In this report, Automotive World first explores the near-term outlook for light and heavy vehicles, with commentary on the economic situation in which China’s automakers and suppliers are currently operating, and a closer look at the light vehicle and heavy commercial vehicle sectors.

The second section of the report, ‘Future mobility in China – the industry perspective’ examines the issues facing companies seeking to transform mobility and transportation in China.

Table of contents

List of figures

• Figure 1: GDP forecasts
• Figure 2: China, urban household disposable income per capita, 2006-2020
• Figure 3: China: PC demand 2010-20 (CAAM wholesale data + imports)
• Figure 4: Chinese sales of IC-powered cars by engine displacement (2014 = 100, excludes imports)
• Figure 5: China battery-electric PC sales (000 units)
• Figure 6: Market shares of IC and battery-electric cars, China
• Figure 7: Vehicle ownership and GDP per capita, China & various markets, 2020
• Figure 8: LV sales per 1,000 people, China and various markets, 2020
• Figure 9: Sales by brand, China PCs, 2020
• Figure 10: Change in share by brand, China PCs, 2020 -v- 2019
• Figure 11: China LV demand, 2019-2025
• Figure 12: China HV sales, 2010-2020
• Figure 13: China HV sales by segment, 2020
• Figure 14: China HV (truck & bus) market shares, 2020
• Figure 15: China road tractor market shares, 2020
• Figure 16: Chinese GDP growth in absolute and relative terms
• Figure 17: China HV demand, 2010-2025

Executive summary

Chapter 1: China’s new vehicle market – prospects to 2025

• Economic outlook
• Recent light vehicle (LV) demand
• LV market characteristics
• PC market shares
• Outlook for LV demand
• China’s heavy vehicle (HV) market
• Outlook for HV demand

Chapter 2: Future mobility in China – the industry perspective

• China’s growing middle class want Chinese EVs
• China looks to repeat EV success with fuel cell vehicles
• China eyes significant near-term AV rollout
• Chinese EV makers scout new growth in EU and US
• Strained Sino-US relations could make life difficult for mobility tech players
• Government and industry ambition drives China’s connected vehicle push

Appendix (Excel)

• Historic vehicle sales by OEM group and brand (2019-2020)
• Vehicle sales forecasts by OEM group and brand (2021-2025)

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