编前：今年以来，汽车产业在继续保持平稳增长的同时，各领域亮点纷呈，新能源汽车产销量进一步提升，和燃油车平分天下；促 消费政策更加精准，进一步激活汽车市场消费活力；智能汽车飞速发展，产业导向明确，智能化技术百花齐放……岁末将至，总结2025 年我国汽车产业的发展，围绕"两新"、服务消费以及人工智能＋等热点话题，《中国汽车报》推出"车经济新方位"栏目，集中展现今年以 来汽车领域的亮点成就。 今年以来，随着一系列政策的陆续落地，汽车消费展现出强劲的增长潜力，成为拉动消费、稳定经济的重要力量。这一年，从汽车以旧 换新、贷款支持到供需适配，从拉动新车市场到规范二手车流通，从产品刺激到精准施策、全链条激活，促汽车消费政策持续加码，推 动汽车消费连连攀升，步步扩增。"与往年不同的是，今年以来促汽车消费不仅政策接连出台，且持续向深层次推进，深入挖掘汽车消 费'蓝海'潜力。"中国汽车工业咨询委员会主任安庆衡在接受《中国汽车报》记者采访时表示，在政策"组合拳"的推动下，今年汽车消费 取得了有目共睹的好成绩，全年产销量有望再创新高。 在促汽车消费大环境日益向好的同时，个别区域的地方保护、二手车流通不畅、汽车改装存在"灰色地带"等发 ...

Core Insights - Lear Corporation has established a new R&D center in Chongqing, China, to enhance its operational and innovation capabilities in the region [1][2] - The center will focus on smart cockpits, electronic systems for new energy vehicles, and lightweight materials, positioning itself as a technology hub for the Asia-Pacific region [1][2] Group 1 - The R&D center is the first independent facility established by Lear in Southwest China, aiming to foster collaborative innovation with local partners [1] - The center will house over 400 research talents and is expected to undertake core technology R&D tasks for the Asia-Pacific region [1] - Lear Corporation is a leading automotive parts supplier, serving over 480 automotive brands globally [1] Group 2 - The establishment of the R&D center marks a new phase in Lear's 25-year partnership with Chongqing, leveraging global advantages in product development and supply chain resources [2] - Since 2025, Chongqing has been actively promoting the integration of smart connected new energy vehicle industries, attracting 62 leading component enterprises [2] - Lear's smart seat production base in Chongqing became operational within six months of its establishment, contributing to the local automotive industry's complete ecosystem [2]

全国各省市的"十五五"规划建议正在赶来！ 规划建议明确，加快打造人工智能应用高地。构建高能级人工智能创新平台，高水平建设重庆人工智能 学院、重庆通用人工智能研究院，引育一批人工智能领军人才，加快突破基础软件、模型算法、群体智 能等领域核心技术。聚焦医疗、金融、教育、科研等领域打造一批垂类大模型、端侧大模型和智能体。 建设"人工智能+"市域开源新生态，迭代完善人工智能政策体系，打造集聚共享语料、模型服务等一站 式综合服务的人工智能创新孵化空间，加快建设人工智能开源社区。 重庆"十五五"规划建议提出，在加快构建具有国际竞争力的现代化产业体系方面，规划建议提出，打造 具有全球影响力的智能网联新能源汽车之都。强化龙头引领、数智驱动、品牌铸魂、生态聚能，整体推 进整车、零部件、后市场重塑升级，构建世界级智能网联新能源汽车产业集群。聚力做强领军链主企 业，全面提升汽车产业链主导力控制力。建设国家汽车芯片产业基地，拓展"车路云网图"一体化应用场 景。锚定高端定位构建先进质量管理体系，构建国际化营销服务网络，培育世界级高端汽车品牌。支持 领军企业牵头组建"人工智能+汽车"生态联盟，布局超快充、换电站、加氢站等设施网络，提速打 ...

工业和信息化部等6部门日前联合印发 《关于增强消费品供需适配性进一步促进消费的实 施方案》 （以下简称《方案》）。该《方案》提出，到2027年，形成3个万亿级消费领域和 10个千亿级消费热点。智能网联新能源汽车作为重点布局的3个万亿级消费领域之一，有望迎 来发展新机遇。 开拓万亿级消费赛道 中国汽车工业协会数据显示，今年前10个月，我国汽车产销量分别完成2769.2万辆和2768.7 万辆，同比增长均超过10%。其中，新能源汽车产销量分别完成1301.5万辆和1294.3万辆， 同比分别增长33.1%和32.7%。 值得关注的是，10月份新能源汽车销量达到汽车新车总销量的51.6%。这也是我国新能 源汽车月渗透率首次突破50%，彰显了中国市场对新能源汽车的强劲需求和消费转型的加 速。 "以往对新能源汽车增速的预测，主要基于电动化技术的演进。普遍观点认为，电动化初 期将经历高速增长，当其市场渗透率达到50%时，将进入一个相对均衡的发展阶段，增速会 趋于平缓甚至下滑。然而，智能化技术快速发展，正在成为推动新能源汽车产业升级的新动 力。"车百会理事长张永伟表示，智能化与电动化相互促进，形成了双向驱动的良性循环，智 ...

Core Insights - The 2025 National Industry Vocational Skills Competition concluded successfully in Chongqing, with over 800 participants competing in various technical fields [1][2] - The event emphasized the importance of integrating talent development with industrial needs, as highlighted by the Ministry of Industry and Information Technology [1] Group 1: Event Overview - The competition was co-hosted by multiple government bodies, including the Ministry of Industry and Information Technology and the Ministry of Human Resources and Social Security [1] - The theme of the competition was "Integration of Industry and Talent, Skills for the Nation," focusing on advanced fields such as smart connected vehicles and industrial internet applications [2] - Over 6,000 individuals participated in the selection process, with 408 teams reaching the finals [2] Group 2: Outcomes and Future Directions - A total of 24 first prizes, 96 second prizes, and 106 third prizes were awarded after two days of intense competition [2] - The Ministry of Industry and Information Technology plans to strengthen collaboration between central and local governments to enhance talent development in alignment with industrial needs [1] - There is a focus on promoting school-enterprise cooperation and building practical training bases to improve the quality of talent cultivation [1]

Domestic News - Six departments issued a document to expand automotive modification, RV camping, and other automotive aftermarket consumption, aiming for a significant optimization of consumer goods supply structure by 2027 [3] - Chongqing plans to build a world-class intelligent connected new energy vehicle industry cluster, enhancing the overall upgrade of vehicles, parts, and aftermarket [4] - A draft for the "Vehicle-Road-Cloud Integration" infrastructure classification is expected to be released by the end of the year, including a roadmap for promoting integration [5] - Great Wall Motors plans to establish its first complete vehicle factory in Europe, targeting an annual production capacity of 300,000 vehicles by 2029 [6] - BAIC Blue Valley received approval for a 6 billion yuan refinancing project to support the development of new energy vehicles and AI intelligent platforms [7] - Geely established a battery company in Chengdu with a registered capital of 50 million yuan, focusing on battery sales and manufacturing [8] - Stellantis and CATL have commenced construction of a battery factory in Spain, with a planned annual capacity of 50 GWh by the end of 2026 [9] - Haima Automobile is steadily advancing the demonstration operation of hydrogen fuel cell vehicles, aiming to create a complete hydrogen energy ecosystem [10] International News - The UK government plans to implement a mileage-based tax for pure electric and plug-in hybrid vehicles, with fees of 3 pence per mile for electric vehicles and 1.5 pence for hybrids, potentially generating 1.1 billion pounds in the first year [12] - Thailand adjusted its electric vehicle policy to prevent potential oversupply, allowing manufacturers to count exported electric vehicles towards local production obligations [13] - South Korea submitted a special bill to lower automotive tariffs as part of a commitment to a $350 billion investment in the U.S. [14] - Renault-Geely's joint venture plans to double production in Brazil, with the current plant capacity at 380,000 vehicles [14] Commercial Vehicles - The M9T engine and hybrid assembly light truck successfully rolled off the production line, marking a significant advancement in the hybrid light truck sector [15] - Chery Commercial Vehicle launched the Zero Meter light truck, targeting urban distribution efficiency with advanced charging technology [16] - Zero One Smart Card won the "Annual First Recommended Electric Drive Bridge Heavy Truck" award, highlighting its innovative achievements in the new energy heavy truck sector [17] - Foton Motor's two micro truck models received carbon footprint quantification labels, reinforcing its commitment to green transformation [19]

Core Insights - The listing of Seres on the Hong Kong Stock Exchange marks a significant step for both the company and the Chongqing automotive industry, highlighting a transformation towards high-end and intelligent manufacturing [2][4] - Chongqing aims to produce over 953,000 new energy vehicles by 2024, representing a 22.2-fold increase from 2020, indicating rapid growth in the sector [2][6] - The successful IPO of Seres, raising a net amount of HKD 14.016 billion, showcases the competitive edge of Chongqing's new energy vehicle companies in the high-end market [2][5] Company Performance - Seres achieved a record revenue of CNY 145.176 billion in 2024, a year-on-year increase of 305.04%, and turned a profit with a net income of CNY 5.946 billion [4] - In the first three quarters of 2024, Seres reported revenues of CNY 110.534 billion and a net profit of CNY 5.312 billion, reflecting a year-on-year growth of 31.56% [4] - The company sold 51,456 new energy vehicles in October 2024, marking a 42.89% increase year-on-year [4] Industry Development - Chongqing's automotive industry is evolving, with 19 vehicle manufacturers and over 1,200 parts suppliers forming a robust ecosystem, led by companies like Changan and Seres [6] - The city aims to produce 2.54 million vehicles in 2024, with new energy vehicle production expected to grow by 90.5% [6] - The "33618" modern manufacturing cluster initiative aims to enhance the manufacturing structure and establish Chongqing as a key advanced manufacturing center by 2030 [6][7] Strategic Partnerships - Seres has formed strategic partnerships with leading companies like Huawei and CATL, creating a collaborative ecosystem to enhance its market position [8] - The Chongqing Industrial Investment Fund, led by Yufu Holdings, invested HKD 2.176 billion in Seres, setting a record for cornerstone investments in Hong Kong IPOs [5] Future Outlook - Seres plans to allocate 70% of the IPO proceeds to research and development, 20% to marketing and overseas sales, and 10% for operational expenses [9] - The listing is expected to provide a dual engine of "technology + capital" for Chinese automotive companies looking to expand globally, enhancing Chongqing's status as a hub for intelligent connected new energy vehicle innovation [9]

11月26日，特斯拉全球副总裁陶琳在社交平台发文称，无论是美国、中国还是欧洲，Tesla全球各生产 基地的供应商选择都采用同样严格、客观的标准，完全基于质量、总成本、技术能力成熟度以及长期供 货连续性。供应商的原产国或地理来源不构成排除性标准。 | 2025年11月27日星期四 | NO.1 六部门：加快布局新领域新赛道，聚焦智能网联新能源汽车 11月26日消息，工业和信息化部等六部门印发《关于增强消费品供需适配性进一步促进消费的实施方 案》，其中提出，加快布局新领域新赛道。聚焦智能网联新能源汽车、智能家居、消费电子、现代纺 织、食品、绿色建材等重点行业，开展双百典型创新应用专项活动，打造百个标志性产品、百家创新企 业和一批可体验可推广的新产品首用场景样板。 点评：六部门发布的方案明确指出将加快布局智能网联新能源汽车等新领域，显示出国家对未来产业结 构的重视。这将刺激相关企业在新能源汽车、智能家居和绿色建材等领域的投资与创新，有助于提升长 远竞争力。 NO.2 特斯拉高管辟谣"供应链去中国化" 点评：北京市"十五五"规划强调了在"双碳"目标下推进新能源汽车发展的战略，这无疑将为相关企业提 供广阔的发展空间。随 ...

Core Viewpoint - Chongqing is focusing on building a modern manufacturing cluster system called "33618" to enhance its industrial capabilities, aiming for an industrial output of 4 trillion yuan by 2027, with significant growth in key sectors such as intelligent equipment, food processing, and software services [1][2]. Group 1: Manufacturing Development - The manufacturing sector is the foundation of Chongqing's economy, with a target industrial output exceeding 2.7 trillion yuan by 2024 [1]. - The city has established a solid industrial base covering 39 industrial categories and all 31 categories of manufacturing [1]. - Chongqing's logistics system has achieved connectivity with 127 countries and regions globally, enhancing its industrial competitiveness [1]. Group 2: Key Industries - The three leading industries in Chongqing are experiencing significant growth, particularly in intelligent connected vehicles, with an expected production of 953,000 units in 2024 [2]. - The new generation of electronic information manufacturing is leading globally, with notebook computer production ranking first worldwide [2]. - The advanced materials industry has made breakthroughs, notably in nylon 66, breaking international monopolies [2]. Group 3: Industrial Cluster System - The "33618" modern manufacturing cluster system aims to promote high-quality development in manufacturing, focusing on three trillion-yuan leading industry clusters: intelligent connected vehicles, new generation electronic information manufacturing, and advanced materials [2]. - The system also includes upgrading to 500 billion yuan pillar industry clusters in intelligent equipment, food processing, and software services, along with developing six billion-yuan specialty industry clusters [2]. Group 4: Talent Development - The "14th Five-Year Plan" emphasizes the need for a high-quality technical talent pool to support industrial modernization and technological advancements [3]. - The third National Industrial and Information Technology Skills Competition focuses on integrating talent development with industry needs, promoting new technologies and processes [3].

Core Viewpoint - The "2025 China Automotive Supply Chain Conference" focuses on the theme "Chain Drives Industry Ecology, New Quality Drives the Future," aiming to explore opportunities and challenges in the automotive supply chain during the "14th Five-Year Plan" conclusion and the "15th Five-Year Plan" initiation [2][4]. Group 1: Conference Overview - The conference includes various activities such as a government-enterprise matchmaking meeting, a closed-door meeting, a main conference, four thematic meetings, and an event titled "China Automotive Supply Chain Collaborative Innovation National Tour - Chery Station" [2]. - The closed-door meeting discusses how supply chain enterprises can leverage technological innovation to support the leading advantage of the intelligent connected new energy vehicle industry during the "15th Five-Year Plan" period [2][4]. Group 2: Industry Context - The "15th Five-Year Plan" period is crucial for China to achieve carbon peak and transition from a major automotive country to a strong automotive country, with a focus on consolidating and expanding the leading advantage in the intelligent connected new energy vehicle industry [4]. - The automotive supply chain is undergoing deep transformation driven by electrification, intelligence, connectivity, and low carbonization [4][5]. Group 3: Key Participants and Discussions - The closed-door meeting is hosted by Fu Bingfeng, Executive Vice President and Secretary-General of the China Automotive Industry Association, who emphasizes the importance of building a controllable, resilient, and sustainable automotive supply chain system [4][5]. - Experts from various organizations, including the China Machinery Industry Federation and former executives from major automotive companies, analyze and discuss the future development of the supply chain industry [7]. Group 4: Challenges and Opportunities - The automotive supply chain is experiencing profound adjustments, and key topics include how enterprises can adapt to new conditions, drive innovation, and explore international development paths during the "15th Five-Year Plan" period [7]. - High-level leaders from major automotive companies share their insights on challenges and experiences in the development of their respective enterprises [9][10]. Group 5: Collaborative Efforts - The closed-door meeting gathers over 60 representatives from government, industry, academia, and research sectors to discuss opportunities and challenges in the automotive supply chain, aiming to provide intellectual contributions for sustainable development [11]. - The conference also features a series of thematic meetings and activities to further explore the automotive supply chain landscape [13].