从“政策驱动”转向“产品驱动”地方两会擘画汽车产业新赛道

Core Viewpoint - The year 2026 marks the beginning of the "14th Five-Year Plan" and presents significant opportunities for the development of the intelligent connected new energy vehicle industry, with a shift from policy-driven to product-driven growth in the automotive market [1] Policy Support - Consumption is a strong driver of economic growth, with the automotive industry being a strategic pillar for the national economy, crucial for stabilizing growth and expanding domestic demand [1] - The "trade-in" policy effectively supported the automotive market in 2025, with over 11.5 million vehicles traded in, of which nearly 60% were new energy vehicles, leading to a retail market share exceeding 50% for nine consecutive months [1] - Government reports from various regions frequently mention support for large consumer goods like automobiles and home appliances [2] Consumption Promotion Measures - Multiple provinces, including Hebei and Jilin, have proposed actions to stabilize and promote large consumer goods, particularly automobiles and home appliances [2] - The Ministry of Commerce plans to optimize the implementation of trade-in policies and conduct pilot reforms in automotive circulation to further unleash consumption potential [3] - Various local governments have introduced specific policies for trade-in subsidies, with Shanghai offering up to 20,000 yuan in subsidies for personal consumers [3] Technological Innovation - Continuous policy support for consumption provides stability for the automotive market, while technological innovation and systematic industrial layout are key to enhancing quality in the automotive industry [5] - The automotive market is shifting towards competition based on comprehensive capabilities, including scale, cost, technology, and business models [6] Industry Development Trends - The focus on intelligent, green, and integrated development is seen as a way to enhance the resilience and competitiveness of the automotive industry [7] - Various regions are accelerating the transition to new energy and intelligent connected vehicles, with expected production growth of around 15% for new energy vehicles in Jilin Province [7] Collaborative Development - The establishment of industrial clusters can drive synergy among upstream and downstream enterprises, enhancing the overall ecological advantages of the industry [8] - Regions like Guangdong and Anhui are emphasizing the development of new energy and intelligent connected vehicle industries, aiming to create significant industrial clusters [9] Urban Synergy - Internal collaboration within urban agglomerations contributes to the overall transformation and upgrading of the industry, with plans to strengthen the intelligent connected new energy vehicle sector in the Beijing-Tianjin-Hebei region [10] - The automotive industry is identified as a key area for developing new quality productivity, with expectations for accelerated progress in intelligentization and the rollout of L3-level autonomous driving policies [10]