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市場調查報告書
商品編碼
1788048
中國汽車展望（2025年）China Automotive Outlook, 2025 |
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小米和其他行業的相關人員將進一步加劇電動車領域的競爭
這份 Frost & Sullivan 報告研究了中國汽車產業，重點在於乘用車 (PV)，包括廂型車、運動休旅車(SUV)、多用途車 (MPV) 和跨界車等細分市場。報告還評估了中國的電動車 (EV) 產業，包括充電和電池更換基礎設施。
中國汽車產業持續成長，銷量將從2023年的2,610萬輛增至2024年的2,760萬輛。 2024年GDP年增5%、中國政府對報廢汽車和購買新車的補貼以及國內目標商標產品製造商（OEM）的崛起，都將推動銷量成長。然而，全球地緣政治議題正在擾亂商業活動，影響經濟和消費者情緒，導致2025年出現相對不確定性，支出受到限制。
在本報告中，Frost & Sullivan 提供了中國汽車產業的總規模，以及 2019 年至 2025 年的歷史和預測數據。此外，報告還提供：
- 2024年中國汽車產業亮點及2025年趨勢
- 細分市場分析，包括車輛和動力傳動系統細分市場
- 中國本土品牌崛起分析
該報告檢驗了該行業的促進因素和限制因素，並確定了該行業變化為利益相關人員和市場相關人員帶來的成長機會。
目錄
分析亮點
- 分析亮點
- 定義
- 2024年中國汽車市場預測及表現
- 2025年：五大預測
- 重要規定和義務
- 主要 OEM 活動
戰略問題
- 為何成長變得越來越困難？
- The Strategic Imperative 8
- 三大戰略挑戰對中國汽車產業的影響
- 成長機會推動Growth Pipeline Engine（TM）™
成長環境
- 分割
- 宏觀經濟因素
- 全球經濟的戰略挑戰
- 十大成長機會
- 2025 年十大趨勢
- 全球GDP成長概況
- 趨勢一：全球GDP成長
- 成長機會1：全球GDP成長
- 趨勢二：通貨膨脹和利率
- 成長機會2：通貨膨脹和利率
- 趨勢三：石油市場
- 成長機會3：石油市場
- 趨勢四：勞動市場
- 成長機會4：勞動市場
- 趨勢五：美元與黃金
- 成長機會五：美元和黃金
- 趨勢六：北美
- 成長機會6：北美
- 趨勢七：拉丁美洲
- 成長機會7：拉丁美洲
- 趨勢8：西歐
- 成長機會8：西歐
- 趨勢九：中東
- 成長機會9：中東
- 趨勢 10：亞洲
- 成長機會10：亞洲
趨勢
- 2024年推動中國汽車產業發展的關鍵趨勢
- 趨勢一：政府鼓勵更換老舊汽車
- 趨勢二：汽車產業升級
- 趨勢三：中國本土主機廠成功轉型
區域分析
成長指標
- 消費指標（2024年）
- 主要發現（2024年）
- 各細分領域的調查結果（2024年）
- 出貨量預測
- 光電銷售趨勢（2019-2024）
- 產業佔有率分析
光伏領域展望（2025年）
- 轎車
- SUV
- MPV
- 叉
電動車領域展望（2025年）
- BEV
- PHEV
公共電動車充電站
電動車電池更換站
成長機會領域
- 成長機會一：老舊車輛的更新換代與汽車產業的發展
- 成長機會二：汽車電氣化、互聯互通與自動駕駛
- 成長機會三：資源共用
結論
- 結論
- 前景
附錄
- 汽車製造商和相關人員的全名
附錄與後續步驟
- 成長機會的益處和影響
- 後續步驟Next steps
- 免責聲明
Xiaomi and Other Cross-industry Stakeholders will Further Intensify the Competition in the EV Segment
This Frost & Sullivan report examines the automotive industry in China, with a focus on passenger vehicles (PVs). The segments covered include vans, sports utility vehicles (SUVs), multipurpose vehicles (MPVs), and cross vehicles. The study also assesses China's electric vehicle (EV) sector, including the charging and battery-swapping infrastructure.
China's automotive industry continues to grow, expanding from 26.1 million units in 2023 to 27.6 million units in 2024. A GDP growth of 5% year-on-year (YoY) in 2024, the Chinese government's subsidies to scrap old vehicles and buy new ones, and the rise of Chinese domestic original equipment manufacturers (OEMs) have all strengthened sales. However, global geopolitical issues disrupt business activities, affecting the economy and consumer sensitivity, resulting in relative uncertainty and spending conservation in 2025.
In this report, Frost & Sullivan provides the total size of the Chinese automotive industry and historical and forecast data from 2019 to 2025. It also offers the following:
- Highlights of the Chinese automotive industry in 2024 and trends for 2025
- Analysis by segment, including the vehicle and powertrain subsegments
- Analysis of the rise of Chinese domestic brands
The report examines the factors driving and restraining this industry and identifies the growth opportunities emerging from changes in this space for stakeholders and market players to leverage.
Table of Contents
Analysis Highlights
- Analysis Highlights
- Definitions
- The 2024 Chinese Automotive Market: Forecast vs. Actual
- 2025: Top 5 Predictions
- Important Regulations and Mandates
- Key OEM Activities
Strategic Imperatives
- Why is it Increasingly Difficult to Grow?
- The Strategic Imperative 8
- The Impact of the Top 3 Strategic Imperatives on China's Automotive Industry
- Growth Opportunities Fuel the Growth Pipeline EngineTM
Growth Environment
- Segmentation
- Macroeconomic Factors
- Strategic Imperatives in Global Economy
- Top 10 Growth Opportunities
- Top 10 Trends for 2025
- Global GDP Growth Snapshot
- Trend 1: Global GDP Growth
- Growth Opportunity 1: Global GDP Growth
- Trend 2: Inflation and Interest Rates
- Growth Opportunity 2: Inflation and Interest Rates
- Trend 3: Oil Markets
- Growth Opportunity 3: Oil Markets
- Trend 4: Labor Market
- Growth Opportunity 4: Labor Market
- Trend 5: US Dollar and Gold
- Growth Opportunity 5: US Dollar and Gold
- Trend 6: North America
- Growth Opportunity 6: North America
- Trend 7: Latin America
- Growth Opportunity 7: Latin America
- Trend 8: Western Europe
- Growth Opportunity 8: Western Europe
- Trend 9: Middle East
- Growth Opportunity 9: Middle East
- Trend 10: Asia
- Growth Opportunity 10: Asia
Trends
- Top Trends that Drove the Chinese Automotive Industry in 2024
- Trend 1: Government Encouragement of Replacement of Old Vehicles
- Trend 2: Automotive Industry Upgrades
- Trend 3: Successful Transformation of Chinese Domestic OEMs
Regional Analysis
Growth Metrics
- Consumption Indicators, 2024
- Key Findings, 2024
- Findings by Segment, 2024
- Unit Shipment Forecast
- PV Sales Trends, 2019-2024
- Industry Share Analysis
PV Segment Outlook, 2025
- Sedans
- SUVs
- MPVs
- Cross
EV Segment Outlook, 2025
- BEVs
- PHEVs
Public EV Charging Points
EV Battery Swap Stations
Growth Opportunity Universe
- Growth Opportunity 1: Replacement of Old Vehicles and Upgrade of the Automotive Industry
- Growth Opportunity 2: Electrification, Connected, and Autonomous Driving Vehicles
- Growth Opportunity 3: Resource Sharing
Conclusions
- Conclusions
- Outlook
Appendix
- Full Names of Automotive OEMs and Stakeholders
Appendix & Next Steps
- Benefits and Impacts of Growth Opportunities
- Next Steps
- Legal Disclaimer
