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Impact of China on Automotive Sector, 2021 Update – Thematic Research

This report looks at the impact China is having in the automotive sector.


This report is part of our ecosystem of thematic investment research reports, supported by our “thematic engine”.

About our Thematic Research Ecosystem

GlobalData has developed a unique thematic methodology for valuing technology, media and telecom companies based on their relative strength in the big investment themes that are impacting their industry. Whilst most investment research is underpinned by backwards looking company valuation models, GlobalData’s thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats. To do this, GlobalData tracks the performance of the top 600 technology, media and telecom stocks against the 50 most important themes driving their earnings, generating 30,000 thematic scores. The algorithms in GlobalData’s “thematic engine” help to clearly identify the winners and losers within the TMT sector. Our 600 TMT stocks are categorised into 18 sectors. Each sector scorecard has a thematic screen, a risk screen and a valuation screen. Our thematic research ecosystem has a three-tiered reporting structure: single theme, multi-theme and sector scorecard. This report is a Multi-Theme report, covering all stocks, all sectors and all themes, giving readers a strong sense of how everything fits together and how conflicting themes might interact with one another.

Key Highlights

China’s the pre-eminent market in the automotive space and its importance to the automotive sector is transformative in many ways.

Gone are the days when China was just seen as a substantive market opportunity and one pillar of the BRICs. Today, China stands alone among its BRIC counterparts in having been able to deliver on its promise. And the upside doesn’t end there.

While the market peaked at 28.3m in 2017 – having grown from just 6.3m in 2007 – there remains room to grow in the market. In most quarters a mature Chinese market is regarded as being able to deliver between 35 and 40m light vehicle sales a year if the rise of shared mobility doesn’t cap market promise.

The sheer size of the opportunity means that most of the established order of automotive OEMs and suppliers are established in the country. However, the sheer size of the market has also been an incubator for several companies that are beginning to flex their capabilities on the international stage.

Table of Contents

Executive Summary



Chinese automotive trends

Global automotive trends

Industry analysis

Market size and growth forecasts

Mergers and acquisitions



Sector scorecards

Further reading

Our thematic research methodology


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