编前：2026年是"十五五"规划开局之年，也是汽车产业高质量转型发展的关键阶段。新时期，中国汽车产业的创新方 向何在？如何进一步推进全球化发展？产业又面临哪些新机遇和新挑战？就此，本报采访了多家行业权威机构，共同探 讨"十五五"时期汽车产业的新航向。 未来5年将是汽车产业由规模扩张向高质量发展转型的关键期，更是抢占全球汽车产业制高点的战略机遇期。未来发展趋 势具体体现在：电动化和智能化技术深度融合。新一代电子电气架构与集中式计算平台，为软件定义汽车提供了硬件基 石，让车辆成为持续进化的智能终端产品。智能网联汽车成为未来汽车发展的重要方向。 展望未来5年，中国汽车产业"走出去"将迎来多重机遇。在全球低碳变革背景下，新能源汽车成为转型方向，中国占据全 球7成电动汽车市场份额，先发优势稳固；智能化变革打破传统汽车产业发展模式，为中国汽车开辟新赛道和新空间；发 达市场产业结构重构、新兴市场刚性需求释放，为中国汽车提供市场切入与增量空间；共建"一带一路"倡议为汽车出口搭 建便捷的物流与合作平台，助力产业"出海"。同时，中国汽车全球化也面临一些挑战，例如关税壁垒削弱价格优势，新型 技术壁垒成为障碍，部分国家泛化"产业安全 ...

向内卷乱象"亮剑" 从产销再创新高，到出口高歌猛进，再到新能源与智能化势不可挡，2025年的中国汽车产业在复杂的内 外部环境中，交出了一份韧性十足的答卷。 然而，繁荣背后亦有隐忧。终端市场"内卷式"的价格与舆论鏖战加剧了企业经营压力；消费潜力的深层 释放仍需更强动能；在迈向全球价值链高端的征途上挑战犹存…… 在此承前启后的关键节点，于12月10日至11日召开的中央经济工作会议，以"稳中求进、提质增效"为核 心，为2026年的汽车产业发展精准导航，系统部署了从提振消费、规范市场到驱动创新、扩大开放的全 方位战略，为行业实现从"规模扩张"到"质量跃升"的关键转型注入强大信心与政策定力。 发挥好汽车消费的"压舱石"作用 中央经济工作会议将"坚持内需主导"置于重要位置，并明确提出要"深入实施提振消费专项行动""优 化'两新'政策实施"。这为2026年的汽车消费市场释放了最为明确的积极政策信号。 记者了解到，所谓"两新"政策，即大规模设备更新和消费品以旧换新。其在汽车领域最直接的体现，正 是被业内称为"国补"的汽车以旧换新补贴政策。这项政策在今年展现出惊人的拉动效应。数据显示，今 年1-11月，全国汽车以旧换新补贴申请 ...

下一步，分会将正式启动会员单位征集工作，持续汇聚行业优势资源，充分发挥平台桥梁纽带作用，为企业发展提供坚实支撑，为汽车产业高质量发展贡 献力量。（张子轩） （文章来源：新华财经） 中国汽研担任分会会长单位。据介绍，发起该分会旨在深入贯彻落实关于推动汽车产业高质量发展、加快建设汽车强国的重要战略部署，主动顺应全球科 技革命与产业变革，紧扣汽车产业电动化、智能化革命性转型方向，积极应对国内外竞争格局深刻调整带来的机遇与挑战，切实助力行业企业构筑核心竞 争优势，实现做大做强与可持续发展。 据介绍，未来分会将立足汽车产业高质量发展全局，以评价为根基，构建汽车行业特色服务平台，推进企业评价标准建设、树立优质标杆、构建传播阵 地、加强资源对接。通过积极价值导向引领、融通跨域优质资源、夯实专业服务能力，助力企业提质增效，合力破解产业困局，服务国家战略落地。 在近日举行的"2025中国产业转移发展对接活动（重庆）"开幕式上，中国企业评价协会汽车分会（以下简称"分会"）正式揭牌成立。 ...

Core Insights - Automotive finance is a crucial component of the automotive industry ecosystem, serving as a key "lubricant" that supports the entire production to consumption chain [1] - The China Agricultural Bank is committed to enhancing collaboration across three dimensions to empower high-quality development in the automotive industry [1] Group 1 - Automotive finance provides essential funding for both vehicle manufacturers and consumers, facilitating the transition from scale expansion to structural upgrades in the industry [1] - Financial institutions are innovating differentiated products in response to changing consumer demands and government policies, effectively lowering the barriers to vehicle purchases [1] - The China Agricultural Bank aims to align with national strategies, enhance bank-enterprise integration, and deepen inter-industry collaboration to meet the diverse financial needs of the automotive sector [1] Group 2 - The China Agricultural Bank will play a significant bridging role by collaborating with industry peers in areas such as financial technology, product innovation, and risk prevention [2] - The bank seeks to establish a regular cooperation mechanism to break down industry barriers and data silos, promoting resource sharing and complementary advantages [2] - The goal is to create a more dynamic consumer finance ecosystem that offers timely, convenient, and precise financial services [2]

Core Insights - The Guangzhou International Auto Show is a significant event for the domestic automotive industry, showcasing new technologies and products while promoting collaboration and innovation among automotive enterprises [2][3] Group 1: Event Overview - The 23rd Guangzhou International Auto Show is held from November 21 to 30, covering an area of 220,000 square meters with nearly 1,100 vehicles on display, including 93 new car debuts [2] - The event features the 2025 Guangzhou Automotive Development Summit Forum and various trade negotiation meetings, providing a platform for global automotive industry collaboration [2] Group 2: Government Support and Industry Development - Guangzhou's mayor emphasizes the importance of the automotive industry as a key pillar for the city, highlighting its comprehensive design and R&D system for vehicles and core components [2] - The city government aims to enhance cooperation with automotive enterprises, focusing on innovation, demand orientation, and quality improvement to advance the automotive industry's upgrade [2][3] Group 3: Event Management and Future Prospects - The mayor calls for improved collaboration with co-organizers to optimize exhibition logistics, safety, and overall service quality to create a favorable environment for the event [3] - Continuous policy optimization is promised to create the best industrial and consumer environment, ensuring automotive companies can develop confidently and consumers can purchase safely [3]

Core Insights - The forum emphasized the significance of aligning thoughts and actions with the spirit of the 20th National Congress of the Communist Party, particularly in planning for the next five years under the "14th Five-Year Plan" [3] - The automotive industry is seen as a crucial pillar for macroeconomic development, with a focus on high-quality growth, technological self-reliance, and the establishment of a modern industrial system [3][4] Group 1 - The "14th Five-Year Plan" outlines key goals for the automotive industry, including significant advancements in high-quality development, increased levels of technological independence, and a balanced approach to development and security [3] - The next five years present a strategic opportunity for China's automotive industry to transition from a major automotive nation to a strong automotive power, driven by rising penetration of new energy vehicles and widespread application of intelligent technologies [3] - Innovation in the automotive sector should not only focus on electrification and intelligent networking but also explore advancements in materials, foundational technologies, and internet applications [3] Group 2 - The forum included various segments such as keynote speeches, thematic discussions, and roundtable forums, where participants shared insights on the automotive industry's role in economic development and the resilience of the automotive supply chain [4] - Attendees proposed strategies and suggestions for the automotive industry's development during the "14th Five-Year Plan" period, highlighting the need for strategic planning and practical implementation to achieve high-quality growth [4]

Core Insights - The automotive industry in China experienced rapid growth in October, with a growth rate of 16.8%, contributing 22.8% to the overall industrial growth [1] - Despite the increase in sales, the automotive sector is facing a "growth without profit" situation, with profit margins declining compared to previous years [1][3] - The government is implementing measures to guide the industry towards healthy development and improve profitability [5][6] Group 1: Industry Performance - In October, the production of new energy vehicles increased by 19.3%, leading to a 30.4% rise in the production of lithium-ion batteries for automotive use [1] - The automotive industry's profit margin was reported at 4.5%, lower than the average profit margin of 6% for downstream industrial enterprises [3] - From January to September 2025, the automotive industry generated revenue of 78,235 billion yuan, a year-on-year increase of 7.8%, while profits grew by 3.4% [3] Group 2: Profitability Challenges - Toyota's net profit for the second quarter of the 2026 fiscal year reached 932 billion yen (approximately 430 million yuan), reflecting a 62% year-on-year increase, significantly outpacing domestic competitors [2] - The combined net profit of seven domestic car manufacturers was only 160.25 million yuan, which is 37.27% of Toyota's profit [2] - The competitive environment has led to a trend of low pricing strategies among car manufacturers, which may compromise product quality and profitability [2] Group 3: Regulatory Measures - The Ministry of Industry and Information Technology has emphasized the need for healthy competition in the automotive sector to safeguard long-term industry health [4] - New regulations are being introduced to manage the export of electric vehicles, requiring companies to obtain export licenses and ensure adequate overseas service capabilities [6][7] - The government aims to establish clear boundaries for compliance and foster a healthy development ecosystem within the automotive industry [7]

Core Insights - The 32nd China Society of Automotive Engineers Annual Conference and Exhibition (SAECCE 2025) and Automotive Innovation Technology Exhibition (AITX) opened in Chongqing, China, featuring a comprehensive agenda including an opening ceremony, five main forums, 100 specialized meetings, and 35 concurrent activities [1][2] Industry Overview - Since the 14th Five-Year Plan, China's automotive industry has significantly increased its production and sales scale, with a forecast of over 31 million vehicles produced and sold in 2024, marking a historical high and maintaining the world's leading position for 16 consecutive years [1] - New energy vehicle (NEV) sales are projected to rise from less than 1.4 million in 2020 to nearly 13 million in 2024, increasing its market share from 5.4% to over 40% [1] - In the first three quarters of this year, China's automotive production and sales both exceeded 24 million units, with NEVs accounting for over 46% of the market, reflecting a growth rate of approximately 35% [1] Technological Developments - The latest "Energy-saving and New Energy Vehicle Technology Roadmap 3.0" was released, establishing a new research framework of "1+5+26" to guide the development of the automotive industry towards seven major goals by 2040 [2] - The roadmap will be published globally in both Chinese and English, with ongoing evaluations and revisions to provide strategic decision-making references for various stakeholders [2] Awards and Recognition - The 2025 Automotive Industry Baobin Award was presented to Zhu Huaron of Changan Automobile, marking the tenth recipient since the award's inception, recognizing significant contributions to the automotive industry [2] Industry Trends - Discussions during the "Peak Dialogue" segment highlighted the importance of entrepreneurial spirit and long-termism in industry development, emphasizing the need for a transparent and ethical industry ecosystem [3] - Changan Automobile's chairman stressed the necessity of balancing brand enhancement, profitability, and safety systems, while advocating for a long-term, localized, and ESG-integrated international strategy [3] - The founder of Horizon proposed that companies should embrace patience and risk awareness, achieving sustainable competitiveness through specialized collaboration and innovation [3]

Core Insights - The 32nd China Society of Automotive Engineers Annual Conference and Exhibition (SAECCE 2025) commenced in Chongqing, featuring over 120 sessions and the launch of the Automotive Innovation Technology Exhibition (AITX) with eight thematic exhibition areas [2][4]. Industry Growth and Achievements - Since the 14th Five-Year Plan, China's automotive industry has significantly increased production and sales, with both surpassing 31 million units in 2024, marking a historical high and maintaining the world's largest automotive market for 16 consecutive years. New energy vehicle sales rose from under 1.4 million in 2020 to nearly 13 million in 2024, increasing market share from 5.4% to over 40% [4]. - Technological advancements include a 30% reduction in the cost of power batteries, a 30% increase in the average range of new electric passenger vehicles to 500 kilometers, and an increase in the application of L2-level assisted driving features in new cars from approximately 16% to over 60% [4][5]. Ecosystem Development - China has established the world's largest and most resilient automotive industry system, fostering diverse innovation scenarios and a robust infrastructure network. This includes pilot projects in fuel cell vehicles, battery swapping, and intelligent connected vehicles [5]. Regional Development and Strategic Importance - Chongqing is positioned as a key city in China's automotive landscape, benefiting from national strategies such as the Belt and Road Initiative and the Chengdu-Chongqing Economic Circle. The city aims to become a hub for intelligent connected new energy vehicles, emphasizing high-quality manufacturing and technological innovation [7]. Awards and Recognition - The 2025 Automotive Industry Rao Bin Award was presented to Zhu Huarong, Chairman of China Changan Automobile Group, highlighting the progress of Chinese brands from a weak automotive nation to a strong one [11][13]. Collaborative Initiatives - The "Transparent Supply Chain for the Automotive Industry" project was launched to create a unified data standard system and promote a transparent and collaborative supply chain ecosystem among major automotive companies [15]. - The "CSAE Automotive Science and Technology Innovation (Chongqing) Alliance" was established to integrate government, industry, academia, research, finance, and application, aiming to enhance the development of Chongqing's automotive industry [17]. Industry Dialogue and Perspectives - Discussions at the conference emphasized the importance of high-quality development, innovation, and global competitiveness. Key figures highlighted the need for a respectful and orderly industry environment, avoiding excessive competition [19][20]. - The transition from low-end to high-end markets for Chinese brands was noted, with a focus on brand strength and safety in the context of new energy and intelligent transformation [22][26]. Future Trends and Innovations - The automotive industry is shifting towards system innovation, integrating electric and intelligent technologies. The future of vehicles is seen as a convergence point for energy, data, and user experience, driving a revolution in mobility and lifestyle [26][28]. - The conference also showcased the launch of the 2025 annual projects by the China Automotive Research Institute, focusing on advanced topics in intelligent connected vehicles [32].

Core Viewpoint - The Chinese government is focusing on optimizing policies and regulations to support the growth and stability of the new energy vehicle (NEV) industry, addressing challenges such as irrational competition and promoting high-quality development [1][2][3] Group 1: Policy Initiatives - The Ministry of Industry and Information Technology plans to enhance tax incentives for NEVs and promote rural adoption to expand market consumption [1] - A joint initiative by eight government departments has introduced a work plan for the automotive industry from 2025 to 2026, outlining 15 action measures and 3 support measures to boost domestic consumption and improve supply quality [2] - Specific measures include promoting electric vehicle trials in public sectors, enhancing charging infrastructure in rural areas, and reforming insurance policies for NEVs [2] Group 2: Industry Challenges - The NEV industry faces significant challenges, including irrational competition and issues related to exaggerated marketing claims, which can undermine market order [1] - The ongoing price war has led to reduced R&D investments and a detrimental "bad money drives out good" phenomenon, creating deeper crises within the industry [3] - There is a need for companies to shift from price competition to value competition through technological innovation and service upgrades to establish differentiated advantages [2][3] Group 3: Future Outlook - The NEV industry is expected to improve its development environment through clear goals and policy guidance, which will stabilize consumer expectations and stimulate market demand [3] - Differentiated incentive measures, such as extended tax exemptions for products meeting specific energy density and efficiency standards, are anticipated to drive technological upgrades [3]