Editor's note: The progress bar for 2025 has already been loaded halfway. Looking back over the past 180 days and nights, the Chinese
Automotive Parts industry has demonstrated strong resilience and vitality in a highly challenging market environment. Along with the growth of vehicle production and sales, market competition has become more intense, and the transformation of old and new driving forces has intensified. In the pursuit of high-quality development, higher requirements have been put forward for the comprehensive transformation and upgrading of enterprises. In the early stages of new technology updates, iterations, and application promotion,
planetary gear shafts for new energy differentials.component companies often have to invest far more than their returns and face market uncertainty.
However, regardless of new challenges, standards, changes, or trends, behind the "new" lies the interweaving of challenges and opportunities, and the "giant wheel" of China's automotive industry is still breaking through the waves. Mid year is not only a time scale, but also an opportunity for reflection and organization. On this occasion, this special issue launches a mid year special planning report, focusing on the automotive industry chain and supply chain, deeply analyzing the key variables and deep logic of industry development in the first half of the year, recording key news events and market phenomena worth a book, hoping to provide readers with a reference to understand the present and grasp the future, and jointly move towards the second half full of possibilities.
New challenges test determination and resilience
In the first half of 2025, China's automotive parts industry will not only benefit from the sustained growth of the new energy intelligent vehicle market, but also face multiple unprecedented new challenges. The deterioration of the international trade environment, the tightening of intelligent driving regulation, the highlighting of software failure risks, and the cross-border expansion of safety connotations collectively constitute the complex background of industry development. These new challenges not only test the emergency response capabilities of the entire automotive industry chain, but also force the industry to reconstruct its development path from the underlying logic.
In the first half of this year, the "chaotic fist" of the US tariff policy became a special variable that disturbed the automotive parts industry.
Automotive Transmission Shifting System Components.Although the Trump administration's attempt to impose excessive tariffs will further exacerbate supply chain uncertainty, it is difficult to shake the fundamentals of China's automotive parts industry development. Faced with the impact, the company actively responded by temporarily suspending relevant orders and observing the follow-up; In the long run, we will strengthen market diversification, "go global" and open overseas factories, and adopt flexible trade methods such as delivery forward. The industry adheres to the concept of "focusing on doing one's own thing well", relies on the innovation capability of the entire industry chain, and steadily promotes the "going global" strategy.
