Core Viewpoint - The collaboration between GAC and Huawei marks a significant step in the innovation of the automotive industry, particularly in the electric vehicle (EV) sector, showcasing the potential of strong partnerships between traditional automotive manufacturers and technology giants [2][3]. Industry Overview - Guangdong's new energy vehicle (NEV) production reached 3.6178 million units in 2024, a 43% increase year-on-year, accounting for 25% of the national total [5]. - The province has established a complete NEV industry chain with over 12,000 related enterprises, covering everything from raw materials to manufacturing and after-market services [4][5]. - The automotive manufacturing sector in Guangdong achieved a revenue of 1.281273 trillion yuan in 2024, with a profit of 31.806 billion yuan, maintaining its position as the top producer in China for eight consecutive years [5]. Technological Innovation - Guangdong's R&D expenditure reached approximately 510 billion yuan in 2024, with a research intensity of about 3.6%, and the region has around 77,000 high-tech enterprises [6]. - The integration of automotive and ICT industries has strengthened Guangdong's position in the NEV market, facilitating technological advancements in key areas such as power batteries and intelligent networking [6]. Policy Support - The Guangdong government has implemented various policies to promote high-quality development in the NEV sector, including tax incentives and infrastructure support [7]. - The "Guangdong Province Development Action Plan for Strategic Pillar Industries (2023-2025)" aims for automotive manufacturing revenue to exceed 1.35 trillion yuan and NEV production to surpass 3 million units by 2025 [7]. Global Expansion - Guangdong's NEV exports reached 258,000 units in the previous year, a 37.3% increase, with a total value of 40.38 billion yuan, reflecting a strategic shift towards internationalization [8]. - Companies like GAC Aion are establishing factories in Thailand and Indonesia, while BYD is expanding its presence in Southeast Asia and Europe [9]. - The collaboration with international firms and the development of advanced technologies, such as the blade battery technology from BYD, are enhancing Guangdong's competitive edge in the global market [10].

近年来，随着中国品牌汽车的崛起，外资汽车的市场份额被压缩。公开数据显示，中国品牌乘用车 的市场份额从2020年的38.4%提升至2024年的65.2%。2020年外资汽车品牌在中国市场的份额为64%左 右，2024年下降至37%～39.5%。两者几乎是掉换了位置。 中国是全球第一大汽车消费市场，每年3000多万辆的销量，全球找不到第二个单一市场能够消化这 么大的销量。失去中国市场，外资汽车企业将失去一大块利润。近段时间以来，外资汽车企业随着中国 市场的变化也在调整。 外资汽车品牌势微 若干年前，外资品牌汽车不愁销路，每款新车上市都受到不少消费者的热烈追捧。然而，随着中国 品牌汽车崛起，外资品牌市场份额被压缩，有的甚至关门大吉，撤出中国市场。整体上，外资汽车品牌 势微已是不争的事实。 大众汽车是中国市场规模最大的外资汽车企业，不仅有合资的南北大众，还有与江淮汽车共同出资 的合资汽车企业，多年来，大众汽车销量占据中国市场头把交椅。中国市场对大众汽车而言，极为重 要，不仅为大众汽车输出了大量的利润，也为大众汽车占据全球销量榜单前列做出了贡献。 据大众汽车财报数据显示，2024年，大众汽车集团全球销量为902.74万 ...