GXED(SH:600617) Zhong Guo Xin Wen Wang·2025-12-15 12:31Core Insights - The Beijing-Tianjin-Hebei (Jing-Jin-Ji) region has emerged as a significant base for new energy and intelligent connected vehicles in China [1] Group 1: Industry Overview - The total automobile production in the Jing-Jin-Ji region is projected to reach 2.85 million units in 2024, representing a year-on-year growth of 11.8% [1] - The production of new energy vehicles (NEVs) is expected to surge to 676,000 units, marking an impressive year-on-year increase of 154% [1] - The automotive industry in the region is anticipated to generate over 840 billion RMB in output value, establishing itself as the leading industry in the Jing-Jin-Ji manufacturing sector [1] Group 2: Regional Development Strategies - Beijing is focusing on market-oriented approaches to transform traditional automakers and develop leading NEV brands [1] - Tianjin is actively promoting the transition of vehicle manufacturers towards electrification, intelligence, and connectivity, while fostering the growth of ecosystem-driven NEV companies [1] - Hebei is centering its efforts around vehicle manufacturers and has collaborated with Beijing and Tianjin to release an industrial chain map, laying a solid foundation for future coordinated development [1] Group 3: Industry Chain Collaboration - The manufacturing industry chain in the Jing-Jin-Ji region is showing strong development momentum, forming a collaborative pattern across multiple industrial chains [1] - A preliminary collaborative framework for the new energy storage industry has been established, characterized by a gradient cooperation model of "Beijing innovation - Tianjin materials - Hebei manufacturing + scenarios" [1]