“汽车第一省”易主
第一财经·2025-08-12 16:05

Core Viewpoint - The recent shift in automotive production rankings between Anhui and Guangdong is primarily attributed to changes in statistical methods rather than actual production capabilities [3][4]. Group 1: Production Data Changes - In the first half of 2025, Anhui's automotive production reached 1.4995 million units, surpassing Guangdong's 1.3134 million units, which represents a significant drop from Guangdong's previous year's production of 2.2917 million units [4][6]. - The production increase in Anhui was 29.1% compared to the previous year, while Guangdong experienced a 42.7% decline [5][6]. - Other provinces such as Hunan, Henan, and Guizhou saw substantial increases in production, with Hunan's production rising by 265.4% [5][6]. Group 2: Statistical Methodology - The "law and production combined" statistical reform initiated by the National Bureau of Statistics in 2021 has led to a more accurate reflection of the automotive industry landscape by changing how production data is reported [3][10]. - Under the new methodology, production is reported based on the operational location rather than the legal entity's location, resulting in significant shifts in production statistics for major automotive companies [7][8]. - This reform aims to address challenges posed by the traditional legal entity principle, which often misrepresented regional and industry development due to the complexities of modern business operations [10][11]. Group 3: Implications of the Reform - The reform is expected to provide a more comprehensive and objective view of regional economic development, promoting higher quality growth in the automotive sector [12]. - Increased data transparency may encourage local governments to plan production capacities more rationally, aligning with actual industry dynamics [12].