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Automotive
Forecasting & Planning
Sales Performance & Marketing
Vehicle In Use
Automotive
English | Chinese
A near-term global EV slowdown early this year is causing uncertainties to both automakers and suppliers, casualties include bankruptcies, scrapped initial public offerings and production cuts. The pace of investment in capacity and technology development has outrun actual growth. What are the direct and indirect stumbling blocks to EV growth- high prices, range anxiety, battery life or high insurance costs? Will the EV demand slowdown rebound and if so, when will it be?
Germany's EV subsidy program ended prematurely late last year, almost a year ahead of the stipulated period following the adoption of a revised 2024 budget. There is a real need to find innovative ways to develop more affordable EVs, especially smaller urban city EV cars, a segment arguably with a slimmer profit margin. How will this impact the Chinese EV OEMs exporting into Europe in view of meeting the EU safety requirements and increased tariffs?
This is also a networking opportunity with industry peers, thought leaders and influencers. The program is designed to be engaging, we welcome you to send in your questions to AskMobility@spglobal.com in advance so we may prioritize these during the designated Q&A sessions.
Shanghai - 03 Sep | Beijing - 05 Sep | Chongqing - 10 Sep | Shenzhen - 12 Sep
Date:
10 September 2024, Tuesday
Time:
09:45 - 17:30 CST (registration starts at 09:00)
Venue:
IHG-Regent
4F JinYun Hai Tang Room
Address:
66th Jinshamen Street, Jiangbei District, Chongqing 400021 P.R.
China [Map]
Gate Fee:
USD500
Huaibin, Lin - Manager, China Light Vehicle Sales Forecast, Automotive, S&P Global Mobility
Discussion Highlights:
Moderator:
Claire Fang - Senior Research Analyst, Forecast Intelligence and Strategy, S&P Global Mobility
In this session, the discussion focus will be on weighing the benefits of localization and globalization moves- the current challenges faced such as impending costs and geopolitical risks, industry localization trends and insights, long-term benefits of either strategy, and how to achieve a well-balanced strategy.
Claire Fang - Senior Research Analyst, Forecast Intelligence and Strategy, S&P Global Mobility
Discussion Highlights:
Fanni Li - Principal Research Analyst, Automotive Supply Chain & Technology, S&P Global Mobility
Xiaoyu, Mou - OTA lead, Changan Software Center
Moderator:
Michael Tao - S&P Global Mobility
Panelists:
Yang, Bing - General Manager, CAAG Chenzhi Technology
Gong, Xi - General Manager, Greatwall Capital
Susanna Huang - Consulting Principal, S&P Global Mobility
The outlook for battery metals remains relatively subdued amid expectations of oversupply. The slowdown in the growth of demand and overproduction are likely to keep battery metal prices lower in the second half of this year.
Lucy Tang - Senior Editor- Metals, S&P Global Commodity Insights