2025年力争实现汽车销量3230万辆左右、同比增长约3%，新能源汽车销量1550万辆左右、同比增长约 20%。 中国汽车工业协会10月14日发布的最新数据显示，1~9月，汽车产销分别完成2433.3万辆和2436.3万 辆，同比分别增长13.3%和12.9%。 其中9月份，汽车产销分别完成327.6万辆和322.6万辆，同比分别增长17.1%和14.9%，汽车产销历史同 期首次超过300万辆，月度同比增速已连续5个月保持10%以上。 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。工业和信息化部等八部门日前对外发布了《汽车行业稳增长工作方案（2025—2026年）》 （下称《方案》）。 今年前9个月，我国汽车工业多项经济指标实现两位数增长。国家的相关政策有效撬动了汽车市场的消 费活力，促消费的效果超出了预期。 中国汽车工业协会副秘书长陈士华表示，宏观经济的持续向好，为汽车市场的平稳运行起到了推动作 用。上述《方案》为汽车行业的稳增长和高质量发展指明了路径，为汽车行业的持续向好提供了措施保 障。 以旧换新政策效应不断释放 1~9月份，汽车产销量分别完成243 ...

Core Viewpoint - The article discusses the "Automobile Industry Stabilization and Growth Work Plan (2025-2026)" issued by the Ministry of Industry and Information Technology and other departments, aiming for a stable growth trajectory in the automotive sector, particularly focusing on the expansion of domestic consumption and the promotion of new energy vehicles [1][2][3]. Group 1: Industry Growth 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%, with new energy vehicle sales expected to reach around 15.5 million units, growing by about 20% [1]. - The automotive manufacturing industry's added value is projected to grow by around 6% year-on-year [1]. - In the first eight months of this year, China's new energy vehicle production and sales reached 9.625 million and 9.62 million units, respectively, marking year-on-year growth of 37.3% and 36.7% [3]. Group 2: Domestic Consumption and Market Expansion - The plan emphasizes expanding domestic consumption and accelerating the marketization of new energy vehicles, including initiatives for electric public transport and logistics vehicles in 25 pilot cities [2]. - The "old-for-new" vehicle replacement policy has seen 8.3 million applications as of September 10, indicating a strong consumer response [3][4]. - The plan aims to enhance the efficiency of the second-hand vehicle market and promote the circulation of automotive consumption [3][4]. Group 3: Supply Quality Improvement - The automotive industry achieved production and sales of over 21 million units in the first eight months, with a year-on-year growth of 12.7% and 12.6%, respectively [5]. - The conservative growth targets set in the plan are seen as a means to stabilize market confidence and guide rational growth, moving away from price wars towards innovation and value creation [5][6]. - The plan includes measures to enhance supply quality through technological innovation and digital transformation [6]. Group 4: Open Cooperation and Globalization - Xpeng Motors announced a partnership with Magna in Austria for localized production, marking a significant step in its European strategy [7]. - The article highlights the necessity for Chinese automotive companies to actively pursue globalization despite challenges, as collaboration with international firms can lead to mutual benefits [8][9]. - The future of the automotive industry is expected to see a shift from producing in China for foreign markets to local production in foreign markets, aligning with global economic trends [9][10].

Core Viewpoint - The automotive industry in China is set to achieve stable growth through a comprehensive work plan aimed at boosting domestic consumption, enhancing supply quality, optimizing the development environment, and deepening open cooperation, with specific targets for vehicle sales and production by 2026 [1][2][3]. Group 1: Industry Growth Targets - The work plan aims for approximately 32.3 million vehicle sales in 2025, representing a year-on-year growth of about 3%, with new energy vehicle sales targeted at around 15.5 million, reflecting a 20% increase [1][2]. - The plan emphasizes maintaining stable growth in automotive exports and a 6% increase in the added value of the automotive manufacturing industry [1]. Group 2: Domestic Consumption and Market Confidence - The work plan includes measures to expand domestic consumption and accelerate the marketization of new energy vehicles, such as promoting electric vehicles in public transport and logistics across 25 pilot cities [2][3]. - The implementation of the "two new" policies has significantly boosted consumer demand, with over 8.3 million applications for vehicle trade-ins recorded by September 10 [3]. Group 3: Supply Quality and Industry Stability - The automotive industry has seen production and sales exceed 21 million units in the first eight months of the year, with year-on-year growth of approximately 12.7% and 12.6% respectively [4]. - The work plan's conservative growth targets are seen as a strategy to stabilize market confidence and encourage rational growth, moving away from price wars towards innovation and value creation [5]. Group 4: Open Cooperation and Globalization - Companies like XPeng Motors are expanding their global footprint through partnerships, such as with Magna in Austria for localized production, indicating a strategic move towards international collaboration [6][7]. - The participation of Chinese companies in international auto shows highlights their commitment to sharing products and collaborating with European firms, reflecting a shift from being merely a market to becoming a key partner in innovation and supply chain development [7][8]. Group 5: Future Outlook - Experts predict that while domestic sales may stabilize around 28 million units in the next five to ten years, global sales of products related to the Chinese automotive industry could exceed 40 million units, indicating a shift in production dynamics [9]. - The focus will be on integrating into local economies and contributing to local development, emphasizing the importance of cultural and economic integration in global markets [9].

Core Viewpoint - The automotive industry in China is set to achieve stable growth, with specific targets for vehicle sales and a focus on expanding the market for new energy vehicles (NEVs) as outlined in the "Automotive Industry Stabilization Growth Work Plan (2025-2026)" issued by multiple government departments [3][5]. Group 1: Industry Growth Targets - The plan aims for total vehicle sales of approximately 32.3 million units in 2025, representing a year-on-year growth of about 3%, with NEV sales targeted at around 15.5 million units, reflecting a growth of about 20% [3]. - The automotive manufacturing industry's added value is expected to grow by around 6% year-on-year [3]. Group 2: Domestic Consumption and Market Expansion - The plan emphasizes expanding domestic consumption and accelerating the marketization of NEVs, including initiatives for electric public transport and logistics vehicles in 25 pilot cities, aiming to promote over 700,000 NEVs [5]. - NEV production and sales in China reached 9.625 million and 9.62 million units respectively in the first eight months of this year, marking year-on-year increases of 37.3% and 36.7% [5]. Group 3: Quality Supply and Market Stability - The automotive industry achieved production and sales of over 21 million units in the first eight months, with year-on-year growth of 12.7% and 12.6% respectively, indicating a strong market performance [7]. - The conservative growth targets set in the plan are intended to stabilize market confidence and encourage a shift from price competition to innovation and value creation [7][8]. Group 4: Open Cooperation and Globalization - Companies like XPeng Motors are expanding their global footprint through partnerships, such as the collaboration with Magna in Austria for localized production [9][10]. - The automotive industry is increasingly viewed as a globalized sector, with Chinese companies actively seeking to enhance their international presence and collaboration with foreign enterprises [10][11]. Group 5: Technological Innovation and Quality Improvement - The plan highlights the importance of technological innovation to stimulate consumer demand and improve product quality through standard upgrades and digital transformation [8]. - Companies are encouraged to focus on enhancing product quality and user experience as key competitive advantages in a rapidly evolving market [8].

Core Insights - The Ministry of Industry and Information Technology and seven other departments have issued a work plan for the automotive industry aimed at stabilizing growth from 2025 to 2026, targeting an annual vehicle sales volume of approximately 32.3 million units in 2025, representing a year-on-year growth of about 3% [1] - The plan sets a goal for new energy vehicle (NEV) sales to reach around 15.5 million units in 2025, with a significant year-on-year growth of approximately 20% [1] - The automotive manufacturing industry's added value is expected to grow by about 6% year-on-year in 2025, with a focus on maintaining stable growth in vehicle exports [1] Group 1: Domestic Consumption Expansion - The plan emphasizes accelerating the comprehensive marketization of new energy vehicles, with a target of selling 4.25 million NEVs daily to achieve the annual sales goal [1] - It includes initiatives to promote the electrification of public vehicles in 25 pilot cities, aiming to add over 700,000 NEVs in public transport, taxis, and logistics sectors [1] - The strategy also involves organizing activities to promote NEVs in rural areas and improving charging infrastructure to enhance electric vehicle accessibility for rural residents [1] Group 2: Supply Quality Enhancement - The plan calls for enhancing supply quality through technological innovation to stimulate potential consumer demand [2] - It encourages the implementation of major technological projects in the automotive sector, supporting innovation across enterprises of all sizes [2] - Key technologies such as automotive chips, operating systems, artificial intelligence, and solid-state batteries are prioritized to improve product performance and develop new features that meet consumer needs [2]

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].

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)", aiming for a modest growth in automobile sales and a significant increase in new energy vehicle sales over the next few years [1][3][4]. Summary by Sections Main Objectives - In 2025, the target is to achieve approximately 32.3 million automobile sales, a year-on-year increase of about 3%, with new energy vehicle sales reaching around 15.5 million, reflecting a growth of about 20%. The automobile manufacturing industry's added value is expected to grow by around 6% [6][5]. Work Measures - The plan outlines 15 specific measures across four dimensions: expanding domestic consumption, improving supply quality, optimizing the development environment, and deepening open cooperation [1][7]. Expanding Domestic Consumption - Accelerate the comprehensive market expansion of new energy vehicles, including initiatives for public electric vehicle trials, rural outreach programs, and the development of charging infrastructure [8][9]. Promoting Automobile Consumption - Increase support for vehicle trade-ins, optimize purchase restrictions in cities, and enhance the second-hand vehicle sales process [10][11]. Advancing Intelligent Connected Vehicles - Promote the integration of intelligent connected vehicle technologies and support the development of new business models [12][13]. Enhancing Supply Quality - Focus on technological innovation and standard upgrades to improve product quality and stimulate consumer demand [14][15]. Ensuring Supply Chain Stability - Implement actions for high-quality manufacturing development and monitor supply chain risks [15][16]. Digital and Intelligent Transformation - Promote the application of artificial intelligence in various operational scenarios within the automotive industry [15][16]. Infrastructure Improvement - Optimize the layout of charging facilities and promote new charging technologies [16][17]. Policy Optimization - Reform management policies for vehicle production and enhance competition order within the industry [18][19]. International Cooperation - Improve the quality and efficiency of automobile exports and enhance international marketing and after-sales service systems [21][24]. Logistics and Transportation - Develop logistics service guarantees for new energy vehicles and optimize transportation supply [26][28]. Coordination and Monitoring - Strengthen coordination, enhance operational monitoring, and focus on talent development within the industry [29].

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)", emphasizing the acceleration of the marketization of new energy vehicles (NEVs) [1] Group 1: New Energy Vehicle Promotion - The plan aims to promote the electrification of public vehicles in 25 pilot cities, targeting the addition of over 700,000 new energy vehicles in public transport, taxis, and logistics sectors [1] - Continuous organization of NEV outreach activities and pilot projects for charging and battery swapping facilities in rural areas to enhance electric vehicle accessibility for rural residents [1] Group 2: Fuel Cell Vehicle Development - The initiative includes active promotion of fuel cell vehicle demonstration applications, focusing on the large-scale use of medium to long-distance and heavy-duty fuel cell commercial vehicles [1] Group 3: Market Diversification and Policy Support - The plan outlines the development of guidelines to promote battery swapping models to meet diverse market demands [1] - It also emphasizes the reform of new energy vehicle insurance, optimizing the benchmark rates for commercial vehicle insurance [1] - The implementation of tax reduction policies for the purchase of new energy vehicles and vessel taxes is highlighted to ensure a smooth transition [1]