On September 20, the "15th Five-Year Plan for Intelligent-Connected New Energy Vehicles"—compiled by the Ministry of Industry and Information Technology—was released, setting a goal for China to enter the ranks of the world's automotive powers by 2030. The plan targets NEV shares of 70% and 40% in the passenger and commercial vehicle segments respectively, with autonomous-driving-capable vehicles achieving scale application.
Industry experts said the sector is moving from policy-driven growth to a "market + technology" dual-engine model, and that AI integration has become a crucial trend for finding new growth space amid softening domestic demand and persistent homogeneous competition. Zhang Yongwei of the China EV 100 highlighted that capital is shifting toward artificial intelligence and embodied intelligence, forcing the auto industry to accelerate its own transformation.
The plan also calls for stepping up enterprise consolidation and cross-regional integration, deepening the automotive enterprise group-management reform, and tightening oversight of online industry chaos—signaling a strategic shift from "expanding scale" to "improving quality and stabilizing supply chains."
Source: CNR / Toutiao
