业者：中国汽车业进入最残酷决赛 未来两年是关键期

蔚来汽车董事长李斌表示，中国汽车产业正进入最残酷的决赛阶段，今年新能源汽车整体竞争非常激烈1。李斌指出，未来两年是关键期1。

根据市场数据，中国新能源汽车市占率持续上升，从4月突破60%上升至6月的62.8%，并在7月达到65.1%1。李斌强调，中国汽车产业进入最残酷决赛、纯电动车市占率加速爬升、品牌澄清期、体系竞争等新阶段1。他认为，车企需要从单点竞争转向全链条体系竞争，产品研发、供应链、成本控制、销售渠道、售后服务及客户互动等能力将共同决定长期竞争力1。缺乏竞争力的品牌可能加速退出市场1。

Nio Chairman Li Bin declared on August 22 that China's automotive sector has entered its most brutal competitive phase, with the next two years representing a critical period for survival 1. Speaking at the 2026 China Chief Economist Fudan Management Forum, Li emphasized that intensifying competition in the new energy vehicle market demands a fundamental shift in how automakers approach business strategy 1.

The competitive intensity reflects dramatic market consolidation. New energy vehicles have captured an accelerating share of China's total vehicle market, rising from over 60 percent in April to 62.8 percent in June and reaching 65.1 percent in July 1. According to Li, the industry is now undergoing four simultaneous transformations: entering the cruelest phase of competition, experiencing rapid market share gains for battery electric vehicles, witnessing a "brand clarification period," and shifting toward system-wide competition rather than isolated product rivalries 1.

Success in this environment will depend on automakers' ability to compete across multiple dimensions simultaneously. Li outlined that companies must excel in product development, supply chain management, cost control, sales channels, after-sales service, and customer engagement to sustain long-term competitiveness 1. He cautioned that brands lacking sufficient competitive strength face the prospect of accelerated market exit as the industry consolidates 1.