思略特：2030年中国汽车价值池

The total size of automotive value pools in China is mushrooming. It is expected to double by 2030, reaching a market size of more than USD 4.5 trillion. One in four vehicles sold worldwide will be in China.

Much of this increase in revenue can be attributed to disruptive trends such as digitalization and electromobility which has already led to new and growing value pools.

Financial services represent one automotive value pool that will expand rapidly from an underdeveloped base, with annual consumer spending set to increase by USD 863 billion to reach a total of USD 1.3 trillion by 2030.

Well-resourced Chinese start-ups are shaking up the market, hungrily chasing new value pools and challenging the way things are done. Global ICE1 incumbents come under increasing economic pressure.

OEMs and other players with ambitions in this dynamic and highly competitive environment urgently need to decide on their own approach to the Chinese market. They have three options – going it alone, strategically partner or invest.

At the same time non-Chinese players must increasingly be mindful of their exposure to geopolitical risk in China when making strategic investments.