1. The 2025 China Automobile and Motorcycle Parts Industry New Quality Productivity Development Conference and International Exhibition kicked off

On March 26th, the China Automobile and Motorcycle Parts Industry New Quality Productivity Development Conference opened in Guangdong, attracting more than 500 leading companies from around the world to participate, covering cutting-edge fields such as new energy three electric systems and intelligent driving accessories.
The conference focused on exploring green manufacturing technologies for the automotive parts industry under the "dual carbon" goal, and released the "2025 Global Automotive Parts Supply Chain Digitalization White Paper", emphasizing that data-driven flexible production models will become the mainstream of the industry.

2.BYD overtakes Tesla, reshaping the new energy auto parts market landscape

According to data from the first quarter of 2025, BYD surpassed Tesla for the first time to become the world's most profitable car company with its three electric technology advantages. Its overseas exports of core components such as batteries and motors increased by 180% year-on-year.
Chinese new energy auto parts companies (such as CATL) continue to increase their global market share, with overseas market share of battery products reaching 37%, promoting China's transformation from a "big auto parts manufacturing country" to a "strong technology export country".

3. Opportunities and challenges coexist in the European and American markets

The demand for new energy charging equipment, lightweight wheels and other accessories in the European and American markets has surged, and the search volume of related categories on the Amazon platform has increased by over 200%.
The US Inflation Reduction Act accelerates the localization of the supply chain, and Chinese auto parts companies avoid trade barriers and seize market share through overseas factories, joint ventures, and cooperation.