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    alt text

    2024 Mobility Intelligence Dialogue (Chongqing)

    Date: September 10, 2024

    • Overview
    • Details
    • Speakers
    • Agenda

    2024 Mobility Intelligence Dialogue

    English | Chinese

    Synopsis

    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.

    ‌

    Roadshow Schedule

    Shanghai - 03 Sep | Beijing - 05 Sep | Chongqing - 10 Sep | Shenzhen - 12 Sep

    ‌

    Media Partner

    S&P Global Adjacent Business Partner

    Association

    OEM

    Supplier

    Details

    Date:
    10 September 2024, Tuesday

    Time:
    09:45 - 17:30 CST (registration starts at 09:00)

    Venue:
    IHG-Regent
    4F JinYun Hai Tang Room

    Address:
    66th Jinshamen Street, Jiangbei District, Chongqing 400021 P.R. China [Map]

    Gate Fee:
    USD500

    Speakers

    { "slidesToScroll": 1, "dots": true, "arrows": true, "autoplay":false }
    Claire Fang

    Senior Research Analyst, Forecast Intelligence and Strategy, S&P Global Mobility

    Fanni Li

    Principal Research Analyst, Automotive Supply Chain & Technology

    Lin Huaibin

    Manager, China Light Vehicle Sales Forecast Automotive Lead

    Susanna Huang

    Consulting Principal, S&P Global Mobility

    Mengyin Tao

    Principal Analyst, Automotive Supply Chain and Technology, S&P Global Mobility

    Lucy Tang

    Metals market specialist with Platts’ APAC insights team, S&P Global Commodity Insights

    Bin Liu

    Deputy Director of Technology Center, Saic-Hongyan Automotive Co.,Ltd

    Veronica Liu

    General Manager, Industry Research Department , Gotion Hi-Tech.

    Bing Yang

    General Manager, CAAG Chenzhi Technology

    Agenda

    • Print Page
    • Time indicated in CST Tue, September 10, 2024
      9:00 AM Registration
      9:45 AM Video Show | Welcome Note

      Lei, Zhang - Subject Matter Expert Principal, S&P Global Mobility

      10:00 AM The 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 AM The 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 AM Panel 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 AM Q&A
      12:15 PM Networking Lunch
      1:30 PM Globalization 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 PM Software-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 PM Globalization 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 PM Networking Tea Break
      3:25 PM Panel 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 PM Global 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 PM Review 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 PM Q&A

      Lei, Zhang - Subject Matter Expert Principal, S&P Global Mobility

      5:20 PM Closing Note
      5:30 PM End
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