乘联分会·2025-11-18 09:03Industry Information - As of the end of 2024, the installed capacity of new energy storage will account for over 40% of the global total installed capacity, reaching 73.76 million kilowatts or 168 million kilowatt-hours, which is 20 times that of 2020 [9][10] - China's combination driving assistance technology has reached an international leading level, with a market penetration rate of 62.58% for passenger cars equipped with such systems [8] - The global installed capacity of power batteries increased by 35% year-on-year in the first three quarters of 2025, with China leading significantly [10][15] - In October, the domestic power battery installation volume reached 84.1 GWh, a year-on-year increase of 42.1% [15] - The first "all-in-one battery hospital" has been established in Yibin, focusing on intelligent testing and verification of battery performance [14][17] - The global automotive roll-on/roll-off capacity at Shanghai Port continues to expand, with a significant increase in the volume of electric vehicles being shipped [8] Policy Information - The Ministry of Industry and Information Technology has set the new energy vehicle credit ratio requirements at 48% for 2026 and 58% for 2027 [25] - The State Council has issued opinions to accelerate the cultivation of new application scenarios for clean energy vehicles in various sectors [27] - The implementation of the 2025 automobile scrapping and updating subsidy policy has been suspended in several provinces, including Hubei and Beijing [28][33] - Inner Mongolia aims for 35% of new cars to be new energy vehicles by 2027 [34] Company Information - CATL has begun mass production of its fifth-generation lithium iron phosphate battery, achieving breakthroughs in energy density and cycle life [12][21] - Harmony Auto has received a strategic investment of $40 million (approximately 284 million RMB) for its overseas new energy vehicle business platform [11] - BYD's total installed capacity of power batteries and energy storage batteries has exceeded 230 GWh as of October [15] - Xpeng Motors' Guangzhou factory has entered the trial production phase, aiming for mass production of flying cars [22]