CAERI(SH:601965) Zhong Guo Jin Rong Xin Xi Wang·2025-07-31 10:23Core Viewpoint - The report titled "China Automotive Industry Competitiveness Evaluation Research (2025)" highlights the competitive landscape of the global automotive industry, emphasizing China's opportunities and pathways for breakthroughs in the context of global dynamics [1]. Group 1: Research Framework - The study establishes a "1+1+N" evaluation framework focusing on comprehensive automotive industry competitiveness and specialized competitiveness in intelligent connected new energy vehicles, with additional evaluations for key segments of the industry chain [2]. - The framework integrates classic theories such as Porter's Diamond Model and PEST analysis, aligning with the automotive industry's transformation towards electrification, connectivity, and intelligence [2]. Group 2: Global Competitiveness Ranking - Based on 2023 data, the global automotive industry competitiveness ranking is as follows: EU, Japan, USA, China, and South Korea, reflecting a clear tiered structure [4]. - The EU leads due to its balanced advantages, including strong technological innovation and a mature automotive culture, while Japan follows with deep technological expertise and global market presence [4]. - The USA and China are in the second tier, with the USA excelling in innovation and China in scale and transformation speed, having established a complete industrial system [4]. Group 3: China's Performance in Key Segments - China ranks first globally in the intelligent connected new energy vehicle sector, driven by a robust policy framework, collaborative innovation, and a massive market demand [6]. - In specific segments, China leads in power batteries and hydrogen fuel cell vehicles, showcasing advanced technology and a complete supply chain [7]. - The intelligent cockpit sector is also competitive, sharing the top tier with the USA, thanks to high market penetration and integration of AI technologies [8]. Group 4: Future Trends and Strategic Directions - The next decade is critical for the global automotive industry, with three major transformations anticipated: a shift in competitive discourse towards new energy vehicles, regionalization of supply chains, and a reconfiguration of productivity driven by data and technology [9]. - China's automotive industry is positioned to transition from the second tier to the first tier, with a focus on enhancing technological innovation, upgrading industry structure, and expanding domestic market presence [9].