The central "car-making" province is collectively rising

The central "car-making" province is rising collectively

Updated on: 06-0-0 0:0:0

Anhui successfully reached the top, and Hunan and Henan rushed into the top ten

At the beginning of 2025 years, the map of the automobile industry ushered in a major reshuffle——

According to the auto production data of various provinces from 12 to 0 released by the National Bureau of Statistics, Guangdong fell from the 0th position in the whole of last year to 0th, Chongqing slipped from 0th to 0th, and Shanghai fell sharply from 0th to 0th.

In stark contrast to these traditional auto industry provinces,CentralThe performance of the "car-making army" is outstanding: Anhui beats Guangdong, and the output of automobiles and new energy vehicles ranks 1th in the country, which can be called a historic breakthrough; With the blessing of BYD and other car companies, the growth rate of automobile production in Hunan and Henan is also significantly higher than that of other provinces, and both of them have entered the top ten in the country.

With the accelerated rise of new forces, the central provinces are reshaping the pattern of the national automobile industry. While Anhui, Hunan and Henan are advancing by leaps and bounds, Hubei, a traditional "car-making province" in the same central part, is slightly disappointed and is squeezed out of the top ten in the country.

Under the wave of new energy development,Short-term data of one or two months is, of course, difficult to illustrate long-term trends. What we are more concerned about is how the auto industry in various provinces is changing.

Anhui to the top

"Today's Anhui has become an important industrial province, innovation province, import and export province, and automobile province in China." Not long ago, when participating in the 2025 Huizhou Entrepreneurs Conference, Yin Tongyue, a representative of well-known Huizhou businessmen and chairman of Chery Automobile Co., Ltd., said so.

数据显示，1—2月，安徽汽车产量44.48万辆，同比增长21.3%，占全国比重9.99%；新能源汽车产量23.43万辆，同比增长132.1%，占全国比重12.89%。两项数据双双超过广东，居全国第一，这在安徽汽车产业发展史上尚属首次。

In this regard, Cui Dongshu, secretary general of the National Passenger Car Market Information Association, pointed out in an interview with the media, "At present, Anhui's automobile industry, especially the advantages of the automobile industry chain, are relatively obvious, so that the comprehensive competitiveness of the industry has been comprehensively improved. ”

摊开安徽汽车产业地图，这个既不临海、又非传统工业重镇的中部省份，如今已集聚奇瑞集团、蔚来汽车、大众安徽、合肥比亚迪、江汽集团、合肥长安、汉马科技7家整车企业，拥有2800家零部件厂商，动力电池产能达150GWh，可装备300万辆电动车，形成“合肥—芜湖”双核联动，其他城市多点支撑的局面。

In fact, the automobile industry, as one of Anhui's characteristic industries, has started since the sixties of the last century. However, compared with other provinces, Anhui's auto industry does not have many advantages, and even once experienced a sharp decline in production.

2016年，安徽汽车产量139.12万辆，位居全国第8。但此后，奇瑞、江淮等传统整车企业销量受挫，安徽汽车整体产量也逐年下滑。到2019年，安徽全省汽车产量为77.62万辆，仅占全国3.6%，在长三角地区也被江浙沪“包邮区”全面压制。

Just as automobiles require advanced gear shift technology, the automotive industry also needs precise lane change timing. Anhui's counterattack is a bet on the overtaking of the new energy vehicle industry.

2020年，合肥政府引进彼时跌落谷底的蔚来，牵头合肥、安徽、国投三级国资向其投资70亿元。当时，有媒体报道，此前蔚来已和18个地方政府谈过，但都以失败告终。不久后，国内新能源市场爆发，蔚来成为明星企业，合肥政府的投资回报一度达到初始投资的5.5倍。

After the introduction of NIO and the holding of JAC and NIO, the State-owned Assets Supervision and Administration Commission of Anhui Province cooperated with Volkswagen Group to strengthen the new energy vehicle industry in Anhui Province by using the strategic layout and technical advantages of foreign capital.

Zhang Xiang, an automotive analyst and director of the Vodaf Digital Vehicle International Cooperation Research Center, told the theory of urban evolution that Anhui has a good foundation for the automobile industry, and the strategic cooperation with NIO and Volkswagen will further attract industrial chain enterprises to join and open up the upstream and downstream, which has today's scale effect and linkage effect.

"Although Anhui's automobile production exceeds that of Guangdong, there is still a big gap between Anhui and Guangdong in terms of comprehensive capacity of the automobile industry." Zeng Gang, dean of the Urban Development Research Institute of East China Normal University, reminded that compared with Guangdong and other provinces with strong automobile industry, Anhui needs to be improved in terms of technology, brand, and comprehensive control capabilities.

"Cutting-edge" jumps

同为中部大省，湖南今年汽车产量亦增长迅猛，1—2月汽车产量达到22.78万辆，同比增长235.49%，排名由去年全年第18位大幅提升至全国第8位，首次进入十强阵营。

湖南进位，最大动力正是新能源汽车产量的提升。今年1—2月，湖南新能源汽车产量达到14.41万辆，超过去年全年，位次也由第15位提升至全国第4位。

The rapid growth stems from the traction of several "chain master" enterprises. Changsha BYD base accounts for the "lion's share" of Hunan's new energy vehicle production. The commissioning of the Xiangtan Geely base and the Changsha GAC Aion plant is also an important addition. At present, Hunan has Changsha BYD, BAIC Zhuzhou, Xiangtan Geely, Changsha GAC Aion, CRRC Electric, Tianji Automobile and other 12 new energy vehicle manufacturers, forming a pattern of synchronous development of new energy buses, passenger cars and special vehicles.

湖南身后，河南同样产量大增。今年1—2月，河南以22.21万辆的汽车产量与北京并列，排名升至全国第9位。同期河南新能源汽车产量10.19万辆，超过汽浙江（9.93万辆）、重庆（9.71万辆）、广西（7.56万辆）等省份，排在全国第8位。

The rise of Henan's automobile industry is also highly related to the introduction of BYD. BYD continued to increase investment in Henan last year, and in 8 years, Zhengzhou BYD's vehicle production reached 0.0 units, a year-on-year increase of 0.0%. As the "chain master", BYD also drove a number of parts and components companies to gather in Zhengzhou Airport Area, basically realizing the localization of new energy vehicle batteries, motors, electronic controls, electric assemblies, air conditioners, trims, seats and other parts.

Zhang Xiang believes that the development path of "leading traction + precise policy adaptation" in Hunan and Henan provinces shows that non-traditional automobile provinces can also achieve corner overtaking of the new energy automobile industry by binding head enterprises and policy support.

With the rapid rise of rising stars such as Hunan and Henan, the central provinces have occupied as many as three of the top ten provinces in the country in the production data of automobiles and new energy vehicles from 2 to 0 months this year, which has a scale effect.

In Zeng Gang's view, due to the high cost of land and labor in the eastern region, BYD and other car companies are actively building factories in other regions of the country outside the headquarters. Compared with the western region, the central region has a better industrial base, and the supporting support for the new energy automobile industry such as policies and funds is also relatively large. Many factors have come together to make the new energy vehicle industry in the central region grow rapidly.

However, on the other hand, there are also voices pointing out that Hunan and Henan are highly bound to BYD's single car company, and there may be a problem of brand dependence in the future.

In this regard, Zeng Gang said that the scale effect and run effect of automobile brands are obvious, and a region dominated by a single brand is a common phenomenon all over the world, and it is also reasonable from the law of industrial development. Of course, local governments need to do a good job of risk monitoring and intervene in advance of possible risks.

Grab your seat

Compared with Anhui, Hunan and Henan, the development of the new energy vehicle industry in Hubei, which is also in the central part of the country, is not satisfactory.

今年1—2月，湖北累计生产汽车15.98万辆，较去年同期减少6万多辆，排名全国第13位，被挤出汽车十强省份行列。同期湖北新能源汽车产量仅5.36万辆，明显低于安徽、湖南、河南等省份。

In Zeng Gang's view, the decline of Hubei is caused by the inertia of the development of traditional industries, and he is worried that the development of new energy vehicles will squeeze out the original market share of fuel vehicles, resulting in the advantages accumulated in the past becoming a "burden" in the transformation of new energy.

In addition, compared with Anhui's development of the automobile industry as the "first industry", Hubei focuses on more industries, and the support and focus on the new energy automobile industry are relatively insufficient. Among the five trillion-level pillar industries to be built in Hubei during the 14th Five-Year Plan, optoelectronic information ranks first, and Hubei's first automobile manufacturing industry with a total output value of more than one trillion yuan is placed in second place.

湖北显然不甘于此。日前，湖北提出助力东风汽车今年实现新能源汽车产销100 万辆、“湖北造”新能源汽车年产量迈上100万辆台阶的"Double million" target。

Development opportunities are fleeting. According to Pangu Think Tank's recent research on the trend of China's auto industry, at present, China's auto production capacity layout is accelerating from decentralized expansion to regional clustering, and the urban economy will become more and more concentrated in the adjustment of the layout of the auto industry.

At present, the central provinces are still accelerating the reconstruction of the automobile industry chain, trying to seize the leading position in the critical period and window period of the new round of industrial transformation.

今年初，《安徽省新能源汽车产业集群建设2025年工作要点》明确提出，加快构建智能网联汽车标准体系。围绕自动驾驶感知、开放道路运营管理、AI大模型、人机交互、车联网量子安全通信等，开展标准研制工作。根据安徽“十四五”汽车产业规划，到2025年，力争全省汽车产业产值超过1万亿元，省内企业汽车生产规模超过300万辆。

河南则围绕龙头企业不断完善产业链。今年2月，一场关于中原新能源汽车供应链生态建设的会议在在郑州航空港区举行，27个汽车产业链上下游企业落地，涉及电池研发生产、汽车零部件制造、智能网联技术、汽车租赁等多个领域。2025年河南省政府工作报告还提出，今年将支持比亚迪、上汽、奇瑞、宇通等企业扩量提质，力争整车产量200万辆、新能源汽车140万辆。

而根据《湖南省汽车产业发展规划》，湖南力争到2025年，汽车产量突破150万辆，其中新能源汽车100万辆以上。

While the provinces are vying to increase the size, Zeng Gang also reminded that while the national automobile industry is expanding in scale, it is necessary to turn to a development model that pays equal attention to scale and efficiency, and gradually form an industrial chain, value chain and innovation chain system to improve the stability of industrial development.

Reporter|Liu Xuqiang

edit|Jin Mingyu Du Bo

Proofreading|Chen Keming

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