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造车也有“苏超”,谁是“江苏一哥”
21世纪经济报道· 2025-07-19 12:37
Core Viewpoint - The article discusses the competitive landscape of the automotive industry in Jiangsu province, particularly focusing on the performance of various cities in the context of the new energy vehicle (NEV) sector, highlighting the successes and failures of different local governments and companies in this rapidly evolving market [4][32]. Group 1: Performance of Cities in NEV Sector - Nantong, Nanjing, and Changzhou are highlighted as key players in the NEV market, with Changzhou leading in production and innovation, while Nantong struggles despite early investments [4][7][31]. - Changzhou's NEV production is projected to reach 800,000 units by 2024, accounting for 65% of Jiangsu's total NEV output, showcasing its strategic investments and partnerships with companies like Li Auto and BYD [28][31]. - Nanjing's NEV production is lagging, with only 201,000 units produced in 2023, significantly lower than competitors like Hefei and Changzhou, indicating challenges in maintaining a competitive edge [16][32]. Group 2: Historical Context and Challenges - The article outlines the historical context of NEV investments in Jiangsu, noting that cities like Rugao and Nanjing have faced numerous challenges, including failed ventures and market misalignments [8][12][14]. - Rugao's early investments in NEVs have not yielded expected results, with the city now shifting focus from vehicle manufacturing to components and specialized sectors like hydrogen energy [11]. - Nanjing's automotive history includes significant setbacks, such as the acquisition of the bankrupt MG Rover and the struggles of local startups like NIO and Byton, which faced financial and operational difficulties [13][15]. Group 3: Economic and Cultural Factors - The article emphasizes the complex economic and cultural landscape of Jiangsu, where diverse dialects and cultural circles impact local governance and industrial strategies [3][4]. - The "scattered" nature of Jiangsu's automotive industry reflects a lack of cohesive strategy among local governments, leading to varied outcomes in NEV production and market presence [4][32]. - The need for local governments to prioritize quality over quantity in industrial investments is highlighted as a crucial lesson learned from the experiences of cities like Nantong and Nanjing [16][32].