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中原证券:汽车内外饰件沿着智能化等方向协同发展 未来行业格局集中度稳步提升与结构性分化
智通财经网·2025-10-29 06:40

Core Insights - The automotive interior and exterior parts market is experiencing a fundamental shift towards "intelligent, lightweight, environmentally friendly, personalized, and comfortable" directions, with a trend of increasing concentration and structural differentiation in the competitive landscape [1][2][3] Market Overview - The global automotive interior and exterior market is steadily growing, with the market size expected to reach $224.23 billion by 2031. China's automotive interior and exterior industry is rapidly developing, accounting for over 30% of the global market [2] - The automotive production and sales volume in China is projected to exceed 30 million units in 2024, with the market share of new energy vehicles surpassing 40%, driving an increase in both volume and price of domestic automotive interior and exterior parts [2] Competitive Landscape - The global automotive interior and exterior industry is characterized by a relatively low concentration level, with the CR3 for global passenger car interior and exterior parts (excluding seats and lights) at 33.56% in 2022. Chinese companies, represented by Yanfeng Automotive Interiors, are rapidly rising to occupy leading positions [3] - In the Chinese passenger car interior and exterior market, the CR5 is 38.95%, indicating a competitive landscape similar to the global level, with a trend towards increasing concentration and structural differentiation [3] Regional Distribution - The automotive interior and exterior industry in China's A-share listed companies is concentrated in the eastern coastal regions, clustered around vehicle manufacturers. Six major automotive industry clusters have formed in China, including the Yangtze River Delta, Pearl River Delta, Southwest, Northeast, Central, and Bohai Rim regions [4] - There are 29 A-share listed companies in China involved in automotive interior and exterior parts, with key companies including Huayu Automotive, Xingyu Co., Top Group, Ningbo Huaxiang, Jifeng Co., Fuwei Co., New Spring Co., Shenda Co., Mould Technology, Daimay Co., and Changshu Automotive Interior [4]