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大″汽″″皖″成
Guo Ji Jin Rong Bao·2025-08-08 07:47

Core Viewpoint - The automotive industry landscape in China is undergoing significant restructuring, with Anhui province successfully "overtaking" Guangdong due to its comprehensive industrial cluster advantages, particularly in the new energy vehicle (NEV) sector [1]. Production and Growth - In the first half of the year, Anhui's automotive production reached 1.4995 million units, with NEV production at 730,900 units, both ranking first in the country [1]. - NEVs have become the core growth driver of Anhui's automotive industry, accounting for 47.2% of the province's total automotive production [2][3]. - Anhui's NEV production has shown strong growth, with a total of 1.684 million units produced last year, and a significant increase in 2024 [3]. Competitive Landscape - Historically, Guangdong has been the leading province in automotive production, with a production volume of 5.7074 million units in 2024, while Anhui's production was only 2.6203 million units, a gap of over 3 million units [3]. - The recent shift in statistical methodology by the National Bureau of Statistics, from "enterprise legal person location" to "production location," has allowed for a reallocation of production figures, particularly benefiting Anhui [3]. Key Players and Infrastructure - Major automotive companies in Anhui include BYD, Chery, NIO, and several others, with over 3,000 parts suppliers and more than 1,700 aftermarket enterprises [5][6]. - Hefei, the capital of Anhui, has emerged as a significant hub for automotive development, hosting multiple vehicle manufacturers and a diverse range of automotive-related businesses [6]. Regional Contributions - Wuhu, home to Chery, contributed 46.2% of Anhui's total automotive production and nearly 80% of its automotive exports in 2024, with a remarkable 157.1% year-on-year increase in NEV production [8]. - Other cities in Anhui, such as Ma'anshan, Chuzhou, and Huainan, are focusing on specific segments of the NEV supply chain, including commercial vehicles, battery production, and lightweight materials [9][11][12]. Collaborative Development - Anhui's automotive industry is characterized by a collaborative approach, with different cities specializing in various aspects of the automotive supply chain, from vehicle manufacturing to component production and after-sales services [12].