2025 Chongqing Intelligent Connected Vehicle Industry Development Status and Market Outlook Analysis

1. Analysis of the Current Development Status of the Intelligent Connected Vehicle Industry in Chongqing

Chongqing, as an important automobile industrial base in western China, has shown strong momentum in the field of smart connected vehicles in recent years. Relying on its solid industrial foundation and policy support, Chongqing is accelerating the transition from traditional automobile manufacturing to smart connected new energy vehicles, forming a complete industrial ecosystem that includes vehicle manufacturing, key components, and vehicle-road collaboration.

According to the report released by the China Research and Puhua Industry Research InstituteChongqing Intelligent and Connected Vehicle Industry "15th Five-Year Plan" Prospect Forecast Research ReportAnalysisIn the vehicle manufacturing sector, local companies such as Changan Automobile and Seres have launched several models with advanced autonomous driving features through strategic intelligent upgrades, receiving a warm market response. Changan Automobile's "Beidou Tianshu" strategy has entered a deepening phase, with its models equipped with a navigation assistance system that enables hands-free driving on highways and urban expressways, showing user engagement significantly above the industry average. The AITO series models, a collaboration between Seres and Huawei, have carved out a niche in the high-end market with their fusion of intelligent cockpit and advanced intelligent driving experiences.

In the component sector, Chongqing is upgrading its supply chain through a “complete-auxiliary coordination” strategy. Traditional component enterprises are accelerating their transformation toward intelligent manufacturing, with a number of “hidden champions” emerging in niche fields such as smart cockpits, automotive-grade chips, and drive-by-wire execution systems. For example, a local company’s AR-HUD head-up display system ranks among the top in national shipments, with its multi-layer depth fusion technology effectively alleviating visual fatigue. Another company has developed a steer-by-wire system with response delays far lower than international competitors, achieving technical indicators at the forefront of the global industry. In addition, Chongqing leads in the deployment of vehicle-road collaboration. Liangjiang New Area has built a large number of vehicle-road cooperative roads, supporting L4-level autonomous driving commercial pilot projects, with cumulative test mileage surpassing hundreds of millions of kilometers, thus providing rich application scenarios for intelligent connected vehicles.

At the policy level, Chongqing has designated the intelligent connected new energy vehicle industry as the core of the "33618" modern manufacturing cluster system, issuing multiple special plans and action programs to build a full-chain support system covering technology R&D, infrastructure support, and market access. For example, through the "Yu Chain Smart Engine" initiative, Chongqing has established a tripartite joint service mechanism involving the city, districts, and vehicle manufacturers, focusing on cultivating core component enterprises such as intelligent cockpits and electric drive systems. Furthermore, the industry ecosystem is being accelerated through financial empowerment and standards development.

2. Analysis of the Market Size and Competitive Landscape of Intelligent Connected Vehicles in Chongqing

The market size of intelligent connected vehicles in Chongqing continues to expand, with increasingly significant agglomeration effects within the industry ecosystem. From the perspective of the whole vehicle market, the proportion of high-end intelligent models is steadily increasing, driving a substantial rise in the value per vehicle. Enterprises such as Changan and Seres have successfully broken through the price ceiling through brand upgrading strategies, resulting in a significant increase in the terminal prices of their high-end models and achieving improvements in both brand premium and market share.

In the field of components, the local supporting rate has increased significantly, resulting in a vertically integrated advantage of “complete vehicles + core components + software algorithms.” The local supply capabilities for key parts such as intelligent driving systems, smart cockpits, and vehicle networking modules have been enhanced, reducing industry chain costs and improving response speed. For example, a domestic company’s self-developed millimeter-wave radar chip has a yield rate far exceeding the industry average, with greatly reduced costs, and has been widely applied in multiple vehicle models. Another company’s MCU chip has passed functional safety certification, with annual shipments exceeding ten million units, making it a key supplier of automotive-grade chips in China.

In terms of the competitive landscape, Chongqing presents an ecosystem characterized by "dual leaders leading and multiple enterprises coexisting." Changan Automobile and Seres, with their technological accumulation and market first-mover advantage, occupy a dominant position. Meanwhile, a large number of specialized and innovative "little giant" enterprises delve deeply into niche areas, forming differentiated competition. For example, in the field of intelligent cockpits, one company has developed a dialect interaction system with high accuracy, which has been integrated into several local models. In the field of lightweight materials, another company has developed a coating-free hot-formed high-strength steel that breaks foreign patent restrictions and is expected to be mass-produced this year.

According to the " released by the China Research and Intelligence Institute of Industry ResearchChongqing Intelligent Connected Vehicle Industry "15th Five-Year Plan" Prospect Forecast Research ReportDisplay Analysis

3. Investment Recommendations Analysis for the Intelligent Connected Vehicle Industry in Chongqing

For investors, the intelligent connected vehicle industry in Chongqing offers diverse opportunities. Firstly, in the complete vehicle sector, attention can be paid to companies with the capability for technological iteration, especially those that have made breakthroughs in areas such as autonomous driving algorithms and intelligent cockpit interactions. Secondly, in the components segment, "bottleneck" fields like automotive-grade chips, high-precision sensors, and drive-by-wire systems hold long-term investment value. For example, with the proliferation of high-level intelligent driving, the demand for high-performance chips and lidar will continue to grow, and local companies in Chongqing have been developing in this field for many years, with leading technological maturity and mass production capabilities.

Furthermore, the field of vehicle-road collaboration and infrastructure is also worth attention. Chongqing, as a pilot city for "vehicle-road-cloud integration" applications, is accelerating the deployment of roadside equipment, 5G base stations, high-precision maps, and other infrastructure. Relevant enterprises are expected to benefit from policy advantages and the release of market demand. Finally, the software and service ecosystem is another major investment hotspot, including segments such as the Internet of Vehicles platforms, data services, and mobility services. With the increasing penetration rate of intelligent connected vehicles, the business models in these areas will gradually become clearer, and the market potential is enormous.

IV. Analysis of Risk Warning and Response Strategies for the Intelligent Connected Vehicle Industry in Chongqing

Despite the promising prospects, the intelligent connected vehicle industry in Chongqing faces multiple challenges. On the technical front, the commercialization of high-level autonomous driving requires breakthroughs in sensor costs and algorithm robustness, while the independent controllability of automotive-grade chips also needs to be further strengthened. On the policy front, regulations and standards for intelligent connected vehicles are still incomplete, with urgent issues such as accident liability determination and data privacy protection needing resolution. On the market front, intensified industry competition may lead to price wars, compressing profit margins for companies; at the same time, consumer acceptance and trust in intelligent features still need to be cultivated.

In terms of response strategies, enterprises need to strengthen efforts in core technology research and development, breaking through "bottleneck" technologies through industry-university-research collaboration. At the same time, they should establish and improve information security management systems, building an independent and controllable security protection framework throughout the product development and entire lifecycle management. The government should accelerate the formulation of laws and standards to provide clear expectations for industrial development, and guide social capital to invest in key areas through policy tools such as tax incentives and subsidies. In addition, strengthening consumer education and enhancing public awareness and trust in intelligent connected vehicles are also key to promoting the healthy development of the industry.

Five. Future Development Trends of the Intelligent Connected Vehicle Industry in Chongqing

Looking ahead, the intelligent connected vehicle industry in Chongqing will exhibit three major trends. First is the accelerated integration of technologies, where individual vehicle intelligence and vehicle-road collaboration will deeply integrate, forming a "vehicle-road-cloud" integrated solution that fully covers perception, decision-making, and control services. Second is the expansion of application scenarios, as intelligent connected vehicles will permeate from passenger cars to fields like logistics, public transportation, and sanitation, promoting the large-scale implementation of commercial autonomous driving operations. Third is the restructuring of the industrial ecosystem; with the advent of the "software-defined vehicle" era, the automotive industry's value chain will extend into areas such as data and services. Chongqing is expected to lead the digital transformation of manufacturing through the construction of an "industrial brain + future factory."

In addition, Chongqing will leverage the Chengdu-Chongqing economic circle strategy to jointly build a world-class smart connected new energy vehicle industry cluster with Sichuan. Through supply chain collaboration, mutual procurement, and joint technological innovation efforts, they aim to enhance overall competitiveness. For example, the two regions have already collaborated to promote the demonstration application of hydrogen fuel cell vehicles, establishing multiple hydrogen refueling stations and laying a foundation for the development of the hydrogen energy industry chain.

Chongqing's intelligent connected vehicle industry is in a period of rapid development. Leveraging a complete industrial ecosystem, policy support, and technological accumulation, it is gradually transitioning from a "manufacturing hub" to a "smart manufacturing highland." Despite facing multiple challenges in technology, regulations, and market dynamics, Chongqing is poised to secure a place in the global intelligent connected vehicle competition by strengthening innovation collaboration, optimizing the OEM-supplier relationship, and enhancing the cross-domain ecosystem. For investors, seizing opportunities in key areas such as high-end components, vehicle-road collaboration, and software services will allow them to share in the industry's growth dividends. For enterprises and the government, an open and cooperative mindset is necessary to jointly promote the improvement of the industrial ecosystem and create conditions for the popularization and commercialization of intelligent connected vehicles.