Core Viewpoint - The article emphasizes the continuous strengthening of China's manufacturing sector during the "14th Five-Year Plan" period, highlighting its global leadership in manufacturing scale, innovation, and green transformation efforts [5][6][13]. Manufacturing Scale and Growth - China's manufacturing value added is projected to grow from 26.6 trillion yuan to 33.6 trillion yuan from 2020 to 2024, contributing over 30% to global manufacturing growth [6][5]. - The manufacturing sector's global share is nearing 30%, maintaining the world's largest scale for 15 consecutive years [3][5]. Innovation and Technological Advancement - R&D expenditure for large-scale manufacturing enterprises exceeds 1.6% of their revenue, with over 570 companies listed among the global top 2500 in R&D investment [6]. - Key technological advancements have been made in areas such as artificial intelligence and quantum communication, with notable achievements in space exploration and satellite navigation [6]. Industrial Upgrading and Digital Transformation - The average annual growth rates for equipment manufacturing and high-tech manufacturing value added are 7.9% and 8.7%, respectively, with their shares in the industrial sector rising to 34.6% and 16.3% [6]. - The digital transformation of manufacturing is being accelerated, with over 3.5 million enterprises benefiting from industrial internet platforms that connect more than 1 billion devices [11][12]. Green Transformation and Sustainability - The share of renewable energy in total power generation has increased by 20 percentage points, and energy consumption per unit of industrial value added is continuously decreasing [13][14]. - The number of national green factories has reached 6,430, and the green manufacturing system is being enhanced to support low-carbon industrial processes [14][15]. Resilience of Supply Chains - The resilience of industrial supply chains is being strengthened through the implementation of high-quality development actions and the engineering of key technologies [7][8]. - The quality compliance rate of manufacturing products is expected to reach 93.93% in 2024, reflecting improvements in product reliability and longevity [7].

来源： 中国汽车工业协会 CA 中国汽车工业协会 携手同奋 标月 杯敬 | 庆盛共 斗 同 杯 中国汽车工业协会 祝业界同仁 : Car 2 . 2 ...

L ED MA 中国汽车工业协会 sociation of Automobile Manufacturers 致敬全体汽车人 礼赞盛世大中华 1 41 11 日 日 .II. IT 来源： 中国汽车工业协会 ...

Core Viewpoint - The automotive parts import market is experiencing a decline in year-on-year performance, despite a slight month-on-month increase in August 2025. Group 1: Import Data Analysis - In August 2025, the import value of automotive parts reached 2.05 billion USD, reflecting a month-on-month growth of 3.5% but a year-on-year decline of 17.9% [1] - From January to August 2025, the total import value of automotive parts amounted to 14.27 billion USD, showing a significant year-on-year decrease of 22.1% [2] - The data is compiled by the China Association of Automobile Manufacturers based on customs statistics [3]

Core Viewpoint - The article highlights the significant growth in China's automobile exports to Belt and Road Initiative (BRI) countries, indicating a strong performance in both overall exports and specifically in the electric vehicle segment [1]. Group 1: Export Performance - In the first eight months of 2025, the total value of automobile exports from China to BRI countries reached $89.32 billion, representing a year-on-year increase of 13.7% and accounting for 58.9% of the total automobile export value [1]. - The export of complete vehicles amounted to 3.313 million units, showing a year-on-year growth of 21.4% and constituting 67.2% of the total complete vehicle exports [1]. - The export of new energy vehicles (NEVs) reached 1.053 million units, with a remarkable year-on-year increase of 75.0%, making up 52.1% of the total NEV exports [1].

Group 1: Manufacturing PMI Overview - In September, the Manufacturing Purchasing Managers' Index (PMI) was 49.8%, an increase of 0.4 percentage points from the previous month, indicating continued improvement in manufacturing sentiment [1]. - By enterprise size, large enterprises had a PMI of 51.0% (up 0.2 percentage points), medium enterprises at 48.8% (down 0.1 percentage points), and small enterprises at 48.2% (up 1.6 percentage points) [3]. - Among the five sub-indices of the manufacturing PMI, the production index and supplier delivery time index were above the critical point, while the new orders index, raw material inventory index, and employment index were below the critical point [3]. Group 2: Key Sub-Indices of Manufacturing PMI - The production index was 51.9%, up 1.1 percentage points, indicating accelerated production expansion in the manufacturing sector [4]. - The new orders index was 49.7%, up 0.2 percentage points, suggesting a continued improvement in market demand [5]. - The raw materials inventory index was 48.5%, up 0.5 percentage points, indicating a narrowing decline in the inventory of major raw materials [6]. - The employment index was 48.5%, up 0.6 percentage points, reflecting an improvement in employment sentiment within manufacturing [6]. - The supplier delivery time index was 50.8%, up 0.3 percentage points, indicating a continued acceleration in the delivery times from suppliers [6]. Group 3: Non-Manufacturing PMI Overview - In September, the Non-Manufacturing Business Activity Index was 50.0%, a decrease of 0.3 percentage points, indicating overall stability in non-manufacturing business volume [10]. - By industry, the construction business activity index was 49.3% (up 0.2 percentage points), while the service industry index was 50.1% (down 0.4 percentage points) [11]. Group 4: Non-Manufacturing Sub-Indices - The new orders index for non-manufacturing was 46.0%, down 0.6 percentage points, indicating a decline in market demand [15]. - The input price index was 49.0%, down 1.3 percentage points, suggesting a decrease in the overall level of input prices for non-manufacturing enterprises [15]. - The sales price index was 47.3%, down 1.3 percentage points, indicating a continued decline in the overall level of sales prices in non-manufacturing [15]. - The employment index was 45.0%, down 0.6 percentage points, reflecting a decline in employment sentiment in the non-manufacturing sector [15]. Group 5: Composite PMI Overview - In September, the Composite PMI Output Index was 50.6%, an increase of 0.1 percentage points, indicating that production and business activities in China continued to expand [21].

Core Viewpoint - The export value of automotive parts in August 2025 reached 8.41 billion USD, showing a month-on-month increase of 2.6% and a year-on-year increase of 4.7% [1] - From January to August 2025, the cumulative export value of automotive parts amounted to 64.02 billion USD, reflecting a year-on-year growth of 4.4% [2] Summary by Sections - **Export Performance in August 2025** - The export value of automotive parts was 8.41 billion USD, with a month-on-month growth of 2.6% and a year-on-year growth of 4.7% [1] - **Cumulative Export Data (January to August 2025)** - The total export value of automotive parts reached 64.02 billion USD, indicating a year-on-year increase of 4.4% [2]

Core Insights - The automotive industry in China has shown significant growth in exports, with a total of 763,000 vehicles exported in August 2025, marking a month-on-month increase of 10.0% and a year-on-year increase of 25.1% [1] - The export value for August 2025 reached $12.82 billion, reflecting a month-on-month growth of 8.3% and a year-on-year growth of 17.3% [1] - From January to August 2025, a total of 4.928 million vehicles were exported, representing a year-on-year increase of 20.4% [1] - The total export value during the same period amounted to $84.31 billion, which is a year-on-year increase of 10.8% [1]

Core Insights - The total import and export value of automotive goods reached 25.81 billion USD in August 2025, showing a month-on-month increase of 3.3% but a year-on-year decrease of 0.3% [2] - The import value was 4.17 billion USD, reflecting a month-on-month decrease of 7.4% and a year-on-year decrease of 38.4% [2] - The export value stood at 21.64 billion USD, with a month-on-month increase of 5.6% and a year-on-year increase of 13.2% [2] Summary by Period - From January to August 2025, the cumulative total import and export value of automotive goods was 182.01 billion USD, representing a year-on-year decrease of 1.2% [2] - The cumulative import value was 30.5 billion USD, showing a year-on-year decrease of 33.1% [2] - The cumulative export value reached 151.52 billion USD, indicating a year-on-year increase of 9.2% [2]

Core Viewpoint - The data indicates a significant decline in both the volume and value of imported vehicles in China for August 2025 and the first eight months of the year, reflecting a challenging market environment for the automotive industry [1][2]. Group 1: Import Volume and Value - In August 2025, the import of complete vehicles was 45,000 units, representing a month-on-month decrease of 9.1% and a year-on-year decrease of 40.6% [1] - The import value for the same month was 2.11 billion USD, showing a month-on-month decline of 16.0% and a year-on-year decline of 50.5% [1] - From January to August 2025, the total import volume was 319,000 units, which is a year-on-year decrease of 33.2% [1] Group 2: Year-to-Date Performance - The total import value from January to August 2025 reached 16.21 billion USD, reflecting a year-on-year decrease of 40.5% [1]