Core Viewpoint - The automotive production landscape in China is evolving, with significant growth in various cities, particularly in electric vehicles, driven by technological innovation and supportive policies [1][2][9]. Group 1: Automotive Production Statistics - In the first 11 months of 2025, Chongqing produced nearly 2.5 million vehicles, marking a 12.1% year-on-year increase [3]. - Beijing and Shanghai both surpassed 1 million vehicles, with Beijing producing 1.335 million vehicles (up 27.6%) and Shanghai producing 1.601 million vehicles, including 1.042 million electric vehicles [3]. - Other cities like Zhengzhou, Qingdao, and Changsha are approaching the 1 million vehicle mark, with Zhengzhou's production reaching 956,300 vehicles (up 16.52%) [3]. Group 2: Electric Vehicle Production - Hefei led the nation in electric vehicle production with 1.246 million units in the first 11 months of 2025, benefiting from a strategic industrial layout [4]. - Major brands such as Jianghuai, NIO, and BYD have established production bases in Hefei, contributing to its strong growth in the electric vehicle sector [4]. Group 3: Industry Support and Innovation - The automotive industry in cities like Liuzhou and Qingdao is supported by a complete industrial chain, with Liuzhou being home to five major vehicle manufacturers [5]. - Innovations in autonomous driving and vehicle networking are being spearheaded in Chongqing, with the first L3 autonomous driving license plate expected by the end of 2025 [5][6]. Group 4: Policy Support - Since the 14th Five-Year Plan, Chongqing has aimed to become a hub for smart connected electric vehicles, while Anhui supports Hefei in becoming a globally influential electric vehicle city [6]. Group 5: Changes in Production Ranking - The ranking of cities by automotive production has shifted due to changes in statistical methods, with production now counted based on the manufacturing location rather than the corporate headquarters [8]. - In 2024, Hefei's production reached 1.9109 million vehicles, surpassing cities like Shanghai and Changchun, while Shenzhen's electric vehicle production reached 2.9353 million units [8]. Group 6: Industry Outlook - The Chinese automotive industry is entering a new phase of high-quality development, supported by a penetration rate of over 50% for electric passenger vehicles and advancements in autonomous driving technology [9].
锐财经|汽车生产,谁在领跑?