Strong Growth in China's Automotive Market in 2024: NEVs Dominate the Mainstream [SMM Analysis]

๊ฒŒ์‹œ๋จ: Jan 19, 2025 23:40
[SMM Analysis: Strong Growth in China's Auto Market in 2024, NEVs Dominate the Mainstream] According to the latest data released by CAAM, China's auto market continued to perform strongly in December 2024. Driven by the trade-in policy, the market remained vibrant, and year-end efforts by enterprises to push for target significantly boosted car purchase demand.

๋ฐ์ดํ„ฐ ์ถœ์ฒ˜ ์„ค๋ช…: ๊ณต๊ฐœ ์ •๋ณด๋ฅผ ์ œ์™ธํ•œ ๋ชจ๋“  ๋ฐ์ดํ„ฐ๋Š” SMM์ด ๊ณต๊ฐœ ์ •๋ณด, ์‹œ์žฅ ์ปค๋ฎค๋‹ˆ์ผ€์ด์…˜ ๋ฐ SMM ๋‚ด๋ถ€ ๋ฐ์ดํ„ฐ๋ฒ ์ด์Šค ๋ชจ๋ธ์„ ๊ธฐ๋ฐ˜์œผ๋กœ ๊ฐ€๊ณตํ•œ ๊ฒƒ์ž…๋‹ˆ๋‹ค. ๋ณธ ์ž๋ฃŒ๋Š” ์ฐธ๊ณ ์šฉ์ด๋ฉฐ ์˜์‚ฌ๊ฒฐ์ • ๊ถŒ๊ณ ๋ฅผ ๊ตฌ์„ฑํ•˜์ง€ ์•Š์Šต๋‹ˆ๋‹ค.

๋ฌธ์˜ ์‚ฌํ•ญ์ด ์žˆ๊ฑฐ๋‚˜ ์ž์„ธํ•œ ์ •๋ณด๋ฅผ ์›ํ•˜์‹œ๋ฉด ์•„๋ž˜๋กœ ์—ฐ๋ฝํ•ด ์ฃผ์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค: lemonzhao@smm.cn
๋ฆฌ์„œ์น˜ ๋ณด๊ณ ์„œ ์—ด๋žŒ ๋ฐฉ๋ฒ•์— ๋Œ€ํ•œ ์ž์„ธํ•œ ๋‚ด์šฉ์€ ์•„๋ž˜๋กœ ๋ฌธ์˜ํ•˜์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค:service.en@smm.cn
๊ด€๋ จ ๋‰ด์Šค
ใ€SMM ๋ถ„์„ใ€‘ ์Šน์ธ ์ ˆ์ฐจ ์ง€์—ฐ๊ณผ ๊ณ„์ ˆ์  ๋น„์ˆ˜๊ธฐ๊ฐ€ NdFeB ์ˆ˜์ถœ์— ๋ถ€๋‹ด; 6์›” ์ „๋ง๋„ ์•ฝ์„ธ ์œ ์ง€
9์‹œ๊ฐ„ ์ „
ใ€SMM ๋ถ„์„ใ€‘ ์Šน์ธ ์ ˆ์ฐจ ์ง€์—ฐ๊ณผ ๊ณ„์ ˆ์  ๋น„์ˆ˜๊ธฐ๊ฐ€ NdFeB ์ˆ˜์ถœ์— ๋ถ€๋‹ด; 6์›” ์ „๋ง๋„ ์•ฝ์„ธ ์œ ์ง€
๋” ๋ณด๊ธฐ
ใ€SMM ๋ถ„์„ใ€‘ ์Šน์ธ ์ ˆ์ฐจ ์ง€์—ฐ๊ณผ ๊ณ„์ ˆ์  ๋น„์ˆ˜๊ธฐ๊ฐ€ NdFeB ์ˆ˜์ถœ์— ๋ถ€๋‹ด; 6์›” ์ „๋ง๋„ ์•ฝ์„ธ ์œ ์ง€
ใ€SMM ๋ถ„์„ใ€‘ ์Šน์ธ ์ ˆ์ฐจ ์ง€์—ฐ๊ณผ ๊ณ„์ ˆ์  ๋น„์ˆ˜๊ธฐ๊ฐ€ NdFeB ์ˆ˜์ถœ์— ๋ถ€๋‹ด; 6์›” ์ „๋ง๋„ ์•ฝ์„ธ ์œ ์ง€
SMM ํ†ต๊ณ„์— ๋”ฐ๋ฅด๋ฉด, 2026๋…„ 5์›” ์ค‘๊ตญ์˜ ๋„ค์˜ค๋””๋ฎด ์ž์„ ์ˆ˜์ถœ๋Ÿ‰์€ ์ด 4,730ํ†ค์œผ๋กœ ์ „์›” ๋Œ€๋น„ 7.72% ๊ฐ์†Œํ–ˆ์Šต๋‹ˆ๋‹ค. ๊ทธ๋Ÿฌ๋‚˜ ์ „๋…„ ๋™์›” ๋Œ€๋น„๋กœ๋Š” 281.84% ๊ธ‰์ฆํ–ˆ์Šต๋‹ˆ๋‹ค. ์ด๋Ÿฌํ•œ ๊ธ‰์ฆ์€ ์ฃผ๋กœ 2025๋…„ 5์›” ์ˆ˜์ถœ ํ†ต์ œ๋กœ ์ธํ•œ ๊ธฐ์ € ํšจ๊ณผ์— ๊ธฐ์ธํ•ฉ๋‹ˆ๋‹ค. ํ•œํŽธ ์ „์›” ๋Œ€๋น„ ๊ฐ์†Œ๋Š” ํ•ด์™ธ ์ˆ˜์š”์˜ ๊ณ„์ ˆ์  ์•ฝ์„ธ์™€ ๊ตญ๋‚ด ์ˆ˜์ถœ ํ—ˆ๊ฐ€ ์ ˆ์ฐจ์˜ ์‹ค์งˆ์  ๋ณ€ํ™”๋ฅผ ๋ฐ˜์˜ํ•ฉ๋‹ˆ๋‹ค.
9์‹œ๊ฐ„ ์ „
ํฌํ† ๋ฅ˜ ๊ฐ€๊ฒฉ ๊ธ‰๋“ฑ ํ›„ ํ•˜๋ฝ; ๋‰ด์Šค ๊ต๋ž€์— ๊ฑฐ๋ž˜ ๋ถ€์ง„ [SMM ํฌํ† ๋ฅ˜ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
10์‹œ๊ฐ„ ์ „
ํฌํ† ๋ฅ˜ ๊ฐ€๊ฒฉ ๊ธ‰๋“ฑ ํ›„ ํ•˜๋ฝ; ๋‰ด์Šค ๊ต๋ž€์— ๊ฑฐ๋ž˜ ๋ถ€์ง„ [SMM ํฌํ† ๋ฅ˜ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
๋” ๋ณด๊ธฐ
ํฌํ† ๋ฅ˜ ๊ฐ€๊ฒฉ ๊ธ‰๋“ฑ ํ›„ ํ•˜๋ฝ; ๋‰ด์Šค ๊ต๋ž€์— ๊ฑฐ๋ž˜ ๋ถ€์ง„ [SMM ํฌํ† ๋ฅ˜ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
ํฌํ† ๋ฅ˜ ๊ฐ€๊ฒฉ ๊ธ‰๋“ฑ ํ›„ ํ•˜๋ฝ; ๋‰ด์Šค ๊ต๋ž€์— ๊ฑฐ๋ž˜ ๋ถ€์ง„ [SMM ํฌํ† ๋ฅ˜ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
[SMM ํฌํ† ๋ฅ˜ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ: ํฌํ† ๋ฅ˜ ๊ฐ€๊ฒฉ ๊ธ‰๋“ฑ ํ›„ ํ•˜๋ฝ, ๋‰ด์Šค ์ฃผ๋„ ๋ณ€๋™์„ฑ์œผ๋กœ ๊ฑฐ๋ž˜ ๋ƒ‰๊ฐ] ์ตœ๊ทผ ์Šคํฌ๋žฉ ์žฌํ™œ์šฉ ๊ธฐ์—…์˜ ๊ฐ์‚ฐ ๋ณด๋„์™€ ํ•˜๋ฅ˜ ์ˆ˜์š” ํšŒ๋ณต์— ํž˜์ž…์–ด, ๋Œ€๋ถ€๋ถ„์˜ ๊ณต๊ธ‰์—…์ฒด๋“ค์ด ๊ฐ€๊ฒฉ์„ ๋Œ€ํญ ์ธ์ƒํ–ˆ๊ณ  ์‹œ์žฅ ์‹ ๋ขฐ๊ฐ€ ํฌ๊ฒŒ ๊ฐ•ํ™”๋˜์—ˆ์Šต๋‹ˆ๋‹ค. ๊ทธ๋Ÿฌ๋‚˜ ๋ชฉ์š”์ผ ์•ฝ์„ธ ์ถ”์ธก์ด ์‹œ์žฅ์„ ๋’คํ”๋“ค๋ฉฐ ์„ ๋ฌผ ๊ฐ€๊ฒฉ์ด ๊ธ‰๋ฝํ–ˆ๊ณ , Pr-Nd ์‚ฐํ™”๋ฌผ ํ˜„๋ฌผ ์‹œ์žฅ ๊ฐ€๊ฒฉ๋„ ๋™๋ฐ˜ ํ•˜๋ฝํ–ˆ์Šต๋‹ˆ๋‹ค. ํ˜„์žฌ Pr-Nd ์‚ฐํ™”๋ฌผ ๊ฐ€๊ฒฉ์€ 74๋งŒ 3์ฒœ~74๋งŒ 7์ฒœ ์œ„์•ˆ/ํ†ค์œผ๋กœ ๋ณ€๋™์„ฑ ์กฐ์ •์„ ๊ฑฐ์ณค์Šต๋‹ˆ๋‹ค.
10์‹œ๊ฐ„ ์ „
[SMM ๊ณต์ง€] SMM ์ค‘์ดํŠธ๋ฅจยท์œ ๋กœํ“ธ ํ’๋ถ€ ๊ด‘์„ ๊ฐ€๊ฒฉ ์‚ฐ์ • ๋ฐฉ์‹ ๊ฐœ์ •์— ๊ด€ํ•œ ๊ณต์ง€
14์‹œ๊ฐ„ ์ „
[SMM ๊ณต์ง€] SMM ์ค‘์ดํŠธ๋ฅจยท์œ ๋กœํ“ธ ํ’๋ถ€ ๊ด‘์„ ๊ฐ€๊ฒฉ ์‚ฐ์ • ๋ฐฉ์‹ ๊ฐœ์ •์— ๊ด€ํ•œ ๊ณต์ง€
๋” ๋ณด๊ธฐ
[SMM ๊ณต์ง€] SMM ์ค‘์ดํŠธ๋ฅจยท์œ ๋กœํ“ธ ํ’๋ถ€ ๊ด‘์„ ๊ฐ€๊ฒฉ ์‚ฐ์ • ๋ฐฉ์‹ ๊ฐœ์ •์— ๊ด€ํ•œ ๊ณต์ง€
[SMM ๊ณต์ง€] SMM ์ค‘์ดํŠธ๋ฅจยท์œ ๋กœํ“ธ ํ’๋ถ€ ๊ด‘์„ ๊ฐ€๊ฒฉ ์‚ฐ์ • ๋ฐฉ์‹ ๊ฐœ์ •์— ๊ด€ํ•œ ๊ณต์ง€
14์‹œ๊ฐ„ ์ „
[SMM Analysis: Strong Growth in China's Auto Market in 2024, NEVs Domi - Shanghai Metals Market (SMM)