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    2023 Mobility Intelligence Dialogue

    English | Chinese

    Attend to get timely update on mobility market landscape, technology innovation and electrification trends from the source you can trust: S&P Global Mobility. The coverage will be local to global with a focus on domestic developments.

    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 in advance so we may prioritize these during the designated Q&A sessions.

    Roadshow Schedule
    Shanghai - 04 Jul | Beijing - 06 Jul | Chongqing - 10 Jul | Guangzhou - 12 Jul

    Details

    Date:
    10 July 2023, Monday

    Time:
    10:00 - 16:00 CST (registration starts at 09:30)

    Venue:
    Regent Chong Qing

    Address:
    4th Floor, Haitang & Jinyun Hall, 66 Jinshamen Road, Jiangbei District, Chongqing [Map]

    Gate Fee:
    USD500

    Speakers

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    Boni Sa

    Director, Automotive Planning Solution, S&P Global Mobility

    Fanni Li

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

    Lin Huaibin

    Associate Director, China Light Vehicle Sales Forecast, S&P Global Mobility

    Owen Chen

    Asssociate Director, Supply Chain and Technology, S&P Global Mobility

    Eileen Wu

    Senior analyst, Auto Battery Research

    Shunyu Yao

    Associate Research Analyst, Mine Economics, S&P Global Commodity

    James Hu

    Director, Global Intelligence & Analytics, S&P Global Market Intelligence

    Jay Fang

    Principal Analyst, Powertrain & Compliance Forecasts, Greater China, S&P Global Mobility

    Agenda

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    • Time indicated in CST Mon, July 10, 2023
      9:30 AM Registration
      10:00 AM Welcome Note
      10:15 AM China Light Vehicles Sales Outlook
      • Has China's car demand reached saturation point?
      • What is the impact of population decline/aging
      • Is the rise of Chinese OEMs sustainable
      • Can NEV maintain strong traction without NEV subsidy and tax incentives
      • How will the market structure change
      10:45 AM OEM Strategy Accelerating Electrification
      • Chinese OEM electrification strategy update
      • Global OEM electrification strategy update
      • SBPT China / Australia forecast update
      11:15 AM Powertrain Market and Technology Trends & Insights
      • Mainland China 2022 NEV market review and development analysis
      • Future electrification outlook under the challenge of carbon neutrality, including NEV and hybrid market.
      11:45 AM Q&A
      12:00 PM Networking Lunch
      1:00 PM Digital Cockpit and Connected Car Market Trends
      • Digital cockpit display trend
      • Connected car market trend
      • Over the air updates
      • Monetization : vehicle features paid updates and connected services revenue oppportunities
      1:30 PM Autonomy Forecast Briefing
      • Autonomous driving penetration forecast
      • NEV more "intelligent" than traditional vehicles
      • Leading role of Chinese market in L4 deployment worldwide
      • LiDar sensor market trend
      • Camera sensor market trend
      2:00 PM High Voltage Batteries for Automotive Applications: Raw Material and Recycling Outlook
      • EV battery market and technology trends
      • Regional demand of crucial raw materials & challenges
      • Recycling study of HVB
      2:30 PM Q&A
      2:45 PM Coffee Break
      3:05 PM Reshaping Global Automotive Trade by the EV Value Chain
      • Electric Vehicle Trade Atlas and key developments
      • Industry Players' Trade activities and market structure
      • Raw Material and Component Price
      • Implication for Ocean Shipping
      3:25 PM EV Upstream Battery Metals Development and Outlook
      • World exploration trend
      • Mining company's financings, M&A, capital expenses
      • Battery metals outlook
      3:45 PM Q&A
      3:55 PM Closing note
      4:00 PM End of program
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