Nine Chinese government departments including the Ministry of Industry and Information Technology (MIIT) have jointly issued the "15th Five-Year Plan for the Development of Intelligent Connected New Energy Vehicles," setting out the industry's roadmap through 2030.
The plan sets a headline target that by 2030, new-energy passenger cars will account for 70% of domestic passenger-car sales, while new-energy commercial vehicles will reach 40%. Vehicles equipped with autonomous-driving functions are to achieve large-scale application, and China aims to enter the ranks of the world's leading automotive powers.
Beyond the headline figure, the plan lays out four sub-targets: average passenger-vehicle fuel consumption and average energy use per electric passenger car; highly automated driving on expressways, urban arterials and selected urban roads; labor productivity 15% above 2025 levels; and the cultivation of several full-vehicle and parts makers into the global top ten and top 100 respectively.
For the first time, the plan writes "capacity early-warning and regulation" into the industry blueprint, encouraging market-based mergers, restructuring and cross-regional consolidation to phase out inefficient capacity. Industry capacity utilization has slipped to around 70% — below the 75% line generally treated as healthy.
Observers note that what matters more than the "70%" figure is the country's sustained, science-based commitment to high-quality development of the intelligent, connected NEV sector.
