When the clock turns to 2025, the heat of the new energy vehicle track has only increased, and it has become the core engine of the global automotive industry transformation. Driven by strong policy support, rapid technological breakthroughs and strong market demand, new energy vehicles are rewriting the travel map at an unprecedented speed.
- Sales “soaring”, penetration rate rising steadily
Core data:
According to data from the China Association of Automobile Manufacturers, in the first quarter of 2025, the national production and sales of new energy vehicles reached 3.182 million and 3.075 million respectively, a year-on-year surge of 50.4% and 47.1%, and the penetration rate exceeded 41.5%, a record high.
According to data from the China Passenger Car Association, my country’s new energy vehicle production reached 4.4 million units from January to April, a year-on-year increase of 44%, and the penetration rate climbed to 43%. Such a growth trend is like a surging wave, demonstrating the vigorous vitality of the new energy vehicle market.
Trend forecast:
2025 annual sales volume: 16.5 million vehicles (30% growth rate), penetration rate exceeds 55%, and export volume reaches 1.4 million vehicles. The core market shifts to Southeast Asia, the Middle East and Latin America. - Policies continue to “escort”, and the industrial ecology is gradually improving
National-level policies: “2025 Equipment Update and Trade-in Policy”, car trade-in National IV fuel vehicles are included in the scrap subsidy, and new energy buses/battery update subsidies are 80,000 yuan/vehicle
Infrastructure: National charging pile ownership: 12.818 million units, highway charging coverage rate exceeds 90%
Technology landing: “Vehicle-road-cloud integration” strategy is promoted, and cities such as Beijing and Wuhan are accelerating smart driving road tests - Technological innovation is accelerating, and electrification and intelligence are driven by two wheels
Smart driving progress:
L2+ penetration rate: 65%
NOA function is extended to 100,000 yuan models
L3 mass production: Huawei and Xiaopeng are the first to land
BYD’s “Eye of God” system strengthens safety - Market structure differentiation, each price band is flourishing
Price band competition pattern In the economy market, the competition in the 100,000-200,000 yuan range is fierce, BYD Song PLUS, Wuling Hongguang MINI EV and other models have conquered the market through the “same price for oil and electricity” strategy, and the penetration rate of A00-class models has exceeded 90%, becoming the mainstream in the county market.
The high-end market has ushered in an explosion, and the sales volume of models above 300,000 yuan has jumped from 5% in 2020 to 18%. The average selling price of models such as Weilai ET9 and Wenjie M9 has exceeded 500,000 yuan, and the U8 is priced at 1.098 million yuan and still has hot orders.
Car purchase advice: Now is the golden time
Policy dividends: old-for-new subsidies + local supporting discounts
Technology maturity: range anxiety is alleviated, smart experience is upgraded
Full scene coverage:
Commuting: 100,000-200,000 yuan cost-effective models
High-end demand: 300,000+ smart luxury models
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