 2026 [1] - The integration of automotive and energy sectors, termed "vehicle-energy integration," is no longer a theoretical concept but a practical reality driven by technological advancements in battery and charging technologies [1][2] - This integration represents a profound systemic change, requiring a shift in thinking from manufacturing and transportation to energy and ecology, leveraging China's unique advantages in the largest electric vehicle market and robust energy internet practices [2] Industry Developments - By 2030, over 100 million electric vehicles are expected to create a mobile energy storage potential exceeding 6 billion kilowatt-hours, transforming the transportation sector from mere energy consumers to adjustable and tradable "prosumers" [3] - The vehicle-energy integration offers innovative solutions to challenges in renewable energy consumption, grid stability, and transportation decarbonization, reshaping the concept of energy security [3] Export Performance - In 2025, China's automotive exports reached 6.343 million units, a year-on-year increase of 18.7%, with new energy vehicle exports soaring by 102.9% to 2.315 million units [4] - The vehicle-energy integration is poised to redefine the export model for new energy vehicles, particularly in emerging markets where combined solutions of solar, storage, electric vehicles, and charging infrastructure can address energy supply and transportation needs simultaneously [4] Future Outlook - The vision for vehicle-energy integration presents a future where vehicles serve as energy network nodes, contributing to a smarter and greener transportation ecosystem [5] - This integration signifies a critical step for the industry, transitioning from a mere energy consumer to a leader in energy management, with vast opportunities for innovation and sustainability [5]