Core Viewpoint - The article discusses the current trends and developments in the Chinese electric vehicle (EV) market, highlighting sales performance, market structure, and advancements in intelligent driving technologies. Group 1: Market Trends - In July 2025, sales of new energy vehicles reached 1.262 million units, showing a month-on-month decline of 5.0% but a year-on-year growth of 27.3%, with a penetration rate of 48.7% [5] - The sales of new energy passenger vehicles were 1.195 million units, representing a year-on-year increase of 25.4%, while new energy commercial vehicle sales reached 67,000 units, up 74.9% year-on-year [9] Group 2: Market Structure - In July 2025, the market share of new energy sedans was 43.7%, down 0.3 percentage points year-on-year, while the share of new energy SUVs was 46.3%, down 2.0 percentage points [7] - All segments in the market experienced growth, with commercial vehicles growing faster than passenger vehicles, and MPV models in the passenger vehicle market showing significant increases [7] Group 3: Intelligent Driving Technology - The installation rate of L2 and above auxiliary driving functions in new energy passenger vehicles reached 82.6% in the first half of 2025, with significant growth in the market below 160,000 [11] - The overall installation rate of Automatic Emergency Braking (AEB) in passenger vehicles was 64.4%, with new energy passenger vehicles achieving a rate of 67.1% [14] - The installation rate of Full-Speed Adaptive Cruise Control (ACC) in the overall passenger vehicle market was 59.4%, while new energy passenger vehicles reached 69.9% [20] - The Automatic Lane Change (ALC) function benefits from advancements in sensor technology, improving environmental perception for better decision-making [23] - The Automatic Parking Assistance (APA) function's installation rate in passenger vehicles was 34.4%, with higher rates in the market above 240,000 [28] Group 4: Domain Control Evolution - The evolution of domain controllers reflects the technological advancements in smart automotive electronics, transitioning from application layer integration to physical layer integration, and eventually to function integration based on a single chip [32][34] - The rapid development of domain controllers is driven by the increasing demand for high-performance and reliable chips, which are essential for smart vehicle systems [37] - Despite the progress, challenges remain in the form of technical complexity, product reliability, and ecosystem development, which require time to address [40]

中国新能源汽车市场走势 中国新能源汽车市场，2025年3月销售123.7万辆，环比增长38.7%，同比增长40.2%，渗透率达到 42.4%，渗透率维持较高水平。其中新能源乘用车销售115.8万辆，环比增长37.3%；新能源商用车 本文全文共 2217 字，阅读全文约需 7 分钟 点 击 蓝 字 关 注 我 们 销售7.9万辆，环比增长63.0%，同比增长56.3% 。 目前自主品牌在高端/中端/低端市场同时发力。10万元以下已经成为新产品的一大重要门槛，此前零 跑B10预售价在十万以上，随着新车正式上市，定价也划在了9.98万起。比亚迪唐L/汉L将大马力/兆 瓦闪充技术直接下放。多款大型新能源SUV也在陆续上市，同时关税政策也导致部分合资豪华车进 口受阻，未来高端汽车市场格局也将发生重大变化 。 中国新能源汽车市场结构 2025年3月，新能源轿车占比43.9%，比去年同期下滑3.1个百分点。新能源SUV份额达到45.1%，份 额较同期增长1.2个百分点。2025年3月，本期各车型同比继续增长。乘用车部分，节后多款新车上 市，同时置换补贴已于年初发布，各家企业也纷纷推出一口价政策。推动销量持续增长。商用车部 ...