Core Viewpoint - The Turkish automotive industry is facing significant challenges due to rising supply chain costs, inflationary pressures, and uncertainties surrounding U.S. tariff policies, which could weaken its competitiveness and exacerbate long-term risks [1][2][3]. Group 1: Cost and Profitability - The automotive sector in Turkey has been the largest export industry for several years, with exports reaching $37.2 billion last year, a 6.3% increase year-on-year [1]. - Rising tariffs have increased costs globally, squeezing supplier profits, and further cost transmission may occur when products enter other vehicle systems via the U.S. [1]. - The depreciation of the Turkish lira against the U.S. dollar has led to increased prices for imported components and raw materials, ultimately affecting consumer purchasing power and dampening the automotive market [2]. Group 2: Cash Flow and Export Orders - Export orders are facing renegotiation, complicating cash flow management for many Turkish exporters, as rising costs may lead to adjustments in delivery terms [2]. - The uncertainty of U.S. tariff policies could result in fluctuations in orders, inventory buildup, and misalignment in production schedules, putting long-term pressure on Turkish automotive exports [2][3]. Group 3: Domestic Market and Capacity Challenges - To avoid tariffs, some overseas importers are shifting towards markets like Mexico and Eastern Europe, which may lead to some small and medium-sized suppliers in Turkey exiting the global value chain and focusing on domestic demand [3]. - The limited domestic market may struggle to absorb excess capacity, increasing the risk of supply-demand imbalances within the industry [3]. - The Turkish automotive industry is at a critical juncture, and without a push towards green and intelligent transformation, it may face severe long-term challenges [3].

Core Insights - The report titled "China Automotive Industry Competitiveness Evaluation Research (2025)" indicates that China's smart connected new energy vehicles, hydrogen fuel cell vehicles, and power batteries lead the global market in competitiveness [1][2] - China's automotive industry ranks first globally in scale, with significant advantages in the competitiveness of smart connected new energy vehicles, and core technologies reaching internationally advanced levels [1] - The research highlights the need for further optimization of the industry structure, improvement in R&D investment and output efficiency, and enhancement of overseas patent layout [1] Industry Competitiveness - The report analyzes six key areas of the automotive supply chain, revealing that China's power battery competitiveness is globally leading, while electric drive systems, intelligent cockpits, and hydrogen fuel cell vehicles are in the top tier globally [2] - The China Automotive Engineering Research Institute plans to focus on addressing weak technical areas, upgrading industry structure, and improving overseas service systems [3] Performance Testing - In extreme high-temperature performance tests, new energy vehicles showed good performance, particularly in areas of formaldehyde release, rapid air conditioning cooling, and high-temperature charging endurance, with significant improvements compared to previous years [4] - A comprehensive evaluation standard was developed, incorporating three dimensions and nine projects to address consumer concerns regarding energy consumption and in-car air quality [5] - New testing equipment, including full-spectrum ultraviolet detectors, was introduced to assess UV blocking capabilities, reflecting long-term technological accumulation and systematic analysis of user needs [6] Data Accumulation - The China Automotive Engineering Research Institute has accumulated nearly a thousand models of real-world data, aiding companies in product optimization and providing consumers with intuitive and scientific references for vehicle purchase and use [7]

Group 1 - The core viewpoint of the article highlights that China's automotive industry, particularly in the fields of intelligent connected new energy vehicles, hydrogen fuel cell vehicles, and power batteries, is leading globally according to the China Automotive Engineering Research Institute's report released in Chongqing [1] Group 2 - The China Automotive Engineering Research Institute conducted extreme high-temperature performance tests, revealing that the first batch of tested new energy vehicles performed well, especially in areas of formaldehyde release under sunlight, rapid air conditioning cooling, and high-temperature charging range, showing significant improvement compared to previous years [3] - A comprehensive evaluation standard was established by the institute, which includes three dimensions and nine project tests to address consumer concerns regarding energy consumption and in-car air quality [5] - The institute introduced new equipment, including a full-spectrum ultraviolet detection device, to enhance testing scenarios, reflecting long-term technological accumulation and systematic analysis of user needs [7] - The chairman of the institute stated that nearly a thousand models' real measurement data have been accumulated, aiding companies in product optimization and providing consumers with intuitive and scientific references for purchasing and using vehicles [9]

中国汽车工程研究院在重庆发布《中国汽车产业竞争力评价研究(2025)》，报告显示我国智能网联新能 源汽车、氢燃料电池汽车及动力电池等领域竞争力领跑全球。报告通过5个一级指标和19项二级指标评 价体系，显示我国汽车产业规模全球第一，智能网联新能源汽车竞争力位居世界首位，核心技术达到国 际先进水平。专家指出，我国汽车产业拥有全球最大的本土新车市场，但产业结构优化、研发效率和海 外专利布局仍需加强。同时，报告分析产业链六大重点领域竞争力，我国动力电池竞争力全球领先，电 驱系统、智能座舱及氢燃料电池汽车跻身全球第一梯队。(央视新闻) ...

央视网消息：7月31日，中国汽车工程研究院在重庆发布了《中国汽车产业竞争力评价研究 （2025）》。研究报告显示，我国智能网联新能源汽车、氢燃料电池汽车以及动力电池等领域竞争力领 跑全球。 ...

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