麦肯锡：2025重塑未来：全球贸易变局中的印度汽车零部件产业研究报告（英文版）（36页）.pdf

1、September 2025Shaping the future of Indias auto component industry amid global trade shiftsiiShaping the future of Indias auto component industry amid global trade shiftsSeptember 2025Shaping the future of Indias auto component industry amid global trade shiftsivShaping the future of Indias auto com

2、ponent industry amid global trade shiftsMcKinsey&Company has developed this independent research report as the knowledge partner forthe65th Annual Conference organized by the Automotive Component Manufacturers Association of India(ACMA).The authors thank ACMAs leadership for the opportunity to prese

3、nt this study at the Annual Session.Inparticular,we are grateful to Shradha Suri Marwah,Vikrampati Singhania,Vinnie Mehta,members of the ACMA steering committee,the ACMA secretariat,and the many industry leaders for theircontribution.Many McKinsey colleagues provided valuable advice and analysis for

4、 this report,including Nitesh Gupta,Bhavesh Mittal,K Ganesh,Soundharya Narayanan,Gandharv Vig,and Akshay Asija.We thank McKinseys project team,consisting of Meghana G and Sumit Goenka.We are also grateful to Anamika Mukharji and Fatema Nulwala for their communications expertise and guidance,and to P

5、 Sarath Kumar for the design of this report.Authors Brajesh Chhibber PartnerRajat Dhawan Senior PartnerShivanshu Gupta Senior PartnerShubham Singhal Senior PartnerAkash Misra Associate PartnerJayati Shah Associate PartnerThis report is independent,reflects the views of the authors,and has not been c

6、ommissioned by any business,government,or other institution.AcknowledgmentsvShaping the future of Indias auto component industry amid global trade shiftsviShaping the future of Indias auto component industry amid global trade shiftsContentsExecutive summary1Indias auto component opportunity amid shi