The Latest Trends in China’s Automotive Industry: Titled Heads and Tails, Internal Competition and Overseas Expansion / Looking Ahead to BYD, CATL, Huawei, Xiaomei and Japanese Companies

Changes in China’s new car market
Market structure (EVs, PHVs, engine cars) ・Change in the power structure ・Start of the battle for elimination
2. Overseas expansion of Chinese companies
Changes in overseas markets ・Changes by maker ・Future forecasts
Will BYD become “the second Hengda in China’s EV market?
Will BYD become “the second Hengda in China’s EV market”? ・Risks of e-bills and excessive debt ・Does the “vertical integration” strategy have any blind spots?
How far can BYD grow?
Will Huawei and Xiaomei EVs dominate the Chinese market?
Strengths and possibilities of the two companies
(1) Evaluation of the intelligence of each company
(2) The reality of robotaxis
(5) Evolution of supporting industries
(3) Changes in CATL, the largest battery manufacturer – Non-igniting batteries and ultra-fast charging
Demand for by-wire, low-altitude economy (eVTOL), and humanoid robots
6. Response of Japanese automakers
Responses of European, U.S., and Korean automakers
Actual conditions of the three major Japanese automakers
Potential of Toyota
7. Struggles of Japanese suppliers
Challenges and Future Prospects

Using information obtained from factory visits to Chinese companies and ADAS ride-alongs, the latest trends in the Chinese automotive industry will be explained from both the front and back sides, followed by a look at Japanese companies’ business in China.