掀翻北上广深！中国汽车第一城，时隔9年再次易主

Core Insights - The article highlights that Chongqing has reclaimed its title as "China's Automobile Capital" in 2025, achieving an annual automobile production of 2.788 million units, surpassing other major cities [1][4]. Production and Market Performance - Chongqing's automobile production reached 2.788 million units in 2025, while other cities like Shanghai and Beijing produced 1.6011 million and 1.335 million units respectively [2]. - The production figures indicate a significant recovery for Chongqing, which had previously faced a decline in production due to the shift towards new energy vehicles (NEVs) [2][4]. - In the first 11 months of 2025, Chongqing's automobile exports reached 45.98 billion yuan, marking a 16.8% year-on-year increase, with electric vehicle exports alone growing by 78.9% [4]. Transition to New Energy Vehicles - In 2025, NEVs accounted for 1.296 million units of Chongqing's total production, showcasing a shift from traditional fuel vehicles to electric vehicles [7]. - The penetration rate of NEVs in China surpassed 50% in 2025, indicating a significant transformation in the automotive industry towards electrification and smart technology [5][7]. Statistical Methodology Changes - A change in the statistical methodology from "enterprise legal person location" to "production location" has provided a more accurate representation of automobile production, benefiting cities like Chongqing that focus on local production [8]. Strategic Planning and Policy Initiatives - Chongqing's success is attributed to its proactive policies aimed at upgrading the automotive industry, including the introduction of guidelines for the development of NEVs and smart connected vehicles [9][10]. - The city has established a comprehensive framework for the development of the smart connected vehicle industry, focusing on both NEVs and intelligent networking [10]. Infrastructure and Ecosystem Development - The "Super Charging City" initiative aims to alleviate consumer anxiety regarding charging infrastructure, with an investment of 10 billion yuan to build over 1,200 supercharging stations and 80,000 charging piles by the end of 2025 [13]. - This initiative creates a feedback loop between manufacturing and consumer experience, enhancing product competitiveness through data-driven improvements [13]. Future Trends and Focus Areas - The article emphasizes the importance of high-level autonomous driving and software architecture as key areas for future development in the automotive industry [14][16]. - The need for domestic substitution of core components, such as SiC power semiconductors and high-precision MEMS sensors, is highlighted as a critical challenge for the industry's high-quality development [19].