Komodo
News Center
01
2026
-
04
The Nine Key Issues Diagnosing Industry Trends: The China Automotive Industry Development Situation and Policy High-Level Seminar Held in Beijing
I. Macroeconomy and the Automotive Industry
Focusing on the "15th Five-Year Plan," participants noted that new energy vehicles (NEVs) are a key driver of energy transition and industrial upgrading. Shifting from oil‑based to electricity‑based vehicles is crucial for reducing energy dependence and achieving carbon goals. As major economies follow different technology paths, China should stay on its own course while enhancing global cooperation. The next decade will see NEVs move from scale expansion to quality improvement. The meeting stressed that the "15th Five-Year Plan" is a critical period for China to become a global auto powerhouse. It recommended integrating intelligent connected NEVs into broader national strategies and establishing a high‑level coordination mechanism. A clear development plan is needed to provide stable expectations. The industry is now shifting from scale‑driven growth to high‑quality development, requiring stronger policy continuity and modern governance.
II. Evolution Directions and Implementation Pathways of Major Cutting-Edge Technologies in the Automotive Industry
On power batteries, solid‑state industrialization is at a critical stage, with challenges remaining from pilot production to mass deployment. Breakthroughs require both material innovation and a coordinated design approach linking user needs to vehicle performance. Liquid and solid batteries should complement each other, offering diverse solutions. On intelligence, the next competitive frontier is autonomous driving, which involves computing power, algorithms, data, and infrastructure. Participants called for coordinated development of scenarios, regulations, and infrastructure to support large‑scale deployment. They also supported high‑quality overseas expansion of intelligent vehicles, including intelligent cockpits and chassis.
III. Building a Secure and Resilient Supply Chain
The global automotive supply chain is undergoing systemic restructuring. Trade barriers have raised market access thresholds, while domestic challenges include computing power and high‑quality data. Risks have expanded from component shortages to full‑chain issues. Gaps remain in high‑end segments, core components, and AI computing power. Four actions were suggested: 1) achieve self‑reliance in core technologies like chips, software, and materials; 2) establish national monitoring and emergency reserve systems; 3) create mutually beneficial global partnerships and deepen overseas localization; 4) extend supply chain capabilities to adjacent fields such as embodied intelligence and energy storage to accelerate innovation through diverse applications.
IV. A New Model for Sustainable Automotive Development
As NEVs enter a stage of high‑quality development, the industry should shift from homogeneous competition to value creation. The path forward is user‑centered, guided by high standards across five dimensions: safety, reliability, performance, quality, and value. Platformization and standardization can reduce redundant investment and direct resources toward innovation. The industry should also extend from manufacturing to services by building a standardized digital after‑sales system. With NEV development now entering an era of ecosystem competition, collaboration and shared success have become strategic imperatives.
NEWS INFORMATION
Contact Us
ADD: 18-6, No. 8, West Taishan Avenue, Liangjiang New Area, Chongqing,China.
