中国汽车第一省易主

Core Insights - Resilience is the key theme of China's economy in the first half of the year, with continued investment in new productive forces and a vibrant manufacturing sector [1][3] - The automotive industry landscape in China is changing, showcasing the deep potential and resilience of the economy [3] Automotive Production Overview - Anhui province's automotive production reached 1.4995 million units in the first half of the year, surpassing Guangdong to become the top producer in the country [1][4] - Guangdong had held the title of the largest automotive producer in China for nearly a decade, with a production of 5.7074 million units in 2024, more than double that of Anhui [4] Factors Behind Anhui's Rise - Multiple factors contributed to Anhui's sudden rise in automotive production, including strategic investments and structural changes in the industry [5][11] - Since 2025, the National Bureau of Statistics adjusted the automotive production statistics from "enterprise legal person location" to "production location," impacting the reported figures significantly [11] New Energy Vehicle (NEV) Growth - Anhui's NEV production reached 613,300 units in the first half of the year, marking a historic breakthrough and positioning it as the national leader [9] - From 2020 to 2024, Anhui's total automotive production surged from 105,000 units to 1.684 million units, a 15-fold increase, moving from fourth to second place nationally [9] Industry Ecosystem Development - Anhui has established a comprehensive ecosystem for the NEV industry, with seven major vehicle manufacturers and over 3,000 parts suppliers [11] - The automotive industry in Anhui is not concentrated solely in the capital, Hefei, but is widely distributed across the province, supporting regional economic development [11][12] Regional Contributions - Wuhu, benefiting from local company Chery's efforts, accounted for 46.2% of Anhui's automotive production in 2024, with NEV production increasing by 157.1% [12] - Bengbu is emerging as a significant base for automotive components, achieving breakthroughs in various sectors [12] Conclusion - The shift in automotive production leadership from Guangdong to Anhui reflects not only a change in regional rankings but also symbolizes the transformation and upgrading of Chinese manufacturing [12]