Di Yi Cai Jing·2025-10-29 14:09Core Viewpoint - Shenzhen has been recognized as the "New Energy Vehicle Capital" for two consecutive years, but it is expected to disappear from production rankings starting in 2025 due to changes in statistical criteria for vehicle production [1][2] Group 1: Changes in Statistical Criteria - The change in statistical criteria from production enterprise's legal location to actual production location will significantly impact Shenzhen's ranking in vehicle production [1][2] - Before 2025, vehicle production was attributed to the location of the legal entity, which favored Shenzhen due to BYD's production facilities being counted under its jurisdiction [2][3] - In 2020, Shenzhen's vehicle production was 109,300 units, which surged to 2,935,300 units in 2024, making it the top city for both new energy and total vehicle production [2][3] Group 2: Challenges Faced by Shenzhen - Shenzhen faces significant constraints in land resources, with a total area of nearly 2,000 square kilometers, limiting its capacity for manufacturing expansion [3][4] - The tight land situation has led companies like Huawei and BYD to relocate or expand their operations outside of Shenzhen [4][5] - The establishment of the Deep-Shan Cooperation Zone aims to alleviate land resource constraints and support the development of a world-class automotive hub [4][5] Group 3: Future Opportunities for Shenzhen - Despite the challenges, industry experts believe Shenzhen can still thrive in the automotive sector through innovation and collaboration across the entire industry chain [5][6] - Shenzhen's strengths in research and development, high-end manufacturing, and capital markets can be leveraged to gain higher value in the automotive industry [5][6] - The city's focus on emerging industries such as artificial intelligence and robotics aligns with its potential to remain competitive in the automotive sector [6]