In the first half of 2025, major global automobile markets continue to introduce policy measures to support EV development, but the policy focus is shifting from purchase subsidies to usage environment construction.
In Europe, the EU continues to advance the Fit for 55 package, and the goal of banning fuel vehicle sales by 2035 is gradually being implemented at the legislative level. Countries are also accelerating charging infrastructure construction to create conditions for EV popularization.
In the United States, although government policies have fluctuated, supportive policies at the state level continue to emerge. Seventeen states including California have passed zero-emission vehicle bills, achieving 100% new zero-emission vehicles by 2035.
In China, the NEV purchase tax reduction policy has been extended to 2027, while the policy focus tilts toward new areas such as vehicle-road collaboration and intelligent connected vehicles.
In emerging market countries, India, Indonesia, Thailand, Brazil and other countries have successively introduced incentive policies, including reducing import tariffs, providing purchase subsidies, and building charging facilities, to vigorously promote electric transformation.
Overall, the global policy environment is generally positive, but direct financial subsidies are gradually phasing out, replaced by long-term policies such as infrastructure construction and standard system improvement.