The "15th Five-Year Plan" Carbon Peak Action Plan was officially released, setting clear targets for the transportation sector: NEV stock ratio to reach 30% by 2030, and new energy commercial vehicle stock ratio to reach 25%. As of end-2025, China's NEV stock ratio was approximately 12%, requiring more than doubling over five years. The plan also calls for scaled development of new energy storage and accelerated ultra-high voltage transmission construction.
Policy Anchor: 30% NEV Share by 2030
On July 10, the "15th Five-Year Plan" Carbon Peak Action Plan was formally released, establishing clear new energy targets for the transportation sector: by 2030, the new energy vehicle stock ratio should reach 30%, and the new energy commercial vehicle stock ratio should reach 25%. This policy document charts a clear roadmap for China's NEV development over the next five years.
From the current baseline, as of end-2025, China's NEV stock ratio was approximately 12%. Achieving the leap from 12% to 30% within five years requires maintaining a high compound annual growth rate. For ordinary consumers, NEV adoption among private car owners will see significant further expansion during the "15th Five-Year" period.
Target Breakdown and Key Data
| Indicator | 2025 Baseline | 2030 Target | Growth Required |
|---|---|---|---|
| NEV Stock Ratio | ~12% | 30% | More than double |
| NEV Commercial Vehicle Ratio | — | 25% | New target |
| New Ultra-High Voltage Capacity | — | 80+ GW | Infrastructure expansion |
Supporting Policies and Energy Layout
Beyond transportation, the action plan includes supporting measures on the energy supply side:
- Scaled new energy storage development: Accelerating long-duration storage technology to enhance grid flexibility for renewable integration
- Ultra-high voltage transmission: Adding over 80 gigawatts of west-to-east transmission capacity, strengthening inter-provincial transmission and mutual backup
- Power system upgrades: Adapting to new energy trends by improving grid acceptance, allocation, and regulation capabilities
Market Signals for Global Buyers
For Central Asian, Russian, and global buyers tracking China's NEV market, this policy sends several clear signals:
- Enhanced demand certainty: The 30% stock target locks in sustained robust demand for NEVs over the next five years
- Export cost competitiveness guaranteed: Domestic market scaling will further amortize manufacturing costs, enhancing Chinese NEVs' global price competitiveness
- Accelerated technology iteration: Expansion of long-duration storage and ultra-high voltage infrastructure will drive technology advances across batteries, control systems, and charging equipment
China's NEV industry is at a critical juncture transitioning from "policy-driven" to "market-driven with policy support." The 2030 target of 30% appears ambitious, but considering the strong momentum—with H1 2026 NEV sales already approaching 60% of total vehicle sales—this goal has a realistic foundation.
Through export platforms like EX1000.COM, overseas buyers can access the latest vehicle configurations and pricing, connecting directly with Chinese automaker supply chains.
