某国外研究机构眼中的中国汽车产业-市场解读-DUNNE

Massive Capacity 50%of total globalvehicle demand 100%of total globalbattery demand China Production Towers Over All China: Collapse of Global Brands “Their product is socompetitive,including the tariffs.” “China's crowdedmarket is a race to thebottom.” Ted OgawaCEO, Toyota NA Mary BarraCEO, General Motors “Chinese competitorsare very strong, andI’m very scared of theirimplementation andexecution speed.” “We've never seen acompetitor like thisbefore.” Jim FarleyCEO, Ford Yasuhide MizunoCEO, Sony Honda Mobility How did we get here? China Auto Industry Evolution (1984-2024) From Zero Competition to “You Die, I Live” Competition 1980199020002010201520202030 Big 6 State Automakers Big 3 Private Automakers Global brands ruled from 1985-2020.Chinese brands now taking over. EV Tech Startups Future. Electrics. Global. Who Are These Guys? Say Hello toXiaomi China’sChampion 2024 NEV Sales:4.27 millionNow larger than Ford, Nissan and Honda China’s Next Top 10 What Are They Making? Looking for Vehicles Under $25,000?China Has That. Vehicles Between $25-50,000?China Has That. Between $50-250,000?China Has That, Too. $223,000BYD U9 Supercar Jumping 2.5 Meters in the Air China’s Global Ambitions China's Killer Playbook:Purpose-built Overcapacity Chinese brands already take 10% of Europe's EV market "Chinese EVs posean imminent risk toEurope's autoindustry" "There will be aterrible fight withthe Chinese" Oliver ZipseCEO, BMW Carlos TavaresFormer CEO, Stellantis Made in China is 25-30% cheaper than in Europe/US/Canada. China: Largest Supplier of Cars to Mexico Made-in-China car exports toMexico jumped 10x between2020 and 2024 Massive Growth in Shipping & Logistics Brace For New Realities U.S.: 127.5% Tariff onMade-in-China Cars “We don't want to waituntil there are 2 millioncars on US roads beforewe discover they are athreat to national security.” Gina Raimondo, Jan 12, 2025 Our “Sputnik 2” Moment No. 1 inCapacity: 50 millionNo. 1 inProduction: 30 millionNo. 1 inExports: 6 millionNo. 1 inEVs: 10.6 millionNo. 1 inBatteries: 70% global outputNo. 1 inCosts: 25-30% lower Who are the Toyotas and Hyundais of China? How Will They Enter the U.S.—And How Soon? •Trump & Musk•Tariffs•Time Go to Mexico, See For Yourself