Data source: ARC Technology
Statistical period: January November 2025
Report core: Based on national and provincial automobile production, enterprise layout, and industry characteristic data, analyze the development of China’s automobile industry
Pattern and Future Trends I. Overview of the Overall Development of the National Automotive Industry
From January to November 2025, China’s automobile industry will show a strong growth trend, with new energy vehicles becoming the core growth engine
The quantitative data is as follows:
Total automobile production: 31.231 million vehicles, a year-on-year increase of 11.9%;
New energy vehicle production: 14.907 million units, a year-on-year increase of 31.4%.
The growth rate of new energy vehicle production far exceeds that of traditional vehicles, becoming the core driving force for promoting industrial upgrading and demonstrating China’s automotive industry’s shift towards new energy
The firm pace of transformation towards localization. 2、 Development pattern and data analysis of automobile industry in various provinces and cities
（1） Production ranking and core data
Ranking of total automobile production in various provinces and cities from January to November 2025 (in 10000 units):
- Anhui: 333.54
- Guangdong: 271.96
- Chongqing: 249.81
- Jiangsu: 224.68
- Shandong: 222.64
- Zhejiang: 199.47
- Shanghai: 160.11
- Shaanxi: 157.60
- Hunan: 148.01
- Henan: 134.74
- Jilin: 134.43
- Beijing: 133.54
（2） Industrial characteristics and enterprise layout of each province and city
| province and city | Total vehicle production (10,000 units) | New energy vehicle production (10,000 units) | Core enterprise/enterprise cluster | Industrial Positioning and Characteristics |
| Anhui (Province), Anhwei | 333.54 | 163.49 | Chery, NIO, Volkswagen Anhui, Hefei BYD, Jiangsu Automobile Group, Hefei Changan | The First Province of Automobile Industry, Forming the “Seven Steeds” Industrial Cluster, New Energy and Traditional Vehicle Co-develop |
| Guangdong (Province) | 271.96 | 101.61 | GAC Group, BYD, Huawei, Xpeng | Driven by Scientific and Technological Innovation,Focus on Intelligent and Connected New Energy Vehicles,Establish Guangdong Intelligent Automobile Industry Base |
| Chongqing | 249.81 | 111.55 | Changan Automobile, Saislys | Intelligent Networked New Energy Capital of Automobile, Modern Production Base Supports Industrial Transformation |
| Jiangsu | 224.68 | 137.27 | Ideal,BYD,Chang’an,Changcheng | New Energy Vehicle Industry Cluster, Scale and Intensive Production Characteristics |
| Shandong | 222.64 | 85.95 | BYD, Geely, China Heavy Duty, Weichai Power | Accelerating the Transformation of New Energy and Intelligence in the Traditional Automobile Industry Province |
| Zhejiang | 199.47 | 121.74 | Geely, Leapmotor | “Whole and Whole” Synergy, New Energy Vehicle Industry Development “Acceleration” |
| Shanghai | 160.11 | 104.20 | SAIC Group, Tesla, Lexus | The world-leading automotive industry ecosystem serves as the stabilizing force of Shanghai’s industrial economy. |
| Shaanxi | 157.60 | 99.86 | Geely, BYD, Shaanxi Automobile | The Layout of One Heart Two Wings and Many Parks, Leading Enterprises Drive Upgrading of Industries |
| Hunan | 148.01 | 94.50 | Changsha BYD, BAIC Zhuzhou, Xiangtan Geely, Changsha GAC Aion, CRRC Electric | Building a System of Synergistic Development and Taking the Road of “Breakthrough” in Automobile Industry |
| Henan | 134.74 | 66.01 | Dongfeng Nissan, Zhengzhou Nissan, SAIC Motor, Chery Automobile, Yutong Bus, BYD | Industry Agglomeration as the Driving Force, New Energy Vehicle Track Accelerates Development |
| Jilin | 134.43 | 16.53 | China FAW | The Old Industrial Base, Relying on FAW to Rejuvenate the New Energy |
| Beijing | 133.54 | 62.39 | Beiqi Group, Beijing Benz, BAIC New Energy, Li Auto, Xiaomi Auto | Intelligent and connected new energy vehicles are the “highland” of intelligent manufacturing |
3、 Analysis of the proportion of new energy vehicles and key insights
（1） Regional proportion characteristics
The proportion of new energy vehicle production shows regional imbalances:
High proportion leading regions: Shanghai (10.98%), Hunan (10. XX%), Shaanxi (10.64%), Jiangsu
(10.3%), Zhejiang (10. XX%), five provinces and cities account for over 60%, leading the industry transformation;
Low proportion region: Jilin accounts for only 2.03%, with a gap of 53 percentage points compared to high proportion provinces;
- Middle tier: Anhui and Henan both account for 8.28%, Beijing 7.94%, Chongqing 7.6%, Guangdong 6.25%, Shandong
6.XX%。 （2） Core Insights
- High proportion regions lead the transformation: the Yangtze River Delta (Shanghai, Jiangsu, Zhejiang), Hunan, and Shaanxi have high penetration of new energy vehicles,
Significant achievements have been made in industrial transformation; - Significant regional development disparities: Differences in industrial layout and policy support have led to a polarization in the proportion of new energy vehicles;
- Wide growth potential: Most provinces still have significant potential to increase the proportion of new energy vehicles, and there are significant opportunities for industrial upgrading.
4、 Summary of Industrial Development and Future Prospects
（1） Annual Summary
From January to November 2025, China’s automobile industry will maintain strong growth, with new energy vehicles becoming the main driving force; Competition among provinces and cities
The industrial layout is becoming increasingly perfect, and the characteristics of regional clustering and characteristic development are highlighted. （2） Future prospects
The Chinese automotive industry will continue to develop towards high-end, intelligent, and green directions: - High end development: Focus on the research and production of high-end car models to enhance the brand’s international competitiveness;
- Intelligent upgrade: Deepen the application of intelligent networking technology, promote the development of autonomous driving and vehicle road coordination;
- Green transformation: Continuously expand the production capacity of new energy vehicles, improve supporting facilities such as charging piles and battery swapping stations, and achieve the full industry chain
Low carbonization.
In the future, China’s automotive industry is expected to occupy a more important position in the global market and become a core leader in the transformation of the global automotive industry.
