Is 𝗖𝗵𝗶𝗻𝗮 𝘁𝗵𝗲 𝗡𝗲𝘄 𝗚𝗹𝗼𝗯𝗮𝗹 𝗕𝗮𝘁𝘁𝗹𝗲𝗴𝗿𝗼𝘂𝗻𝗱 𝗳𝗼𝗿 𝗔𝘂𝘁𝗼𝘀?

Why China is the New Global Battleground for Autos?Reflections from Chongqing Auto Forum 2025Last week, for the third year running, EAC International Consulting Business Strategy Director Addie Wei had the privilege of attending the Chongqing Auto Forum – widely regarded as China’s most candid and influential automotive event. This year’s theme was fitting: “𝘚𝘩𝘢𝘱𝘪𝘯𝘨 𝘵𝘩𝘦 𝘍𝘶𝘵𝘶𝘳𝘦 𝘪𝘯 𝘢𝘯 𝘌𝘳𝘢 𝘰𝘧 𝘛𝘳𝘢𝘯𝘴𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯.” Key takeaways: 1️⃣ 𝗣𝘂𝘀𝗵𝗯𝗮𝗰𝗸 𝗔𝗴𝗮𝗶𝗻𝘀𝘁 𝘁𝗵𝗲 “𝗣𝗥𝗜𝗖𝗘 𝗪𝗔𝗥” This year, Chinese OEMs made their stance clear: unsustainable competition must stop. – Li Shufu (Geely) called out “unacceptable” price wars. – Chery and Changan warned of long-term damage to the …

Insights from Hosting EAC International Consulting’s Cutting-Edge Industry Seminars

Insights from Hosting EAC’s Cutting-Edge Industry SeminarsEAC International Consulting recently hosted 2 high-impact in-house seminars in partnership with EVTrend, bringing together over 20 executives from leading international and Chinese OEMs and Tier 1 suppliers. Expertly moderated by Addie Wei, Managing Consultant at EAC China, these sessions provided a platform for open dialogue on the most pressing topics shaping the automotive and mobility sectors.For the third year in a row, Addie had the privilege of delivering the keynote speech at the CADA Annual Event, and it was truly the highlight of the year! This time, she spoke about “Global Expansion Strategies …

India’s Technical Textile Sector: Strategic Growth Outlook

India’s Technical Textile Sector: Strategic Growth OutlookIndia’s technical textile industry is undergoing a structural transformation, positioning itself as a high-potential segment within the broader manufacturing and innovation ecosystem. Valued at approximately 24 bln EUR in 2023, the country stands as the fifth-largest technical textile market globally. Yet, with only a 6% share of the global market, the scale of opportunity remains significant.Growth in this sector is being driven by increasing domestic demand across industries such as automotive, construction, agriculture, defense, and healthcare. Segments like Packtech, Mobiltech, and Indutech continue to anchor market activity, while Meditech and Geotech are gaining momentum …

E-Mobility in ASEAN: A Drive Towards Sustainability

E-Mobility in ASEAN: A Drive Towards SustainabilityThe Association of Southeast Asian Nations (ASEAN) is undergoing a significant shift towards electric mobility, propelled by growing environmental concerns, technological advancements, and supportive government policies. This burgeoning trend presents a promising opportunity to reshape the region’s transportation landscape and accelerate its transition to a sustainable future.Key ASEAN nations, including Thailand, Indonesia, and Malaysia, are at the forefront of this transformation. Thailand, with its established automotive industry, is well-positioned to leverage its manufacturing capabilities to produce EVs. Indonesia, rich in natural resources, is focusing on developing a domestic EV ecosystem, encompassing battery production and …

Navigating the EV Market Shift in China

China’s Unrivaled Position in the EV LandscapeThe electric vehicle (EV) market in China continues to redefine the automotive industry’s future. In 2023, China solidified its position as a global leader by accounting for nearly 60% of worldwide EV sales (measured in car registrations), a significant indicator of its growing dominance, according to data from the International Energy Agency’s (IEA) Global EV Outlook 2024, a Paris-based autonomous intergovernmental organization. This trend is not just a fleeting phase but a clear signal of the shifting dynamics in the global car market, with projections showing that one in three cars in China will …

Aftermath of the EV hype – permanent dip, small dent, or no crisis at all?

Aftermath of the EV hype – permanent dip, small dent, or no crisis at all?The hype surrounding electric vehicles (EVs) in recent years has been undeniable, driven by a combination of environmental consciousness, government incentives, and technological advancements. However, as the dust settles, questions arise about the sustainability of this growth momentum and the long-term viability of the EV market.The surge in demand for EVs, accelerated during the COVID-19 pandemic, painted a rosy picture of exponential growth and high expectations. Ambitious targets, such as Germany’s aim to have 15 million EVs on the road by 2030, fueled optimism for a …

India’s New EV Import Policy: A Boon for Global Manufacturers?

India’s New EV Import Policy: A Boon for Global Manufacturers?To boost India’s electric vehicle (EV) industry, the government has unveiled a new import policy, having a two-pronged approach: first, to attract investments in premium EV manufacturing. This could bring globally recognized brands and advanced technologies to India. Second, the policy aims to promote localization, encouraging the domestic production of EVs. This focus on local manufacturing protects existing Indian companies that are currently catering to the price-conscious consumer segment with affordable EVs. By creating this framework, the government hopes to foster a sustainable EV ecosystem in India, with options for both …

Challenges within the German Automotive Network

Challenges within the German Automotive NetworkThe German automotive industry, renowned for its precision engineering and collaborative spirit between manufacturers and suppliers, is facing a tumultuous period marked by rising tensions between the major automakers and their suppliers. The strained relationship has led to significant disruptions and financial losses. The situation underscores broader challenges within the industry, including heightened cost pressures, increasing complexity of vehicle components, and shifting market dynamics.At the heart of the issue lies a breakdown in the traditionally close-knit partnership between the major automakers and their suppliers. Instances of faulty or delayed components, ranging from brakes to batteries, …

Automechanika Schanghai 2023

Automechanika Shanghai 2023Der China Auto After-Sales Market Entrepreneurs Boundless Summit und die AMR High-End Cocktail Party wurden erfolgreich in Shanghai abgehalten. Die Veranstaltung wurde in einem komfortablen, freien und offenen “TED TALK”-Vortragsformat abgehalten, um zukunftsweisende Ideen zu verbreiten und eine Plattform für Diskussionen auf höchster Managementebene zu schaffen. Unsere Managing Consultant, Frau Addie Wei, hielt einen Vortrag mit dem Titel “The Roadmap of Chinese OEMs Going Global and Opportunities in the Chinese After-Sales Market”.In ihrem Vortrag hob Frau Wei hervor, dass mit dem kontinuierlichen Wachstum des Marktanteils von intelligenten Elektrofahrzeugen die Beziehung zwischen Automobilunternehmen und Kundendienstanbietern einen Umgestaltungsprozess durchläuft. Dieser …

Automechanika Shanghai 2023

Automechanika Shanghai 2023The China Auto After-sales Market Entrepreneurs Boundless Summit and AMR High-end Cocktail Party were successfully held in Shanghai. The event adopted a comfortable, free, and open “TED TALK” speech format to disseminate leading-edge thinking and establish a platform for top-level management discussions. Our Managing Consultant, Ms. Addie Wei, delivered a speech titled “The Roadmap of Chinese OEMs Going Global and Opportunities in the Chinese After-sales market.“In her presentation, Ms. Wei highlighted that, with the continuous growth in market share of intelligent electric vehicles, the relationship between car companies and after-sales service providers is undergoing a reshaping process. This …

Volkswagen in China’s NEV Market: Challenges & Changes

Volkwagen in China’s NEV Market: Challenges & ChangesHow does VW perform in China’s New Energy Vehicle (NEV) market? In 2021, Volkswagen’s new energy vehicle “ID series” did not meet the Board’s expectations. It reached an annual sales volume of roughly 70,000 cars, lower than the target 80,000. The pioneer in this industry, Tesla, performed far better – reaching a significant volume of 936,000 shipped units. Besides that, the competition did not just come from Tesla. Local new energy automakers such as BYD, NIO, and Xpeng all delivered outstanding sales outcomes of 594,000, 91,000 and 98,000 units respectively. Together these players …

Fuel-Cell Vehicles in China – Quo Vadis?

Quo Vadis Fuel-Cell in China?What is the state of automotive fuel-cell development worldwide? After years of development, fuel-cell electric vehicles (FCEV) still pose a considerable controversy among OEMs, particularly when it comes to passenger car applications. Although notable progress has been made to develop hydrogen fuel-cell vehicles, the overall market in the passenger segment remains small compared to battery cars (BEV). The global FCEV stock reached 45,000 units by 2021, with Japanese and Korean car models leading the market. Long-term projections forecast an annual sales volume of 150,000 units by 2030, and mobility heavyweights have put hydrogen on their development …