央视网消息（新闻联播）："十四五"期间，重庆、四川加快建设高端化、智能化、绿色化产业体系，高质量发展不断迈上新台阶。 重庆持续扩大内陆高水平开放 推动国内国际双循环 "十四五"期间，重庆加快构建以智能网联新能源汽车为引领的现代化产业体系，进一步加大创新引领和政策激励，实现了重庆汽车产业转型发展，产业 链条持续完善。新能源汽车产量从2020年的4.3万辆增长至2024年的95.3万辆。在重庆，智能网联新能源汽车、新一代电子信息制造、先进材料等新技术产业 正加快成长为万亿元级产业集群，助力全市工业经济总量突破3万亿元。战略性新兴产业产值占规模以上工业总产值比重，由2020年的32%提高至2024年的 39.9%，位居全国前列。 四川加快建设现代化产业体系 为高质量发展注入新动能 持续推动优势产业做优做强。"十四五"以来，四川围绕电子信息、装备制造、食品轻纺等六大特色优势产业，开展提质倍增行动，形成3个万亿级产业 集群和5个国家先进制造业集群，同时在新能源、人工智能、新型显示等重点产业链，坚持"一链一策"、建圈强链，新兴产业不断培育壮大。2024年，全省 新兴产业增加值增长超过20%。 四川还立足产业基础和科研优势 ...

Core Insights - The 2025 World Manufacturing Conference was successfully held in Hefei, Anhui from September 20 to 23, focusing on the theme "Intelligent Manufacturing, Creating a Better Future" [13] - The conference attracted guests from over 40 countries and regions, featuring 4 major events, 6 project matchmaking activities, and 23 specialized activities [13] - The exhibition showcased achievements in new industrialization, particularly in artificial intelligence, with a dedicated robot section and the release of several large model technologies and application scenarios [13] Group 1 - The conference served as an important platform for international cooperation and was approved by the State Council, aligning with national diplomatic strategies [13] - A total of 735 cooperation projects were facilitated during the conference, with a total investment of 380.2 billion yuan, marking a 2.4% increase in project numbers and a 3% increase in investment compared to the previous year [15] - Manufacturing projects accounted for over 90% of the total, with the Yangtze River Delta region contributing more than 50% of the project numbers and total investment [15]

Core Insights - The report highlights the significant potential of the new energy vehicle (NEV) industry in China, emphasizing its role in regional development and industrial transformation [1] - The NEV industry is recognized for its ability to create GDP multiplier effects, promote innovation, and support carbon neutrality, making it a key driver for urban development strategies [1] Summary by Sections Report Overview - The "China Urban New Energy Vehicle Industry Intelligence Vitality Index Report 2025" was released at the 2025 Hefei International New Energy Vehicle Conference, focusing on the integration and innovative characteristics of the NEV industry [1][2] - The report was developed through collaboration between the China Economic Information Service and the Institute of Equipment Engineering Research, aiming to assess the regional development levels of the NEV industry [1][2] Evaluation Metrics - The evaluation framework includes five primary indicators: industrial support, innovation drive, environmental assurance, intelligent leadership, and development activity, with a total of 13 secondary and 29 tertiary indicators [2] - The index results were derived using the entropy method and expert opinions, supported by the "Tiansuan" intelligent analysis assistant developed by the China Economic Information Service [2] City Analysis - The report analyzes 15 key cities, including Shenzhen, Hefei, Shanghai, Chongqing, Beijing, and Wuhan, noting that cities like Shenzhen, Shanghai, and Beijing are leading in technology and product upgrades within the NEV sector [3] - Hefei is highlighted for its explosive production growth and exemplary policy integration, while cities like Wuhan are enhancing their industrial competitiveness through strong vehicle manufacturing leadership [3] Recommendations for Development - The report provides six recommendations for high-quality development of the NEV industry, including tailored city-specific strategies, strengthening local supply chains, and optimizing the consumer environment [4] - It emphasizes the importance of government and enterprise collaboration, international standard participation, and capital empowerment to support the industry's growth [4]

新浪科技讯 9月29日下午消息，9月25日至27日，"2025车路云50人年度论坛"在重庆举办。论坛期间， 国务院发展研究中心原副主任王安顺表示，近年来，我国汽车产业创新步伐不断加快，以大踏步的发展 成为新能源汽车全球第一生产大国、第一大消费市场和第一大出口国，并在核心技术、关键部件以及产 业链、价值链上都实现了跨越式突破。未来智能网联汽车将更加智能化、个性化，或可上天，或可下 水，拥有无限可能。 重庆市政府副市长、西部科学城重庆高新区党工委书记马震表示，重庆是国家重要中心城市和制造重 镇，肩负打造新时代西部大开发重要战略支点、内陆开放综合枢纽的重要使命。作为全国重要的汽车工 业城市，重庆锚定万亿级智能网联新能源汽车产业集群建设目标，坚持高端化、智能化、绿色化发展方 向，正加快打造智能网联新能源汽车之都。 中亚人工智能协会主席、上海合作组织前秘书长、乌兹别克斯坦前外交部长弗拉基米尔·诺罗夫表示， 全球交通革命即将来临，电动汽车、自动驾驶和智能系统正在深度融合。在这一全球变局中，中国已成 为全球领导者，拥有世界上最大的未来交通实验室和工厂。站在全球视角看，中亚通过采用中国电动汽 车的技术，以及采用一套全新的标准 ...

Market Overview - The mechanical equipment, power equipment, and automotive industry indices experienced fluctuations last week, with changes of -0.81%, +3.86%, and 0.00% respectively, ranking 16th, 1st, and 7th among 31 Shenwan primary industries; during the same period, the CSI 300 index rose by 1.07% [1][2] Industry Insights Photovoltaics - In August, the demand for inverters remained stable, with rapid growth in the Indian market; China's total inverter exports in August reached $878 million, a year-on-year increase of 1.93%; exports to India amounted to 366 million yuan, a month-on-month increase of 21.2%; in the first half of 2025, China's inverter exports to India totaled 1.6 billion yuan, a year-on-year increase of 18% [3] - The Indian energy storage market is accelerating its transformation, with new energy storage bidding in India reaching 22 GWh in the first half of 2025, a year-on-year increase of 120%, indicating strong momentum in energy transition; companies with significant market share in India are recommended for attention [3] Industrial Gases - Last week, industrial gas prices predominantly declined; the average price of liquid oxygen in China was 429 yuan/ton, down 5.3% from the previous week but up 18% year-on-year; liquid nitrogen averaged 411 yuan/ton, down 4% week-on-week, remaining stable year-on-year; liquid argon averaged 625 yuan/ton, up 1.46% week-on-week and 1.21% year-on-year [4] - Short-term outlook indicates a price decline due to pre-holiday inventory clearance; medium to long-term, the industrial gas sector is at a cyclical bottom, with potential for a reversal driven by supply optimization and demand stabilization; companies like Hangyang Co. and ShaanGu Power are recommended for attention [4] Automotive - The Ministry of Industry and Information Technology (MIIT) is advancing the approval and road testing of intelligent connected vehicles, which will accelerate the development of the intelligent driving industry; a new development plan for the intelligent connected new energy vehicle industry is being formulated [4] - The introduction of policies related to intelligent connected vehicles is expected to provide a solid policy foundation for the development of this sector in China, with a recommendation to focus on vehicle manufacturers with intelligent capabilities [4]

Core Insights - The 32nd China Society of Automotive Engineers Annual Conference and Exhibition (SAECCE2025) will take place from October 21-24, 2025, in Chongqing, featuring over 130 activities and expecting participation from 10,000 automotive professionals from over 30 countries [1][5]. Group 1: Major Transformations in the Automotive Industry - The automotive industry in China is undergoing five systemic transformations centered around low-carbon, electrification, and intelligence [5]. - The technology system has shifted from being vehicle engineering-centric to integrating low-carbon, electrification, and intelligence [9]. - The innovation system has transitioned from a linear chain to a networked structure empowered by AI, enhancing research efficiency [9]. - The product system has moved from traditional fuel vehicles to intelligent connected new energy vehicles, with sales of new energy vehicles projected to reach 12.87 million units in 2024, a 35.5% increase year-on-year [10]. - The industry system has transformed from being dominated by joint ventures to a focus on independent brands, with the market share of Chinese brand passenger cars rising from 38.4% in 2020 to 68.8% in 2025 [10]. - The market system has evolved from domestic growth to a global market focus, with total vehicle exports reaching 4.292 million units in the first eight months of 2025, a 13.7% increase, and new energy vehicle exports growing by 87.3% [11]. Group 2: Highlights of SAECCE2025 - The conference will feature over 130 sessions focusing on energy-saving, new energy vehicles, intelligent connected vehicles, and more [14]. - The event will present the "Energy-saving and New Energy Vehicle Technology Roadmap 3.0" and other significant industry reports [15]. - Participation will include leaders from government, industry, academia, and research institutions, with a diverse range of attendees expected [16]. - The conference will adopt a multi-dimensional structure, including a main forum and specialized sessions, to cover key industry areas [17]. - AI will be a central theme, with dedicated sessions exploring its applications across various automotive domains [18]. - The exhibition will feature 200 exhibitors, showcasing advancements in the automotive industry, including major players like BYD and Bosch [19]. - The event aims to foster a comprehensive ecosystem involving government, industry, academia, and finance to enhance innovation and collaboration [23]. - An international committee will facilitate global exchanges, with participation from industry leaders and scholars from over 15 countries [24]. Group 3: Technological Roadmap and Future Directions - The "Energy-saving and New Energy Vehicle Technology Roadmap 3.0" aims to guide the automotive industry's transformation and high-quality development towards 2040 [30][32]. - The roadmap emphasizes a collaborative approach, involving over 2,000 experts from various fields to address key technological challenges [33]. - The roadmap's focus includes sustainable growth in new energy vehicle penetration and advancements in intelligent connected vehicles [33].

Group 1 - The year 2025 is a critical year for China's automotive industry, marking the end of the "14th Five-Year Plan" and the beginning of the "15th Five-Year Plan," focusing on high-quality development and new energy vehicle innovation [2] - The 21st China Automotive Industry Development International Forum was held in Tianjin, emphasizing themes of enhancing momentum, initiating new chapters, and promoting global collaboration in the automotive sector [2] - During the "14th Five-Year Plan," China's automotive ownership increased by 25%, while emissions of nitrogen oxides and volatile organic compounds decreased by 31% and 13%, respectively, indicating a successful transition towards high-quality development [3] Group 2 - The production and sales of vehicles in China from January to August reached 21.05 million and 21.12 million units, respectively, with year-on-year growth of 12.7% and 12.6%, maintaining its position as the world's largest automotive market [3] - The sales of new energy vehicles reached 9.62 million units, reflecting a year-on-year increase of 36.7%, with domestic brands capturing a market penetration rate of 68.8% [3] - The automotive industry is transitioning into an era of intelligent electric vehicles, with significant advancements expected in solid-state batteries and vehicle-to-network interactions [4] Group 3 - Challenges facing the automotive industry include technological bottlenecks in high-end chips, the need for scalable applications in intelligent connected vehicles, and emerging international trade barriers [5] - The Ministry of Industry and Information Technology emphasizes the importance of green and low-carbon transformation in the automotive sector, focusing on planning, technology development, and enhancing international cooperation [5] Group 4 - China's automotive exports reached 4.292 million units from January to August, with a year-on-year increase of 13.7%, and new energy vehicle exports surged by 87.3% [6] - The forum included discussions on global automotive industry trends, national policies, and international market opportunities, aiming to support high-quality overseas strategies for Chinese automotive companies [6] Group 5 - The complexity of certification requirements across different countries poses significant challenges for automotive manufacturers, necessitating a focus on adaptive standards and compliance [7] - The increase in automotive exports has been accompanied by rising risks, including legal challenges faced by companies like XPeng and BYD in international markets [7][8] - The automotive industry is encouraged to build a comprehensive support network for intellectual property services to facilitate overseas expansion [8] Group 6 - The internationalization of the automotive industry is viewed as a transformative process that encompasses various dimensions, including market insights, technology development, and local production [8] - Recommendations for enhancing international cooperation include participating in global governance and standard-setting, particularly in areas like intelligent networking and carbon reduction [9]

Core Viewpoint - The 2025 China International Service Trade Fair, themed "Global Services, Mutual Benefits," was held in Beijing, showcasing Chongqing's achievements in service trade through a delegation of nearly 80 representatives from around 20 enterprises [1] Group 1: Event Overview - The Chongqing pavilion at the fair covered an area of 100 square meters, featuring a design that integrates technological elements with Ba Yu culture, using a blue and white color scheme to highlight Chongqing's position as an "international trade hub" [1] - The exhibition included over 20 exhibits such as smart connected vehicles, drones, chips, and traditional Chinese medicine [1] Group 2: Service Trade Development - Chongqing's service import and export reached 53.3 billion yuan in 2024, marking a year-on-year growth of 12.2%, ranking third in total volume in the western region [1] - The city had seven cases selected as "best practice cases" nationally, ranking second among pilot cities, and achieved breakthroughs in national-level traditional Chinese medicine and human resources service export bases, with 127 international and Hong Kong, Macau, and Taiwan registered trademarks for traditional Chinese medicine products [1] Group 3: Outsourcing Sector - In the service outsourcing sector, 16 demonstration zones contributed over 85% of the city's offshore outsourcing execution volume [1]

Core Viewpoint - The integration of smart connected new energy vehicles is a key driver for China's transformation from a "big automotive country" to a "strong automotive country," supporting the upgrade of the real economy and integration into the global industrial system [1] Group 1: Industry Achievements - In the first eight months of 2025, China's automotive production and sales reached 21.05 million and 21.12 million units, respectively, with year-on-year growth of 12.7% and 12.6%, maintaining the global lead [3] - New energy vehicles (NEVs) emerged as a core growth driver, with sales exceeding 9.6 million units, reflecting a year-on-year increase of 36.7% [3] - The market penetration rate of Chinese brand passenger cars reached 68.8%, indicating a continuous enhancement of domestic brand competitiveness [3] - China exported 4.292 million vehicles, remaining the world's largest automotive exporter [3] Group 2: Technological Innovations - The competition among enterprises has shifted from "cost advantage" to "innovation leadership," laying a solid foundation for the application of advanced automotive technologies and quality improvement [4] - Significant advancements in hybrid solid-liquid battery energy density and safety have been achieved [4] - The proportion of new passenger cars equipped with combined assisted driving functions increased to 62.1% in the first half of the year [4] Group 3: Industry Ecosystem Development - Key component supply chains in major automotive industry clusters are gradually forming, with a comprehensive charging network established, making it the largest globally [4] - Pilot projects for charging and battery swapping facilities in rural areas are accelerating, addressing energy supply challenges for NEVs [4] - The international development model is evolving, with accelerated establishment of overseas R&D centers and production bases, transitioning from product export to "ecological export" [4] Group 4: Challenges and Recommendations - The automotive industry faces challenges such as bottlenecks in high-end automotive-grade chips and risks in core technology areas [5] - Recommendations include enhancing independent innovation capabilities, stabilizing the transition between old and new driving forces, and deepening international cooperation [6][7] - Emphasis on key areas such as high-end chips, new energy power systems, and new chassis architectures to drive technological breakthroughs [6] - The need for a dual approach of optimizing new growth and revitalizing existing assets through technological upgrades and supply chain restructuring [7]

Core Viewpoint - The integration of smart connected new energy vehicles is a key driver for transforming China from a "big automotive country" to a "strong automotive country," supporting the upgrade of the real economy and integration into the global industrial system [1] Group 1: Achievements in the Automotive Industry - In the first eight months of 2025, China's automotive production and sales reached 21.05 million and 21.12 million units, respectively, with year-on-year growth of 12.7% and 12.6%, maintaining its position as the global leader [3] - New energy vehicles (NEVs) emerged as a core growth driver, with sales exceeding 9.6 million units, reflecting a year-on-year increase of 36.7% [3] - The market penetration rate of Chinese brand passenger cars reached 68.8%, indicating a continuous enhancement of domestic brand competitiveness [3] - China exported 4.292 million vehicles, remaining the world's largest automotive exporter [3] Group 2: Technological Innovations and Industry Ecosystem - The competition among enterprises has shifted from "cost advantage" to "innovation leadership," laying a solid foundation for the application of advanced automotive technologies and quality improvement [4] - Significant advancements in mixed solid-liquid battery energy density and safety have been achieved, along with the implementation of megawatt-level ultra-fast charging technology [4] - The proportion of new passenger cars equipped with combined assisted driving functions increased to 62.1% in the first half of the year, indicating a shift towards technological equity and industry transformation [4] - A key component supply chain is gradually forming in major automotive industry clusters, and the largest global charging network for NEVs is being established [4] Group 3: Challenges and Recommendations - The automotive industry faces challenges such as bottlenecks in high-end automotive-grade chips and risks in core technology areas that remain unresolved [5] - The commercialization of smart connected vehicles is in its early stages, with the need for breakthroughs in large-scale applications and vehicle-road-cloud collaboration capabilities [5] - Recommendations include enhancing independent innovation capabilities, stabilizing the transition between old and new driving forces, and deepening international cooperation to promote global industrial layout [6][7]