Invest India：2023年印度汽车零部件行业分析报告（英文版）（12页）.pdf

1、Automobiles&Auto ComponentsDRIVING NEW INDIAS GROWTHSECTOR HIGHLIGHTS2 4th largest auto-producing nation after China,USA andJapan(2022)Auto in India is a USD 222+Bn industry and accounts for 7.1%of the countrys GDP(2021)and 49%of the countrys manufacturing GDP Auto industry employs 37 Mn people dire

2、ctly&indirectly 100%FDI allowed under the automatic route Attracted USD32.84 Billion FDI during April 2000 August 2022 Attracted 6%of total FDI inflows Between 2021-2022 Automobiles was the second largest FDI attracting sector in the country accounting for 15.8%of overall FDI in the country.Automobi

3、le&Auto components industry turnover USD 56.5 Bn in FY22.Expected to reach USD 251.4 Bn by 2026 Auto Component exports grew by 43%from USD 13.3 Bn(FY21)to USD 19 Bn(FY22)and are expected to reachUSD 80 Bn by 2026 Vehicle exports are expected to reach 17.8 million units by 2026 Electric Vehicle:The e

4、lectric vehicle market in India is expected to be valued at USD 206 Bn by 2030 USD 673 Mn in start-up funding(FY22)245%Higher than funds raised in 2020.Total Funding raised by EV start-ups at:USD 2.9 Bn EV segment in India is likely to see investments of USD 12.6 Bn across the automotive value chain

5、 over the next five years3THREE WHEELERS2013-142014-152015-162016-172017-182018-192019-202020-21*2021-22*480K532K538K635K637K260K701K511KTWO WHEELERS2013-142014-152015-162016-172017-182018-192019-202020-21*2021-22*14.8 Mn15.97 Mn13.47 Mn16.45 Mn17.58 Mn17.4 Mn20.2 Mn21.1 Mn*Pandemic effect in play15

6、.1 Mn219K4COMMERCIAL VEHICLES2013-142014-152015-162016-172017-182018-192019-202020-21*2021-22*632 K685 K714 K717 K856 K1 M614 K716 KPASSENGER VEHICLES2013-142014-152015-162016-172017-182018-192019-202020-21*2021-22*2.5 Mn2.6 Mn2.7 Mn3 Mn2.7 Mn2.8 Mn3 Mn3.2 Mn3.3 Mn*Pandemic effect in play568K5GROWTH