Group 1 - The Ministry of Industry and Information Technology and eight other departments issued the "Automobile Industry Stabilization Growth Work Plan (2025-2026)", aiming for 32.3 million vehicle sales in 2025, a year-on-year increase of approximately 3%, with new energy vehicle sales targeted at 15.5 million, a year-on-year increase of about 20% [1] - The plan emphasizes the need to promote automobile consumption, including support for vehicle trade-ins and the renewal of new energy city buses and power batteries [1] - The plan also focuses on advancing the industrial application of intelligent connected technology, including the approval of L3-level vehicle production [1] Group 2 - According to Founder Securities, the long-term growth logic of intelligent connected vehicles is strengthening, and leading companies are expected to undergo a valuation reshaping [2] - The demand for energy storage systems in China remains high, reflecting the strong need for new power systems, which will lay a foundation for stable development in the domestic energy storage market from 2026 to 2027 [2] - The new energy vehicle ETF closely tracks the CSI New Energy Vehicle Industry Index, with nearly half of its weight concentrated in batteries, benefiting from the recovery of lithium battery demand [2] Group 3 - As of August 29, 2025, the top ten weighted stocks in the CSI New Energy Vehicle Industry Index accounted for 54.55% of the index, including companies like CATL, BYD, and Tianqi Lithium [3] - The new energy vehicle ETF has several off-market linkages, indicating a structured investment approach in the sector [3]

原标题："增动能 启新篇 向全球"——2025中国汽车产业发展（泰达）国际论坛在天津成功召开 9月11日至14日，第二十一届中国汽车产业发展（泰达）国际论坛（以下简称"泰达汽车论坛"）在 天津市滨海新区召开。天津市委常委、滨海新区区委书记连茂君，中国汽车技术研究中心有限公司党委 书记、董事长安铁成出席大会并致辞。中国国际经济交流中心副理事长、国务院发展研究中心原副主任 王一鸣，清华大学教授欧阳明高作主旨报告。中国汽车技术研究中心有限公司党委委员、副总经理李 洧，中国汽车工程学会副理事长兼秘书长侯福深主持大会。 本届泰达汽车论坛由中国汽车技术研究中心有限公司、中国汽车工程学会、中国汽车工业协会、中 国汽车报社共同主办，围绕"增动能 启新篇 向全球"的年度主题，充分发挥高端智库论坛优势，在跨产 业融合创新、内容品质提升、政企对话平台搭建、前沿领域研讨四大方面呈现全新亮点和鲜明特色。会 期举办多场高端对话、政策解读、技术展示及跨界研讨活动，发布多项重要智库研究成果，为培育汽车 产业新质生产力、推动产业可持续发展提供有力支撑。 本届泰达汽车论坛充分发挥高端智库论坛引领作用，搭建政企交流平台，系统性研判行业发展趋 势， ...

日前，工业和信息化部等八部门联合印发《汽车行业稳增长工作方案（2025—2026年）》（以下简称 《方案》），从国家层面为汽车行业的发展擘画蓝图。 《方案》以稳增长为核心目标，聚焦汽车全产业链发展，通过强化政策协同、优化市场环境、激发消费 潜力等举措，推动汽车行业实现量质齐升。《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。 今年前8个月，我国汽车产销累计完成2105.1万辆和2112.8万辆，同比分别增长12.7%和12.6%，市场需 求持续释放。新能源汽车作为汽车产业转型的重要方向，继续保持高速增长。今年前8个月，新能源汽 车累计产销962.5万辆和962万辆，同比增长37.3%和36.7%，不仅成为汽车市场增长的新引擎，更彰显出 我国在全球新能源汽车领域的领先地位。与《方案》提出的年度销量目标相比，今年前8个月已完成全 年目标销量的65.10%，其中新能源汽车已完成目标销量的62.06% ...

Group 1 - The 2025 International Motor Show in Munich showcased over 300 German companies and more than 110 Chinese companies, highlighting the robust collaboration between the Chinese and German automotive industries amid industry transformation [1] - Key discussions at the event focused on the integration of Chinese innovation and German engineering to overcome technological bottlenecks and drive industry transformation [1][2] - The cooperation between the two countries has created an efficient ecosystem that delivers innovative, cost-effective, and environmentally friendly products and solutions [1] Group 2 - BMW's chairman emphasized that the auto show symbolizes the deepening relationship between Germany and China, with collaborations in battery technology, smart driving, and software-defined vehicles enhancing product innovation [2] - Volkswagen's chairman noted that cross-industry and cross-company partnerships between Germany and China are crucial for accelerating the transition to smarter and safer mobility solutions [2] - Mercedes-Benz is increasing its investment in China, with over 14 billion RMB allocated for new technology development, recognizing China's significance in global strategies [2] Group 3 - German automotive parts manufacturer, ZF Group, highlighted the importance of collaborative innovation with Chinese tech companies, focusing on software-defined vehicles [3] - Chinese intelligent driving company, Zhuoyu Technology, showcased its advanced driving assistance systems developed in partnership with Volkswagen, indicating a growing presence in both domestic and international markets [3][4] - The partnership between Volkswagen and Zhuoyu represents a shift from traditional supplier relationships to a more collaborative model, enhancing innovation through mutual benefits [4] Group 4 - Xiaopeng Motors presented a range of technologies, including smart electric vehicles and flying cars, emphasizing the need for enhanced communication and cooperation between European and Chinese automakers [5] - The chairman of GAC Group stressed the necessity of collaboration in smart connectivity and new energy vehicles, highlighting the potential for mutual learning and cooperation in manufacturing and sustainable development [5]

Core Viewpoint - The collaboration between the Chinese and German automotive industries is thriving, showcasing significant opportunities for transformation and innovation in the sector, particularly in smart and electric mobility [1][2]. Group 1: Industry Collaboration - Over 300 German companies and more than 110 Chinese companies participated in the 2025 International Motor Show in Munich, highlighting the strong partnership between the two nations [1]. - The automotive industry leaders from both countries emphasized the importance of mutual learning and cooperation to overcome technological challenges and drive industry transformation [1][2]. - The cooperation has evolved from vehicle manufacturing to encompass the entire supply chain, with technology and battery companies also showcasing their collaborative efforts [2][3]. Group 2: Key Insights from Executives - BMW's chairman noted that the presence of both German and Chinese companies at the auto show sends a strong signal of deepening relations, with collaborations in battery technology and smart driving enhancing product innovation [2]. - Volkswagen's chairman highlighted that the partnership between Germany and China is a powerful engine for the industry's transition towards smarter and safer mobility solutions [2]. - Mercedes-Benz's chairman stated that China's innovative capabilities and talent are crucial for the company's global strategy, with significant investments being made in collaboration with Chinese partners [2]. Group 3: Success Stories and Innovations - ZF Group's chairman emphasized the importance of collaborative innovation, particularly in developing "software-defined vehicles" in partnership with Chinese tech firms [3]. - The partnership between Chinese smart driving company Zhuoyue Technology and Volkswagen has resulted in successful joint development of advanced driving assistance systems, demonstrating the effectiveness of long-term collaboration [3][4]. - Xiaopeng Motors showcased a range of innovative products at the auto show, emphasizing the need for enhanced communication and cooperation between European and Chinese automakers [5].

Core Insights - The development of intelligent connected new energy vehicles is crucial for China's transition from a "big automotive country" to a "strong automotive country," serving as a key driver for industrial transformation and integration into the global industrial system [1] Group 1: Strategic Recommendations for 2025 - The year 2025 is pivotal for the automotive industry, marking the end of the 14th Five-Year Plan and the beginning of the 15th, focusing on high-quality development and new energy vehicle integration [3] - Emphasis on enhancing independent innovation capabilities and developing new production forces by focusing on high-end automotive chips, new energy power systems, and advanced chassis architectures [3] - The integration of artificial intelligence, big data, and edge computing into the entire lifecycle of automotive development, manufacturing, and service is essential for technological breakthroughs and enhancing core competitiveness [3] Group 2: Transitioning to New Energy Vehicles - A dual approach of optimizing new energy vehicle growth while revitalizing existing fuel vehicle markets is necessary for a smooth transition [4] - The promotion of low-carbon transformation of traditional fuel vehicles through technological upgrades and supply chain restructuring is critical [4] - The establishment of a comprehensive regulatory framework for intelligent connected vehicles, including standards and policies, will support the commercialization of L3 and above autonomous vehicles [4] Group 3: International Cooperation and Globalization - Strengthening international collaboration and research is vital for enhancing the global presence of Chinese automotive enterprises [5] - Active participation in global governance and standard-setting in areas like intelligent connectivity and carbon reduction will improve China's contribution to global automotive governance [5] - Supporting leading companies in establishing R&D centers and manufacturing bases overseas will facilitate the localization of production and innovation [5]

供需两侧同时着手，促进汽车产业稳增长。 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）》（下称"工作方 案"）。 第一财经注意到，"工作方案"既看到了中国汽车产业尤其是新能源汽车连续增长的良好基础，也清醒认 识到当前面临的海外竞争加剧、国内有效需求不足、行业存在无序竞争等严峻复杂的内外部环境。"力 争实现全年汽车销量3230万辆左右""督促重点车企落实好支付账期承诺""开展汽车行业网络乱象专项整 治""有条件批准L3级车型生产准入"等成为行业关注重点。 方案中提出，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。 2023年，我国汽车销量首次突破3000万辆大关，2024年进一步增至3144万辆。 记者注意到，今年我国汽车3230万辆的销量目标若能完成，将连续第三年创下历史新高。 根据最新发布的数据，今年1~8月，我国汽车销量为2112.8万辆，按照3230万辆左右的销量目标，9~12 月还要完成1117.2万辆，对比去年同期完成的1267万 ...

（来源：都市现场） 9月12日，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。主要目标为：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。 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 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。 加快突破汽车芯片、操作系统、人工智能、固态电池等关键技术 方案提出，以技术创新激发潜在消费需求。加快组织实施和超前 ...

近日，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、国家能源局八部门 联合印发《汽车行业稳增长工作方案（2025—2026年）》（以下简称《方案》）。其中提出，2025年力争实现汽 车销量3230万辆左右，汽车制造业增加值同比增长6%左右。 《方案》将扩大国内消费作为核心抓手，部署多项切实举措，包括25个公共领域车辆电动化试点城市，将新增推 广新能源公交、物流配送等车辆70万辆以上；持续开展新能源汽车下乡及县域充换电设施补短板试点，落实新能 源汽车购置税、车船税减免优惠，深化车险改革。同时，加力扩围实施汽车以旧换新政策，支持新能源公交车及 动力电池更新；拓展改装、租赁等后市场消费，优化限购城市政策。 此外，《方案》在提升供给质量上提出要聚焦技术创新，加快攻关汽车芯片、固态电池等关键技术，培育中国汽 车品牌，同时依托产业链安全监测平台动态保障供应链稳定；而在优化产业发展环境方面，将统筹推进充换电设 施"乡乡全覆盖""光储充放"一体站及车网互动技术推广，规范行业竞争秩序，打击虚假宣传，严控企业付款周 期，加强汽车报废与动力电池回收利用。 汽车产业是推动新一轮科技革命和产业变革 的重要 ...

Core Insights - The automotive industry in Tianjin has achieved significant growth, with production value increasing from less than 200 billion yuan in 2021 to over 260 billion yuan by 2024, and annual vehicle production surpassing 800,000 units [1][2] - The establishment of the Intelligent Connected Vehicle Technology Innovation Base in Tianjin aims to enhance the development of the intelligent connected vehicle industry cluster, focusing on a complete ecosystem from research and development to application and industrialization [2][3] Industry Development - The automotive manufacturing sector in Tianjin is expected to introduce over 11 new models in the next three years, indicating a deepening integration of research, production, and sales [1] - The intelligent connected vehicle sector is recognized as a key area for leveraging new technological revolutions and industrial transformations, with a focus on high-end, cluster-based, and international development [4][5] Project Details - The Intelligent Connected Vehicle Technology Innovation Base covers an area of 146.7 acres with a total investment of 1.789 billion yuan, aiming to create a comprehensive technology platform for intelligent connected vehicles [2][3] - The project will serve as a core support for the development of Tianjin's intelligent connected vehicle industry cluster, utilizing resources from the China Automotive Technology Research Center to accelerate the formation of a complete industrial chain [2][4]