As the global carbon neutrality process accelerates, the new energy vehicle market will enter a new stage in 2025, and high-end demand will become the core growth engine. Consumers' requirements for long-range, fast charging, smart driving, and other functions have increased significantly, driving the rapid penetration of high-end technologies such as high-energy density batteries, silicon carbide power devices, and 800V high-voltage platforms. According to industry forecasts, global new energy vehicle sales are expected to exceed 25 million in 2025, of which high-end models above 300,000 yuan will account for more than 25%.
Upstream and downstream companies in the industry chain have increased their investment in research and development. Leading companies such as CATL and BYD are competing to launch innovative products such as Kirin batteries and solid-state batteries, while automakers such as Tesla and NIO are focusing on the iteration of smart cockpits and autonomous driving technologies. On the policy side, subsidy policies of various countries are gradually tilted towards high-tech standards, further promoting industrial upgrading. Under the wave of high-endization, new materials, chips, and software services may usher in a new round of investment boom.
