艾睿铂：今年中国品牌市场份额将达67％

Core Insights - The report by AlixPartners highlights that Chinese leading new energy vehicle (NEV) companies have not only withstood challenges but have also become a driving force in the global automotive industry's transformation through a "new operating model" [2][3] Industry Overview - The "new operating model" of Chinese NEV companies has halved the time to market for new vehicles, reduced investment by 40%-50%, and provided a 30% cost advantage [3] - By 2025, it is expected that Chinese brands will capture 67% of the domestic market share, while foreign brands will see a decline [3] - By 2030, Chinese manufacturers are projected to double their market share in Europe to 10%, with an annual production increase of 800,000 vehicles, while European manufacturers may close the equivalent of 1.5 factories (approximately 400,000 vehicles) [3] Competitive Landscape - The intense competition in China's NEV market is driving significant technological and cost efficiency breakthroughs, but many companies struggle to achieve sustainable profitability [4] - AlixPartners predicts a consolidation in the NEV market, with only 15 out of 129 brands expected to remain financially viable by 2030, capturing three-quarters of the total market share [4] Future Opportunities - The report emphasizes the importance of understanding and seizing opportunities from the upgrade in mobility, particularly in advanced driver-assistance systems (ADAS), where China currently leads in cost advantages and technological innovation [5] - The global ADAS market is expected to reach $50 billion by 2030, with China's market share projected to increase to 45% [5] Technological Advancements - The automotive industry is on the brink of a "fourth revolution" driven by AI, which is expected to lead to significant efficiency improvements and product diversity [6] - AI-driven design and testing can reduce traditional product development cycles by up to 8 months and lower validation costs by 20% [6] - The "new operating model" is enhancing the speed of vehicle launches by 100%, while also reducing investment and costs significantly [6]