Wird die Marktanteil von Kraftstoffautos in fünf Jahren nur noch 30% betragen? Die Highlight des Weltkongresses für neue Energiefahrzeuge 2025: Chinesische und ausländische Automobilhersteller konkurrieren um die Durchführung derselben Aufgabe.
"Currently, the global new energy vehicle market is growing steadily, and the electrification, intelligentization, and low-carbon transformation of the automotive industry and infrastructure construction are being promoted in a coordinated and orderly manner. We should seize the opportunities of energy transformation, digital and intelligent transformation, and low-carbon development, continuously expand opening up, optimize the business environment, encourage domestic and foreign automotive enterprises to deepen exchanges and cooperation, and innovate cooperation methods to jointly build an open, inclusive, cooperative, and mutually beneficial development pattern for the automotive industry." At the 2025 World New Energy Vehicle Conference held on September 27, Wan Gang, the President of the China Association for Science and Technology and the President of the World New Energy Vehicle Conference, called on the industry to actively cultivate new growth poles for industrial value and ensure that the achievements of innovative technological development benefit people in all countries.
Photo source: Provided by the organizer
It is reported that the 2025 World New Energy Vehicle Conference was themed "Industrial Transformation and Sustainable Development". The exhibition area reached 10,000 square meters, bringing together more than 50 global enterprises in the new energy vehicle field. Not only were many popular new energy vehicles on display, but also cutting-edge technological achievements such as power batteries, high-level autonomous driving, and automotive chips were showcased.
In fact, driven by policies, the domestic new energy vehicle market has achieved remarkable results. Data from the Passenger Car Association shows that from January to August this year, the cumulative wholesale sales of domestic new energy passenger vehicles were approximately 8.931 million, a year-on-year increase of 33.5%. In August, the wholesale penetration rate of domestic new energy vehicle manufacturers was 52.2%, an increase of 3.3 percentage points compared to the same period in 2024.
Domestic new energy penetration rate is expected to reach 70% by 2030
"The development of new energy vehicles is a systematic project. We need to break through core technologies such as batteries, chips, and software, promote green and intelligent processes, improve the recycling and utilization system, and promote the circular use of resources. In terms of infrastructure, we need to accelerate the layout of distributed new energy power generation and hydrogen energy supply along expressways to support the development of commercial vehicles. In the future, we should achieve vehicle-grid interaction through V2G (Vehicle-to-Grid) to promote the consumption and two-way efficient use of green electricity, and explore intelligent charging and large-scale applications in communities." Wan Gang believes.
Based on the specific development paths mentioned by Wan Gang, such as core technology breakthroughs and infrastructure layout, the industry has given a positive forecast for the future development of the new energy market.
Photo source: Generated by AI
Zhu Huarong, the Party Secretary and Chairman of Changan Automobile, predicts that by 2030, in China's automobile energy structure, the sales proportions of BEV (Battery Electric Vehicle), XEV (PHEV + REEV, Plug-in Hybrid Electric Vehicle and Range-Extended Electric Vehicle), and ICE (including HEV, Internal Combustion Engine Vehicle including Hybrid Electric Vehicle) will be 4:4:2. The global penetration rate of new energy vehicles will also increase from 25% in 2025 to 40%.
Wang Xiaoqiu, the Chairman of SAIC Group, has a more positive forecast. He believes that by 2030, the new energy penetration rate in China will further increase to 70%. Although the fuel vehicle market will shrink significantly, it will still be favored by some users and will maintain a certain market share. The three technological routes of hybrid, pure electric, and fuel will basically form a "433" domestic market pattern.
It is worth mentioning that at the 2025 World New Energy Vehicle Conference, the World New Energy Vehicle Development Organization (WNEVDO) was officially established to promote mutual exchanges in technology, cost, and ecology in the field of new energy vehicles and conduct cross-border cooperation.
"The automotive industry needs global collaborative design to significantly reduce costs. In the past 100 years, the automotive industry has been conducting global collaboration, and it should continue to do so in this round of new energy and intelligent development. Although we are still in an unstable state, global collaboration will still be the major trend and pattern in the future. The World New Energy Vehicle Development Organization should become a bond of trust and cooperation and build an efficient platform for trade facilitation." Zhu Huarong said.
The trend of "learning from each other and moving towards each other" between Chinese and foreign automakers is taking shape
In the field of opening up and cooperation, Xiong Jijun, the Deputy Minister of the Ministry of Industry and Information Technology, shared that China has fully lifted the restrictions on foreign equity ratios in new energy vehicles, supported foreign automakers to deepen cooperation with Chinese enterprises, and established multilateral and bilateral cooperation mechanisms such as the APEC (Asia-Pacific Economic Cooperation) Automobile Dialogue, China-EU, and China-Japan cooperation mechanisms.
Wang Xiaoqiu also believes that the diversified development of new energy vehicles is not only the diversification of technological routes but also the diversification of the global market. Currently, the trend of "learning from each other and moving towards each other" between Chinese and foreign automakers is taking shape. However, the industry also faces risks and challenges such as trade policy barriers, differences in standards and regulations, insufficient supply chain resilience, and uneven infrastructure.
Therefore, Wang Xiaoqiu suggested adhering to open cooperation and opposing decoupling. The automotive industry is a highly globalized industry, and we should jointly maintain the multilateral trading system, eliminate trade barriers, and promote the formation of a fair and transparent international market environment; firmly uphold the green concept and share social responsibilities. We should go beyond short-term commercial interests, integrate green and low-carbon concepts into the entire industrial chain, and jointly address the common challenge of global climate change; strengthen industrial collaboration and optimize the innovation ecosystem. We should provide a more stable and predictable policy environment to encourage Chinese and foreign enterprises to carry out more extensive cooperation in fields such as technology R & D, supply chain construction, and standard setting.
Photo source: Photo by Huang Xinxu, a reporter from National Business Daily
Meanwhile, many Chinese automakers are also deepening their overseas localization layout. According to Feng Xingya, the Chairman of Guangzhou Automobile Group Co., Ltd., in the next five years, GAC plans to increase investment in multiple countries to form local production capabilities. GAC Group attaches particular importance to the overseas expansion of the new energy ecosystem in the global green process. It is fully promoting the construction of charging networks in Thailand and participating in the formulation of automotive standards in cooperation with the National Institute of Metrology, Quality, and Technology of Brazil. In addition, GAC Group is deepening cooperation with local universities in Brazil and Thailand to jointly train local talents for new energy vehicles.
"GAC always adheres to the development concept of 'being local, for the local, integrating into the local, serving the local, and contributing to the local'. We truly take root in the local area, grow together with the local community, and provide GAC's green and intelligent travel solutions." Feng Xingya said.
Foreign enterprises continue to deepen their presence in the Chinese market
Corresponding to Chinese automakers' desire to "go global", the issue for foreign automakers focuses on how to further "localize".
At the 2025 World New Energy Vehicle Conference, Porsche brought a China-exclusive in-vehicle information and entertainment system. According to a reporter from National Business Daily, this system is the latest achievement of Porsche's R & D center in China. "This R & D center was established at the end of last year, and it quickly launched a China-exclusive in-vehicle information and entertainment system this year. This system will be installed in vehicles next year, both in electric and fuel vehicles." A Porsche staff member said that with the establishment of Porsche's R & D center in China, the decision-making process has become faster and more flexible, and the participation of the local team has also been continuously increasing.
Photo source: Photo by Huang Xinxu, a reporter from National Business Daily
Klaus Fröhlich, a member of the Board of Management of BMW AG, also said: "In the Chinese market, BMW flexibly adjusts its product strategy to meet diverse market demands. At the same time, BMW is actively researching and developing hydrogen fuel cell vehicles and plans to launch mass-produced models in the next few years. BMW cooperates with technology companies such as Momenta to jointly develop advanced driving assistance systems; and establishes close cooperative relationships with Chinese technology companies such as Huawei and Tencent to jointly develop in-vehicle intelligent systems, digital ecosystems, and application stores. By 2030, BMW plans to launch 40 new or updated models in the global market, of which new energy models will account for 50%."
Hubertus Troska, a member of the Board of Management of Mercedes-Benz Group AG responsible for the Greater China region, revealed that Mercedes-Benz will continue to increase its investment in the Chinese market, launch more electric models and intelligent services that meet the needs of Chinese consumers, and plans to launch multiple new products in the next 24 months, covering different market segments and driving forms. At the same time, Mercedes-Benz is also actively seeking cross-border cooperation with technology companies and startups to jointly explore new possibilities for intelligent connected vehicles.
"Toyota has established a comprehensive local R & D system in China, which is the key to our in-depth presence in the Chinese market and rapid response to market demands. This center not only undertakes the local adaptation work of new models but also gradually develops into an innovation base with independent R & D capabilities. Through cooperation with local suppliers, Toyota ensures the environmentally friendly production of key components such as batteries." Yoshiki Konishi, the General Manager of Toyota Intelligent Electric Vehicle R & D Center (China) Co., Ltd., said that Toyota China will continue to deepen its localization strategy and increase investment in the new energy vehicle field.
This article is from the WeChat public account "NBD Auto", author: Huang Xinxu, published by 36Kr with permission.