중국의 자동차 전망(2025년)

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