Guangzhou Three-Year Action Plan for Intelligent Connected New Energy Vehicle Industry Development

Mechanism

City-wide (not district-level) three-year industrial-policy package for Guangzhou's NEV/autonomous-vehicle cluster, layered on top of national NEV industrial policy and the district-level measures already on the register (e.g. Huadu district's parallel 2025-12-31 package). Quantified incentive tiers disclosed in the notice:

• Vehicle production: up to RMB 30m per new mass-produced NEV/hybrid model;

up to RMB 100m/year for models exceeding production thresholds; up to RMB 500m/year for enterprises reaching 100,000+ cumulative units.

• Fuel-cell vehicles: 4% purchase-price subsidy, capped at RMB 40,000/vehicle,

for the first 5,000 units.

• Core components: up to RMB 30m per R&D project via "揭榜挂帅"

(challenge-based tender) mechanisms covering batteries, autonomous-driving systems, and smart-cabin manufacturing.

• Infrastructure: up to RMB 50m/year for V2G facility development and

operation; up to RMB 1bn per smart-application demonstration project.

Targets: 2-3 Guangzhou NEV enterprises at 500,000+ units/year by 2027, vehicle-to-parts value ratio of 1:0.6, L2+ smart-connected vehicles at 90%+ of new sales, and Guangzhou-Shenzhen / Greater Bay Area interconnection for autonomous-driving core areas.

Downstream implications

• Adds to the accumulating stack of sub-national Chinese NEV support measures

(Guangzhou municipal here; Huadu district separately) — relevant for overcapacity/subsidy arguments underlying EU CVD and other trading partners' trade-remedy actions against Chinese EVs.

• RMB 500m/year producer-scale bonus and RMB 1bn demonstration-project ceiling

are large enough to matter for near-term capacity expansion decisions by Guangzhou-based OEMs (e.g. GAC group entities).

Open questions

• No named beneficiary companies disclosed in the notice itself — watch for

implementing-rule announcements or company-specific award disclosures.

• Overlap/stacking rules with the Huadu district package and other

Guangdong-province-level NEV support are not specified.