推动汽车产业提质升级 11月21日下午，广州市市长孙志洋到第二十三届广州国际汽车展览会（简称"广州国际车展"）调研并巡 馆，察看参展车企首发新品及最新技术，与参展商深入交流。 以创新为动力深化合作 孙志洋先后到多家企业展台调研，与相关企业负责人交流，听取车企品牌打造、技术创新、运营服务等 情况介绍。他说，汽车产业是广州的重要支柱产业之一。广州拥有完整的汽车整车及核心零部件设计、 研发体系，产业应用场景丰富。欢迎广大车企与广州深化合作，以创新为动力、以需求为导向、以品质 为根本，携手加快关键核心技术攻关，提升智能制造水平，推动汽车产业不断提质升级。 孙志洋说，广州国际车展是国内汽车行业的标志性展会之一，是广州的一张重要城市名片。要与主协办 单位加强协作，不断优化组展撤展、交通组织、安全保障等各项工作，以一流的服务营造良好展会环 境，助力展会越办越好。要发挥好展会交流功能，促进各方分享前沿动态、创新经验，提高对市场一线 的敏锐性和反应能力，共同推动汽车产业高质量发展。广州将持续优化政策配套，努力创造最佳产业环 境、消费环境，让广大车企安心发展、消费者放心消费。 调研前，孙志洋市长会见了中国汽车工业协会常务副会长、 ...

中国汽车报广州11月18日讯（记者赵建国）11月18日，由《中国汽车报》社主办、以"展望'十五五'巩固车优势"为主题的第二十届中国经济论坛 平行论坛在广东省广州市南沙经济技术开发区举行。 《人民日报》社副总编辑马宏伟出席论坛。国家有关部委负责同志、地方政府主管部门代表、专家学者、行业团体及企业负责人等参加论坛。 与会嘉宾认为，在全党全国上下学习宣传贯彻党的二十届四中全会精神之际，进一步统一思想和行动，按照"十五五"规划建议指引，谋划未来5年工作 意义重大。"十五五"规划建议明确提出的推动高质量发展取得显著成效、科技自立自强水平大幅提高、统筹发展与安全等核心目标，以及建设现代化产业体 系，巩固壮大实体经济根基；优化提升传统产业、培育壮大新兴产业和未来产业、构建现代化基础设施体系等任务，都是汽车产业发展的重要指南，为中国 汽车产业指明了方向，也赋予了行业重大的历史使命。未来5年，随着新能源汽车渗透率持续攀升，智能化技术广泛应用，产业链供应链韧性不断增强，中 国汽车产业正迎来从汽车大国迈向汽车强国的战略机遇期。 与会嘉宾强调，"十五五"期间，除了电动化和智能网联领域，中国汽车产业的创新发展眼界要更开阔，还应继续重点 ...

10月，汽车行业快速增长，增速为16.8%，对全部规模以上工业增长贡献率达22.8%。新能源汽车保持 较快增长势头，10月份产量同比增长19.3%，带动汽车用锂离子动力电池产量增长30.4%。11月14日， 国家统计局工业司首席统计师孙晓在解读10月份工业生产数据时作出上述阐述。 孙晓称，总体来看，我国工业经济长期向好的支撑条件和基本趋势没有变，但有效需求不足、企业盈利 承压等困难依然存在。下阶段，要完整准确全面贯彻新发展理念，加快构建新发展格局，建设现代化产 业体系，持续稳增长、促转型、强协同，为工业经济质效提升筑牢根基。 《中国经营报》记者注意到，虽然销量持续增长，但当前中国汽车产业"增量不增利"的局面尚未有明显 改善。中国汽车流通协会乘用车市场信息联席分会（以下简称"乘联分会"）披露的数据显示，2025年1 —9月，汽车行业利润率同比去年下滑0.1%—4.5%，低于下游工业企业6%的平均水平。 盈利能力待提升 近期，日系车企丰田汽车披露的财报数据显示，2026财年第二季度（2025年7—9月），丰田汽车实现净 利润9320亿日元（约合430亿元人民币），同比增长62%。 这一利润规模在国内车企面前是难以 ...

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].

2025世界新能源汽车大会近日在海口举办，工业和信息化部副部长熊继军在会上表示，将优化新能源汽 车车辆购置税、车船税等优惠措施，深入推进新能源汽车下乡，扩大市场消费。同时，还将进一步完善 管理体系，多措并举规范行业竞争趋势，维护公平有序的市场秩序。 汽车产业作为国民经济的核心支柱，其产业链条绵长、覆盖领域广泛、带动效应显著，堪称工业经济稳 增长的"定海神针"。当下，我国新能源汽车产业呈现出蓬勃向上的强劲态势，国内外销量屡创新高，然 而，行业也潜藏着一些不容小觑的问题与挑战，如行业内部的非理性竞争现象较为突出，企业在营销环 节中夸大宣传、虚假宣传等问题时有发生。 对此，行业监管机构也及时出台应对举措。今年9月份，工业和信息化部等六部门联合部署开展汽车行 业网络乱象专项整治行动，集中整治非法牟利、夸大和虚假宣传、恶意诋毁攻击等网络乱象，提升涉汽 车企业网络乱象处置质效，督促企业规范营销宣传行为，营造良好舆论环境，护航汽车产业高质量发 展。 汽车工业协会原常务副会长兼秘书长、中国动力（600482）电池产业联盟理事长董扬表示，随着我国新 能源汽车产业进入世界先进行列，对于新能源汽车产业的管理，已经不是只追求发展速度 ...

Core Insights - The Chinese automotive market is experiencing significant policy and industry dynamics, with initiatives aimed at improving supplier payment practices and addressing inventory levels [1][2][3] Group 1: Supplier Payment Practices - The China Automotive Industry Association (CAAM) released a guideline on supplier payment practices, focusing on key aspects such as order confirmation, delivery and acceptance, payment and settlement, and contract duration [2] - The Ministry of Industry and Information Technology (MIIT) emphasized the importance of shortening payment terms to enhance operational efficiency and foster long-term cooperation between automakers and suppliers [3] Group 2: Inventory Levels - As of the end of August 2025, the national passenger car inventory stood at 3.16 million units, a decrease of 130,000 units from the previous month, indicating a reduction in dealer pressure [6] - The inventory level represents a 42-day supply, down by 4 days from the previous month, with manufacturer inventory accounting for 23.9% of the total [6] Group 3: Strategic Collaborations - Huawei and BAIC have deepened their collaboration on the "Enjoy" brand, forming a strategic community that will invest 20 billion yuan over the next three years, focusing on dedicated teams and resources [3] - Zeekr Technology's shareholders approved a merger agreement with Geely Automobile, with 94.2% voting in favor, leading to Zeekr becoming a wholly-owned subsidiary of Geely [5] Group 4: Regulatory Developments - MIIT is seeking public input on mandatory national standards for intelligent connected vehicles, specifically for combined driving assistance systems, which will enhance safety and regulatory compliance [7][11] - The new standards aim to align with international regulations and improve product safety, thereby supporting the overall safety of road traffic [11] Group 5: Electric Vehicle Infrastructure - As of the end of August 2025, China's electric vehicle charging infrastructure reached 17.348 million units, marking a year-on-year increase of 53.5% [17] - Public charging facilities accounted for 4.316 million units, with a growth of 37.8%, while private charging facilities reached 13.032 million units, growing by 59.6% [17]

Group 1: Automotive Industry Inventory and Sales - As of the end of August 2025, the national passenger car inventory in China is 3.16 million units, a decrease of 130,000 units from the previous month, with a 42-day sales support based on current inventory levels [1] - The inventory pressure has significantly decreased compared to August 2023, where the sales support was 52 days, indicating a more rational production control by manufacturers from May to August [1] Group 2: Strategic Partnerships - Changan Automobile and China Guoxin signed a strategic cooperation agreement to deepen collaboration in investment, business cultivation, and promote technological and industrial innovation [2] - The partnership aims to enhance the quality development of the Chinese automotive industry [2] Group 3: New Product Launches and Developments - Huawei and GAC Toyota's collaboration will upgrade to a full-stack solution, with plans to launch three new vehicles within two years, including models equipped with advanced driving and cockpit technologies [4] - The Enjoy S9T has been officially launched with prices starting at 309,800 yuan, featuring advanced technology and significant range capabilities [11] - BYD has unveiled the e-Bus platform 3.0, which includes a 1000V high-voltage architecture and aims to accelerate the electrification of public transport [11] Group 4: IPO and Valuation - Chery Automobile plans to open its IPO subscription on September 17, targeting a valuation of 140 billion HKD [6]

Core Viewpoint - The China Automotive Industry Association released the "Supplier Payment Norms Initiative" on September 15, urging automakers to comply with the "Regulations on Payment to Small and Medium-sized Enterprises" and to avoid exploiting their dominant positions to harm suppliers' interests, aiming to build a collaborative and win-win ecosystem in the automotive industry for high-quality development [1]. Group 1: Industry Response - A total of 17 automakers, including FAW, Dongfeng, Changan, SAIC, GAC, BAIC, Chery, Jiangqi, BYD, Geely, Great Wall, Seres, NIO, Li Auto, Xpeng, Leap Motor, and Xiaomi, have publicly committed to the payment initiative [1]. - The initiative provides clear guidance for building a collaborative ecosystem between complete vehicles and components, promoting high-quality development in the automotive industry [5][8]. Group 2: Specific Company Actions - FAW has unified the payment term for suppliers to within 60 days and optimized internal procurement and financial settlement processes to maintain a healthy market economy [3]. - Dongfeng will implement the initiative's requirements in key areas such as order confirmation, delivery, acceptance, payment, and settlement to protect supplier rights and enhance supply chain resilience [5]. - Changan has also committed to a 60-day payment term and has implemented an innovative payment process to ensure efficient cash flow for suppliers [7]. - SAIC has announced a unified 60-day payment term and will avoid using commercial acceptance bills that increase supplier financial pressure [8]. - GAC has adhered to a payment principle of not exceeding 60 days for 28 years and has established a comprehensive management system for the payment process [10]. - BAIC emphasizes equal, voluntary, fair, and honest principles in supplier relationships and opposes unreasonable payment practices [12]. - Chery has implemented measures to shorten the average payment period for suppliers and alleviate financial pressure on small and medium-sized enterprises [14]. - Jiangqi is enhancing payment efficiency and transparency while ensuring all suppliers receive fair and efficient payment experiences [15]. - BYD is focusing on key areas such as order confirmation and payment to build a collaborative ecosystem with suppliers [17]. - Geely has committed to a 60-day payment term and will not use practices that increase supplier financial pressure [18]. - Great Wall is committed to timely payments and optimizing payment processes to maintain a healthy supplier relationship [21]. - Seres calls for industry self-discipline to enhance supply chain resilience and competitiveness [23]. - NIO aims to establish long-term, mutually beneficial relationships with partners to ensure product quality and user experience [26]. - Li Auto and Xpeng both reaffirm their commitment to a 60-day payment term and efficient payment processes to support their partners [28][30]. - Leap Motor is dedicated to implementing the initiative and ensuring supply chain stability [32]. - Xiaomi emphasizes the importance of timely payments as a fundamental respect for partners and aims to enhance supply chain resilience [35].

记者从中国汽车工业协会获悉，今年1-8月份，我国汽车产销量首次双双迈过2000万辆大关，产销分别 完成2105.1万辆和2112.8万辆，同比分别增长12.7%和12.6%。其中，新能源汽车新车销量达到汽车新车 总销量的45.5%。 新华财经北京9月15日电（记者刘旭阳 李唐宁）工业和信息化部等八部门联合印发的《汽车行业稳增长 工作方案（2025—2026年）》（以下简称《工作方案》）日前正式公布。其中提出，2025年力争实现全 年汽车销量3230万辆左右，汽车制造业增加值同比增长6%左右。分析人士认为，近期一系列政策措施 出台，有利于推动汽车行业回归以技术创新和产品品质为核心的竞争模式，为产业高质量发展创造良好 条件。 2025年力争实现汽车销量3230万辆 其中新能源汽车同比增长两成 汽车产业是国民经济的支柱产业，产业链长、涉及面广、带动性强，发挥着工业经济稳增长的"压舱 石"作用。我国汽车产业连续3年实现稳定增长，2024年汽车销售完成3143.6万辆、同比增长4.5%，为宏 观经济增长贡献了重要力量。 对于2025-2026年汽车行业稳增长主要目标，《工作方案》提出，2025年，力争实现全年汽车销量3 ...