市人大代表、北汽集团副总经理常瑞：汽车“新消费”要在智能应用场景中深耕

Core Viewpoint - The development of the new energy vehicle (NEV) market in Beijing is focused on deepening the application of intelligent connected vehicles to meet new consumer demands [4]. Group 1: Market Growth and Trends - In the first eleven months of 2025, the cumulative transaction volume of NEVs in Beijing increased by 17.87% year-on-year, accounting for 61.28% of the total new vehicle transactions [4]. - The intelligent connected vehicle sector is seen as a key area for the growth of the NEV market, with current technology still in the assisted driving phase and full autonomous driving not yet widely available [4][6]. - The potential for the automotive industry in Beijing is significant due to its status as a national and international innovation center, with numerous testing and application scenarios available [4]. Group 2: Consumer Experience and Business Models - The shift to intelligent connected vehicles is expected to enhance consumer experiences, similar to how smartphones transformed entertainment and office needs [5]. - The future of the automotive market is recognized as being software-defined, with a growing emphasis on over-the-air (OTA) updates and value-added services to generate revenue post-sale [6]. - There is a need for new commercial pathways to stimulate market potential, requiring consumer willingness to pay and investment from companies to cultivate the market [6]. Group 3: Opportunities in Commercial Vehicles - The segment of intelligent connected commercial vehicles is emerging as a key driver for market development, with domestic sales of new energy commercial vehicles expected to grow by 63.7% in 2025 [7]. - The integration of assisted driving systems in commercial vehicles has shown to significantly enhance safety and reduce operational costs for transport companies [7]. - It is projected that by 2030, the penetration rate of heavy-duty trucks equipped with L2+ systems will reach 40%, translating to 400,000 new heavy-duty trucks sold with this technology [7].