중국의 전기자동차(EV) 산업 성장 기회(2024-2030년)

The Rise of Chinese Automotive OEMs will Enhance the Electric Vehicle Industry s Competitive Intensity

This study provides an analysis of China's electric vehicle (EV) industry, focusing on the passenger vehicle segment (comprising sedans, SUVs, and MPVs). It also examines the country's EV charging and battery-swapping infrastructure. The growth of China's EV industry in recent years has been driven by an increase in domestic original equipment manufacturer (OEM) brands and the continuing enhancement and resultant consumer acceptance of EVs. However, the larger economic environment also has a significant impact on the industry. While government incentives and promotions have improved EV sales, the uncertain economy has affected the market.

The study examines the factors driving and restraining China's EV industry and identifies the growth opportunities emerging from the changes in this space for market players and stakeholders to leverage. The base year is 2023, and the forecast period is from 2024 to 2030.

Key Features

This study provides the total size of China’s EV industry as well as historical and forecast data from 2020 to 2030. It categorizes the EV industry into battery electric vehicles (BEVs) and plug-in hybrid electric vehicles (PHEVs), providing a detailed analysis of each. Key topics covered in the report include:

• Highlights of China’s EV industry in 2023 and anticipated market trends
• An analysis of China’s EV industry by segment, including the vehicle and powertrain sub-segments
• An analysis of the rise of Chinese domestic brands

Table of Contents

Strategic Imperatives

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Electric Vehicle Industry

Ecosystem

• Scope of Analysis
• Segmentation
• Competitive Environment
• Key Competitors

Growth Generator

• Growth Metrics
• Growth Drivers
• Growth Restraints
• Forecast Considerations
• Unit Shipment Forecast
• Unit Shipment Forecast by Product
• Pricing Trends and Forecast Analysis
• Unit Shipment Share by OEMs
• Unit Shipment Share Analysis

BEV

• Growth Metrics
• Unit Shipment Forecast
• Forecast Analysis

PHEV

• Growth Metrics
• Unit Shipment Forecast
• Forecast Analysis

Outlook and Analysis by EV Type

• BEVs
• PHEVs
• Public EV Charging Points
• EV Battery Swap Stations
• Sedan
• SUV
• MPV

Outlook and Analysis by Passenger Vehicle OEM

• Key OEM Profile-BYD
• Key OEM Profile-GAC
• Key OEM Profile-NIO
• Key Highlights of China's EV Industry

Growth Opportunity Universe

• Growth Opportunity 1: EV Industry Expansion in Second-tier and Lower-tier Cities
• Growth Opportunity 2: Integration of Intelligent and Connected Car Technologies
• Growth Opportunity 3: Market Disruption through Industry Convergence

Best Practices Recognition

• Best Practices Recognition

Frost Radar

• Frost Radar

Next Steps

• Benefits and Impacts of Growth Opportunities
• Next Steps
• Take the Next Step
• List of Exhibits
• Legal Disclaimer