供需两端发力 工信部有关负责人介绍，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。在党中央坚强领导下，我国汽车产业连续3年实现稳定增长，新能源汽 车快速增长，转型升级发展取得显著成效。2024年，我国汽车销售完成3143.6万辆、同比增长4.5%，其 中新能源汽车销售完成1286.6万辆、同比增长35.5%，为宏观经济增长贡献了重要力量。出台《方案》 是为了在良好工作基础上，坚持问题导向、目标导向，远近结合、综合施策，努力实现汽车行业经济发 展主要预期目标。 ● 本报记者 杨洁 近日，工业和信息化部等八部门联合发布《汽车行业稳增长工作方案（2025—2026年）》。《方案》提 出，2025年力争实现全年汽车销量3230万辆左右，同比增长约3%，其中新能源汽车销量1550万辆左 右，同比增长约20%；汽车出口保持稳定增长；汽车制造业增加值同比增长6%左右。2026年，行业运 行保持稳中向好发展态势，产业规模和质量效益进一步提升。 为实现上述目标，《方案》从扩大国内消费、提升供给质量、优化发展环境、深化开放合作四个维度， 提出了加快新能源汽车全面市场化拓展、进 ...

Investment Rating - The report maintains a positive investment rating for the automotive industry, particularly highlighting the performance of the robotics supply chain and suggesting a focus on leading companies and new opportunities [3]. Core Insights - The automotive sector's performance is primarily driven by the robotics supply chain, with catalysts expected to persist in the second half of the year. Traditional supply chains remain weak. The Ministry of Industry and Information Technology's "Automotive Industry Stabilization Growth Work Plan (2025-2026)" emphasizes the industrialization of intelligent connected technologies, including the conditional approval for L3 level vehicle production and accelerating breakthroughs in key technologies such as automotive chips, operating systems, artificial intelligence, and solid-state batteries. This indicates a shift in industry support from total volume logic to new technology logic [3][4]. Data Tracking - In August, new energy vehicle deliveries showed significant growth, with XPeng delivering 37,709 units, a year-on-year increase of 168.7%. BYD delivered 373,626 units, up 0.1% year-on-year, while traditional automakers like SAIC and Geely also reported substantial increases in sales [5][23][26]. - The average discount rate in late August was 9.9%, a decrease of 0.2 percentage points from earlier in the month, while the average discount amount was 22,198 yuan, down 344 yuan [5][27][28]. - The report recommends continued focus on electric vehicle manufacturers and traditional automakers with potential recovery, such as Jianghuai Automobile and SAIC [7]. Industry News - The report highlights several key developments, including the listing of Chery Automobile on the Hong Kong Stock Exchange and the launch of new models by various manufacturers, such as the LYNK & CO 10 EM-P and BYD's new SUV, the Titanium 7 [32][33]. - The retail sales of passenger vehicles in August reached 1.995 million units, a year-on-year increase of 4.6%, with new energy vehicles accounting for 110,100 units sold, up 7.5% year-on-year [32]. Market Performance - The automotive sector saw a weekly increase of 1.46%, ranking 17th out of 29 sectors. The overall market indices also showed positive growth, with the Shanghai Composite Index rising by 1.52% [10][36].

智通财经APP获悉，工业和信息化部、公安部、财政部、交通运输部、商务部、海关总署、市场监管总 局、国家能源局等八部门近日联合印发《汽车行业稳增长工作方案（2025—2026年）》。《工作方案》 提出，2025年力争实现全年汽车销量3230万辆左右，同比增长约3%，其中新能源汽车销量1550万辆左 右，同比增长约20%；汽车出口保持稳定增长；汽车制造业增加值同比增长6%左右。2026年行业运行 保持稳中向好发展态势，产业规模和质量效益进一步提升。为实现上述目标，《工作方案》从扩大国内 消费、提升供给质量、优化发展环境、深化开放合作等4个维度，提出了加快新能源汽车全面市场化拓 展、进一步加大力度促进汽车消费、推动智能网联技术产业化应用等15条工作举措，以及加强统筹协 调、强化运行监测、加强人才培养等3条保障措施，相关的细化措施60余项。 此外，工信部有关负责人就《汽车行业稳增长工作方案（2025—2026年）》答记者问。这位负责人说， 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。在党中央坚强领导下，我国汽车产业连续3年实现稳定增长，新能源汽车快速增长，转型升 ...

Core Viewpoint - The article outlines the "Automobile Industry Stabilization and Growth Work Plan (2025-2026)" aimed at achieving key economic development targets for the automotive sector, emphasizing the promotion of new energy vehicles and the overall growth of the industry [1][5]. Summary by Sections Overall Requirements - The plan is guided by Xi Jinping's thoughts and aims to implement the spirit of the 20th National Congress of the Communist Party, focusing on stable progress, new development concepts, and enhancing domestic consumption while optimizing the development environment [6]. Main Goals - By 2025, the target is to achieve approximately 32.3 million vehicle sales, a year-on-year increase of about 3%, with new energy vehicle sales reaching around 15.5 million, a growth of about 20%. The automotive manufacturing industry's added value is expected to grow by around 6% [7]. Work Measures - **Expanding Domestic Consumption**: - Accelerate the market expansion of new energy vehicles, aiming for over 700,000 new energy vehicles in 25 pilot cities [8]. - Promote vehicle trade-in policies and enhance the second-hand vehicle market [9]. - Advance the industrial application of intelligent connected technologies [9]. - **Improving Supply Quality**: - Foster technological innovation to stimulate consumer demand and enhance product quality through standard upgrades [10]. - Ensure the stability of the industrial supply chain and promote digital transformation within the automotive sector [11][12]. - **Optimizing Development Environment**: - Improve infrastructure for charging and battery swapping, and reform industry management policies to enhance competition [13][14]. - Strengthen the management of vehicle scrapping and recycling [14]. - **Enhancing International Cooperation**: - Promote the quality and efficiency of automotive exports and improve financial services for export enterprises [15][16]. - Deepen multi-level international cooperation and enhance the influence of international standards [17]. Guarantee Measures - **Strengthening Coordination**: - Enhance inter-departmental coordination for the development of the new energy vehicle industry [18]. - **Monitoring Operations**: - Establish a monitoring and early warning mechanism for key enterprises and sectors [19]. - **Talent Development**: - Implement a talent strategy focusing on the needs of the new energy vehicle sector and enhance local talent cultivation [21].

Core Viewpoint - The joint issuance of the "Automobile Industry Stabilization and Growth Work Plan (2025-2026)" by eight government departments aims to boost the automobile industry, focusing on sales growth, particularly in the electric vehicle sector, and enhancing overall industry quality and efficiency [2] Summary by Relevant Categories Sales Targets - The plan targets an annual automobile sales volume of approximately 32.3 million units by 2025, representing a year-on-year growth of about 3% [2] - It aims for new energy vehicle sales to reach around 15.5 million units, with a year-on-year growth of approximately 20% [2] - The plan also emphasizes maintaining stable growth in automobile exports [2] Industry Growth - The automobile manufacturing industry's added value is expected to grow by about 6% year-on-year [2] - The industry is projected to maintain a stable and positive development trend in 2026, with further improvements in scale and quality [2] Strategic Measures - The work plan outlines four dimensions for achieving these goals: expanding domestic consumption, improving supply quality, optimizing the development environment, and deepening open cooperation [2] - Specific initiatives include accelerating the market expansion of new energy vehicles, promoting automobile consumption, and advancing the industrial application of intelligent connected technologies [2] - The plan includes three supporting measures: enhancing coordination, strengthening operational monitoring, and improving talent cultivation, along with over 60 detailed measures [2]

Core Viewpoint - The article discusses the "Automobile Industry Stabilization and Growth Work Plan (2025-2026)" released by the Ministry of Industry and Information Technology and other departments, aiming to enhance the automotive industry's growth through technological innovation and regulatory measures [1][6]. Summary by Sections Technological Innovation - The plan emphasizes accelerating breakthroughs in key technologies such as automotive chips, operating systems, artificial intelligence, and solid-state batteries to stimulate consumer demand and improve product performance [2]. Smart Connected Vehicles - It proposes the promotion of smart connected vehicle applications, including pilot projects for L3-level vehicle production approval and the integration of vehicle-road-cloud systems [3]. Sales and Production Goals - The target for 2025 is to achieve approximately 32.3 million vehicle sales, a year-on-year increase of about 3%, with new energy vehicle sales expected to reach around 15.5 million, growing by about 20% [4][7]. Market Regulation - The plan includes measures to regulate competition in the automotive industry, enhance cost investigations, and monitor prices to ensure a healthy market environment [5]. Background and Challenges - The automotive industry is described as a pillar of the national economy, facing challenges such as intensified foreign competition and insufficient effective demand, necessitating the implementation of this work plan [6]. Policy Measures - The plan outlines 15 key initiatives across four dimensions, including expanding domestic consumption and improving supply quality, with over 60 detailed measures [8]. New Work Approach - It highlights a new approach focusing on high-quality supply to lead and create demand, alongside digital and intelligent transformation in the automotive sector [8].

【导读】八部门：目标2025年力争实现全年汽车销量3230万辆左右 重磅利好来了！ 据工信部官网，工业和信息化部等八部门关于印发《汽车行业稳增长工作方案（2025—2026年）》（以下简称《工作方案》）的通知，发布日期为9月12 日。 | 中华人民共和国工业和信息化部 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | of Industry and Information Technology of the People's Republi | | | | | | 请输入关键字 | | ਦੁ 新闻发布 | 首页 | 组织机构 | | 政务公开 | 政务服务 | 互动交流 工信数据 | | 首页 > 工业和信息化部 > 机关司局 > 装备工业一司 > 文件发布 | | | | | | | | 发文机关:工业和信息化部 公安部 财政部 交通运输部 商务部 海关总署 市场监管总局 国家能源局 | | | | | | | | 题：工业和信息化部等八部门关于印发《汽车行业稳增长工作方案（2025—2026年）》的通知 | 标 | | | | | | ...

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].

校对 赵琳 编辑 朱玥怡 新京报贝壳财经讯 9月13日，工业和信息化部等八部门印发《汽车行业稳增长工作方案（2025—2026 年）》，方案提出，推动智能网联技术产业化应用。深入开展智能网联汽车"车路云一体化"应用试点， 加快网联基础设施和云控平台建设，鼓励汽车前装V2X、5G等高性能通信模块，加快推进北斗系统规 模化应用，促进物流、环卫、出行服务等多场景应用，鼓励重点地区逐步拓展跨区域协同应用。推进智 能网联汽车准入和上路通行试点，有条件批准L3级车型生产准入，推动道路交通安全、保险等法律法 规完善。支持汽车、信息通信、交通等行业企业以数据为纽带探索新型商业模式，加快多元化价值链培 育。 ...

Core Viewpoint - The automotive industry is a crucial driver of technological revolution and industrial transformation, facing challenges from complex external environments and domestic economic recovery issues, prompting the issuance of the "Automotive Industry Stabilization Growth Work Plan (2025-2026)" by eight departments [1] Group 1: Sales and Production Goals - The plan aims for total vehicle sales of approximately 32.3 million units in 2025, a year-on-year increase of about 3%, with new energy vehicle sales targeted at around 15.5 million units, reflecting a growth of about 20% [2] - The automotive manufacturing industry's added value is expected to grow by approximately 6% year-on-year [2] Group 2: Promotion of New Energy Vehicles - The plan emphasizes accelerating the market expansion of new energy vehicles, including the promotion of electric public transport and logistics vehicles in 25 pilot cities, targeting over 700,000 new energy vehicles [2] - Initiatives will include enhancing rural electric vehicle usage and promoting fuel cell vehicle applications for medium and heavy-duty commercial vehicles [2] Group 3: Consumer Promotion and Market Reforms - The plan encourages vehicle trade-in programs and supports the consumption of new energy city buses and battery updates, aiming to facilitate tiered consumption and vehicle upgrades [3] - It proposes reforms in the automotive circulation sector, including easing restrictions in vehicle purchase areas and enhancing the efficiency of second-hand vehicle transactions [3] Group 4: Smart and Connected Vehicle Development - The plan promotes the industrial application of smart and connected vehicle technologies, including the integration of vehicle-road-cloud systems and the construction of connected infrastructure [3] - It encourages the development of new business models based on data sharing among automotive, information communication, and transportation sectors [3] Group 5: Industry Competition and Regulation - The plan aims to standardize competition within the automotive industry, including cost investigations, price monitoring, and the establishment of payment norms for suppliers [4] - It emphasizes the importance of managing vehicle scrapping and recycling, ensuring compliance with safety and environmental standards [4] Group 6: Policy Optimization and Management - The plan includes reforms in vehicle production and product access management, adapting to new technological developments and enhancing resource allocation efficiency [5][6] - It supports the strengthening of leading enterprises and the establishment of a robust management framework for smart connected vehicles [6]