Chr 2025-03-11 今年2月春节之后，企业生产经营活动加快，新品发布和促销活动竞相开展，市场活力明显提升，2月汽车 产销同比快速增长。1-2月，新一轮以旧换新政策加力扩围和早早落地，企业技术升级和产品换新刺激需求，汽 车产销总体呈现稳步增长。其中，乘用车继续良好表现，商用车市场有所回暖，新能源汽车表现抢眼，产销延 续快速增长态势。汽车行业开局的良好运行，为实现一季度开门红奠定基础。 随着中央经济工作会议精神的贯彻落实，国家各有关部委精准施策，协同发力，以旧换新政策加力扩围、 优化消费环境、稳外资工作等系列举措相继出台落地。政府工作报告中,明确提出要"加快补上内需特别是消 费短板，使内需成为拉动经济增长的主动力和稳定锚"。相关政策组合效应将不断释放，有利于持续巩固拓展 汽车行业稳中向好发展态势，激发企业创新动力，推动产业高质量发展。 2 中国汽车工业协会信息发布会 汽车工业经济运行特点 1 汽车总体产销、内销、出口情况 2 乘用车产销、内销、出口情况 3 商用车产销、内销、出口情况 4 ) 新能源汽车产销、内销、出口情况 5) 重点企业(集团)销量、内销、出口情况 3 气车工业协会 一、汽车总体产销、 ...

中国汽车工业协会信息发布会 2025-01-13 2024年，是实现"十四五"规划目标任务的关键一年。在党中央、国务院坚强领导下，各级政 府主管部门积极施策，及时出台"两新"政策，在全行业共同努力下，汽车产业转型步伐加快，高 质量发展扎实推进，全年产销稳中有进，表现出强大的发展韧性和活力，成为拉动经济增长的重要 引擎。 2024年，汽车产销累计完成3128.2万辆和3143.6万辆，同比分别增长3.7%和4.5%，产销量再 创新高，继续保持在3000万辆以上规模。其中，乘用车产销持续增长，为稳住汽车消费基本盘发挥 积极作用；商用车市场表现疲弱，产销未达400万辆预期；新能源汽车继续快速增长，年产销首次突 破1000万辆，销量占比超过40%，迎来高质量发展新阶段；汽车出口再上新台阶，为全球消费者提 供了多样化消费选择。 2 在肯定成绩的同时，也要看到，当前汽车行业经济运行仍面临不少困难和挑战，主要表现为： 外部环境变化带来的不利影响在加深；居民消费信心不足，汽车消费内生动力欠佳；行业竞争加剧， 盈利持续承压，影响行业健康可持续发展。 2025年，我国经济工作将坚持稳中求进工作总基调，实施更加积极有为的宏观政策， ...

Industry Investment Rating - The report highlights the strong commitment of Zhejiang Geely Holding Group to become a benchmark for carbon neutrality in China, with a clear strategic roadmap for achieving this goal [6][27] Core Viewpoints - Geely Holding Group is actively promoting the transformation of the automotive industry towards electrification and intelligence, exploring multiple new energy technology paths such as pure electric, hybrid, plug-in hybrid, green methanol, and battery swapping [7][172] - The company has developed a comprehensive carbon management platform, "Ji Carbon Cloud," which has been successfully applied to 1,669 partner companies in the industrial chain, significantly enhancing carbon management experience sharing [9] - Geely's efforts in carbon neutrality are not limited to its own operations but extend to the entire value chain, including suppliers and customers, with a focus on reducing emissions across the lifecycle of its products [169][180] Summary by Relevant Sections Strategic Planning and Implementation - Geely has established a clear carbon neutrality strategy, aiming for full-chain carbon neutrality by 2045, with specific milestones set for 2030 and 2040 [6][27] - The company has implemented a carbon management system across its subsidiaries, with Lotus Technology and Farizon New Energy Commercial Vehicles completing their carbon management system construction in 2023 [16] Technological Innovation and Product Development - Geely is exploring diverse new energy technologies, including green methanol and battery swapping, to drive technological innovation in the Chinese automotive industry [7][172] - The company has achieved significant progress in reducing carbon emissions in its manufacturing processes, with a 53.7% reduction compared to the baseline year 2020 [180] Global Expansion and Market Adaptation - Geely is actively expanding its presence in overseas markets, with a focus on green and sustainable practices, as seen in its collaboration with local governments and partners in Brazil [5][12] - The company has developed region-specific products, such as the T9 EV and T9 PHEV, to meet the unique demands of markets like Latin America, Southeast Asia, and Europe [36] Corporate Governance and Sustainability - Geely has established a robust climate governance framework, with the board of directors overseeing climate-related matters and a dedicated ESG working group responsible for setting and monitoring carbon neutrality goals [147] - The company has integrated sustainability into its supplier evaluation system, with a focus on reducing emissions across the supply chain, achieving a 15.5% reduction in emissions for new energy vehicle suppliers compared to 2020 [169] Public Engagement and Community Impact - Geely is actively engaging the public in its carbon reduction efforts, with initiatives like the Z-Green community, which has attracted over 358,649 participants and achieved a carbon reduction of 111,012 tons of CO2 equivalent [21] - The company is also collaborating with local governments, such as in Ningbo, to promote zero-carbon transportation solutions, contributing to the city's inclusion in the national pilot program for full electrification of public vehicles [9]

《 2024 中国汽车后市场年度发展报告（乘用车）》 5 中国汽车后市场外部驱动因素主要来自宏观和中观两个层面，其中宏观驱动因素包括但不限于政策、经 济、社会、技术等方面；中观层面受产业驱动，主要受到来自上游整车市场和产业资金的影响。 当前我国直接针对汽车后市场行业的政策以加强行业规范化发展、细化行业要求为主 表 2.1 | --- | --- | --- | --- | |---------|-------------------------------------------------|-----------------------------------------------------------------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

Industry Overview - The global automotive industry is undergoing a dual transformation in energy and intelligence, presenting significant opportunities for the Chinese automotive sector to transition from being large to strong [2] - The first half of this transformation focuses on energy transition, where the Chinese automotive industry has gained a competitive edge globally [2] - The second half, centered on intelligence, is becoming increasingly competitive, with software being the key driver for differentiation and innovation in vehicle applications [2] - The complexity of vehicle iteration, software development, and integration verification has significantly increased, leading to high development costs [2] - The adoption of an open software architecture, inspired by modular design principles like LEGO, could enhance development efficiency and product quality [2] Open Software Architecture - The open software architecture is designed to integrate seamlessly with AI large models, promoting a flexible and scalable framework for automotive software development [4] - Key components of the architecture include middleware, operating system foundations, toolchains, and ecosystem development [4] - The architecture aims to address challenges in multi-domain integration, data processing, and AI deployment, providing a unified development view for domain controllers [26] - The middleware layer includes standard middleware for MCUs and SoCs, vehicle basic services, and a unified communication framework for the entire vehicle [26] - The operating system layer focuses on balancing performance, safety, and third-party ecosystem compatibility, with various OS options for different vehicle domains [28] AI Large Models in Automotive Applications - AI large models are revolutionizing automotive software development by enabling data-driven approaches, particularly in autonomous driving and intelligent cockpit systems [13] - In intelligent cockpits, AI models enhance human-machine interaction through natural language processing, personalized recommendations, and driver behavior analysis [31] - In autonomous driving, AI models are used for environment perception, decision-making, and control execution, with end-to-end models offering global optimization and reduced reliance on manual rules [33] - AI models are also being deployed on the edge, reducing dependency on cloud computing and improving real-time performance [24] - Challenges for AI models in automotive applications include high computational resource demands, data processing and storage, and ensuring model stability and reliability [42] Cloud Applications - Cloud-based AI models are being used for vehicle security operations, performance prediction, fault diagnosis, and virtual testing [46] - The Vehicle Security Operation Center (VSOC) leverages AI to enhance threat detection, automated response, and data analysis, improving overall vehicle cybersecurity [47] - AI models in the cloud can predict vehicle performance, optimize energy management, and provide fault diagnosis and predictive maintenance [49] - Virtual testing and validation using AI models can simulate various driving scenarios, reducing the need for physical testing and accelerating development cycles [52] - Challenges in cloud applications include data privacy, model scalability, real-time performance requirements, and cross-platform compatibility [52] Middleware and Toolchains - The middleware layer in the open software architecture supports multi-domain integration, providing services like cross-core collaboration, power management, and health monitoring [54] - Standard middleware for MCUs and SoCs follows AUTOSAR Classic and Adaptive Platform standards, ensuring high performance, reliability, and security [56][60] - The toolchain for open software architecture includes classic tools for MCU and SoC development, as well as efficient development frameworks that support AI integration [29] - The ecosystem for open software architecture focuses on unified interfaces, communication protocols, and development standards, promoting collaboration and innovation across the industry [10]

2024-09-10 中国汽车工业协会信息发布会 当前，我国经济景气水平总体保持稳定。受近期高温多雨、部分行业生产淡季等因素影响，制造业企业生 产和市场需求均有所放缓。就汽车市场表现来看，自7月25日国家发改委、财政部印发《关于加力支持大规模设 备更新和消费品以旧换新的若干措施》以来，汽车报废更新补贴力度得到加码，8月日均报废更新补贴申请量破 万。部分省市也出台了置换更新政策，市场消费热情被进一步激发，尤其是新能源汽车表现强劲、贡献显著， 推动汽车产销环比增长。 随着中央报废更新政策加力效果逐渐显现，叠加地方置换更新补贴政策陆续生效，预计将对后四个月汽车 市场起到积极地促进作用。加之汽车行业即将迎来"金九银十"的传统销售旺季，多地将举办秋季车展，各大 车企也在持续不断推出新产品，将有助于进一步释放市场消费活力。 2 汽车工业经济运行特点 | --- | --- | |-------------------------------------|-------------------------------------------------------------------| | | | | 汽车产销环比增长 ...

Investment Rating - The report does not explicitly state an investment rating for the automotive industry. Core Insights - The Chinese automotive industry is undergoing a significant green revolution, driven by national "dual carbon" goals, with companies actively developing carbon neutrality strategies and sustainable practices [203][224]. - The industry has seen a continuous increase in production and sales, with 2023 figures showing a total production and sales volume exceeding 30 million vehicles, marking a year-on-year growth of 11.6% and 12% respectively [29][33]. - The report highlights the importance of sustainable supply chains and the integration of ESG (Environmental, Social, and Governance) principles into business operations to enhance competitiveness [93][94]. Summary by Sections Overview of Sustainable Development in the Automotive Industry - The automotive industry in China has expanded significantly over the past decade, becoming a key player in global economic and environmental sustainability [7]. - The government has implemented various supportive policies to foster high-quality growth in the automotive sector, focusing on innovation and sustainability [8][12]. Policy Updates - In 2023, the automotive industry faced challenges such as raw material cost fluctuations and supply chain disruptions but received strong governmental support through tax incentives and green initiatives [8][10]. - New policies have been introduced to promote electric vehicle adoption and enhance charging infrastructure [9][10]. Strengthening ESG Competitiveness - The report emphasizes the need for the automotive industry to implement carbon neutrality and sustainable supply chain practices to enhance ESG competitiveness [5][37]. - Companies are encouraged to adopt innovative technologies and practices to improve resource efficiency and reduce carbon emissions [40][41]. Representative Companies' Sustainable Practices - Guangzhou Automobile Group, Zhejiang Geely Holding Group, and CATL are highlighted for their commitment to sustainability and social responsibility [203][204]. - These companies have established comprehensive ESG management frameworks and are actively engaging in carbon reduction initiatives [213][216]. Market Performance - The report indicates that the automotive market in China is recovering, with passenger vehicle sales showing a positive trend, driven by increased consumer demand [29][32]. - The commercial vehicle market has also rebounded, with significant year-on-year growth in production and sales [32]. Innovation and Technology - The automotive industry is focusing on technological innovation, particularly in electric and intelligent vehicles, to meet the evolving market demands and sustainability goals [75][76]. - Companies are investing in research and development to enhance vehicle efficiency and reduce environmental impact [63][65]. Community Engagement and Social Responsibility - The report outlines various community engagement initiatives undertaken by automotive companies, emphasizing their role in enhancing social welfare and environmental protection [191][196]. - Companies are actively participating in public welfare projects and promoting awareness of environmental issues [167][170]. Conclusion - The Chinese automotive industry is positioned for sustainable growth, with a strong focus on innovation, ESG principles, and community engagement, contributing to both economic and environmental goals [28][224].