On September 13, the Ministry of Industry and Information Technology and other eight departments issued the "Work Plan for Stable Growth of the Automotive Industry (2025-2026)", the main goals are: in 2025, strive to achieve annual automobile sales of about 32.3 million units, a year-on-year increase of about 3%, of which new energy vehicle sales are about 15.5 million units, a year-on-year increase of about 20%; automobile exports maintained steady growth; The added value of the automobile manufacturing industry increased by about 6% year-on-year. In 2026, the industry will maintain a stable and positive development trend, and the industrial scale and quality and efficiency will be further improved.
The plan is clear, and it will accelerate breakthroughs in key technologies such as automotive chips, operating systems, artificial intelligence, and solid-state batteries. The plan also proposes to further increase efforts to promote automobile consumption, promote automobile echelon consumption, and renew consumption.
The country is supporting the automotive industry, especially new energy vehicles, with the goal of more production, more sales, more exports, and high-quality development, so that Chinese cars can run faster and further.
Key point 1: Standardize the order of competition
In response to the problem of "serious involution and frequent chaos" in the automotive industry, this new plan has launched a series of practical measures to "control chaos", focusing on solving two major pain points: non-repayment of money owed and false publicity.
1. Rectify the problem of "large factories in arrears of payment"
Many automakers (large car companies) rely on their own strength to buy parts and do not pay on time, resulting in tight funds for small and medium-sized suppliers or even bankruptcy.
To this end, the plan specially sets up a "key car enterprise account period problem reflection window" - equivalent to a "complaint channel". If the supplier is in arrears, it can be reported here, and the relevant departments will come forward to coordinate and solve it. At the same time, the government will also strengthen supervision, requiring car companies to do what they say and pay on time to ensure the healthy operation of the industrial chain.
2. Crack down on "false propaganda" and online chaos
Now some car companies exaggerate publicity in order to attract attention, such as: talking about assisted driving as "autonomous driving"; false standard battery life and secret reduction; Even discrediting competitors.
The plan is clear that it is necessary to carry out special rectification, standardize information release, and severely crack down on false propaganda, rumors and slander. It will also strengthen production inspections to ensure that the "factory car" and the "advertised car" are exactly the same, so that consumers will not be pitted by "wrong goods".
3. Promote the "grouping of car companies" and become bigger and stronger
The plan also proposes to encourage car companies to take the route of "group management", such as allowing large enterprises to integrate resources, unify scheduling, and improve efficiency. This helps to: reduce duplication of investments and internal competition; support leading enterprises to become stronger and bigger; Improve industry concentration and avoid "small scattering" situations.
To put it simply, it is to make the industry more orderly and efficient, from "fighting for quantity" to "fighting for quality".
Focus 2: Promote the pilot of intelligent networked vehicles
This new car solution has "stepped on the accelerator" for the development of autonomous driving and intelligent vehicles. Autonomous driving is about to hit the road, and L3 level cars will have the conditions to "turn regular". The plan is clear: it is necessary to promote the pilot of intelligent networked vehicles, and conditionally approve L3 autonomous driving models to enter production and road traffic.
What does this mean?
Level L3 is an important threshold for "autonomous driving" - under certain conditions, the car can drive itself, and the driver does not have to stare at it all the time, and then take over if necessary. Now that the state wants to officially mass-produce such cars and legally put them on the road, it is a key step for China to commercialize autonomous driving.
Cars and roads should be "networked": create "smart roads + smart cars". In order for autonomous driving to run steadily, it is not enough for the car to be smart, and the road must also "talk". The plan proposes to promote the pilot of "vehicle-road-cloud integration" - simply put, it is the communication between vehicle energy and traffic lights and road sensors; data is uploaded to the "cloud platform" to achieve global scheduling; Let the car know the road conditions ahead in advance, which is safer and more efficient.
To this end, it is necessary to speed up the construction: intelligent road facilities (such as street lights and street signs with sensors); cloud control management platform (equivalent to "traffic brain"); Encourage new cars to be equipped with V2X (vehicle-to-everything) and 5G modules when they leave the factory, so that the car can be online at any time; Accelerate the promotion of the application of Beidou navigation system in automobiles to achieve accurate positioning.
New business opportunities are coming: car companies, technology companies, and telecommunications providers are "making money" together. The plan also encourages "group innovation" in automobiles, communications, transportation and other industries - using data as a link to explore new money-making models.
For example: car companies cooperate with map companies to sell "high-precision map subscriptions"; Collect driving data through the Internet of Vehicles to optimize insurance pricing; Provide paid functions such as "automatic parking" and "high-speed piloting". This will give birth to a number of new business models, making smart cars not only a "means of transportation", but also a "mobile intelligent terminal".
Key point 3: Accelerate the research of key technologies such as automotive chips
In terms of technological innovation, the plan clearly proposes to accelerate breakthroughs in key technologies such as automotive chips, operating systems, artificial intelligence, and solid-state batteries. Technological breakthroughs in these fields will directly affect the core competitiveness of China's auto industry.
How to break through? The country takes the lead!
The country will accelerate the launch of a number of major scientific and technological projects and lay out future technologies in advance; Encourage large enterprises and small and medium-sized enterprises to cooperate and innovate together, give full play to the advantages of "open source" (such as sharing code and joint development), and avoid fighting separately and reinventing wheels; Use technological innovation to "create demand" - for example, with better batteries and intelligent driving functions, consumers are naturally more willing to change to new cars.
To put it bluntly, it is not to wait for everyone to buy before developing it, but to make good use of technology to "make people shine" and actively stimulate the desire to consume.
Technology alone is not enough, someone has to be able to do it.
The plan particularly emphasizes: it is necessary to vigorously introduce high-end talents in key fields such as chips, operating systems, and basic materials; Support the construction of an "Intelligent Networked New Energy Vehicle Excellent Engineer Base". cultivate compound talents who understand automobiles, software, and AI; Improve the ability to cultivate local talents, so that more "Made in China" is behind the "Chinese brain".
Key point 4: Increase consumption promotion policies
In order to allow everyone to buy more cars and change cars, this plan has launched a series of "real money" measures to promote consumption, focusing on encouraging car replacement, supporting new energy, and revitalizing second-hand cars and the aftermarket.
1. Encourage "trade-in": the government will support the exchange of old cars for new ones
Implement the national "large-scale equipment renewal" policy and support: "trade-in" private cars; electrification upgrade of urban buses; Replacement of old power batteries.
Encourage restricted cities (such as Beijing and Shanghai) to optimize purchase restriction policies, such as increasing indicators and relaxing conditions; In the future, the focus of management will shift from "restricting purchases" to "optimizing use", such as managing traffic flow through smart transportation, toll adjustment, etc., rather than blindly "lottery and restricting license plates".
2. Vigorously promote new energy vehicles: focus on urban and rural areas
In 25 pilot cities, promote the renewal of new energy vehicles in the fields of buses, taxis, express logistics, etc., with a target of more than 700,000 new vehicles; Continue to carry out the "new energy vehicles to the countryside" activity, so that more township residents can afford and use electric vehicles, and improve the electrification level of rural vehicles.
3. Revitalize the "aftermarket" of automobiles: not only sell cars, but also play with cars
Not only focus on new car sales, but also expand consumption in the process of car use. carry out pilot reform of automobile circulation and consumption; encourage development, car modification (personalized customization); Car rental (shared mobility); Car events, RV camping (a new way of car life).
4. Second-hand cars are more convenient: sell fast and buy with confidence
Implement facilitation measures, such as "inter-provincial general office" and simplify the transfer process; Promote the efficient circulation of second-hand cars across the country, so that "good cars do not weigh on the hands, and buying cars is cheaper".
From "changing a new car" to "driving an electric car", from "affordable" to "having fun", and then to "selling old cars is also convenient" - this combination is to open up the whole chain of automobile consumption and make the automobile market truly "alive and hot".