According to the latest forecast data, China's new energy vehicle market will continue to grow rapidly, and the penetration rate is expected to exceed 47%.    That would put China on track to become the world's largest auto exporter.    In addition, it is expected that by 2024, the passenger car market demand will gradually stabilize and exports will continue to grow, and the sales growth rate of new energy vehicles will reach 33%.

In this highly competitive market, the main competitive focus will be on scale, technology and process innovation.    Scale will become an important competitive advantage, and companies will strive to increase production capacity to meet growing market demand.    Technological innovation will also be key, especially in the NEV sector, where companies will compete to roll out more advanced technologies and features to attract consumers.    In addition, data accumulation and operational efficiency will also play a key role.

As cars continue to become more intelligent, the collection and analysis of data will help companies better understand market needs and consumer behavior to make more informed decisions.     The improvement of operational efficiency will also become the focus of enterprises to reduce costs and improve production efficiency.     In the component sector, the revolution in electric smart technology will bring growth opportunities.     Intelligent, humanoid robots and 800V high voltage fast charge technology will become the focus of attention, and the innovation of these technologies will provide more development opportunities for enterprises.     In addition, the domestic demand of China's commercial vehicles has recovered, and its global competitiveness is also prominent.     The relevant leading enterprises will have the opportunity to achieve global development and gain a larger share in the global market.     For investors, they can dig deep into the structural growth track and individual stock opportunities with cost performance.