Production and sales are booming, and new energy vehicles are becoming “new” all the way

(Source: Guangming Daily)

Reprinted from: Guangming Daily

New energy vehicles displayed in a car store in Jiading District, Shanghai. Bright Pictures/Visual China

Automation equipment in a factory in Chongqing produces new energy vehicle parts. Bright Pictures/Visual China

Drivers in Changzhou, Jiangsu are using new energy electric vehicle charging piles. Bright Pictures/Visual China

【Economic Interface】

"Look, this car is always exciting!"

Not long ago, Zhang Chaoyang, a citizen of Shenyang, Liaoning Province, bought a domestic new energy vehicle that he had long wanted, and shared his car purchase experience with relatives and friends. "Car paint, wheel hub, interior color, etc. can be selected according to your preferences, and you can also enjoy the old-for-new subsidy, which is convenient and affordable, saving more than 20,000 yuan." Zhang Chaoyang said excitedly.

The latest data released by the China Association of Automobile Manufacturers shows that from January to July this year, my country's new energy vehicle production and sales reached 8.232 million and 8.22 million respectively, an increase of 39.2% and 38.5% year-on-year respectively, and the sales of new energy vehicles reached 45% of the total sales of new automobiles.

"The transformation and upgrading of my country's automobile industry has entered a stage of steady development." Fu Bingfeng, executive vice president and secretary-general of the China Automobile Industry Association, said that rapid technology iteration and cost optimization have promoted the large-scale development and market-oriented popularization of new energy vehicles.

It is becoming a trend, and there are more and more "tram families"

"Before departure in the morning, I remotely operated through my mobile phone, so I could open the windows in advance to ventilate or turn on the air conditioner to cool down. I could also start the vehicle remotely. The remaining power, interior temperature, tire pressure and other information are displayed in real time on the mobile app, and it is clear at a glance." Cao Nannan, the owner of a new energy vehicle who lives in Xicheng District, Beijing, told reporters that her car has functions such as automatic parking, assisted driving, and energy recovery. It is not only very technological, but also very power-saving. It only costs about 100 yuan to run 300 kilometers.

At present, sales of new energy vehicles are becoming more and more popular, and there are more and more tram families like Cao Nannan.

In June this year, the Ministry of Industry and Information Technology, the National Development and Reform Commission, the Ministry of Agriculture and Rural Affairs, the Ministry of Commerce, and the National Energy Administration organized the 2025 new energy vehicle rural activities to accelerate the filling of the shortcomings in the consumption and use of new energy vehicles in rural areas, and build a green, low-carbon, intelligent and safe rural residents' travel system.

Nowadays, in many rural areas, purchasing and using new energy vehicles has become a trend. "Driving new energy vehicles is green and environmentally friendly, and the cost is also very low. Dozens of villagers in the village have driven new energy vehicles." A villager from Wanqiao Village, Hechuan District, Chongqing said.

In July, my country's new energy vehicle production and sales reached 1.243 million and 1.262 million respectively, an increase of 26.3% and 27.4% year-on-year respectively; the sales of new energy vehicle new cars reached 48.7% of the total sales of new cars.

Chen Shihua, deputy secretary-general of the China Association of Automobile Manufacturers, introduced that in July, the effect of the old-for-new policy continued to appear, and the industry's comprehensive rectification of "internal circulation" has made positive progress. New models of enterprises have continued to be launched, helping the auto market run smoothly and achieve year-on-year growth; among them, new energy vehicles continue to grow rapidly.

"The continued efforts of macroeconomic policies and timely efforts will effectively release the potential of domestic demand." Chen Shihua said that recently, the third batch of ultra-long-term special treasury bonds have been issued at the national level. The fourth batch will be issued as planned in October, and local governments will be urged to refine their fund use plans to ensure that funds are used in an orderly and balanced manner until the end of the year. This will help stabilize consumer confidence, continuously boost automobile consumption, and ensure the smooth operation of the industry in the second half of the year.

Fu Bingfeng said that with the support of complete top-level design and strong policy, relying on enterprises that are brave in innovation, consumers who are willing to try and super-large capacity market, my country's intelligent connected new energy vehicle industry has achieved rapid development and built a complete industrial system and supply chain cost advantage. The boundaries of the automobile industry chain are constantly expanding, and a new industrial ecosystem of cross-border integration is gradually forming.

At the same time, the construction of charging infrastructure has also made positive progress.

"We installed charging facilities in the community garage, and we can charge when we stop at home, which is very convenient." said Huang Xiaoxu, who lives in Daxing District, Beijing.

Data shows that as of the end of June this year, the total number of electric vehicle charging facilities (charging guns) in my country has reached 16.1 million. Among them, there are 4.096 million public charging facilities (charging guns) and 12.04 million private charging facilities (charging guns); the county coverage rate of charging facilities reaches 97.08%, and the township coverage rate reaches 80.02%. In the first half of the year, the total charging capacity of new energy vehicles nationwide reached 54.923 billion kilowatt-hours.

"Technology increases vitality, and green increases momentum." Li Chunlin, deputy director of the National Development and Reform Commission, said that during the 14th Five-Year Plan period, the number of highway charging piles in my country has more than quadrupled in four years, covering 98.4% of highway service areas, greatly reducing the "mileage anxiety" of new energy vehicle drivers.

Strong competitiveness, exports maintain high growth

"Current the air conditioner to 22 degrees Celsius" and "play a song"... At the 2025 Indonesia International Auto Show recently held, the exhibition area of ​​Chinese auto companies attracted many visitors to experience it. More than a dozen Chinese auto brands mainly use pure electric and hybrid models, showing technologies and applications such as the Internet of Vehicles and driving assistance systems.

According to statistics, in the first half of this year, Indonesia's wholesale sales of pure electric vehicles increased by 267% year-on-year, and Chinese auto brands accounted for more than 90% of sales.

At present, Southeast Asia has become an important target market for new energy vehicles in China. More and more Chinese new energy vehicle companies are actively deploying in the Southeast Asian market, promoting "local production", quickly responding to differentiated demands in regional markets, and promoting sustained growth in overseas sales. For example, Great Wall Motors' Malaysia-cooperated KD factory has achieved assembly and discharge of the first product, Haval H6; SAIC-GM-Wuling's 3 millionth new energy vehicle in the world was launched at its Indonesian factory in May this year; Geely's EX5 electric vehicle completed trial production at its Indonesian factory...

Xu Haidong, the special deputy secretary-general of the China Association of Automobile Manufacturers, said that Southeast Asia has attracted Chinese new energy vehicle companies to build factories, purchase and sell locally with its advantages in policies, markets, supply chains and geography. China's new energy vehicles are highly competitive, and exports have maintained high growth in recent years. With the economic development of Southeast Asia, market potential will be further released, providing new opportunities for Chinese companies.

Xu Haidong believes that in the era of electrification and intelligence transformation in the automotive industry, China's new energy vehicles have first-mover advantages such as scale, systematization, and rapid iteration. The perfect industrial ecosystem entering Southeast Asia will help the local automobile industry to apply new technologies such as smart cockpits and automatic parking with higher cost performance, and improve the degree of industrial modernization and international competitiveness.

Look, a set of data witnesses the continuous emergence of industrial vitality: from January to July this year, China exported 1.308 million new energy vehicles, an increase of 84.6% year-on-year. Among them, 1.254 million new energy passenger vehicles were exported, an increase of 81.6% year-on-year; 54,000 new energy commercial vehicles were exported, a increase of 2 times year-on-year.

Vitality comes from the continuous pursuit and breakthrough of innovation. Chinese new energy vehicle companies are constantly increasing R&D investment in battery technology, intelligent driving and other fields, and innovative achievements are emerging one after another.

Vitality comes from the continuous optimization and upgrading of the industrial ecology. At present, China has formed a new energy vehicle industry chain covering raw material supply, battery production, vehicle manufacturing, charging and swapping facilities construction, etc., and has achieved the output of the entire industrial chain such as new energy vehicle technological innovation, industrial chain supporting facilities, and talent training...

"China's new energy vehicles have entered the world's leading ranks. In the field of cutting-edge technology, we must continue to strengthen scientific and technological research and development and maintain a good development momentum." said Dong Yang, chairman of the China Power Battery Industry Alliance.

Not only to be a "quantity champion", but also to be a "quality benchmark"

Recently, the automobile industry has vigorously rectified the "intra-roll" competition with disorderly "price war" as its main manifestation, which has aroused social concern.

On July 18, the Ministry of Industry and Information Technology, the National Development and Reform Commission, and the State Administration for Market Regulation jointly held a symposium on the new energy vehicle industry to further standardize the competitive order of the new energy vehicle industry. The meeting proposed to further promote product price monitoring, product consistency supervision and inspection, shorten supplier payment periods, carry out special rectification of network chaos, product quality supervision and inspection, and defect investigation; accelerate the issuance of new energy vehicle power consumption limits, battery recycling and utilization safety standards, and guide enterprises to deepen scientific and technological innovation.

"New energy vehicles cannot just be "quantity champions", but must become "quality benchmarks". Only by shifting from price competition to value-driven can Chinese automobiles truly win the future." Fu Bingfeng said that it is necessary to comprehensively manage various irrational competition phenomena, resolutely maintain a fair and orderly market environment, and promote the healthy and sustainable development of the industry.

Zhao Lijin, deputy secretary-general of the China Automobile Engineering Society, said that my country's automobile industry is moving from "scale development" to "value creation", from "following development" to "leading innovation". In the face of market competition, we must further improve the supply of high-quality science and technology and strengthen basic original technology research.

"The upstream and downstream of the industrial chain need to further strengthen innovation in cutting-edge fields such as chips and artificial intelligence, continue to promote the iteration and upgrading of technologies such as power batteries and fuel cells, empower the cross-system integration of intelligent chassis, intelligent driving, and intelligent cockpits, and strive to break through the bottleneck restricting the high-quality development of the industry from the source." Zhao Lijin said.

New energy vehicles are the main direction of transformation, upgrading and green development of the global automobile industry, and are also a strategic choice for the high-quality development of my country's automobile industry.

Zhang Jinhua, chairman of the China Society of Automobile Engineering, said that technological progress should be used as the core driving force for cultivating competitive advantages. We will continue to promote electrification and intelligent technological innovation, focus on energy power, intelligent chassis, intelligent networking and other aspects, strengthen the forward-looking and leading layout of basic frontier fields and cross-integration fields, focus on overcoming key technologies in the entire chain of all-solid-state batteries, distributed electric drive systems, and autonomous driving large models, break through bottlenecks and shortcomings such as automotive operating systems and special tool software, and comprehensively improve the technical level of new energy vehicles.

"Using product quality to lay a solid foundation for the survival and development of enterprises." Zhang Jinhua said that it is necessary to strengthen the quality management of all links such as R&D design, production and manufacturing, procurement and supply, and marketing services. With collaborative innovation as the driving force and ecological co-construction as the foundation, comprehensively deepen exchanges and cooperation among enterprises, gather advantageous resources to promote the innovative development of new technologies, new models and new business forms of intelligent connected new energy vehicles, and work together to build a new pattern of win-win industrial development.

(Reporter Liu Kun of this newspaper)