表紙
市場調查報告書
商品編碼
1075357

中國汽車市場:增長展望(2022)

China Automotive Growth Outlook, 2022

出版日期: | 出版商: Frost & Sullivan | 英文 79 Pages | 商品交期: 最快1-2個工作天內

價格
  • 全貌
  • 簡介
  • 目錄
簡介

中國汽車市場連續多年保持增長,但2018年中美貿易戰帶來的經濟壓力、2019年電動汽車補貼減少(比2018年平均下降50%)、2020年汽車銷量從2017年下降到2020年由於減產和大流行導致的全國封鎖。

2021 年的汽車銷量從 2020 年的 2020 萬輛增加到 2150 萬輛。增長背後的主要因素是中國電動汽車銷量的快速增長和品牌競爭力的提升,這一增長趨勢將在2022年延續,乘用車銷量將同比增長7.5%至2310萬輛。

本報告提供中國汽車市場的研究分析、戰略要求、增長環境、宏觀經濟因素、行業概況、預測、增長機會等信息。

目錄

戰略要求

  • 為什麼增長變得越來越困難?
  • 戰略要點 8 (TM)
  • 三大戰略要求對中國汽車行業的影響
  • 增長機會推動增長管道引擎 (TM)

成長環境

  • 中國汽車工業的主要亮點
  • 中國汽車工業過往銷售額
  • 2022 年最高預測
  • 12 大轉型轉變

中國汽車形勢:範圍、細分、定義

  • 分析範圍
  • 細分
  • 定義

影響汽車行業的宏觀經濟因素

  • 2021 年全球 5 大經濟亮點
  • 2022 年全球 5 大預測 5-宏觀經濟趨勢
  • 全球 GDP 增長率
  • 2022年情景分析-季度全球增長
  • 2022 情景分析-假設
  • 2022 年全球 GDP 增長速覽
  • 發達經濟體 2022 年預測
  • 2022 年新興經濟體預測

中國汽車產業概況

  • 主要增長指標
  • CPI
  • 調查結果
  • 細分調查結果
  • 出貨量預測
  • 乘用車銷售趨勢
  • 2020年乘用車銷量:按州分
  • 2020 年乘用車保有量:按州分
  • 市場份額分析

乘用車

  • 轎車
  • 越野車
  • MPV
  • 交叉模型

電動汽車

  • 電池驅動的電動汽車
  • 插電式混合動力汽車
  • 電動汽車充電點
  • EV電池更換站
  • 聯網汽車和自動駕駛汽車

著名公司

  • 一汽-大眾
  • 股東大會
  • 吉利

預測:2022

  • 預測:2022
  • 預測 1:2022 年大流行期間汽車銷量強勁
  • 預測二:電動汽車快速增長
  • 預測 3:通過雙重信用政策進一步減少排放
  • 預測四:L3 級自動駕駛的先進技術進步
  • 預測五:加強汽車供應鍊及關鍵零部件發展

增長機會宇宙

  • 增長機會 1-持續開發電動汽車以滿足動力總成採用轉型推動的不斷增長的需求
  • 增長機會2-深化汽車智能,發展網聯和自動駕駛汽車
  • 增長機會三車革命和價格競爭力乘用車驅動國產汽車品牌需求

重要結論

附錄-增長管道引擎(TM)

  • 使用的縮寫表
  • 圖表列表
  • 免責聲明
目錄
Product Code: PCE3-44

Higher Market Competitiveness will be Achieved by Strengthening the Transformation of Electrification, Connectivity, and Autonomous Driving

This study assesses the automotive market in China, with a focus on the passenger vehicle market segment. Within this, electric vehicles, as well as charging and battery swap, will be discussed further.

China's automotive market has grown rapidly, particularly after the 2008 Beijing Olympics. The unit shipment of China's passenger vehicle market has consistently exceeded 20 million since 2015.

Despite years of growth, automotive sales declined between 2017 and 2020 due to the economic pressure from the US-China trade war in 2018, the reduction of EV subsidies in 2019 (by an average of 50% compared to 2018), and the reduction of production and the pandemic-induces national lockdown in 2020.

In 2021, automotive sales increased to 21.5 million units, up from 20.2 million units in 2020. The major growth drivers were the rapidly increasing sales of EVs and the improvement of China's domestic brand competitiveness; this growth trend will continue in 2022, with a 7.5% year-over-year increase to 23.1 million units of passenger vehicle sales.

As a result of the government's multiyear push-pull strategies, the EV segment has grown rapidly. In 2021, China's automotive market achieved year-over-year growth of 6.5%. Tesla is a major contributor to the battery electric vehicle (BEV) segment because production started in China, a price-competitive market. Its main consumers come from cities with strong economic strength and driving restriction implementations, such as Beijing, Shanghai, Shenzhen, and Guangzhou. BYD is the key pioneer in Plug-in Hybrid EV (PHEV) technology, launching the world's first PHEV production in 2008. In addition to years of experience, BYD also offers competitive PHEVs that are priced similar to gasoline vehicles, starting at $16,928.

Chinese consumer purchase interest has gradually shifted, and their confidence in domestic Chinese brands has increased. For example, the proportion of Chinese brands in total automotive sales increased from 23.2% in 2020 to 44.4% in 2021, with a total unit shipment of 9.5 million vehicles in 2021.

In this research service, Frost & Sullivan highlights the total size of the Chinese automotive market and provides historical and forecast data from 2016 to 2022. This study also defines the key highlights of China's automotive industry in 2021 and future market trends in 2022. It discusses further segment information, including vehicle subsegment and powertrain subsegment; connected and autonomous driving vehicles are also included.

Table of Contents

Strategic Imperatives

  • Why Is It Increasingly Difficult to Grow?
  • The Strategic Imperative 8™
  • The Impact of the Top Three Strategic Imperatives on the Chinese Automotive Industry
  • Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Environment

  • Key Highlights of the Chinese Automotive Industry
  • China Automotive Industry Historic Sales
  • Top Predictions for 2022
  • Top 12 Transformation Shifts

Scope, Segmentation and Definition, Chinese Automotive Landscape

  • Scope of Analysis
  • Segmentation
  • Definitions

Macroeconomic Factors Impacting the Automotive Industry

  • Top 5 Global Economic Highlights of 2021
  • Top 5 Global Predictions for 2022-Macroeconomic Trends
  • Global GDP Growth
  • 2022 Scenario Analysis-Quarterly Global Growth
  • 2022 Scenario Analysis-Assumptions
  • 2022 Global GDP Growth Snapshot
  • Advanced Economies-Predictions for 2022
  • Emerging Market Economies-Predictions for 2022

China Automotive Industry Overview

  • Key Growth Metrics
  • Consumption Indicators
  • Findings
  • Findings by Segment
  • Unit Shipment Forecast
  • Passenger Vehicle Sales Trend
  • Passenger Vehicle Sales by Province, 2020
  • Passenger Vehicle Ownership by Province, 2020
  • Market Share Analysis

Passenger Vehicles

  • Sedan
  • SUV
  • MPV
  • Cross Models

Electric Vehicles

  • Battery Electric Vehicles
  • Plug-in Hybrid Electric Vehicles
  • EV Charging Points
  • EV Battery Swap Stations
  • Connected and Autonomous Vehicles

Companies to Watch

  • FAW-VW
  • SGM
  • Geely

Predictions 2022

  • Predictions, 2022
  • Prediction 1-Positive Automotive Sales During the Pandemic in 2022
  • Prediction 2-The Rapid Growth of Electric Vehicles
  • Prediction 3-Further Reduction of Emissions Through Dual Credit Policy
  • Prediction 4-Higher Technology Advances for L3 Autonomous Driving
  • Prediction 5-Strengthen the Development of the Automotive Supply Chain and Key Components

Growth Opportunity Universe

  • Growth Opportunity 1-Continued Development of EVs to Meet the Growing Demand, Driven by Powertrain Adoption Transformation
  • Growth Opportunity 1-Continued Development of EVs to Meet the Growing Demand, Driven by Powertrain Adoption Transformation (continued)
  • Growth Opportunity 2-Deepening Automotive Intelligence for the Development of Connected and Autonomous Driving Vehicles
  • Growth Opportunity 2-Deepening Automotive Intelligence for the Development of Connected and Autonomous Driving Vehicles (continued)
  • Growth Opportunity 3-Automotive Revolution and Price-competitive Passenger Vehicles Boost the Demand for Domestic Automotive Brands
  • Growth Opportunity 3-Automotive Revolution and Price-competitive Passenger Vehicles Boost the Demand for Domestic Automotive Brands (continued)

Key Conclusions

  • Key Conclusions
  • Key Conclusions and Future Outlook, 2021

Appendix-Growth Pipeline Engine™

  • Table of Acronyms Used
  • Table of Acronyms Used (continued)
  • List of Exhibits
  • List of Exhibits (continued)
  • List of Exhibits (continued)
  • List of Exhibits (continued)
  • Legal Disclaimer