Engines and Pioneers: China's Auto Industry Heads Towards a New Decade
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Engines and Pioneers: China's Auto Industry Heads Towards a New Decade

Paid Research

Engines and Pioneers: China's Auto Industry Heads Towards a New Decade

Automotive Author: Linyan Feng Nov 06, 2020 10:00 AM (GMT+8)

ContributorsBob Wang

EditorLuke Sheehan

Pages25

CopyrightEqualOcean Intelligence

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Introduction

The COVID-19 pandemic has accelerated the adoption of technology in the auto industry. Governments, such as those of China, France, Italy, are using electric vehicle subsidies to stimulate the economy and build a more sustainable world. Legacy car makers, like General Motors and Daimler, are investing lavishly in related projects. In this report, we comprehensively analyze China's automotive industry and indicate the main investment opportunities appearing within the sector.

Highlights

  • NIO, Li Auto and Xpeng are taking sizable losses, but are still highly valued by the markets
  • Legacy automakers have been suffering, with their stocks delivering low returns
  • Tesla's market dominance has made global incumbents join the game
  • We are rather optimistic about China's New Energy Vehicle (NEV) market, which is hugely driven by government support, improving infrastructure and the rise of local Chinese brands
  • China's dominance in the EV segment is continuing: to date, ~1.2 million EVs, or 57% of global sales, have occured in the country

Contents

  • 1 Introduction
  • 2 Highlights
  • 3 2020 - The transformation year
  • 4 EV at the tipping point
  • 5 Case study: Li Auto
  • 6 Case study: BYD
  • 7 Autonomous car commercialization contest
  • 8 Chinese tech giants' mega-billion game
  • 9 Autonomous and electric systems
  • 10 Case study: Huayu

In this report

27 charts

showcasing the status quo of the Chinese auto market

45 companies

were analyzed in this report, with two case studies -- veteran automaker BYD and Chinese EV upstart Li Auto

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About the research

EqualOcean Intelligence is the research and consulting division of EqualOcean. It provides market and investment analysis, as well as advisory services for global enterprises and public decision-makers. Widely recognized across a number of industries thanks to its service capacity and research methodology, EqualOcean Intelligence closely tracks cutting-edge technologies, applying unique frameworks and models to solve longstanding and emerging problems.

EqualOcean Intelligence's scope comprises eight major sectors: technology, consumer, healthcare, automotive, industrials, financials, communication and real estate. With over 100 experienced and qualified analysts at work, EqualOcean Intelligence is one of the few institutions delivering content in both English and Chinese, together with the requisite expertise to interpret both cultures. This rare talent mix is one of the reasons EqualOcean is widely quoted by so many top global publications.

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