事关汽车稳增长方案，工信部等八部门最新部署：力争实现2025年全年汽车销量3230万辆左右；进一步 规范产业竞争秩序；有条件批准L3级车型生产准入；将加快突破汽车芯片；进一步加大力度促进汽车 消费。 9月13日，工业部网站消息称，工业和信息化部等八部门12日联合印发《汽车行业稳增长工作方案 （2025—2026年）》，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%。 方案设定的2025年目标还包括汽车制造业增加值同比增长6%左右，汽车出口保持稳定增长。到2026 年，行业运行将保持稳中向好发展态势，产业规模和质量效益进一步提升。 方案指出，汽车制造业增加值6%的增长目标体现了政策层面对行业稳增长的坚定信心，而新能源汽车 20%的销量增长预期则远超整体汽车市场增速，凸显了产业电动化转型的加速推进。 该方案针对当前汽车行业面临的有效需求不足、市场无序竞争等挑战，提出加强成本调查和价格监测， 进一步规范产业竞争秩序。同时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。 智能网联汽车迎政策利好 方案明确推进智能网联汽车准入 ...

（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 ...

Core Viewpoint - The article discusses the "Automobile Industry Stabilization and Growth Work Plan (2025-2026)" issued by eight departments, aiming to achieve a target of approximately 32.3 million vehicle sales in 2025, with a focus on boosting the electric vehicle market and enhancing the overall quality and efficiency of the automotive industry [3][5][28]. 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 stabilizing growth while promoting quality improvements in the automotive sector [11][35]. Main Goals - The target for 2025 is to achieve around 32.3 million vehicle sales, a year-on-year increase of about 3%, with approximately 15.5 million of those being new energy vehicles (NEVs), reflecting a 20% growth. The automotive manufacturing value-added is expected to grow by around 6% [12][37]. Work Measures - **Expanding Domestic Consumption**: Initiatives include promoting the electrification of public vehicles, supporting the replacement of old vehicles, and enhancing the infrastructure for charging stations [15][38]. - **Improving Supply Quality**: Emphasis on technological innovation to stimulate consumer demand, upgrading standards to enhance product quality, and ensuring the stability of the supply chain [18][40]. - **Optimizing Industry Development Environment**: This includes improving infrastructure for charging stations, reforming management policies for vehicle production, and ensuring fair competition within the industry [21][42]. - **Enhancing International Cooperation**: Encouraging automotive exports, improving financial services for exports, and fostering multi-level international collaboration [23][50]. Safeguard Measures - The plan includes strengthening coordination among departments, enhancing monitoring of industry operations, and focusing on talent development to support the automotive sector's growth [26][28].

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》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。 充分发挥开源优势，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布局汽车领域重大科技项目，支持大中小企业融 通创新，充分发挥开源优势，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，持续提升产品经 济性、耐久性、舒适性等性能，开发更多适应消费者需求的智能交互、智能驾驶等新功能，以高质量供给引领需 求、创造需求。持续开展"中国汽车品牌向上发展"专项行动，加快培育具有国际竞争力的中国品牌。 加快新能源汽车全面市场化拓展 方案指出，加快新能源汽车全面市场化拓展。加力推进公共领域车辆全面电动化先行区试点，推动25个试点城市 新增推广城市公交、出租、物流配送等领域新能源汽车70万辆以上。持续组织 ...

Core Viewpoint - The Ministry of Industry and Information Technology, along with eight other departments, has issued the "Automobile Industry Stabilization and Growth Work Plan (2025-2026)", focusing on promoting the industrial application of intelligent connected technologies [1] Group 1: Policy Initiatives - The plan emphasizes the development of intelligent connected vehicle applications through integrated "vehicle-road-cloud" pilot projects [1] - It aims to accelerate the construction of connected infrastructure and cloud control platforms [1] - The initiative encourages the adoption of high-performance communication modules such as V2X and 5G in new vehicles [1] Group 2: Technological Advancements - The plan promotes the large-scale application of the Beidou system and encourages various scenario applications in logistics, sanitation, and transportation services [1] - It supports the gradual expansion of cross-regional collaborative applications in key areas [1] Group 3: Regulatory Framework - The initiative includes advancing pilot projects for the access and road use of intelligent connected vehicles [1] - It proposes conditional approval for the production access of L3 level vehicles and aims to improve laws and regulations related to road traffic safety and insurance [1] Group 4: Business Model Innovation - The plan supports companies in the automotive, information communication, and transportation sectors to explore new business models linked by data [1] - It aims to accelerate the cultivation of diversified value chains [1]

Group 1 - The 2025 China International Service Trade Fair was held in Beijing, showcasing the "Beijing Plan" as a highlight, promoting replicable and standardized digital service solutions to enhance urban governance and improve citizens' lives [1][7] - The "Beijing Plan" consists of a comprehensive urban-level service system, including a computing power base and a cloud platform, designed to enhance efficiency in various sectors such as government, industry, and healthcare [3][4] - The exhibition featured immersive experiences and dynamic demonstrations, allowing visitors to engage with the future of urban development powered by digital technology [1][3] Group 2 - The "Beijing Plan" includes a smart computing power base and a government cloud platform that facilitates data sharing and integration, significantly improving government service efficiency [3][4] - The "Three Jing" application system serves as a unified service entry point for smart city services, addressing the practical needs of smart governance, urban management, and public services [3][4] - The exhibition also highlighted innovative solutions such as the AI-driven administrative review model and the integrated cloud control platform for autonomous vehicles, showcasing advancements in urban management and safety [5][6] Group 3 - The Beijing digital economy enterprise overseas innovation service base aims to facilitate the international expansion of domestic digital companies, creating a hub for information exchange and collaboration [6][7] - The exhibition's outcomes will be continuously showcased at the overseas innovation service base, promoting the "Beijing Plan" and supporting digital enterprises in entering international markets [6][7] - Beijing aims to deepen digital technology innovation and application, contributing to the high-quality development of the global digital economy with its "Beijing wisdom" and "Beijing strength" [7]

Core Viewpoint - Minsheng Securities report indicates that Siwei Tuxin plans to invest in Jianzhih Robot, which is expected to lead to a comprehensive upgrade in its intelligent driving business [1] Company Summary - Jianzhih is a large-scale software algorithm company focused on mid-to-high level intelligent driving, providing advanced driving products based on Horizon's platform [1] - Jianzhih Robot's PhiGo assisted driving system has secured multiple mass production orders from leading OEMs and Tier-1 suppliers, with high-speed assisted driving solutions set for mass production soon and urban assisted driving solutions expected to scale by 2026 [1] - Siwei Tuxin continues to deepen its efforts in the integrated field of intelligent networking and vehicle-road-cloud, benefiting from the accelerated penetration of automotive intelligence and the trend of domestic MCU chip production [1] - The company's automotive-grade MCU chip business under Jiefa Technology is rapidly expanding, with growth potential gradually being released [1] - Siwei Tuxin has achieved a full-stack technology layout in intelligent driving, intelligent cockpit, intelligent chip, and intelligent cloud, with its ecological advantages becoming increasingly prominent [1] - The investment in Jianzhih Robot is expected to accelerate the development of its intelligent driving business, further solidifying its industry position [1]

Core Insights - The automotive industry is rapidly evolving with the integration of AI technologies, enhanced safety measures, and cross-industry collaborations showcased at the 2025 World Intelligent Industry Expo in Chongqing [1][2][3] Group 1: AI Empowerment - AI large models are enabling smarter vehicle interactions, allowing cars to respond to user commands for adjusting settings like air conditioning and seat massage [2] - The introduction of multimodal large model technology is giving vehicles emotional perception capabilities, enabling real-time monitoring of driver emotions and automatic adjustments to the car's environment [2] - The penetration rate of L2 and above assisted driving functions in China's new energy passenger vehicles reached 82.6% in the first half of the year [2] Group 2: Safety Enhancements - New battery collision monitoring systems are being developed to provide precise damage assessment and warnings, addressing safety concerns related to battery fires and explosions [5] - The release of mandatory national standards for electric vehicle battery safety has upgraded safety requirements, with innovations from various automakers to enhance battery safety [5][6] - Privacy protection measures are being implemented in vehicles, including local processing of biometric data and user control over data sharing [6] Group 3: Open Ecosystem - The "Human-Car-Home" ecosystem is moving towards large-scale implementation, allowing users to control home devices from their vehicles [3] - The automotive industry is focusing on the deep integration of AI with terminal devices, particularly in smart cockpits [3] - The introduction of innovative technologies like transparent photovoltaic car bodies demonstrates the industry's commitment to breaking traditional barriers and fostering collaborative innovation [9] Group 4: Intelligent Transportation - The integration of smart traffic systems with autonomous vehicles is being piloted in 20 cities, enhancing traffic management and safety [10] - The future vision includes vehicles as integral components of smart cities, contributing to mobile computing and energy storage [10]

Core Insights - The automotive industry is evolving with smarter, safer, and more open technologies showcased at the 2025 World Intelligent Industry Expo in Chongqing [1] Group 1: Smarter Technologies - AI large models are enhancing smart interactions in vehicles, allowing for personalized responses to user commands [3] - The integration of multimodal large model technology enables vehicles to develop "emotional perception" capabilities, adjusting settings based on the driver's emotional state [3] - The penetration rate of L2 and above assisted driving functions in new energy passenger vehicles in China reached 82.6% in the first half of the year [3] Group 2: Safety Enhancements - New battery collision monitoring systems provide real-time damage assessment, addressing safety concerns related to battery fires and explosions [7] - The introduction of mandatory national standards for electric vehicle battery safety has been implemented, enhancing safety requirements [7] - Various automakers are innovating battery technologies to prevent fires and improve safety, such as the "Golden Shield" battery technology from Changan [7][8] Group 3: Open Ecosystem - The development of a "new transparent photovoltaic body" technology allows vehicles to generate energy while driving, showcasing the integration of AI, materials, and energy technologies [9] - The automotive industry is shifting from a focus on individual technologies to a competitive landscape centered around ecosystem collaboration and collective strength [10] - The implementation of vehicle-road-cloud integration is being piloted in 20 cities, enhancing traffic management and safety through real-time data sharing [10][11]

Group 1: Smart Integration in Vehicles - The integration of AI large models into vehicles enhances intelligent interaction, allowing cars to respond to user needs more humanely, such as adjusting air conditioning and playing music based on voice commands [1] - The adoption of multi-modal large model technology enables vehicles to develop "emotional perception" capabilities, monitoring driver emotions and adjusting the environment accordingly [1] - The penetration rate of L2 and above assisted driving functions in China's new energy passenger vehicles reached 82.6% in the first half of the year [1] Group 2: Safety Enhancements - New battery collision monitoring systems provide precise damage assessment and warnings, enhancing battery safety [2] - The introduction of national standards for electric vehicle battery safety has been implemented, addressing concerns over battery fires and explosions [3] - Various automakers are innovating battery technologies to ensure safety, such as the ability to withstand punctures without igniting [3] Group 3: Open Ecosystem Development - The automotive industry is evolving through cross-industry collaboration, integrating AI, materials, and energy technologies to create innovative solutions like transparent photovoltaic car bodies that can generate energy while driving [5] - The development of a "car-road-cloud" integrated system is underway, with pilot projects in 20 cities to enhance traffic management and safety [6] - The automotive sector is shifting from a focus on individual technologies to a competitive landscape centered around ecosystem collaboration and collective strength [5][6]