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)
