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Xpeng, Nio CEOs Align on 90% China NEV Penetration by 2030小鹏、蔚来领导人达成共识：2030年中国新能源车渗透率超90%
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- On July 2, 2026, Xpeng CEO He Xiaopeng projected that China's NEV penetration will exceed 90% by 2030, aligning with Nio founder William Li's forecast from June 26 at the 2026 Nio Partner Day.
- He Xiaopeng noted that in 2014-2015 almost no one believed NEVs could reach close to 60% of monthly new-car sales, illustrating the sector's dramatic acceleration.
- He Xiaopeng believes the next decade's automotive transformation will center on AI-automobile integration, with each car becoming a "robot on four wheels" and gaining a "soul".
- 月2日，小鹏CEO何小鹏预测中国新能源车渗透率到2030年将超过90%，与蔚来创始人李斌在6月26日蔚来合作伙伴大会上提出的预测一致。
- 何小鹏指出2014-2015年几乎没人相信新能源车能占到月度新车销量的60%左右，反映了行业转型之迅速。
- 何小鹏认为新十年汽车产业变革的核心是AI与汽车融合，每辆车都应成为"四轮机器人"，并获得"灵魂"。