Cai Jing Wang·2025-07-21 01:37Group 1 - The core viewpoint of the report by AlixPartners is that by 2030, only 15 out of the current 129 electric vehicle brands in China will remain financially viable, indicating a significant market consolidation [1][2] - The report highlights that nearly 90% of the current electric vehicle brands in China face the risk of exiting the market, with many brands having sales below 1,000 units, effectively not competing [2][3] - The profitability of electric vehicle companies is crucial for survival, as only BYD, Li Auto, and Seres have achieved annual profitability among listed Chinese electric vehicle manufacturers [2][3] Group 2 - The report anticipates that Chinese automakers will accelerate their expansion into overseas markets, particularly Europe, with an expected annual production increase of 800,000 vehicles and a market share doubling to 10% by 2030 [4][8] - Chinese electric vehicle products are generally priced lower than their European counterparts due to the advantages of a mature supply chain in China, which contributes to lower production costs [6][7] - The sales of Chinese automotive brands in Europe have seen significant growth, with a year-on-year increase of 85% in May, reaching over 60,215 vehicles and achieving a market share of 5.4% [8][9]