Core Viewpoint - The article discusses the growth and structural changes in the Chinese new energy vehicle (NEV) market, highlighting significant sales increases and shifts in consumer preferences towards different vehicle types and advanced driving features. Group 1: Market Trends - In September 2025, sales of new energy vehicles reached 1.604 million units, marking a 15.0% increase from the previous month and a 24.5% year-on-year growth, with a penetration rate of 49.7% [5] - The sales of new energy passenger vehicles totaled 1.516 million units, reflecting a year-on-year increase of 22.8%, while new energy commercial vehicle sales reached 88,000 units, up 65.7% year-on-year [9] Group 2: Market Structure - As of September 2025, the market share of new energy sedans was 42.4%, down 2.9 percentage points year-on-year, while the share of new energy SUVs rose to 47.7%, an increase of 1.1 percentage points [7] - All segments within the market experienced growth, with commercial vehicles generally outpacing passenger vehicles; semi-trailer truck sales surged by 179.6% [7] Group 3: Advanced Driving Features - From January to August 2025, the installation rate of L2 and above auxiliary driving functions in new energy passenger vehicles reached 86.8%, with significant growth in the market segment priced below 160,000 [11] - The overall installation rate of Automatic Emergency Braking (AEB) in passenger vehicles was 67.7%, with new energy passenger vehicles achieving a rate of 71.4% [13] - The installation rate of Full-Speed Adaptive Cruise Control (ACC) in the overall passenger vehicle market was 61.3%, while it reached 70.5% in the new energy segment [16] Group 4: Technological Developments - The Automatic Lane Change (ALC) function is becoming more prevalent due to advancements in technology and integration with high-level intelligent driving features, with hardware costs expected to decrease [19] - The Automatic Parking Assistance (APA) function is evolving with the integration of sensor technologies, enhancing parking perception accuracy [22] Group 5: Intelligent Driving Operating System (OS) - The development of intelligent driving OS is crucial for the automotive ecosystem, influencing vehicle safety, comfort, and overall performance [26] - The evolution of intelligent driving OS reflects the transition of vehicles from mechanical products to intelligent terminals, driven by multiple transformative forces in the automotive industry [28] - The large-scale implementation of intelligent driving OS faces challenges such as safety regulations, technical complexity, and cost production bottlenecks [32]

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 ...