某国外研究机构眼中的中国汽车产业-市场解读-DUNNE

1Future. Electrics. Global.dunneinsights.comChina: Everywhere All At Once Jan 25, 20253Future. Electrics. Global.dunneinsights.comMassive Capacity50%100%of total global vehicle demandof total global battery demand4Future. Electrics. Global.dunneinsights.comChina Production Towers Over All31 Million15M10.5M8.5M4.2MVehicle Production – 20245Future. Electrics. Global.dunneinsights.comChina: A Sprint To Electrics 0%25%50%75%100%2020202220246%53%EVs as % of Sales in China6Future. Electrics. Global.dunneinsights.comChina: Collapse of Global Brands64%36%202064%2024GlobalBrandsChina36%7Future. Electrics. Global.dunneinsights.comWorld's New #1 Car Exporter2024 exports: 6,000,0008Future. Electrics. Global.dunneinsights.comMary BarraCEO, General MotorsFuture. Electrics. Global.“China's crowded market is a race to the bottom.”Ted OgawaCEO, Toyota NA“Their product is so competitive, including the tariffs.”dunneinsights.comYasuhide MizunoCEO, Sony Honda Mobility“Chinese competitors are very strong, and I’m very scared of their implementation and execution speed.”Jim FarleyCEO, Ford“We've never seen a competitor like this before.”9Future. Electrics. Global.dunneinsights.comHow did we get here?12Future. Electrics. Global.dunneinsights.comChina Auto Industry Evolution (1984-2024)From Zero Competition to “You Die, I Live” CompetitionGlobal brands ruled from 1985-2020. Chinese brands now taking over. Big 6 State Automakers1980199020002010201520202030Global Joint VenturesBig 3 Private AutomakersEV Tech Startups13Future. Electrics. Global.dunneinsights.comThe Many, Many Detroits of China14Future. Electrics. Global.dunneinsights.comWho Are These Guys?15Future. Electrics. Global.dunneinsights.com16Future. Electrics. Global.dunneinsights.comSay Hello to Xiaomi17Future. Electrics. Global.dunneinsights.comChina’s Champion2024 NEV Sales: 4.27 million Seagull $9,650Atto 3 $38,000 Shark $45,000Now larger than Ford, Nissan and Honda18Future. Electrics. Global.dunneinsights.comChina’s Next Top 10ChanganGeelySAICGreat WallCheryLi AutoHuaweiNIOXPENGXiaomiTechno Gang of 5OGs19Future. Electrics. Global.dunneinsights.comWhat Are They Making?20Future. Electrics. Global.dunneinsights.comLooking for Vehicles Under $25,000?China Has That.$4,900Chery Ice Cream $13,380Changan CS7521Future. Electrics. Global.dunneinsights.comVehicles Between $25-50,000?China Has That.Zeekr 001Leapmotor C11 $26,000$44,00022Future. Electrics. Global.dunneinsights.comBetween $50-250,000?China Has That, Too.Yangwang U9Li Auto L9$64,000$223,00023Future. Electrics. Global.dunneinsights.com$ 223,000 BYD U9 Supercar Jumping 2.5 Meters in the Air24Future. Electrics. Global.dunneinsights.comChina’s Global Ambitions25Future. Electrics. Global.dunneinsights.comChina's Killer Playbook:Purpose-built Overcapacity Solar panelsShipsEVsBatteries80%59%58%77%China's Share of Global Production 26Future. Electrics. Global.dunneinsights.comChina’s Playbook25M cars/year6M cars/year15M cars/year01020304050China Total CapacityChin