理特咨询：2024中国电动汽车：全球市场的驱动力还是阻力？-基于全球消费者调查的实证分析与建议报告（中译版）（28页）.pdf

1、CHINESE ELEC TRIC VEHICLES:DR AG OR DRIVER FOR GLOBAL MARK E T S?Factual discussion&recommendations based on a global consumer survey 2024ALEXANDER KRUGPartner,Automotive Practice MunichDR.ANDREAS SCHLOSSERPartner,Automotive Practice MunichRICHARD PARKINPartner,Automotive Practice ParisDR.PHILIPP SE

2、IDELPrincipal,Automotive Practice MunichNICOLA BORGOManager,Automotive Practice FrankfurtCONTENTFOREWORD 3EXECUTIVE SUMMARY&KEY FINDINGS 41.CHINAS PASSENGER VEHICLE INDUSTRY 82.HOW GLOBAL CAR BUYERS LOOK AT CHINESE OEMs 14CONCLUSION 262China has been a growth driver for Western OEMs for the last two

3、 decades,as it has taken advantage of its market size and unbounded desire for Western cars through joint ventures(JVs)with local producers.However,the first signs of an inflection are now visible.A government program initiated a decade ago to promote Chinas domestic automotive industry and electrif

4、ication led to the emergence of new electric vehicle(EV)brands and increased domestic manufacturers desire to create their own brands and product portfolios.As a result,China became the largest global car exporter in 2023.We believe the internationalization of Chinese OEMs will soon accelerate.The d

5、rivers are both political and economic,including various regions electrification goals and the leveling off of the Chinese economy,forcing domestic OEMs to focus on export activities.Factors such as the global ambitions of Chinese OEMs particularly in the EV market(both battery-powered and hybrids)a

6、nd their competitiveness compared to traditional incumbents play a significant role.The question is whether this is an opportunity for global EV technologies and markets or just a threat for European/US incumbent manufacturers as has been posited by many in the public arena.Arthur D.Little(ADL)belie