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[SMM Analysis] Acceleration in Optimization of New Energy Consumption Environment: Three-Year Action Plan Unleashes Structural Opportunities

Published: Feb 20, 2025 19:36
[SMM Analysis] On February 19, the "Three-Year Action Plan for Optimizing the Consumption Environment (2025-2027)" (hereinafter referred to as the "Plan"), jointly issued by five departments including the State Administration for Market Regulation, was officially implemented. As a programmatic document coordinating the expansion of domestic demand and the improvement of people's livelihood, the Plan explicitly proposes systematically optimizing the consumption environment through five major actions and 19 tasks. Several of its provisions directly address the long-term development challenges of the NEV industry chain and may have a profound impact on the industry's structure.

On February 19, the State Administration for Market Regulation and four other departments jointly issued the "Three-Year Action Plan for Optimizing the Consumption Environment (2025-2027)" (hereinafter referred to as the "Plan"), which has officially been implemented. As a guiding document for coordinating the expansion of domestic demand and improving people's livelihoods, the Plan explicitly proposes systematically optimizing the consumption environment through five major actions and 19 tasks. Several of its provisions directly address the long-term development challenges of the NEV industry chain and may profoundly impact the industry's structure.

The policy focuses on dual upgrades in NEV consumption scenarios and quality. In the "Action to Improve Consumption Supply Quality," the Plan clearly states that it will support the expansion and extension of NEV consumption scenarios, improve the charging and battery swapping service system, and strengthen quality, standards, and brand building in the automotive sector. This statement is seen by the market as a critical support for the NEV industry's transition from "policy-driven" to "consumption-driven" growth.

The market is paying more attention to the progress of infrastructure and standardization and may focus heavily on the three NEV-related directions outlined in the Plan:

  1. Expansion of the charging and battery swapping network: The document proposes "improving the NEV charging and battery swapping service system." Combined with recent charging pile construction subsidy policies introduced in multiple regions, it is expected that annual growth in charging infrastructure investment may exceed 25% from 2025 to 2027, and the application of the battery swapping model in the commercial vehicle sector may accelerate its breakthrough.
  2. Stricter quality supervision: In response to frequent complaints about NEVs, such as battery degradation and intelligent system failures, the Plan calls for strengthening defect product recall supervision. This may compel automakers to enhance supply chain quality control, potentially expanding the advantages of top-tier enterprises with comprehensive in-house R&D capabilities.
  3. Innovation in consumption scenarios: The policy encourages the creation of new-type scenarios such as digital and green consumption. NEV-related V2G (vehicle-to-grid) technology and vehicle-grid interaction business models are expected to receive more pilot support, particularly in landmark consumption regions such as the Yangtze River Delta and Pearl River Delta.

Overall, the implementation of the Plan may reshape competitive factors across three dimensions:

  • Rising technological barriers: The requirement for "same production line, same standards, same quality" for domestic and international trade products may drive domestic NEV manufacturers to align with international standards, highlighting the importance of patent layouts in core technologies such as three electric systems and intelligent driving.
  • Reevaluation of service value: With the implementation of provisions such as "dynamically developing 1.5 million offline units for unconditional returns and exchanges," competition in user experience within the direct sales model of NEVs will become increasingly intense, and after-sales service systems may emerge as new profit pools.
  • Regional market differentiation: County-level commercial construction actions and the improvement of rural delivery logistics systems may create incremental opportunities for new brands targeting lower-tier markets with low-cost strategies. However, attention must be paid to the risks of channel restructuring brought about by addressing local protectionism.

The NEV industry is currently at a critical point of transition from "quantitative change" to "qualitative change." By optimizing the consumption environment, the Plan indirectly promotes supply-side reform, and producers with technological depth and scenario innovation capabilities are expected to gain a competitive edge in the next phase.

Original Link: Notice from the State Administration for Market Regulation and Four Other Departments on Issuing the "Three-Year Action Plan for Optimizing the Consumption Environment (2025-2027)"

 

SMM New Energy Industry Research Department

Cong Wang 021-51666838

Xiaodan Yu 021-20707870

Rui Ma 021-51595780

Disheng Feng 021-51666714

Yujun Liu 021-20707895

Yanlin Lü 021-20707875

Zhicheng Zhou 021-51666711

Haohan Zhang 021-51666752

Zihan Wang 021-51666914

Xiaoxuan Ren 021-20707866

Yushuo Liang 021-20707892

Jie Wang 021-51595902

Yang Xu 021-51666760

Boling Chen 021-51666836

Data Source Statement: Except for publicly available information, all other data are processed by SMM based on publicly available information, market communication, and relying on SMM‘s internal database model. They are for reference only and do not constitute decision-making recommendations.

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