中国汽车展望（2025年）

小米和其他行业的相关人员将进一步加剧电动车领域的竞争

这份 Frost & Sullivan 报告研究了中国汽车产业，重点在于乘用车 (PV)，包括厢型车、运动休旅车(SUV)、多用途车 (MPV) 和跨界车等细分市场。报告还评估了中国的电动车 (EV) 产业，包括充电和电池更换基础设施。

中国汽车产业持续成长，销量将从2023年的2,610万辆增至2024年的2,760万辆。 2024年GDP年增5%、中国政府对报废汽车和购买新车的补贴以及国内目标商标产品製造商（OEM）的崛起，都将推动销量成长。然而，全球地缘政治议题正在扰乱商业活动，影响经济和消费者情绪，导致2025年出现相对不确定性，支出受到限制。

在本报告中，Frost & Sullivan 提供了中国汽车产业的总规模，以及 2019 年至 2025 年的历史和预测数据。此外，报告还提供：

• 2024年中国汽车产业亮点及2025年趋势
• 细分市场分析，包括车辆和动力传动系统细分市场
• 中国本土品牌崛起分析

该报告检验了该行业的驱动因素和限制因素，并确定了该行业变化为利益相关人员和市场相关人员带来的成长机会。

目录

分析亮点

• 分析亮点
• 定义
• 2024年中国汽车市场预测及表现
• 2025年：五大预测
• 重要规定和义务
• 主要 OEM 活动

战略问题

• 为何成长变得越来越困难？
• The Strategic Imperative 8
• 三大战略挑战对中国汽车产业的影响
• 成长机会推动Growth Pipeline Engine（TM）™

成长环境

• 分割
• 宏观经济因素
• 全球经济的战略挑战
• 十大成长机会
• 2025 年十大趋势
• 全球GDP成长概况
• 趋势一：全球GDP成长
• 成长机会1：全球GDP成长
• 趋势二：通货膨胀和利率
• 成长机会2：通货膨胀和利率
• 趋势三：石油市场
• 成长机会3：石油市场
• 趋势四：劳动市场
• 成长机会4：劳动市场
• 趋势五：美元与黄金
• 成长机会五：美元和黄金
• 趋势六：北美
• 成长机会6：北美
• 趋势七：拉丁美洲
• 成长机会7：拉丁美洲
• 趋势8：西欧
• 成长机会8：西欧
• 趋势九：中东
• 成长机会9：中东
• 趋势 10：亚洲
• 成长机会10：亚洲

趋势

• 2024年推动中国汽车产业发展的关键趋势
• 趋势一：政府鼓励更换老旧汽车
• 趋势二：汽车产业升级
• 趋势三：中国本土主机厂成功转型

区域分析

成长指标

• 消费指标（2024年）
• 主要发现（2024年）
• 各细分领域的调查结果（2024年）
• 出货量预测
• 光电销售趋势（2019-2024）
• 产业份额分析

光伏领域展望（2025年）

• 轿车
• SUV
• MPV
• 叉

电动车领域展望（2025年）

• BEV
• PHEV

公共电动车充电站

电动车电池更换站

成长机会领域

• 成长机会一：老旧车辆的更新换代与汽车产业的发展
• 成长机会二：汽车电气化、互联互通与自动驾驶
• 成长机会三：资源共用

结论

• 结论
• 前景

附录

• 汽车製造商和相关人员的全名

附录与后续步骤

• 成长机会的益处和影响
• 后续步骤Next steps
• 免责声明

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