China Issues 15th Five-Year Plan for Intelligent Connected New Energy Vehicle Industry
China's Ministry of Industry and Information Technology and eight other departments issued the 15th Five-Year Plan for the intelligent connected new energy vehicle industry on September 11, 2026. The plan calls for implementing tax incentives for new energy vehicles, deepening pilot reforms in automotive distribution and consumption, rolling out high-quality development actions for the industrial chain, and overcoming weaknesses in key basic materials, operating systems, industrial software, automotive chips and components.
On September 11, 2026, the Ministry of Industry and Information Technology and eight other departments issued the 15th Five-Year Plan for the Development of the Intelligent Connected New Energy Vehicle Industry.
The plan specifies that tax incentive policies for new energy vehicles will be implemented, and pilot reforms in automotive distribution and consumption will be advanced in depth. It calls for continuing the series of activities under the China Automotive Brand Upward Development initiative and stepping up efforts to cultivate leading component enterprises. It also calls for promoting the coordinated development of intelligent connected new energy vehicles and connected infrastructure, and for advancing the application of IPv6 technology.
The plan proposes improving the resilience and security of the industrial chain. It calls for rolling out high-quality development actions for the industrial chain, overcoming weaknesses in key basic materials, operating systems, industrial software, automotive chips and components, making good use of policies for first-batch materials and first-version software, and continuously expanding the scale of application. It also calls for coordinating the extraction and recycling of key mineral resources such as lithium, cobalt and nickel.
Why this event matters
The event has a measured impact on 6 industrys. The strongest current signal is positive for New Energy Vehicles, with intensity 85/100 and 85% confidence over a long term horizon.
New Energy Vehicles
- Direction
- positive
- Intensity
- 85
- Confidence
- 85%
- Horizon
- Long term
Auto Parts
- Direction
- positive
- Intensity
- 80
- Confidence
- 80%
- Horizon
- Long term
Batteries & Energy Storage
- Direction
- positive
- Intensity
- 75
- Confidence
- 75%
- Horizon
- Long term
Semiconductor Value Chain
- Direction
- positive
- Intensity
- 70
- Confidence
- 75%
- Horizon
- Long term
Resource Recycling
- Direction
- positive
- Intensity
- 70
- Confidence
- 70%
- Horizon
- Long term
General Software & IT Services
- Direction
- positive
- Intensity
- 65
- Confidence
- 70%
- Horizon
- Long term
Impact figures are analytical estimates that combine direction, intensity, confidence and event importance. They are not investment advice.