Penetration rate continues to increase, new energy vehicles have become the "core engine" of the industry chain enterprises.

According to the "report card" released by the China Association of Automobile Manufacturers for the first half of 2025, the sales of new energy vehicles accounted for over 44% of China's total automobile sales, providing strong support for the overall growth of the automotive industry. The performance of listed companies in the industry chain, such as CATL and CMPT, in the first half of the year also shows that new energy vehicles are becoming the "core engine" driving the progress of industry chain enterprises. Industry experts told reporters that with the advancement of technologies such as intelligent driving, intelligent cockpit, fast charging, and solid-state batteries, the penetration rate of new energy vehicles in China will continue to increase steadily, and the driving effect on the industry chain is also expected to continue.