忙碌的生产线，承载着消费者的期待。在贵阳白云区吉利银河新能源体验中心，被银河E5车型宽敞的 内部空间打动，用户张土英提走自己的第一辆车，"以后结婚有小孩，用车会很方便，这辆车的车机系 统灵敏，综合性价比很高。" 张土英的选择，反映了新能源汽车消费趋势的变化——过去关注价格和配置，包括电池快充时间、动力 性能；现在也关注体验和细节，包括车内空间、舒适度和智能化水平。 消费需求的升级，倒逼供给端的变革。"设计这款车时，我们通盘考虑底盘结构、零部件布局，释放出 更宽敞的驾乘空间。"李飞平说，银河E5去年8月上市至今，销量突破21万台。 同一款车，面向80多个国家和地区同步开发。今年以来，已有近5万辆银河E5销往海外。"我们组建了 全球研发团队，在保持核心性能一致的基础上，针对不同市场做本地化适配。"李飞平说，比如，在气 候炎热的地区，配置加强版空调；在多山地区，增强轮胎摩擦力。 数据来源：工业和信息化部等 制图：张丹峰 以新需求引领新供给，以新供给创造新需求，促进消费和投资、供给和需求良性互动，增强国内大循环 内生动力和可靠性。 ——摘自"十五五"规划建议 每70多秒，一辆新车下线。 贵州贵阳观山湖区，贵州吉利汽车 ...

Core Viewpoint - The May 2025 new energy passenger vehicle market is expected to perform well due to improved external trade conditions and the implementation of local consumption promotion policies, despite having fewer working days compared to May 2024 [1][2]. Group 1: Market Performance - In May 2025, the market is projected to see strong performance driven by the "two new" policies and local consumption incentives, with significant participation in offline events like auto shows [1]. - As of May 31, 2025, the number of applications for the vehicle trade-in subsidy reached 4.12 million, with an estimated 1.23 million applications in May, marking a 13% increase from April [1]. - Approximately 70% of private car buyers benefited from the trade-in policy, indicating a shift towards consumption upgrades, while first-time buyers dropped to 30% [1]. Group 2: Company Performance - Several automakers, including Geely, Leap Motor, FAW Bestune, Arcfox, Dongfeng Nissan, and Changan Mazda, achieved record high sales in new energy vehicles in May [1]. - Companies like Changan, Xpeng, Great Wall, NIO, and GAC Toyota reported their top three monthly sales performances, showcasing strong results from many second-tier manufacturers [1]. - According to data from the China Passenger Car Association, manufacturers with wholesale sales exceeding 10,000 units accounted for 90% of the total new energy vehicle sales in April 2025, with May's estimated wholesale sales reaching 1.24 million units, a 38% year-on-year increase and a 9% month-on-month increase [2].

Core Insights - The retail sales of new energy vehicles in Xuzhou increased by 72.7% year-on-year in the first quarter, driven by the effective implementation of the vehicle trade-in policy, indicating strong consumer preference and a green transformation in the automotive market [1][2][7] Policy Collaboration - The vehicle trade-in policy has emerged as a key driver for upgrading automotive consumption, with national and local policies promoting the transition to new energy vehicles [2][3] - The Jiangsu provincial government has set a unified maximum subsidy standard for vehicle trade-ins, providing incentives for consumers to switch from traditional fuel vehicles to new energy vehicles [2][3] Market Response - Xuzhou has actively responded to national policies by refining its vehicle trade-in measures and offering attractive subsidies, resulting in significant improvements in automotive consumption [2][3] - The city has allocated 10 million yuan in municipal funds for automotive consumption subsidies, further stimulating demand for new energy vehicles [3][4] Consumer Trends - The popularity of new energy vehicles is rising, with many consumers willing to replace traditional fuel vehicles for more environmentally friendly options, supported by the cumulative effects of various policies [3][5] - Data shows that consumers are increasingly opting for mid-to-high-end models and new energy vehicles, reflecting a trend towards consumption upgrading [7] Sales Performance - The automotive consumption subsidy policy has led to a positive market response, with significant applications for vehicle scrapping and trade-in subsidies reported [7] - The Xuzhou International Auto Show highlighted the dominance of new energy vehicles, showcasing various smart models and attracting consumer interest [5][6] Future Outlook - The combination of policy support and market dynamics is expected to drive further breakthroughs in automotive consumption in Xuzhou, establishing a model for nationwide automotive consumption upgrades [7]