四部门出台方案—— 汽车行业数字化转型将提速(锐财经) 工业和信息化部、教育部、市场监管总局、国家数据局等四部门近日联合印发《汽车行业数字化转型实 施方案》(以下简称《实施方案》)。相关部门负责人表示，本次方案有助于完善转型顶层设计，引导大 中小型企业数字化协同发展，促进汽车行业高质量发展。 明确两阶段发展目标 汽车产业产业链长、涉及面广、关联带动性强，是制造业数字化转型的重点领域。加快汽车行业数字化 转型，是支撑汽车强国建设、推进新型工业化、培育新质生产力的重要举措。 "十五五"规划建议提出"推动技术改造升级，促进制造业数智化转型"。近年来，《新能源汽车产业发展 规划(2021—2035年)》《汽车行业稳增长工作方案(2025—2026年)》等文件先后出台，推进人工智能技 术深度应用，引导产业链供应链数字化协同改造，我国汽车行业数字化转型持续深化，加速向数字化、 网络化、智能化演进。 工业和信息化部装备工业一司有关负责人表示，当前，汽车行业技术创新日新月异，人工智能推动汽车 科技研发范式革命性突破，数智化转型成为助推行业创新发展的重要加速器。同时，智能网联新能源汽 车作为载体性战略性新兴产业，推进行业整体数 ...

Core Viewpoint - The automotive industry in China is set to undergo a significant digital transformation by 2027, with specific targets for productivity, manufacturing capabilities, and the adoption of digital tools [1][2][3]. Summary by Sections Overall Goals - By 2027, the maturity level of intelligent manufacturing capabilities for benchmark vehicle manufacturers is expected to improve by one level, with a 10% increase in overall labor productivity compared to 2025, and a 20% reduction in product development and delivery cycles [1][2]. Digital Transformation Actions - The plan outlines "six major actions" to facilitate digital transformation, including assessments for improvement, enabling digital transformation for small and medium-sized auto parts enterprises, and demonstrating typical scenarios and AI applications [4][5]. Focus on Key Scenarios - Eight typical scenarios have been identified to cover the entire automotive value chain, including intelligent collaborative R&D and flexible agile production, aimed at addressing pain points and achieving transformation goals [6][7]. Industry Collaboration - The initiative emphasizes the need for collaboration among various stakeholders, including auto parts suppliers and service providers, to create a resource matrix for specialized service providers [5][6]. Technological Integration - The integration of AI, big data, and IoT technologies is highlighted as essential for achieving precise decision-making and autonomous optimization in production processes [7].

Macro News - The National Development and Reform Commission and the Ministry of Finance issued a notice on the implementation of large-scale equipment updates and consumer goods replacement policies in 2026, outlining support scope, subsidy standards, and work requirements [1] - The policy includes subsidies for replacing old home appliances, with consumers receiving 15% of the sales price as a subsidy for purchasing energy-efficient appliances, capped at 1,500 yuan per item [1] - The policy also supports the purchase of digital and smart products, offering a similar subsidy structure, with a cap of 500 yuan per item for products priced under 6,000 yuan [1] - Additionally, the policy provides subsidies for scrapping old cars, with 12% of the purchase price for new energy vehicles (up to 20,000 yuan) and 10% for fuel vehicles with an engine size of 2.0 liters or less (up to 15,000 yuan) [1] Industry News - The Ministry of Industry and Information Technology and other departments released the "Automobile Industry Digital Transformation Implementation Plan," aiming for significant improvements in smart manufacturing capabilities and digital levels by 2027 [2] - By 2030, the plan envisions a high level of digital and intelligent development in the industry, with deep integration of digitalization and business, and a well-established digital public service system [2] - The National Defense Science and Technology Industry Bureau emphasized the need to promote commercial aerospace development and accelerate the construction of a strong aerospace nation [2] - The Ministry of Education plans to advance artificial intelligence in education, with policies expected next year to enhance AI education and applications [2] Overseas News - U.S. stock indices closed lower on December 30, with the Dow Jones down 94.87 points, S&P 500 down 9.5 points, and Nasdaq down 55.27 points, marking three consecutive days of decline [3] - The Federal Reserve's December meeting minutes revealed significant internal disagreements, with a 25 basis point rate cut approved, lowering the target range to 3.50% to 3.75% [3] - The decision had the highest number of dissenting votes since 2019, indicating a divided stance among Fed members regarding the rate cut [3]

Market Data - As of December 30, the Shanghai Composite Index fell by 0.16 points, closing at 3965.12 points; the Sci-Tech Innovation 50 Index rose by 1.01% to 1359.87 points; the Shenzhen Component Index increased by 0.49% to 13604.07 points; and the ChiNext Index gained 0.63% to 3242.9 points [1] - U.S. stock markets experienced slight declines, marking a third consecutive day of losses, with the Dow Jones down by 0.2%, the S&P 500 down by 0.14%, and the Nasdaq down by 0.24% [1] - International oil prices saw a minor drop, with light crude oil futures for February 2026 closing at $57.95 per barrel, down by $0.13 (0.22%), and Brent crude oil futures for February closing at $61.92 per barrel, down by $0.02 (0.03%) [1] Economic Policies - The National Development and Reform Commission (NDRC) and the Ministry of Finance have allocated 625 billion yuan in special government bonds to support a consumption upgrade program for replacing old consumer goods [2] - The NDRC has issued a notice regarding a large-scale equipment update and consumer goods replacement policy for 2026, which includes subsidies for energy-efficient home appliances, providing 15% of the product price as a subsidy, capped at 1500 yuan per item for eligible consumers [3][4] - The 2026 policy has revised the subsidy standards, removing certain appliances from the subsidy list and lowering the maximum subsidy for energy-efficient products from 2000 yuan to 1500 yuan [3] - A new tax policy effective January 1, 2026, will reduce the value-added tax rate on the sale of residential properties held for less than two years from 5% to 3%, thereby lowering the tax burden on property sales [4] Industry Developments - The Central Rural Work Conference has outlined plans to stabilize grain and oil production, enhance farmland protection, and promote rural income growth [5] - The Ministry of Industry and Information Technology has released a digital transformation implementation plan for the automotive industry, aiming for over 95% adoption of R&D tools and a 10% increase in labor productivity by 2027 [5] - Changxin Technology's IPO application has been accepted by the Shanghai Stock Exchange, with a planned fundraising amount of 29.5 billion yuan [5] - Beijing Zhiyuan Huazhang Technology Co., Ltd. has initiated its IPO process in Hong Kong, with an expected market value exceeding 50 billion HKD [6]

《实施方案》提出，到2027年，整车标杆企业智能制造能力成熟度等级提升一档，零部件企业数字化水 平显著提升；行业全员劳动生产率较2025年提升10%，产品研发周期及交付周期缩短20%。到2030年， 行业整体数智化发展达到较高水平，数字化与业务深度融合；大中小各类企业数字化协调发展，供应商 体系不断健全；基本建成匹配行业发展水平的数字化公共服务体系，支撑保障水平大幅提升。 据了解，《实施方案》提出实施诊断评估与改进提升行动、汽车零部件中小企业数字化转型赋能行动、 典型场景与人工智能应用示范行动、产业主体梯度培育与矩阵构建行动、标准体系完善与互联互通保障 行动、关键技术攻关与基础能力强化行动等"六大行动"，涵盖15项重点任务。 工信部装备工业一司解读指出，汽车产业是国民经济的重要支柱产业，产业链长、涉及面广、关联带动 性强，是制造业数字化转型的重点领域。加快汽车行业数字化转型，是支撑汽车强国建设、推进新型工 业化、培育新质生产力的重要举措。 "根据《实施方案》，诊断评估与改进提升行动，包括完善诊断评估体系、推动企业开展自评与诊断等 重点任务。汽车零部件中小企业数字化转型赋能行动，包括梯次推进零部件中小企业数字化 ...

中新网12月30日电据"工信微报"微信公众号消息，工业和信息化部、教育部、市场监管总局、国家数据 局等四部门近日联合印发《汽车行业数字化转型实施方案》，提出两阶段发展目标：到2027年，数智技 术在企业研、产、供、销、服环节深度集成应用，带动企业智能制造成熟度、生产效率等明显提升，行 业供给和公共服务体系逐步健全；到2030年，行业整体数智化发展达到较高水平。《实施方案》明确， 将实施诊断评估与改进提升行动、汽车零部件中小企业数字化转型赋能行动、典型场景与人工智能应用 示范行动、产业主体梯度培育与矩阵构建行动、标准体系完善与互联互通保障行动、关键技术攻关与基 础能力强化行动等"六大行动"，涵盖15项重点任务。 关于印发《汽车行业数字化转型实施方案》的通知 工信部联通装〔2025〕278号 各省、自治区、直辖市及计划单列市、新疆生产建设兵团工业和信息化、教育、市场监管、数据主管部 门： 现将《汽车行业数字化转型实施方案》印发给你们，请结合实际认真抓好落实。 工业和信息化部 教育部 市场监管总局 国家数据局 2025年12月29日 汽车行业数字化转型实施方案 汽车产业是国民经济的重要支柱产业，产业链长、涉及面广、 ...

Core Viewpoint - The automotive industry is a crucial pillar of the national economy, and the recent implementation plan aims to enhance digital transformation and smart manufacturing within the sector, addressing existing challenges such as insufficient top-level design and slow transformation of small and medium-sized enterprises [1][2]. Development Goals - By 2027, the plan aims for significant improvements in smart manufacturing capabilities, with over 95% adoption of R&D design tools and a 10% increase in labor productivity compared to 2025 [2] - By 2030, the industry is expected to achieve a high level of digital and intelligent development, with a well-coordinated digital transformation across various enterprise sizes and a robust digital public service system [2] Key Actions - The plan outlines six major actions to facilitate the transformation: 1. Diagnostic assessment and improvement action to enhance evaluation systems and promote industry exchange [3] 2. Empowering digital transformation for small and medium-sized automotive parts enterprises [7] 3. Demonstration action for typical scenarios and artificial intelligence applications [4][8] 4. Gradual cultivation of industry entities and matrix construction for specialized service providers [5] 5. Improvement of standard systems and ensuring interoperability [6][9] 6. Key technology breakthroughs and strengthening foundational capabilities [10] Focus on Small and Medium-sized Enterprises - The plan emphasizes a phased approach to empower small and medium-sized automotive parts enterprises, encouraging upgrades of outdated equipment and promoting deep applications of industrial internet technologies [7] Role of Artificial Intelligence - Artificial intelligence is highlighted as a key component, with initiatives to create a dynamic scenario library and integrate AI technologies into various operational stages, including R&D and production [8][9] Standardization and Interoperability - The plan aims to establish a comprehensive standard system for digital transformation, covering all aspects of the industry and ensuring data interoperability and security [9][10] Key Technology Development - Focus areas for technological advancement include simulation design, key equipment, and foundational software, with an emphasis on enhancing supply chain resilience and security [10]

Core Viewpoint - The Chinese government is promoting the digital transformation and intelligent upgrade of the automotive industry through a joint implementation plan by four departments, aiming for significant advancements by 2027 and 2030 [1][2]. Group 1: Implementation Goals - By 2027, the maturity level of intelligent manufacturing capabilities for benchmark vehicle manufacturers is expected to improve by one level, with significant enhancements in the digitalization of parts manufacturers [1]. - The plan aims for over 95% penetration of R&D design tools and over 70% numerical control rate for key processes [1]. - Labor productivity in the industry is projected to increase by 10% compared to 2025, with product R&D and delivery cycles shortened by 20% [1]. - The initiative includes the establishment of replicable smart factory models and the cultivation of over 20 intelligent manufacturing system solution providers [1]. Group 2: Key Tasks - The plan outlines six key tasks, including diagnostic assessments, empowerment actions for small and medium-sized parts manufacturers, and demonstration actions for typical scenarios and AI applications [2]. - It emphasizes the acceleration of AI applications in critical areas, supporting integration in R&D, manufacturing, and management processes [2]. - The initiative includes the organization of an "AI+" application campaign to select benchmark cases of AI innovation and promotes the large-scale application of intelligent robots in various manufacturing stages [2].

到2030年，数字化与业务深度融合；大中小各类企业数字化协调发展，供应商体系不断健全；基本 建成匹配行业发展水平的数字化公共服务体系，支撑保障水平大幅提升。 方案提出实施"六大行动"，涵盖15项重点任务。具体内容包括，鼓励建设汽车行业5G工厂，推 广"5G+工业互联网"典型应用场景；支持汽车行业可信数据空间建设，推进整车与零部件、交通物流等 企业在研发设计、生产制造、仓储物流等关键环节实现数据共享互通；重点攻关仿真设计、研发测试、 中间件与操作系统等基础软件，智能机器人、智能检测设备等关键装备等。 【纠错】 【责任编辑:邱丽芳】 新华社北京12月30日电（记者唐诗凝）工业和信息化部等四部门30日发布《汽车行业数字化转型实 施方案》，提出到2027年，整车标杆企业智能制造能力成熟度等级提升一档，零部件企业数字化水平显 著提升；到2030年，行业整体数智化发展达到较高水平。 具体来看，方案提出，到2027年，研发设计工具普及率超95%，关键工序数控化率超70%；行业全 员劳动生产率较2025年提升10%，产品研发周期及交付周期缩短20%；打造可复制推广的智能工厂样 板，培育20家以上行业智能制造系统解决方案供应商 ...

汽车行业迎来重磅利好政策。 今日，工信部等四部门印发《汽车行业数字化转型实施方案》（以下简称《实施方案》），推动汽车行业数字化转型、智能化升级，加快推进新型工业化，培育形 成新质生产力。 《实施方案》明确，引导工业互联网深度应用。鼓励建设汽车行业5G工厂，推广"5G+工业互联网"典型应用场景。支持建设赋能研发设计、生产制造、供应链协同 的行业级工业互联网平台，充分发挥汽车行业标识解析二级节点作用，推动零部件中小企业全面接入。推广工业互联网平台驱动的产业链"链式"转型，打造"平台 +节点+产业链+企业"协同发展模式，实现产业链资源优化配置和企业间高效协作。 在重点任务方面，《实施方案》提出了诊断评估与改进提升行动、汽车零部件中小企业数字化转型赋能行动、典型场景与人工智能应用示范行动、产业主体梯度培 育与矩阵构建行动、标准体系完善与互联互通保障行动、关键技术攻关与基础能力强化行动，并推出了15条具体举措。 四部门重磅发布 12月30日，据工信部网站，工信部、教育部、市场监管总局、国家数据局四部门印发《汽车行业数字化转型实施方案》，其中提出，到2027年，整车标杆企业智能 制造能力成熟度等级提升一档，零部件企业数字 ...