The new version of the new energy industry guidance opinion clarifies: by 2027, the localization rate of the "Three Electric Systems" must be ≥85%, with 70% of support funds tilted towards parts enterprises; silicon carbide (SiC) production line construction enjoys a 30% investment tax credit, and battery recycling receives a subsidy of 5,000 yuan per ton.
Domestic localization rates of power batteries, motors, and electronic controls have reached 82%, 68%, and 60% respectively. Orders for 800V high-voltage platform supporting motors and thermal management accessories continue to scale up; solid-state battery supporting parts have entered the small-scale mass production verification stage.