继工信部针对智能驾驶提出“禁止夸大和虚假宣传”要求、发布“史上最严电池安全令”后,6月初,工信部发布《关于组织开展2025年度道路机动车辆生产企业及产品生产一致性监督检查工作的通知》(以下简称《通知》),加大抽查和违规企业处罚的力度。不难发现,国家通过这一系列政策“组合拳”释放出明确信号,新能源车市场亟待从“量”的扩张转向“质”的飞跃。
堪称近年来“最严格的生产一致性监督检查”
实际上,国家早在2001年就开始着手制定“生产一致性”相关规定。2004年《道路机动车辆生产企业及产品准入管理办法》(原国家发改委发布)首次明确要求企业保证生产一致性,并接受主管部门抽查。2010年7月1日,《车辆生产企业及产品生产一致性监督管理办法》(工信部39号令)正式实施,随后定期每年开展抽查,重点检查燃油车排放、安全性能等。自2017年《新能源汽车生产企业及产品准入管理规定》实施后,新能源车逐步成为抽查重点。
相比往年,今年的“生产一致性监督检查”不仅时间有所提前,审查力度也被业内普遍认为是近几年来最严格的一次,直击新能源汽车安全痛点,呈现出3大特点:
1、靶向精准。今年的抽样环节提出“坚持问题导向”,并首次提出“加大对舆论关注度高、存在较大质量安全隐患等车辆的抽查力度”。这意味着网络舆情、车主集体投诉以及过往问题记录等将成为抽查的重要参考。此前网络上被频频曝光的“风阻系数”、“挖孔机舱盖”等问题车型,大概率会被重点“照顾”了。
2、聚焦电动汽车安全。在2025年检验检测项目清单中,除整车结构参数、正面碰撞、制动系统等传统安全项外,要求重点对电动汽车安全要求、电动汽车用动力蓄电池包或系统安全要求进行检测。此举正回应了当前新能源汽车发展中遇到的核心问题,如电池安全、热失控等。
3、加大处罚力度。按照今年的《通知》要求,对于违规企业的处罚触及其发展根本。“对于经检验检测相关产品不符合相关国家标准要求、违反生产一致性管理要求的企业,采取公开通报、暂停相关产品进入《道路机动车辆生产企业及产品公告》、暂停企业新产品申报等处理处罚措施”。其中最后一条,直接关系到企业后续新产品能否成功申报。乘联分会秘书长崔东树在接受采访时表示,在这次一致性监督检查过程中,违规被查的车企,其原有生产节奏将受到影响。
对于此次《通知》为何会提前出台,以及提高抽查和处罚力度,有业内专家认为受多重因素影响,除了愈演愈烈的“价格战”和行业协会呼吁“反内卷”外,近期多个车企因质量、宣传等问题引发舆论风波也是重要的原因之一。国家选择在这个时间节点出手整治新能源汽车市场乱象,进一步严格行业监管,对规范企业生产经营和宣传营销行为具有积极意义,有助于行业有序发展。
现阶段,新能源汽车暴露出哪些质量问题?
据乘联会最新数据统计,今年1-5月新能源乘用车累计零售销量为435.1万辆,同比增长34.1%。5月份的渗透率为52.9%,较去年同期增加6.2个百分点。截至2024年底,全国新能源车保有量已超过3000万辆。伴随着新能源汽车的快速发展,诸多质量问题开始浮出水面。
据车质网数据显示,从近5年新能源车质量投诉变化可以看到,自2023年达到顶峰后,年投诉量居高不下。2025年1-5月,新能源车质量问题投诉达13904宗,较2024年和2023年同期分别上涨7.4%和87.9%,创造历史同期最高纪录。
从近5年新能源车质量问题投诉故障点来看,“动力电池故障”和“续航里程不准”这两类与新能源车行驶相关的问题投诉故障数排名靠前,两者占比之和超过总量的10%。其中,前者的投诉集中表现为电池“压差大”、“衰减严重”、和“动力电池受限”等。来自桂林的李女士向车质网反馈,自己购买的某新势力品牌的车辆,行驶刚8000多公里就发现电池存在“压差大”的问题,远超标准范围,200公里的续航只能跑到几十公里,严重影响日常使用。
此外,“续航里程不准”也是新能源车主常抱怨较为集中的质量问题,一方面与车企宣传手段有关,另一方面可能是电池本身存在质量问题。据北京的王先生反馈,购买的某合资品牌纯电动车,刚使用一个多月就发现续航存在严重虚标的情况,官方标定的续航里程是400公里,但在城市上下班使用时,实际续航只有260公里左右。
值得注意的是,“驾驶辅助系统故障”问题正在逐步成为车主抱怨的焦点,投诉故障数不断攀升,今年1-5月投诉故障数已接近千个,超过2024年全年总量的一半。来自西安的孟先生向车质网抱怨,其驾驶某新势力品牌新能源车在开启驾驶辅助系统的情况下,由于系统识别车道有误,险些撞上右侧护栏。在回忆这场经历时,孟先生依然心有余悸“当时幸亏自己及时打了下方向,要不以当时70多迈的速度撞上去,不仅车毁了,人肯定也会受伤”。
事实上,在接到车主的投诉问题后,多数车企态度积极,认真解决问题;但也有部分车企抱有侥幸心理,试图采用搪塞、推脱的方式撇清责任。此次《通知》出台后,对于那些车主集中投诉的问题车辆,大概率会被列入必查名单,这对于车企将起到极大的震慑作用,倒逼车企提升产品质量,积极解决车主投诉问题。
亟待改进。
新能源车如何实现由“量”到“质”的转变
现如今,在“价格战”的催逼下,新能源汽车市场似乎又要回到过去“销量为王”的时代。适度的市场化竞争确实能促进技术创新和产业升级,但无序的“价格战”可能导致行业陷入恶性循环,甚至影响长期健康发展。车企为了扩大市场份额或争取生存空间而采用“以价格换市场”的行为本无可厚非,但因此降低产品质量和安全标准、减少创新研发投入去达到降本增效的目的就有些得不偿失了,甚至会自毁前程。新能源汽车市场在经历高速增长后,已形成一定的规模,从“量”到“质”的转型迫在眉睫。
首先是政策层面,国家应在“扶持”和“监管”间寻求平衡。在推出各类扶持政策的同时,要把监管跟上,以确保新能源汽车市场在合理、合规的框架下有序运行。对于作为新能源核心的动力电池来说,目前正面临着“退役潮”,但目前行业中仍存在回收网络不健全、黑市拆解扰乱市场等问题,从政策角度可以进一步规范回收体系和加大对非法回收的打击力度;完善动力电池全生命周期溯源管理平台,确保每一块电池“从生到死”可追溯,从根源上对于动力电池的质量实施管控,避免出现各类安全隐患。另外,鼓励企业与第三方测试机构合作,采用统一的测试标准并定期公布测试情况,比如续航里程测试,采用更严格的CLTC-P循环工况,避免“实验室数据”与真实体验脱节。
对于车企而言,要谨慎对待“价格战”,避免进入“饮鸩止渴”的恶性循环。崔东树此前曾公开表示,从汽车市场发展客观规律来看,新车价格战仅是短期刺激汽车消费的行为,而非长期支撑企业发展的有效手段。提升产品质量和售后服务水平才是正途。与其在市场上惨烈厮杀,不如潜心投入搞自主研发,通过技术壁垒来建立自己的护城河,不仅可以抵御“价格战”的冲击,还能够在竞争中占据先机。让产品更有价值,远比拼价格要重要的多。在今年的重庆车展上,岚图汽车CEO卢放表示,车企应该通过技术创新去带动研发、生产、管理效率的提升和改善,然后再通过这种改善让企业的制造成本降下来,而不是通过偷工减料或一些非技术进步带来价格上的变化。
在消费端,有一部分消费者其实已经被“价格战”蒙蔽了双眼,买车并不是为了刚需,反而有了“为了买车而买车”、“有便宜必须占”的心理暗示。当然,有这样的想法也不能认为就是错的,但奉劝大家在买车这件事上还是要理性一些,毕竟车是与你的出行安全息息相关的。另外,消费者在购买车辆后,如果出现质量问题,一方面要做到“不沉默”,积极进行维权,不要因为“怕麻烦”而舍弃应有的权益,这样反而会纵容一些车企的侥幸心理;据统计,2024年车质网撤诉率达到49.3%,近半数的车主通过主动投诉不仅顺利解决了车辆遇到的问题,还得到了车企给予的应有补偿。另一方面,要做到“不极端”,通过理性合法的手段维权,避免使用那些“伤敌一千自损八百”的极端行为,可以通过车质网等第三方正规渠道来反馈问题,捍卫自身的合法权益。
总结:
伴随着国家一系列“组合拳”的出台,新能源汽车市场已进入“强监管”时代。当市场竞争回归产品质量与技术本身,而不是被其他因素所左右,才会实现健康、有序的快速发展。只有在强有力的监管保驾护航下,消费者才能长期受益于质量安全赋能下的产品和服务体验。
After the Ministry of Industry and Information Technology put forward the requirement of "prohibiting exaggeration and false advertising" for intelligent driving and issued the "strictest battery safety order in history", in early June, the Ministry of Industry and Information Technology issued the "Notice on Organizing the Supervision and Inspection of Production Consistency of Road Motor Vehicle Production Enterprises and Products in 2025" (hereinafter referred to as the "Notice"), increasing the intensity of spot checks and punishment for violating enterprises. It is not difficult to see that the country has released a clear signal through this series of policy "combination punches" that the new energy vehicle market urgently needs to shift from "quantity" expansion to "quality" leap.
The new energy vehicle market urgently needs to 'rectify chaos'
It can be called the "strictest production consistency supervision and inspection" in recent years
In fact, the country began to formulate regulations on "production consistency" as early as 2001. In 2004, the "Management Measures for the Access of Road Motor Vehicle Production Enterprises and Products" (formerly issued by the National Development and Reform Commission) explicitly required enterprises to ensure production consistency and accept spot checks by the competent authorities for the first time. On July 1, 2010, the "Measures for the Supervision and Management of Production Consistency of Vehicle Production Enterprises and Products" (Order No. 39 of the Ministry of Industry and Information Technology) was officially implemented. Subsequently, regular annual spot checks were conducted, with a focus on inspecting the emissions and safety performance of fuel vehicles. Since the implementation of the "Regulations on the Management of Access for New Energy Vehicle Production Enterprises and Products" in 2017, new energy vehicles have gradually become a focus of spot checks.
Compared to previous years, this year's "production consistency supervision and inspection" has not only advanced in time, but also been widely regarded by the industry as the strictest in recent years, targeting the safety pain points of new energy vehicles and presenting three major characteristics:
1. Targeted with precision. This year's sampling process proposed to "adhere to problem orientation" and for the first time proposed to "increase the random inspection of vehicles with high public attention and significant quality and safety hazards". This means that online public opinion, collective complaints from car owners, and past problem records will become important references for spot checks. Previously, car models with issues such as "drag coefficient" and "perforated engine hood" that were frequently exposed online are likely to be given special attention.
2. Focus on electric vehicle safety. In the 2025 inspection and testing project list, in addition to traditional safety items such as vehicle structural parameters, frontal collisions, and braking systems, it is required to focus on testing the safety requirements of electric vehicles, as well as the safety requirements of power battery packs or systems used in electric vehicles. This move responds to the core issues encountered in the current development of new energy vehicles, such as battery safety and thermal runaway.
3. Intensify the punishment. According to this year's notice, the punishment of non compliant enterprises is fundamental to their development. For enterprises whose products do not meet relevant national standards and violate production consistency management requirements after inspection and testing, measures such as public notification, suspension of relevant products from entering the "Announcement of Road Motor Vehicle Production Enterprises and Products", and suspension of enterprise new product declaration will be taken. The last one directly relates to whether the company can successfully apply for new products in the future. Cui Dongshu, Secretary General of the China Association of Automobile Manufacturers, stated in an interview that during the consistency supervision and inspection process, the original production rhythm of the car companies that were found to have violated regulations will be affected.
Industry experts believe that the early release of this notice, as well as the increase in spot checks and penalties, are influenced by multiple factors. In addition to the increasingly fierce "price war" and industry associations calling for "anti internal competition", recent public opinion controversies caused by quality and publicity issues among multiple car companies are also important reasons. The country's decision to take action at this time to rectify the chaos in the new energy vehicle market, further strengthen industry supervision, has positive significance for regulating enterprise production and operation, and promoting marketing behavior, which will help the industry develop in an orderly manner.
At present, what quality issues are exposed in new energy vehicles?
According to the latest data from the China Association of Automobile Manufacturers, the cumulative retail sales of new energy passenger vehicles from January to May this year were 4.351 million units, a year-on-year increase of 34.1%. The penetration rate in May was 52.9%, an increase of 6.2 percentage points compared to the same period last year. As of the end of 2024, the total number of new energy vehicles in China has exceeded 30 million. With the rapid development of new energy vehicles, many quality issues have begun to surface.
The new energy vehicle market urgently needs to 'rectify chaos'
According to data from Chezhiwang, it can be seen from the changes in complaints about the quality of new energy vehicles in the past five years that the annual complaint volume has remained high since reaching its peak in 2023. From January to May 2025, there were 13904 complaints about quality issues with new energy vehicles, an increase of 7.4% and 87.9% respectively compared to the same period in 2024 and 2023, setting a historical record for the highest number of complaints during the same period.
The new energy vehicle market urgently needs to 'rectify chaos'
From the complaint points of quality problems in new energy vehicles in the past 5 years, the two types of complaints related to the driving of new energy vehicles, "power battery failure" and "inaccurate range", rank high in terms of the number of complaints, accounting for more than 10% of the total. Among them, the complaints of the former are mainly manifested as "large voltage difference", "severe attenuation", and "limited power battery" of the battery. Ms. Li from Guilin reported to Chezhiwang that she found a "large pressure difference" problem in the battery of a new energy brand vehicle she purchased after driving for just over 8000 kilometers, far exceeding the standard range. The 200 kilometer range can only reach a few dozen kilometers, seriously affecting daily use.
In addition, "inaccurate range" is also a common quality issue that new energy vehicle owners complain about, which is related to the promotional methods of car companies and may also be due to quality problems with the battery itself. According to Mr. Wang from Beijing, a purchased pure electric vehicle from a joint venture brand was found to have a serious false range after just over a month of use. The official rated range is 400 kilometers, but when used for commuting in the city, the actual range is only about 260 kilometers.
It is worth noting that the issue of "driver assistance system failures" is gradually becoming the focus of complaints from car owners, with the number of complaints continuously increasing. From January to May this year, the number of complaints has approached a thousand, exceeding half of the total number in 2024. Mr. Meng from Xi'an complained to Chezhi.com that while driving a new energy vehicle of a certain new energy brand with the driving assistance system activated, he almost collided with the right guardrail due to the system's incorrect lane recognition. When reminiscing about this experience, Mr. Meng still has lingering fears. "Fortunately, I turned in the right direction in time. If I hadn't hit it at a speed of over 70 miles per hour, not only would the car have been destroyed, but the person would have been injured as well.
In fact, after receiving complaints from car owners, most car companies have a positive attitude and solve problems seriously; But there are also some car companies who hold a lucky mentality and try to evade responsibility by using evasive and evasive methods. After the issuance of this notice, it is highly likely that problematic vehicles with concentrated complaints from car owners will be included in the mandatory inspection list. This will have a great deterrent effect on car companies, forcing them to improve product quality and actively solve car owner complaints.
From the perspective of the proportion of quality problems with new energy vehicles in the past 5 years, the proportion of problems occurring within 12 months of purchasing exceeds 60% of the total. From the perspective of vehicle mileage, over 40% of vehicles experience quality issues within 10000 kilometers. It is not difficult to find from the above data that most new energy vehicle models begin to expose some quality problems in the new car stage, which indirectly reflects that some car companies may have certain problems in quality control. From the proportion of new energy vehicles with quality problems in the past 5 years, the proportion of problems occurring within 12 months of purchase exceeds 60% of the total. From the perspective of vehicle mileage, over 40% of vehicles experience quality issues within 10000 kilometers. It is not difficult to find from the above data that most new energy vehicle models begin to expose some quality problems in the new car stage, which indirectly reflects that some car companies may have certain problems in quality control,
Urgent improvement is needed.
How to achieve the transformation from "quantity" to "quality" for new energy vehicles
Nowadays, driven by the "price war", the new energy vehicle market seems to be returning to the era of "sales are king" in the past. Moderate market-oriented competition can indeed promote technological innovation and industrial upgrading, but disorderly "price wars" may lead to a vicious cycle in the industry, and even affect long-term healthy development. It is understandable for car companies to adopt the behavior of "exchanging price for market" in order to expand market share or gain survival space. However, reducing product quality and safety standards, and decreasing innovation and research and development investment to achieve the goal of cost reduction and efficiency improvement is somewhat counterproductive, and may even self destruct the process. After experiencing rapid growth, the new energy vehicle market has formed a certain scale, and the transition from "quantity" to "quality" is imminent.
Firstly, at the policy level, the government should seek a balance between "support" and "regulation". At the same time as introducing various supportive policies, it is necessary to keep up with regulatory measures to ensure that the new energy vehicle market operates in an orderly manner within a reasonable and compliant framework. For power batteries, which are the core of new energy, they are currently facing a "retirement wave". However, there are still problems in the industry such as incomplete recycling networks and black market dismantling disrupting the market. From a policy perspective, the recycling system can be further standardized and the crackdown on illegal recycling can be increased; Improve the full lifecycle traceability management platform for power batteries, ensuring that every battery can be traced from birth to death, and implementing quality control measures for power batteries from the root to avoid various safety hazards. In addition, companies are encouraged to cooperate with third-party testing agencies, adopt unified testing standards, and regularly publish test results, such as range testing, using stricter CLTC-P cycle conditions to avoid a disconnect between "laboratory data" and real experience.
For car companies, they should be cautious about the "price war" and avoid entering a vicious cycle of "drinking poison to quench thirst". Cui Dongshu previously publicly stated that from the objective laws of the development of the automobile market, the new car price war is only a short-term stimulus to automobile consumption, rather than an effective means to support the long-term development of enterprises. Improving product quality and after-sales service level is the right path. Instead of fiercely fighting in the market, it is better to invest in independent research and development, establish one's own moat through technological barriers, not only to resist the impact of "price wars", but also to gain an advantage in competition. Making products more valuable is much more important than competing on price. At this year's Chongqing Auto Show, Lantu Automotive CEO Lu Fang stated that car companies should drive the improvement and enhancement of research and development, production, and management efficiency through technological innovation, and then reduce manufacturing costs through such improvements, rather than causing price changes through cutting corners or non-technical advancements.
On the consumer side, some consumers have actually been blinded by the "price war". Buying a car is not for immediate needs, but rather has psychological implications of "buying a car for the sake of buying" and "taking advantage of any advantage". Of course, having such thoughts cannot be considered wrong, but we advise everyone to be rational when buying a car, as cars are closely related to your travel safety. In addition, if consumers encounter quality problems after purchasing a vehicle, on the one hand, they should be "not silent" and actively protect their rights. They should not give up their rightful rights because of "fear of trouble", which may actually condone the lucky mentality of some car companies; According to statistics, the withdrawal rate of Car Quality Network reached 49.3% in 2024, and nearly half of the car owners not only successfully solved the problems encountered by their vehicles through proactive complaints, but also received due compensation from the car companies. On the other hand, we need to be "not extreme" and protect our rights through rational and legal means, avoiding extreme behaviors that "harm the enemy a thousand and self harm eight hundred". We can provide feedback through third-party legitimate channels such as Chezhiwang to defend our legitimate rights and interests.
Summary:
With the introduction of a series of "combination punches" by the country, the new energy vehicle market has entered the era of "strong regulation". Only when market competition returns to product quality and technology itself, rather than being influenced by other factors, can healthy and orderly rapid development be achieved. Only with strong regulatory protection can consumers benefit from the long-term experience of products and services empowered by quality and safety.