汽车产量“十强省”大变局

Core Viewpoint - The automotive industry in China is undergoing a significant transformation, with a notable shift in regional production dynamics as of 2025, where Anhui has surpassed Guangdong in vehicle production, marking a historic change in the industry landscape [3][5][8]. Production Rankings - In 2025, the top ten provinces for automotive production are Anhui (3.6865 million), Guangdong (3.0402 million), Chongqing (2.7877 million), Shandong (2.6122 million), Jiangsu (2.5199 million), Zhejiang (2.2565 million), Shanghai (1.772 million), Shaanxi (1.725 million), Hunan (1.6262 million), and Hubei (1.5143 million) [4][5]. - Anhui's production growth is attributed to three main factors: changes in statistical rules, accumulated industrial advantages, and export growth [5][7]. Statistical Changes - The National Bureau of Statistics has shifted the automotive production statistics from "registered location" to "production location" starting in 2025, which has significantly impacted the reported production figures [6][8]. - This change has resulted in a substantial increase in reported production for Anhui, with major manufacturers like BYD and NIO contributing to this growth [6][7]. New Energy Vehicles - Anhui's rapid production increase is largely driven by the surge in new energy vehicle (NEV) production, with 1.794 million NEVs produced in 2025, accounting for 48.7% of its total automotive output, significantly higher than Guangdong's 32% [7][8]. - The province has also become the first to export over 1 million vehicles, with a total of 1.228 million vehicles exported in 2025, representing 18% of the national total [7][8]. Competitive Landscape - Despite Anhui's rise in production, Guangdong remains dominant in terms of production value, with nearly double the output value of Anhui and a higher average vehicle price [8][9]. - The competition between Anhui and Guangdong reflects a broader shift in the automotive industry, with traditional powerhouses like Jilin and Hubei losing their top ten positions, indicating a significant regional restructuring [9][10]. Future Trends - The future of the automotive industry in China is expected to trend towards a more diversified and specialized production landscape, with a narrowing gap in production numbers among the top provinces [11]. - Provinces with strong export capabilities and high localization rates, such as Anhui and Chongqing, are likely to continue rising in the rankings, while the ability to convert production volume into revenue will become increasingly critical for success [11].