Gao, Tao- Associate Director, Greater China Light Vehicle Production, S&P Global Mobility

Huaibin, Lin- Associate Director, Light Vehicle Sales Forecast, S&P Global Mobility

The growth of NEV sales and the growth of vehicle exporting from China are two major highlights for the automotive industry in China in recent years. But globally the growth of NEV, especially BEV are at different paces among major markets. During this dialogue, we want to discuss the latest changes of the electrification environment in major markets like Europe, Thailand, Australia and Brazil. In some markets the electrification is also driven by Chinese OEMs. We will discuss the opportunity of Chinese OEMs in the global markets and also the potential challenges.

Boni, Sa- Director, Planning Solutions, S&P Global Mobility

Junchao, Lu- Senior Manager, International Business Department, GAC Group

Xin, Wan- General Manager, Product Management, Automotive Business Division, TCL

• Key changes in China passenger vehicle market triggered by electrification evolution.
• How to race ahead in China BEV market with advanced powertrain technology.
• How to race ahead in China PHEV/REEV market with advanced powertrain technology.
• What will the future China NEV market be like and who will stay ahead in the fierce competition.

Jessie, Zhang- Principal Analyst, Automotive Powertrain Forecasts, S&P Global Mobility

• Prospects on Chinese automotive brands
• Technological innovations
• Market landscape from local to the global arena
• Imposed tariffs and impacts on overseas market
• E-Mobility trends and global outlook
• Price War in China Market
• Chinese OEMs going oversea
• OEM Strategy Shift

Gao, Tao- Associate Director, Greater China Light Vehicle Production, S&P Global Mobility

Yuchan, Jiang- Continental

'Smart Driving Equalization' is one of the important topics in China's automotive market in 2025. The rate of high-level assisted driving systems in new cars is rapidly increasing this year, which is an excellent development opportunity for the advanced assisted driving industry chain. Opportunities often go hand in hand with challenges. In the face of the huge demand for front-loaded mass production and the imploding car market, how to provide cost-effective and differentiated products, and how to ensure the function landing and product quality in a shorter development cycle are all important issues for OEMs and suppliers.

Forward-looking market forecasts help car companies find breakthroughs and solve user pain points in the dynamic Chinese smart driving market. For example, the inference of large models on the car puts higher requirements on vehicle computing power, AI system interpretability can help improve user trust, multi-sensor redundancy to ensure system security, etc. are all technical trends worth discussing.

Looking at Smart Driving from a global perspective, the level of Smart Driving in Chinese cars is already ahead of the world. Against this backdrop, importing China's Smart Driving technology into the global market is an attractive new growth curve for domestic companies.

The S&P Global Mobility Autonomous Driving Roundtable will have an in-depth discussion on the market outlook and technology trends of high-level assisted driving and autonomous driving with all the distinguished guests, providing professional views and inspiration for the Chinese and global audience.

Daokuan, Lu- Senior Analyst, Autonomous Driving, S&P Global Mobility

Mark, Xu- General Manager, Global Intelligent Driving Industry, Robosense

• SDV benefits, E/E architecture and vehicle operating system evolution
• Current OEMs/Suppliers SDV development pain points
• Different collaboration model analysis: in house, outsourced, contract manufacturing, co-creation
• Potential market opportunities
• How can enterprises adapt to the changes brought by SDV?
• Business model: hardware upgrade, software subscription ROI
• Other SDV hot topics

Fanni, Li- Principal Research Analyst, Automotive Supply Chain & Technology, S&P Global Mobility

Haijun, Zhang- Director, Marketing, ADAYO

S&P Global Mobility expect a faster move toward cell-to-pack (CTP) and cell-to-body (CTB) configurations for batteries in the EV industry, as automakers look to reduce weight and cost of manufacturing. In CTP, cells are directly mounted onto the pack housing, with no modules in between, reducing the number of components and assembly steps. Mainland Chinese cell makers such as BYD, with its Blade batteries and CATL, with its Shenxing and Qilin batteries, have been focusing heavily on CTP LFP batteries. Some European and American automakers are also looking at adopting CTP so we may see a few EV models with this tech in the next few years.

Other presentation highlights:

• Battery demand analysis and regional supply chain outlook
• Charging Infrastructure
• Most promosing battery technology and trends
• Evolution of EV battery enclosure

Han, Gao- Senior Research Analyst, Automotive Supply Chain & Technology. S&P Global Mobility

The electric motor market keeps evolving as the market share of xEVs grows in the past few years. Many OEMs and suppliers have launched record-breaking high-performance motors with high power and high speed, making this market increasingly competitive. And at the same time, more inverter designs adopted SiC or hybrid SiC to improve the overall efficiency of E-drive unit to satisfy the demand for longer driving range. The supply chain of electric drive is another much-talked-about area and affected by change of policies on raw materials and trade tariffs.

In this presentation, we will analyze the technical developments happening in the electric propulsion market and the emerging trends in supply chain that we observed.

Jie, Yang- Senior Research Analyst, Automotive Supply Chain and Technology, S&P Global Mobility