2025年度中国汽车产业盘点 | 政策篇——多维发力护航高质量发展

Core Insights - In 2025, China's automotive market is set to enhance its transformation towards electrification, intelligence, and sustainability through a multi-dimensional policy approach, promoting high-quality development [1] Policy Stimulus and Guidance - The Chinese government continues to stimulate consumption with targeted policies, including the extension of the exemption from vehicle purchase tax for new energy vehicles (NEVs) from January 1, 2024, to December 31, 2025, with a maximum exemption of 30,000 yuan per vehicle [3] - The 2025 vehicle replacement subsidy policy offers 20,000 yuan for scrapping old vehicles and purchasing NEVs, and 15,000 yuan for scrapping fuel vehicles and purchasing fuel vehicles with an engine capacity of 2.0 liters or less [4][5] Digital Transformation and Core Technology Innovation - The automotive industry policy emphasizes core technology innovation and digital transformation, with a focus on the industrialization of intelligent connected technology and the establishment of a comprehensive digital service system by 2030 [8][11][14] Infrastructure Development - The "Three-Year Doubling Action Plan" aims to increase the number of charging facilities to 28 million by the end of 2027, providing over 300 million kilowatts of public charging capacity to meet the needs of over 80 million electric vehicles [15][16] Safety Standards and Market Regulation - New national standards for electric vehicle batteries have been introduced to enhance safety requirements, including stricter testing protocols for thermal diffusion and impact resistance [18] - The Ministry of Industry and Information Technology (MIIT) has implemented regulations to strengthen the management of intelligent connected vehicles, ensuring compliance with safety and quality standards [19][22] International Cooperation and Market Expansion - The automotive industry policy encourages international collaboration, urging companies to develop products suitable for foreign markets and improve international marketing and after-sales service systems [23]