Nan Fang Du Shi Bao·2026-01-15 03:56Core Viewpoint - Guangdong's automotive manufacturing industry has become a significant force in the national and global automotive landscape through industrial transformation, upgrading, and deepening open cooperation [1] Group 1: Industry Performance - Guangdong's automotive manufacturing industry has shown outstanding performance in overall production and sales, as well as in the transition to new energy and exports [1] - In 2025, Nansha Customs reported that 383,000 vehicles were exported through the Nansha Port, marking a 54.4% year-on-year increase, with 154,000 of these being new energy vehicles, which is more than double the previous year [2] - The annual throughput capacity of Nansha Port has exceeded 3 million vehicles, establishing it as a crucial hub for automotive imports and exports in China [2] Group 2: Key Players - Leading automotive companies in Guangdong, such as GAC Group and BYD, are playing a core role in driving industry development [2] - GAC Group is accelerating its electrification transformation and has partnered with Huawei to establish a high-end intelligent new energy brand, with plans to launch its first model in mid-2026 [2] - BYD maintained its position as the global leader in new energy vehicle sales, with total sales reaching 4.6024 million units in 2025, a 7.73% increase year-on-year [3] - Xpeng Motors is focusing on advanced technology research and development, with an expected R&D investment of 9.5 billion yuan in 2025, including 4.5 billion yuan for AI [3] Group 3: New Energy Transition - Guangdong has the highest penetration rate of new energy vehicles in China and serves as a model for industrial upgrading [4] - In the first 11 months of 2025, Guangdong's passenger car sales reached 2.239 million units, with new energy vehicle sales of 1.235 million units, reflecting a 15% year-on-year growth [4] - The automotive industry is transitioning towards "intelligent service," with GAC Group's Qiji Mobility platform facilitating the commercial deployment of autonomous driving technology [4] Group 4: Future Outlook - With central government policies promoting consumption and expected industry regulations, Guangdong's automotive sector is anticipated to continue its stable growth [5] - Leading companies like BYD, GAC, and Xpeng have set ambitious growth targets, ensuring that Guangdong will play a key role in the "Guangdong Goods Going Global" initiative [5]