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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.
Lei, Zhang - Subject Matter Expert Principal, S&P Global
Mobility
10:00 AMThe Strange Rise and Fall of NEV: Volatility as New Normal
Is a full-hybrid boom (outside Mainland China)
sustainable?
Does PHEV/REEV have good potential in the EU/US?
Prospect of advanced/ full autonomous driving in major
markets
Huaibin, Lin - China Light Vehicle Sales Automotive Forecast
Lead, S&P Global Mobility
10:45 AMThe Practice of New-Vehicle Powered by Digital Intelligence
Driverless heavy truck development and verification
process
Case study sharing on digitalization achievement
The business value of digital intelligence enabling heavy
trucks
Bin, Liu - Deputy Director of Technology Center, Saic-Hongyan
Automotive
11:15 AMPanel Discussion: Momentum of Electrification in China and Beyond- Can We Still Accelerate?
Discussion Highlights:
Chinese Electric Vehicle OEMs' global production outlook
OEMs' xEV strategy
BEV/ Hybrid market outlook
Challenges vs opportunities for the electrification
momentum
Europe Regulations and Policies
Export Market Overview and Outlook
EU Market Barriers of Entry
Moderator:
Claire Fang - Senior Research Analyst, Forecast Intelligence and
Strategy, S&P Global Mobility
Panelists:
Susanna Huang - Consulting Principal, S&P Global
Mobility
Jia, Liu - Industry Research Department General Manager,
Gotion
Bin, Liu - Deputy Director of Technology Center, Saic-Hongyan
Automotive
11:55 AMQ&A
12:15 PMNetworking Lunch
1:30 PMGlobalization vs Localization Strategies in the Growth of Automotive Industry
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
2:00 PMSoftware-Defined Vehicle Industry Outlook and Impact on Mainland China In Parallel with Electrification Future
Discussion Highlights:
The latest market trend update on Digital Cockpit, Connected
Cars, and Software-defined vehicle
Architectural transformations that SDVs are undergoing,
specifically the shift from domain architectures to centralized
ECUs and the potential impact on vehicle operations
How SDVs are reshaping the in-vehicle experience; the
opportunities and challenges SDVs present for customization,
infotainment, and user interaction
Challenges encountered in SDV design, including system
architecture, security, safety, and failure prevention and
solutions
Insights on the division of software development between the
Original Equipment Manufacturer (OEM) and suppliers
Large models' innovation in the automotive industry; business
models and potential applications
Fanni Li - Principal Research Analyst, Automotive Supply Chain
& Technology, S&P Global Mobility
2:30 PMGlobalization of Chinese Lithium Battery
Demand focused- product globalization
Leading the way- technology globalization
Secure supply- supply chain globalization
Tracking investment hotspots- capital globalization
Jia, Liu - Industry Research Department General Manager,
Gotion
3:00 PMNetworking Tea Break
3:25 PMPanel Discussion: A discussion on Next-Generation Chassis Systems for Light Vehicle- How will "By-Wire" Systems Reshape the Landscape of the Chassis Industry?
What by-wire systems will most likely be deployed in a light
vehicle?
How can these by-wire systems be compared with conventional
chassis components technically and commercially?
What are the main barriers to implementing by-wire chassis
technologies, and what are the strategies for overcoming them?
What is the consumer acceptance of advanced chassis technology
and the year-by-year market trends in each key automotive
market?
Regarding in-house production trends of components (by
affiliates) by Chinese OEMs, will it be helpful to launch by-wire
chassis technologies more quickly?
Moderator:
Michael Tao - Senior Research Analyst, AutoTechInsight, S&P
Global Mobility
Panelists:
Yang, Bing - General Manager, CAAG Chenzhi Technology
4:00 PMGlobal Insights, Local Impact: Mastering Sustainability Regulations Impacting China Automotive Sector
Explore the evolving landscape of global sustainability
regulations
Unravel the complexities of international sustainability
regulations affecting China's automotive sector
Discuss developments in international standards such as UNECE
and EU regulations and implications for China's automotive
sector
Gain insights on proactive regulatory scanning to anticipate
changes
Susanna Huang - Consulting Principal, S&P Global
Mobility
4:30 PMReview and Outlook of China's Battery Metals Market
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.
Discussion Highlights:
Platts battery metals prices and methodology
Lithium/cobalt/nickel/black Mass price volatility
Outlook of battery chemistry mix
Lucy Tang - Senior Editor- Metals, S&P Global Commodity
Insights
5:00 PMQ&A
Lei, Zhang - Subject Matter Expert Principal, S&P Global
Mobility
