The electrification and intelligent transformation have not only changed the development direction of the global automotive industry, but also greatly enhanced China's competitive advantage in the global automotive industry. Su Bo, Deputy Director of the Strategic Advisory Committee for Building a Strong Manufacturing Nation and former Deputy Minister of Industry and Information Technology, stated at the High level Forum on the Development of Intelligent Electric Vehicles (2026) held on April 11-12 that it is expected that the penetration rate of new energy vehicles in China will exceed 50% this year and exceed 70% by 2030, and it is expected to build a strong country in new energy vehicles ahead of schedule. The new track has achieved new breakthroughs thanks to the guidance of national strategies and the vigorous innovation of enterprises. China's new energy vehicles have embarked on a path of "changing lanes and overtaking". The industrial scale continues to lead. In 2025, China's production and sales of new energy vehicles will reach 16.626 million and 16.49 million respectively, an increase of 29% and 28.2% year-on-year, ranking first in the world for 11 consecutive years. The penetration rate of China's new energy vehicle market has increased from 5.34% in 2020 to 47.9% in 2025. The basic establishment of the new technology system. Core technologies such as power batteries, motors, and electronic controls are advanced and independently controllable. Especially for power batteries, they are not only reflected in their scale advantages, but also in their continuous innovation and industrialization capabilities in fields such as lithium iron phosphate, high nickel ternary, and system integration. They have established systematic advantages in technology, cost, and production capacity, becoming an irreplaceable power source for the global new energy vehicle industry. In terms of intelligent driving and intelligent chassis, key components such as intelligent driving chips and LiDAR have achieved independent breakthroughs and possess global competitiveness. Huawei in the field of passenger cars Momenta、 The intelligent assisted driving solutions of enterprises such as Yuanrong Qixing have entered the supply system of international car companies and brands such as BMW and Mercedes Benz, and have also entered the international market with multinational joint venture car companies in China. Complete supporting industrial and supply chains. Nowadays, in the "car making map" of the Yangtze River Delta, an efficient and collaborative "4-hour industrial circle" has been formed - Shanghai provides chips and software, Jiangsu provides power batteries, Zhejiang provides integrated body die-casting machines... All the supporting components required for a new energy vehicle can be solved within a 4-hour drive. In the traditional era of fuel vehicles, our role was followers. Whether it was product design, key technologies, or business models, the Chinese automotive industry has been striving to learn, digest, absorb, and then innovate again. ”Zhang Yongwei, Chairman of Chebaihui Research Institute, said that in the process of lane changing development, we have seized the opportunity. Nowadays, whether in the field of complete vehicles or components, Chinese car companies are accelerating in the core technologies of electric and intelligent, constantly achieving new breakthroughs, some of which are even leading breakthroughs. Currently, China has become one of the most active markets for innovation in smart electric vehicles worldwide. From technological evolution to industrial ecology, new possibilities are constantly emerging and redefining the future of the automotive industry. ”Han Sanchu, Executive Vice President of Volkswagen Group China and CEO of CARIAD China, believes that the speed, complexity, and diversity of user demands in the Chinese market are constantly raising the industry standards. In a sense, the pace of global competition for new energy vehicles today is actually defined by China. For any car company, if they want to have true competitiveness in the new energy era, they must establish a complete and solid core capability in China. Technological innovation enhances value experience. The strength of new energy vehicles is not only reflected in our leading global market penetration rate, but also in the evolution and innovation of technological level, the application of cutting-edge technology, and the leading global level of digitization and intelligence. ”Su Bo said. In terms of technological evolution, the global automotive industry is undergoing a fundamental shift in innovation paradigm. The competition in the new energy vehicle industry has entered a "deep water zone", shifting from single performance competitions such as range and acceleration to a comprehensive system competition based on energy technology, with intelligent experience as the core and AI empowerment as the driving force. Facing the new characteristics presented by market competition, industrial ecology, and technological iteration, the competition in the new energy vehicle industry has shifted from scale expansion to value creation, and from single point breakthroughs to system capability enhancement. During the period of industry transformation, technological innovation will increasingly play a decisive role. ”Lian Yubo, an academician of the CAE Member and chief scientist of BYD Group, said that we always adhere to technological innovation as the eternal power of enterprise development, and firmly believe that the growth brought by technological innovation is the safest and longest, which is also our consistent pursuit. Looking back at the century long development of fuel vehicles, it is not difficult to find a pattern that technological innovation often transitions from disruptive and revolutionary breakthroughs in the early stages to refined improvements. The current evolution of new energy vehicle technology is at a similar stage, and technological innovation is shifting towards refining the performance of various functions of the vehicle. We still need to rely on technological innovation to enhance the consumer experience. ”Lian Yubo stated that fundamentally, technological innovation requires a deep understanding of product requirements, shifting from parameter stacking to experience upgrading, making technology a perceptible and trustworthy real experience. If the first half of the transformation in the automotive industry was electrification, then the second half is intelligence. The goal of intelligence is not to showcase technology or pursue the ultimate technical parameters, but to pursue the ultimate user experience. "Lu Fang, Chairman of Lantu Automobile, believes that the value of intelligence lies in whether it can truly improve user experience and create value for users." Only by transforming technological breakthroughs into improvements in user experience can we build real barriers in market competition, win user trust and reputation. Ouyang Minggao, an academician of the CAS Member and a professor of Tsinghua University, pointed out that China's new energy vehicle market is transforming from "volume price" to "volume value": in terms of functional value, it is changing from "parameter leadership" to "experience zero anxiety"; On the emotional value level, shifting from "transportation tools" to "lifestyle brands"; At the level of asset value, shift from "residual value management" to "full lifecycle" profitability. The industry needs to attach equal importance to these three values, promote their mutual support and collaborative efforts, and build a complete experience loop. The automotive industry has shifted from single product competition to comprehensive ecological value competition. ”Zhao Fei, General Manager of Changan Automobile in China, stated that in order to promote high-quality development of the industry, it is necessary to break away from traditional vehicle manufacturing thinking and create a cross-border integrated and collaborative industrial ecosystem with an open and inclusive attitude. He suggested achieving complementary advantages through resource sharing, accelerating the construction of a win-win business model centered on value co creation, bringing users smarter, more convenient, and emotionally warm experiences and products, and truly building a sustainable and evolving new pattern of industrial ecology. In the first quarter of this year, China's automobile production and sales reached 7.039 million and 7.048 million units respectively, a year-on-year decrease of 6.9% and 5.6% respectively, moving towards ecological internationalization from product exports. In sharp contrast, automobile exports reached 2.226 million units, a year-on-year increase of 56.7%. Among them, new energy vehicles became the core engine, with exports reaching 954000 units, a year-on-year increase of 1.2 times. Against the backdrop of growing pressure in the domestic automotive market and deepening industrial technological changes, "going global" has not only become an important growth pole for China's automotive industry, but also an essential part of building a strong country in new energy vehicles. China's automobile exports are at a historic turning point, reaching 7.1 million units by 2025 and expected to reach around 7.5 million units by 2026. ”Wang Lang, Vice President of Chery Automobile Co., Ltd., proposed that in the future, Chinese cars will face increasingly strict compliance challenges and policy barriers when going global. Compliance capability has become the underlying logic that determines whether a car company can survive in the global market. Going abroad is no longer a single vehicle export, but a fleet style collaborative sea going of battery cells, chips, intelligent networking solutions, user operations, charging networks, finance and other full ecological chains. The competition in the automotive industry is highly dependent on brand effects. Yang Xueliang, Senior Vice President of Geely Holding Group, stated that brand advancement has never been achieved in isolation. Only by going global can we truly achieve value leadership. Geely Holding has always adhered to a global development strategy, while strengthening the Geely parent brand, continuously coordinating global resources, increasing international market investment, fully unleashing the "home advantage" and localized operation capabilities of international passenger car brands, leveraging the deep accumulation of Volvo, Polestar, and Lotus in the European and American markets, as well as the localization advantage of Proton in Southeast Asia, and working with international partners such as Renault to create a new paradigm of open, collaborative, and mutually beneficial brand cooperation, realizing the transformation from product output to the full value chain output of "products, services, and ecology", and truly winning the recognition of global consumers. Regarding the deepening of localization and stable internationalization, Li Ming, General Manager of Anhui Jianghuai Automobile Group Co., Ltd., suggests: firstly, to jointly build an international supply chain system, explore the sharing of third-party supply chain resources, and form cluster advantages. The second is to promote the collaboration between banks and other financial institutions and vehicle companies in going global. The third is to establish an overseas early warning and related service system, combined with key overseas regions, to systematically establish a research system, information platform, and resource sharing mechanism for local policies, regulations, industry dynamics, and market conditions. Driven by new tracks, technologies, and models, the global automotive market landscape and competitive rules are being rewritten. We should actively participate in global governance, enhance international competition rules and discourse power. ”Su Bo stated that we must adhere to high-level opening up to the outside world, promote two-way opening of technology, capital, and markets, and build a mutually beneficial global industrial chain. Accelerate the development of international layout from "product going global" to "ecological going global", shifting from simply exporting whole vehicles to a fully ecological collaborative going global of "whole vehicles, technology, components, brands, services, and localized manufacturing". Proactively responding to international competition and trade barriers, strengthening international policy coordination, standard alignment, and compliance system construction, promoting China's technology, standards, and rules to go global, and enhancing China's influence and leadership in global new energy vehicle governance. (New Society)