So far, new energy vehicles are still powered by electrification, which is the 1.0 era. The 2.0 era is intelligent electric vehicles, the 3.0 era is new energy intelligent electric vehicles, and it may take until 2035 to basically complete the 3.0 era At the expert media exchange meeting of the China Electric Vehicle Hundred Talents Forum (2025) held recently, Ouyang Minggao, academician of the CAS Member and vice chairman of the China Electric Vehicle Hundred Talents Forum, said, "Only when all three changes are completed, can the real new energy vehicle revolution be considered successful.
Starting from the "Ten Cities, Thousand Vehicles" initiative in 2009, China's new energy vehicle industry has achieved leapfrog development over the past decade. In the past year, China's automobile production and sales both exceeded 31 million units; The production and sales of new energy vehicles have both exceeded 12 million units, ranking first in the world for ten consecutive years. The automotive industry has delivered an impressive and valuable answer sheet.
"2025 is a key year for China's automobile industry to consolidate its development achievements and achieve high-quality development. New energy vehicles will continue to develop rapidly and become the leading force in market growth. Intelligent technology will also accelerate its application in an all-round way, and reverse the innovation and progress of electrification technology, forming a virtuous cycle of two-way drive." Shi Jianhua, deputy secretary-general of the China Electric Vehicle Hundred People Association, said.
At the same time, Shi Jianhua pointed out that "currently, the focus of industrial development has shifted from simply pursuing speed as' fast 'to paying more attention to quality as' good'. Only in this way can we promote the effective improvement of the quality and reasonable growth of the automotive industry, and achieve high-quality development
In Ouyang Minggao's view, the shift of automotive technology from the development period of electrification to the explosive period will lead to a major structural change in the market. The automotive market has shifted from incremental to stock, automotive information dissemination has shifted from traditional models to self media information explosion models, and the automotive industry has evolved from gradual to disruptive changes.
Ouyang Minggao predicts that by 2025, the market share of plug-in hybrid vehicles will continue to increase, or reach 40%; The proportion of extended range vehicles will still remain at around 10%, but with the overall growth of the new energy vehicle market, their total volume will also increase accordingly. From 2009 to 2019, the sales of new energy vehicles developed to 1.2 million units. It only took five years to go from 1.2 million to 12 million units, and it is expected to go from 12 million to 22 million units in just three years. The changes are getting faster and faster
With the deepening of changes caused by the electrification of power, the whole vehicle will gradually evolve towards intelligence and intensify market competition. Among them, the emergence of DeepSeek will have a profound impact. Ouyang Minggao believes that the emergence of DeepSeek will bring about technological equality, eliminate monopolies, promote the promotion of domestic chips, and play a driving role in the rapid development of AI intelligent agent applications in various industries.
Specifically regarding autonomous driving, DeepSeek has lowered the technological threshold for end-to-end autonomous driving big model computing power and algorithms, which will greatly promote the acceleration of autonomous driving in China.