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信息量巨大!2025年新能源车销量1550万辆,L3级别车型生产准入,制定账款支付规范
证券时报·2025-09-13 03:30

Core Viewpoint - The automotive industry is a crucial driver of technological revolution and industrial transformation, and it plays a significant role in building a strong manufacturing nation and supporting the national economy. The current external environment is increasingly complex, with challenges such as unilateralism and protectionism impacting supply chain stability. The Ministry of Industry and Information Technology and seven other departments have issued the "Automotive Industry Stabilization Growth Work Plan (2025-2026)" to address these challenges and promote the development of smart connected new energy vehicles, enhance domestic consumption, and deepen international cooperation [1]. Group 1 - The plan aims for total automotive sales of approximately 32.3 million units in 2025, representing a year-on-year growth of about 3%, with new energy vehicle sales targeted at around 15.5 million units, reflecting a year-on-year growth of about 20% [3]. - The automotive manufacturing industry's added value is expected to grow by approximately 6% year-on-year [3]. - The plan emphasizes the need to accelerate the marketization of new energy vehicles and promote electric vehicle pilot projects in public sectors across 25 cities, targeting the addition of over 700,000 new energy vehicles in public transport, taxis, and logistics [3]. Group 2 - The plan includes measures to boost automotive consumption, such as supporting vehicle trade-in programs and promoting the replacement of old vehicles, particularly in the context of new energy city buses and battery updates [4]. - It encourages the optimization of purchase restrictions in areas with such policies and aims to transition from purchase management to usage management [4]. - The plan also promotes the development of the second-hand car market through measures like "reverse invoicing" and facilitating cross-regional transactions [4]. Group 3 - The plan outlines the need to standardize competition within the automotive industry, including strengthening cost investigations and price monitoring, and ensuring compliance with payment commitments by key automotive enterprises [6]. - It aims to address online misconduct in the automotive sector and regulate the release of industry data to maintain a healthy market environment [6]. - The plan emphasizes the importance of managing the scrapping and recycling of vehicles, including the establishment of a recycling system for new energy vehicle batteries [7]. Group 4 - The plan proposes optimizing industry management policies, including reforms in vehicle production enterprise and product access management, and revising technical requirements in line with new technologies [7]. - It supports the group management of automotive production enterprises to enhance resource allocation efficiency and encourages leading companies to strengthen their market positions [7]. - The plan also aims to improve regulations surrounding intelligent connected vehicles and promote the legislative process for vehicle production access management [7].