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EVs & NEVs

新能源汽车

China dominates global EV production, accounting for over 60% of worldwide electric vehicle sales. The NEV (New Energy Vehicle) ecosystem spans battery manufacturing, motor systems, charging infrastructure, and autonomous driving.

Hubs

14

cities with this sector

Total Output

¥3104B

combined industry output

Companies

8,925

across all hubs

Employment

1862K

workers in sector

Key Statistics

NEV production

9.6M vehicles

2024

Global market share

~65%

2024

NEV penetration rate

47%

2024

Global Context

China produced 9.6 million NEVs in 2024, with BYD surpassing Tesla as the world's largest EV maker by volume.

Hub Rankings

#1

Shenzhen深圳

Tier 1rapid

Complete NEV ecosystem: BYD HQ, battery, motors, electronics

¥820B output2500 companies450K employed
#1

Chongqing重庆

Tier 1rapid

Full-spectrum NEV manufacturing: SOE transformation (Changan Avatr/Deepal/Qiyuan), private-tech convergence (Seres-Huawei AITO), battery integration (CATL plant-in-plant). 1.25M vehicles in Liangjiang alone, 2.788M city-wide (#1 nationally).

¥248B output400 companies200K employed
#2

Shanghai上海

Tier 1steady

EV manufacturing (Tesla Gigafactory), autonomous driving R&D

¥450B output1000 companies200K employed
#2

Shenyang沈阳

Tier 2steady

Premium automotive manufacturing (BMW), NEV components, automotive supply chain

¥100B output600 companies120K employed
#3

Hefei合肥

Tier 2rapid

EV assembly (NIO, Volkswagen), battery materials

¥250B output500 companies120K employed
#4

Changzhou常州

Tier 3rapid

NEV assembly (Li Auto, BYD), complete supply chain

¥180B output800 companies100K employed
#5

Guangzhou广州

Tier 2rapid

EV assembly (GAC Aion, XPeng), autonomous driving R&D, EV supply chain

¥380B output1200 companies250K employed
#5

Liuzhou柳州

Tier 3rapid

Mass-market NEV assembly (SAIC-GM-Wuling, Dongfeng Liuqi, Guangxi Auto Group), micro/mini EV pioneer, complete auto supply chain

¥220B output400 companies100K employed
#6

Zhengzhou郑州

Tier 2rapid

EV assembly (BYD, SAIC plants), electric buses (Yutong), NEV supply chain

¥180B output600 companies150K employed
#7

Ningbo宁波

Tier 2steady

NEV auto parts (motors, drivetrains), EV castings, precision components

¥90B output400 companies60K employed
#8

Yancheng盐城

Tier 3emerging

Auto parts manufacturing, vehicle assembly, NEV component supply

¥55B output200 companies35K employed
#8

Ningde宁德

Tier 3steady

SAIC Ningde Base: NEV manufacturing and export (60+ countries); 1.1 million cumulative vehicles; 99% welding automation

¥48B output35 companies15K employed
#9

Xiangyang襄阳

Tier 3emerging

NEV assembly (Dongfeng EV lines), electric drivetrains, ICE-to-EV transition

¥65B output250 companies50K employed
#12

Liyang溧阳

Tier 4emerging

NEV components: turbocharger parts, electric axles, airbags, seatbelts, automotive filters

¥18B output40 companies12K employed

Policy Drivers

  • NEV Industry Development Plan (2021-2035)
  • Dual Credit Policy
  • Provincial EV subsidies

Key Companies

BYD

比亚迪

1211.HK

World's largest NEV manufacturer by volume, vertically integrated from battery cells to complete vehicles.

Shenzhen, Guangdong

XPeng

小鹏汽车

XPEV

Smart EV maker focused on autonomous driving technology, with advanced ADAS and in-house LiDAR integration.

Shenzhen, Guangdong

NIO

蔚来

NIO

Premium EV brand known for battery swap technology, HQ relocated to Hefei after government rescue investment.

Hefei, Anhui

Dongfeng Motor (Wuhan)

东风汽车(武汉)

0489.HK

One of China's "Big Three" automakers, with major NEV production and autonomous driving R&D based in Wuhan.

Wuhan, Hubei

Li Auto

理想汽车

LI

Extended-range EV maker with primary manufacturing in Changzhou, known for family-oriented SUVs.

Changzhou, Jiangsu

Major automaker and parent of Volvo Cars, Polestar, and Zeekr EV brand, with headquarters and R&D in Hangzhou.

Hangzhou, Zhejiang

GAC Aion

广汽埃安

GAC Group's dedicated NEV brand, one of China's fastest-growing EV makers with its own smart factory in Guangzhou.

Guangzhou, Guangdong

WeRide

文远知行

WRD

Leading autonomous driving startup operating robotaxi, robobus, and robovan services, with extensive road testing in Guangzhou.

Guangzhou, Guangdong

XPeng (Guangzhou HQ)

小鹏汽车(广州)

XPEV

Smart EV maker's Guangzhou headquarters and major manufacturing base, producing models with advanced autonomous driving features.

Guangzhou, Guangdong

Geely (Ningbo Mfg)

吉利(宁波基地)

0175.HK

Geely's major vehicle manufacturing base in Ningbo, producing Lynk & Co and Zeekr electric vehicles.

Ningbo, Zhejiang

China's largest heavy-duty truck manufacturer, now developing hydrogen fuel cell trucks and autonomous driving for logistics.

Jinan, Shandong

World's largest electric bus manufacturer, with over 170,000 NEV buses sold globally across more than 40 countries.

Zhengzhou, Henan

SAIC-GM-Wuling (SGMW)

上汽通用五菱

Three-way joint venture behind the Wuling Hongguang Mini EV, China's best-selling micro-EV. Produced 42.73万 NEVs in 2024 (+87%). Baojun brand also manufactured here.

Liuzhou, Guangxi

Dongfeng Liuqi

东风柳汽

Dongfeng Motor subsidiary producing commercial and passenger vehicles in Liuzhou, transitioning to NEV production lines.

Liuzhou, Guangxi

Guangxi Auto Group

广西汽车集团

Provincial state-owned auto group producing new energy vehicles and components, a key node in Liuzhou's auto ecosystem.

Liuzhou, Guangxi

BMW Brilliance

华晨宝马

BMW's largest global production base with >¥100B investment in Shenyang. Premium automotive manufacturing anchor for Tiexi District.

Shenyang, Liaoning

Central SOE automotive conglomerate. 30 millionth Chinese-brand vehicle produced Dec 2025. 2.683M vehicles sold in 2024; 734K NEVs (+52.8%). Owns Avatr, Deepal, Qiyuan brands. First L3 autonomous driving license in China.

Chongqing, Chongqing

Seres Group

赛力斯集团

601127.SH

Private automaker partnered with Huawei. AITO brand hit 1 millionth vehicle in 46 months. M9 dominates ¥500K+ luxury segment. 3,000+ robots, 100% welding/painting automation. CATL plant-in-plant integration.

Chongqing, Chongqing

SAIC Motor (Ningde Base)

上汽集团(宁德基地)

SAIC's major NEV manufacturing and export base. 1.1 million cumulative vehicles; 683 robotic arms, 99% welding automation; exports to 60+ countries. First national "Green Factory" in NEV sector.

Ningde, Fujian

Specializes in turbocharger key components and automotive castings. Based in Liyang's Zhuzhe green casting town, which ranks #1 nationally in casting output.

Liyang, Jiangsu