Core Viewpoint - Chongqing plans to establish a global smart connected electric vehicle industry base by 2027, focusing on comprehensive smart connectivity and global development strategies for the electric vehicle industry [1] Group 1: Industry Development - The global development summit for smart connected electric vehicles highlighted the need for a smart standard system, industry brain system, and green evaluation system to support the development of China's smart electric vehicle industry ecosystem [1][2] - The domestic electric two-wheeler ownership has surpassed 400 million units, necessitating the acceleration of smart upgrades to prevent a surge in abandoned electric vehicles and batteries [2][3] Group 2: Action Plans - The Smart Connected Electric Vehicle Global Development Alliance proposed four major action plans during the 14th Five-Year Plan period: smart electric motorcycles, lead-acid battery smart connectivity, urban integration of electric motorcycles, and international expansion of electric motorcycles [4] - Companies like Tailin Technology aim to promote 200 million smart electric vehicle products and replace existing non-smart products to enhance product and brand value [4] Group 3: Service System Creation - The establishment of a smart connected electric vehicle service system is underway, with a focus on collaborative mechanisms and integration of production, usage, and recycling processes [3] - China Quality Certification Center is leading the construction of a lifecycle data service system for smart electric vehicles, supporting the creation of green low-carbon standards and evaluation rules [3] Group 4: Market Expansion - Leading companies such as Aima Technology and Yadea Technology are targeting Southeast Asia, Africa, and Latin America for market expansion, aiming to enhance brand value and meet new consumer demands [5]

Core Viewpoint - The Chongqing Municipal Government has officially issued the "Chongqing Smart Connected Electric Vehicle Industry Development Action Plan (2025-2027)", aiming to establish a global industrial base for smart connected electric vehicles with a focus on high-end, green, digital, and intelligent development [1][2]. Group 1: Industry Development Goals - The action plan targets the domestic electric motorcycle market and aims to expand into overseas markets in Southeast Asia, Africa, and Latin America, with a goal to produce over 15 million electric vehicles annually by 2027, of which electric motorcycles will account for over 80% [2][3]. - By 2024, the total electric vehicle production in Chongqing is expected to reach 3 million units, with a local supply rate exceeding 60% for components such as motors, controllers, and frames [1][2]. Group 2: Key Platforms and Infrastructure - The plan includes the establishment of several key platforms, such as a smart connected electric vehicle industry brain, a national-level manufacturing pilot platform, and a data service system for digital lifecycle management of vehicles [2][4]. - The initiative aims to create a globally influential smart connected electric vehicle manufacturing base, promoting the development of new energy, new materials, and new electronics industries [2][4]. Group 3: Enhancing Manufacturing Capabilities - The action plan emphasizes improving product market competitiveness, smart manufacturing capabilities, global service capabilities, and collaborative development within the industry [3][4]. - Support will be provided for vehicle manufacturers to enhance their smart connectivity through autonomous information technologies and to accelerate digital transformation and upgrades [3][4]. Group 4: Service System Development - The plan focuses on strengthening standardization to drive industry upgrades and establishing a quality service brand for smart connected electric vehicles [4][5]. - It encourages technological innovation and the establishment of innovation platforms to enhance the capabilities across the entire value chain of the electric vehicle industry [4][5].

Economic Performance of Yulin - Yulin's GDP for the first half of the year reached 348.74 billion yuan, with a year-on-year growth of 5.4% [1] - The primary industry added value was 5.53 billion yuan, growing by 2.4%; the secondary industry added value was 253.52 billion yuan, increasing by 7.0%; the tertiary industry added value was 89.52 billion yuan, also growing by 2.4% [1] - In comparison to the previous year, Yulin's economic total experienced negative growth [1] Coal Industry Dependency - Yulin's economic trajectory is closely tied to coal market conditions, with a notable GDP decline in 2020 and a significant nominal growth of 33% in 2021 due to rising coal prices [2] - The coal market is currently under pressure, with coal prices hitting a five-year low and significant declines in prices for coking coal and coke [2] - Yulin's economy, heavily reliant on coal, faces challenges similar to other coal-dependent cities like Ordos and Shanxi, which also reported negative GDP growth [2] Industrial Transition Efforts - Yulin is actively pursuing industrial restructuring, focusing on emerging sectors such as hydrogen energy, modern coal chemical industry, and new energy equipment [2] - Despite these efforts, traditional industries remain dominant, making it difficult for new sectors to offset the downturn in traditional industries in the short term [2][3] - The local government acknowledges the challenges of transitioning to a low-carbon economy while managing price volatility in energy and commodities [3][4]

Core Viewpoint - Chongqing aims to establish a global industrial base for smart connected electric vehicles by 2027, focusing on high-end, green, digital, and intelligent development of the electric vehicle industry [1][2] Group 1: Production Goals - By 2027, Chongqing plans to produce over 15 million electric vehicles annually, with electric motorcycles accounting for over 80% of the total production [1] - The plan emphasizes a significant increase in the unit value of each vehicle produced [1] Group 2: Global Market Expansion - The action plan targets the domestic electric motorcycle market while also focusing on overseas markets in Southeast Asia, Africa, and Latin America [1] - Chongqing will enhance its global service capabilities by supporting the establishment of global operation centers for electric vehicle manufacturers and expanding international market outreach [2] Group 3: Infrastructure and Support Systems - The plan includes the development of a comprehensive service system, which encompasses a standard technical service system, an innovation platform, and a collaborative development platform for the electric vehicle industry [1] - Customized logistics solutions will be provided for electric vehicle exports, encouraging manufacturers to share overseas channel resources and enhance brand influence globally [2]

Group 1 - The core viewpoint of the news is the establishment of a global smart connected electric vehicle (EV) industrial base in Chongqing, aiming for an annual production of over 15 million smart connected EVs by 2027 [1][2] - Chongqing is accelerating the development of the electric vehicle industry, having formed a complete industrial chain from vehicle manufacturing to component supply, with a local supply rate exceeding 60% [2][3] - In the first quarter of this year, Chongqing's electric vehicle production reached 1.1 million units, showing a year-on-year growth rate of 46.7% [2] Group 2 - Chongqing is targeting both domestic and international markets, particularly focusing on regions with significant growth potential such as Asia, Africa, and Latin America [3] - The Two Rivers New Area is set to support the construction of smart manufacturing bases for leading vehicle companies and their suppliers, fostering a collaborative development pattern [3] - The area has a strong industrial foundation and is leveraging its automotive and electronic industries to facilitate technological sharing and integration with smart connected EVs [3] Group 3 - The establishment of a standard system for smart connected EVs is crucial for the industry's development, focusing on smart terminals, cloud services, and data management [4] - Key tasks for the standard system from 2025 to 2027 include developing group/enterprise standards for smart connected electric bicycles and motorcycles, and creating a data platform to align with export destination regulations [4] Group 4 - The introduction of the smart connected EV central control system (version 2.0) incorporates technologies such as AI, Beidou, and IoT, enhancing capabilities in battery safety, lithium battery recycling, and quality management [5] - Leading electric vehicle companies in Chongqing are showcasing their latest developments, including the establishment of innovation centers and lifecycle carbon management systems [6]