Workflow
谁是2025年中国造车第一城?
虎嗅APP·2025-08-25 13:34

Core Viewpoint - The article discusses the changing landscape of China's automotive industry, highlighting the competition among various provinces and cities in vehicle production, with a focus on the rise of new players and the decline of traditional powerhouses. Group 1: Provincial Rankings - Anhui has overtaken Guangdong to become the top province in automotive production, with a total output of 149.95 million vehicles, surpassing Guangdong by 18 million [6][7] - Chongqing ranks third with 121.85 million vehicles, showing a slight year-on-year increase of 0.4% [14] - Other notable provinces include Shandong (120.06 million), Jiangsu (116.10 million), and Shaanxi (94.32 million) [6][7] Group 2: City Competitions - The article emphasizes the competition among cities, with Chongqing leading in vehicle production among cities, followed by Guangzhou and Shanghai [9][10] - In 2023, Chongqing's production reached 231.8 million vehicles, surpassing Guangzhou [17] - Beijing's production has rebounded to 71.3 million vehicles, driven by the growth of new energy vehicles [27][28] Group 3: Emerging Automotive Cities - The article identifies several emerging automotive cities, such as Xi'an, which produced 175.35 million vehicles last year, and Hefei, which is expected to produce over 80 million vehicles in the first half of the year [31][36] - The automotive production in Xi'an is bolstered by brands like BYD and Geely, contributing to significant growth [31] - Hefei's automotive industry is supported by major brands like NIO and BYD, indicating its potential to rank among the top automotive cities [36][39] Group 4: Decline of Traditional Powerhouses - Shenzhen and Guangzhou have seen significant declines in production due to changes in statistical methods, with Shenzhen's output expected to drop by over 200 million vehicles [40][41] - The shift in production statistics has impacted traditional leaders, highlighting the need for adaptation in the evolving automotive landscape [40][41] Group 5: Future Outlook - The article predicts a reshuffling of the automotive landscape by the end of the year, with potential new leaders emerging in the industry [11][60] - The rise of new energy vehicles and technological advancements are reshaping competition, with cities like Chongqing and Hefei establishing competitive advantages [60][61]