大湾区观察｜广州南沙汽车产值降幅收窄，新车销量飘红背后的“二次出发”

Core Viewpoint - GAC Toyota's electric vehicle model, the Platinum Smart 3X, has achieved significant sales, with over 15,000 units delivered, indicating a shift in the automotive industry towards electrification and intelligent connectivity, particularly in the Nansha automotive sector [1][8] Group 1: Sales and Market Performance - GAC Toyota's sales exceeded 1 million units in 2022, showing a nearly 50% increase compared to 2019, despite a decline in 2023 [4] - In 2024, GAC Toyota's sales saw a significant drop, falling below 2020 levels, with a slight recovery expected in Q1 2025 [5] - The overall automotive manufacturing industry in Guangzhou faced a substantial decline in 2024, with a reported 18.2% decrease in value added and a 20% drop in production [6] Group 2: Economic Impact and Growth - Nansha's automotive manufacturing sector plays a crucial role in the economic performance of both Nansha District and Guangzhou, contributing over 30% to the city's automotive manufacturing output [4][6] - In Q1 2025, Nansha's GDP grew by 4.0%, with industrial output increasing by 5.8%, indicating a recovery phase for the automotive sector [7] Group 3: Technological Advancements and Local Supply Chain - GAC Toyota is focusing on localizing its supply chain and has launched new electric models, including the Platinum Smart 3X and Platinum Smart 7, as part of its strategy to enhance local production capabilities [8][9] - The automotive industry in Nansha is addressing structural challenges, such as the mismatch between vehicle manufacturing and parts supply, with ongoing projects in key areas like powertrains and smart driving technologies [9][10] Group 4: Export and Trade Performance - In 2024, Guangzhou's automotive exports surpassed 150,000 units, marking a 53.1% increase, with significant contributions from Nansha's automotive sector [11] - Nansha's automotive foreign trade is experiencing rapid growth, with a reported 44.9% increase in import and export value in 2024 [11]