Automotive Manufacturing Industry Report Sharing

I. Official Authoritative Blue Books (Must‑Read, Top‑Level View)

1. “China Automotive Industry and Technology Development Report 2025” (MIIT Equipment Center)

• Core: Policy, internationalization, green & low‑carbon, intelligent connected vehicles, industrial chain security – 8 sections, 32 chapters, official industry direction.

• Highlights: EU internal combustion engine ban, dual‑carbon goals, L3 regulations, chip/software self‑reliance, supply chain restructuring.

• Access: MIIT Equipment Industry Development Center, China Automotive Engineering Research Institute (CAERI).

2. Automotive Industry Blue Book Series (CAAM + CAERI, annual classic)

• “China Automotive Industry Development Report 2025”: Production & sales, import/export, competition landscape, technology roadmaps (electrification, intelligence, lightweighting).

• “China Auto Parts Industry Development Report 2025”: Dedicated to auto parts, focusing on “mechanical → electronics + software + materials”, X‑by‑wire chassis, domain controllers, die‑casting, recycled materials.

• “China Commercial Vehicle Industry Development Report 2025”: Heavy trucks, light trucks, buses – new energy transition and exports.

• Access: Social Sciences Academic Press, CAAM official website.

II. Brokerage and Consulting Firm In‑Depth Reports

1. Citic Securities “Auto｜Moving Forward with Leaders: 2025 Annual and 2026 Q1 Review” (May 2026)

• Core: 2025‑2026 production & sales, export surge, leader differentiation, new tracks for parts (robotics, liquid cooling, AI energy).

• Highlights: Five driving forces for auto parts (policy, technology, user, competition, resources), globalization and premiumization.

• Access: Citic Securities Research, Wind, Hibor.

2. S&P Global China Ratings “Five Major Trends in Vehicle Manufacturing Industry 2026” (Dec 2025)

• Core: 2026 sales forecast, small NEV penetration, capacity consolidation, price war & profit recovery, credit divergence.

• Highlights: Industry shakeout pace, exit risks for small auto parts suppliers, advantages of leading suppliers.

• Access: S&P official website, Discovery Report.

3. Rui Xin Consulting “2026 China Automotive Industry High‑Quality Development White Paper” (March 2026)

• Core: 2025 production & sales 34.44 million units (global No.1), NEV penetration >50%, Chinese brands market share 69.5%, export explosion.

• Highlights: 15th Five‑Year transformation, autonomous driving commercialization, self‑controlled supply chain.

• Access: Discovery Report, Rui Xin Research Institute.

III. Special‑Track Reports (Auto Parts / NEV / Autonomous Driving)

1. Auto Parts Special – Desay SV / Huawei / Tuopu Industry Chain Reports (2025‑2026)

• Topics: Domain controllers (1000 TOPS+), X‑by‑wire chassis (fully decoupled steering/braking), giga‑casting (6800 tons), 800V high voltage, SiC electronic control, recycled aluminum/plastic (mandatory ratios from 2026).

• Core: Complete logic + data + cases from mechanical parts to systemic innovation.

2. NEV Special – “2025‑2030 Global New Energy Vehicle Industry Chain Report” (Power Battery Alliance)

• Core: Solid‑state batteries (2030 mass production), semi‑solid (2028), cobalt‑free/sodium batteries, fast charging (400km in 10 min), material recycling.

• Highlights: Lithium/cobalt resource constraints, cost reduction paths, global position of China’s supply chain.

3. Autonomous Driving Special – “China Intelligent Connected Vehicle Development Report 2025” (CAERI)

• Core: L3 regulation implementation, urban NOA, 4D radar + infrared + LiDAR fusion, large‑model cockpits, OTA subscriptions.

• Highlights: 2026‑2030 technology roadmaps, cost reduction curves, business model innovation.

IV. International Institution Reports (Global Landscape & Going‑Global Reference)

1. OECD “Global Automotive Industry Outlook 2025‑2030”

• Core: Global production & sales forecast, regional patterns (China/Europe/North America/Southeast Asia), electrification penetration, trade policies (CBAM).

• Highlights: Opportunities and barriers for Chinese automotive going global, impact of EU combustion engine ban.

2. McKinsey “The Future of the Automotive Supply Chain” (2026)

• Core: Supply chain nearshoring, geopolitical risks, chip/software self‑reliance, circular economy, digital supply chain.

• Highlights: Globalization strategy for auto parts companies, localized R&D and flexible manufacturing.

V. Free Access Channels & Recommended Combinations

1. Free Access Channels

• Official: MIIT Equipment Center, CAAM official website, CAERI (partial summaries free).

• Platforms: Discovery Report, Hibor Investment Research, Wind (institutional reports free/paid).

• WeChat public accounts: Auto Review, Gasgoo, Automotive Industry Observer, Smart Driving Circle.

2. Recommended Report Combinations (Ready to Use)

• Top‑level view: MIIT 2025 Blue Book + CAAM Parts Blue Book

• Data & logic: Citic 2026 Q1 Report + S&P Five Trends

• Track focus: Domain/X‑by‑wire/casting special reports + NEV industry chain + autonomous driving reports