Core Viewpoint - The recent meeting held by the Ministry of Industry and Information Technology, the National Development and Reform Commission, and the State Administration for Market Regulation emphasizes the need for the entire electric vehicle industry to resist chaotic price competition and to promote a market order that values quality and fair competition [2][4]. Industry Transition - The meeting marks a fundamental shift in China's electric vehicle policy from pursuing scale expansion to focusing on quality improvement and from encouraging market penetration to guiding industrial upgrades [2][4]. - The electric vehicle industry has achieved a global leading scale advantage, but excessive price cuts and bundling sales by some companies are eroding the foundation for sustainable development [4][5]. Focus on Innovation and Quality - The three departments stressed that innovation should be the primary driving force and quality the lifeline of enterprises, shifting the competition focus from price wars to technology and quality battles [3][4]. - The policy aims to encourage companies to invest in cutting-edge technologies such as solid-state batteries and silicon carbide electric drives rather than relying on simple price reductions to gain market share [5][6]. Consumer Expectations and Regulatory Measures - The emphasis on "quality first" reflects the increasing consumer demand for the quality, safety, and reliability of electric vehicles as the market expands [6]. - Regulatory bodies may enhance quality standards and evaluation systems for electric vehicles, which will positively impact reducing vehicle failures and improving user experience [6]. Market Dynamics and Future Outlook - The policy shift directly addresses the current market issues, where many companies have resorted to significant price cuts, with some models seeing reductions of over 20% [5][7]. - The automotive industry is predicted to enter a mature phase characterized by high sales but low growth, with a forecast of 19 million electric vehicles sold in 2026, representing a 15.2% year-on-year increase [7][8]. Competitive Landscape - The call for "quality over price" and the resistance to chaotic price wars is seen as a necessary choice to address multiple challenges, including rational consumer behavior and international competition pressures [8]. - The intervention by regulators is intended to define a healthy competitive landscape, steering the industry from price wars to value wars, with the year 2026 expected to be a critical turning point for the industry [8].

插播： 5月15日，"电动交通&数字能源SiC技术应用及供应链升级大会"活动将在上海举办， 三菱电机、Wolfspeed、三安半导体、天科合达、元山电子、大族半导体、香港大学、 长飞先进、宏微科技、利普思、国基南方、芯长征、合盛新材料等将出席本次会议，点击文章底 部 "阅读原文" 即可报名参会。 据"方正微电子"官微消息， 4月16日，在上海举办的慕尼黑电子展上，深圳 方正微电 子 方正微电子副总裁李大可先生（图左）、爱卫蓝常务副总孙锦先生（图右）出席签约仪式 签约当天， 方正微电子副总裁彭建华还对外正式发布了第二代车规主驱SiC MOS 1200V 13mΩ新品；产能规 划方面， 预计2025年将具备16.8万片/年车规SiC MOS生产能力。 有限公司与上海 爱卫蓝科技 有限公司签订了战略合作伙伴协议，建设新能源 电动压缩机 和SiC功率半导体联合创新实验室。 此次签约，标志着双方在碳化硅领域的合作进入新阶段，将共同推动功率半导体行业的技术革新与创 新应用。 此次双方共建联合实验室，恰逢 中国新能源汽车能效分级制度 加速落地。据中国汽车能效开发与检测认证专业联盟 于 2025 年 4 月 发布的首批测评结 ...