Automotive Manufacturing Industry Report Sharing

This article compiles authoritative blue books, brokerage reports, special‑track reports, and international institution reports for the automotive manufacturing industry, along with free access channels and recommended report combinations, helping readers quickly grasp the top‑level industry perspective and sub‑track opportunities.

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