Core Viewpoint - The "Energy-saving and New Energy Vehicle Technology Roadmap 3.0" outlines seven major goals for China's automotive industry development by 2040, emphasizing low-carbon, electrification, and intelligence in automotive technology [1][2] Group 1: Goals and Projections - By 2040, the penetration rate of new energy passenger vehicles is expected to exceed 85%, with battery electric vehicles (BEV) accounting for 80% [1] - The total carbon emissions from the automotive industry will peak by 2028, ahead of national carbon reduction commitments, and will decrease by over 60% from peak levels by 2040 [1] - The roadmap anticipates that by 2040, the penetration rate of new energy commercial vehicles will reach approximately 75% [3] Group 2: Technological Innovations - The roadmap emphasizes the diversification of power sources, maximization of energy efficiency, and intelligent control methods in automotive energy-saving technologies [3] - A new key indicator for carbon emission intensity has been introduced, aiming for a 60% reduction in average carbon emission intensity of passenger vehicles by 2040 compared to 2024 [3] - Full solid-state batteries are expected to achieve small-scale application by 2030 and large-scale global promotion by 2035 [4] Group 3: Market Dynamics - Internal combustion engines will remain a significant power source for vehicles in the next 5 to 15 years, with hybrid vehicles projected to account for about one-third of new passenger vehicle sales by 2040 [2] - The roadmap supports a dual strategy of oil and electricity, aligning with global energy concepts [3] - Fuel cell vehicles are projected to increase from current levels to 1 million units by 2040, with an overall scale exceeding 4 million units [3]

Core Viewpoint - The "Technology Roadmap 3.0" aims to establish a new automotive industry ecosystem by 2040, addressing the challenges of low-carbon, electrification, and intelligent transformation in the automotive sector [1][2] Summary by Sections Goals for the Automotive Industry - The roadmap sets six major goals for the automotive industry by 2040, including: 1. Carbon emissions will peak by 2028, ahead of national commitments, and decrease by over 60% from peak levels by 2040 [2] 2. New energy vehicle penetration will exceed 80%, accelerating the transition to full electrification [2] 3. A mature ecosystem for intelligent connected vehicles will be established, with large-scale application of high-level autonomous driving products [2] 4. Collaborative development in education, technology, and talent will position China as a global leader in automotive technology innovation [2] 5. A modern automotive industry cluster will be created, focusing on innovation, data-driven approaches, and sustainable development [2] 6. Chinese brands will significantly enhance their global competitiveness, integrating deeply with the global industry system [2] Market Projections - By 2030, new energy passenger vehicles are expected to account for approximately 70% of annual new passenger car sales, with a 5:5 ratio of BEV (Battery Electric Vehicles) to PHEV (Plug-in Hybrid Electric Vehicles) [3] - By 2035, this ratio will shift to 80% for new energy vehicles, with a 6:4 ratio of BEV to PHEV [3] - By 2040, new energy passenger vehicles will represent 85% of new sales, with an 8:2 ratio of BEV to PHEV [3] - New energy commercial vehicles will expand from urban short-distance applications to medium and long-distance scenarios, achieving a penetration rate of around 75% by 2040 [3] Fuel Consumption and Vehicle Technology - By 2040, the average fuel consumption of new traditional energy passenger vehicles is projected to reach 3.5 liters per 100 kilometers [4] - L4-level intelligent connected vehicles will be fully popularized, while L5-level vehicles will begin to enter the market [4] - The industry will focus on quality improvement, efficiency enhancement, cost reduction, and low-carbon initiatives through interconnected data systems [4]

Core Viewpoint - The 2025 China Automotive Forum emphasizes the importance of collaboration and trust in driving the transformation and upgrading of the Chinese automotive industry [1] Group 1: Industry Transformation - The forum highlights the need for the automotive industry to transition towards electrification, intelligence, and low-carbon development to ensure energy security and environmental protection [1] - There is a focus on enhancing technological innovation capabilities, building a new industrial ecosystem, promoting industrial integration, and improving infrastructure [1] Group 2: Current Industry Status - As of 2024, the sales volume of new energy vehicles (NEVs) in China is projected to reach 12.866 million units, accounting for 40.9% of total new car sales [1] - The sales of plug-in hybrid and extended-range vehicles are expected to reach 5.141 million units, representing approximately 40% of NEV sales [1] - The number of charging stations in China has reached 12.814 million, with a charging station to vehicle ratio of 1:2.4, and there are 4,443 battery swap stations [1]