China Issues 15th Five-Year Plan for Intelligent Connected New Energy Vehicles
China's Ministry of Industry and Information Technology and eight other departments jointly issued the 15th Five-Year Plan for the intelligent connected new energy vehicle industry on September 11, 2026. The plan sets a goal of consolidating the sector's full industrial-chain advantages and joining the ranks of world automotive powers by 2030, includes quantitative targets such as new energy vehicle penetration and energy consumption, and writes capacity-warning and adjustment measures into an industry five-year plan for the first time.
On September 11, 2026, the Ministry of Industry and Information Technology and eight other departments jointly issued the 15th Five-Year Plan for the Development of the Intelligent Connected New Energy Vehicle Industry.
The plan proposes that by 2030, China's advantages across the full industrial chain of intelligent connected new energy vehicles will be further consolidated, and the country will join the ranks of world automotive powers. The plan also sets a number of quantitative targets, including the penetration rate of new energy vehicles and energy consumption. Among them, capacity-warning and adjustment measures have been written into an industry five-year plan for the first time.
Executives at a number of automakers have studied the plan, and policy research departments at the relevant companies have organized learning sessions, with the contents to be communicated across their companies subsequently.
Why this event matters
The event has a measured impact on 6 industrys. The strongest current signal is mixed for New Energy Vehicles, with intensity 80/100 and 80% confidence over a long term horizon.
New Energy Vehicles
- Direction
- mixed
- Intensity
- 80
- Confidence
- 80%
- Horizon
- Long term
Batteries & Energy Storage
- Direction
- positive
- Intensity
- 70
- Confidence
- 75%
- Horizon
- Long term
Auto Parts
- Direction
- positive
- Intensity
- 70
- Confidence
- 75%
- Horizon
- Long term
Conventional Vehicles
- Direction
- mixed
- Intensity
- 60
- Confidence
- 70%
- Horizon
- Long term
Artificial Intelligence
- Direction
- positive
- Intensity
- 60
- Confidence
- 65%
- Horizon
- Long term
Electronic Components
- Direction
- positive
- Intensity
- 60
- Confidence
- 65%
- Horizon
- Long term
Impact figures are analytical estimates that combine direction, intensity, confidence and event importance. They are not investment advice.