Global Auto Supply Chain Restructuring: Chinese Players Rise to 17 in Top 100, While European Giants Face Contraction
Published Time:
2025-10-10
This "power shift" stems from the divide in adapting to electrification and intelligence
The 2025 list of the world's top 100 auto company has revealed a profound shift in the global industrial landscape. Chinese companies have climbed to 17 in number, a record high, with Sailun Group, Desay SV, Top Group, and Ningbo Huaxiang newly entering the ranks. This stands in stark contrast to the struggles of traditional European giants: multinational corporations such as Magneti Marelli and Schlotter have filed for bankruptcy protection, while Bosch and ZF have seen their revenues decline by 2-5% year-on-year.
This "power shift" stems from the divide in adapting to electrification and intelligence. Winners like Top Group have seen their automotive electronics business grow ninefold, driven by 240,000 units of air suspension shipments in 2024, with product average prices surging 12.6 times to 3,790 yuan. Conversely, ZF's e-drive business has faced shrinking demand as Tesla and BYD increase in-house R&D, forcing it to spin off its drive division. Chinese headliners are also excelling financially: CATL, with a global power battery market share of 37.9%, achieved a net profit of 50.745 billion yuan in 2024 despite a 9.7% revenue drop, while Fuyao Glass saw its net profit grow 33% to 7.498 billion yuan, thanks to high-value-added products like smart panoramic
