24/25 PRMC Automotive Index
Review & Prospect

May 01, 2025

Offering investors fresh perspective, seizing short-term volatility, and positioning for long-term growth in the automotive sector.

Intelligence Powers New Momentum,
Value Anchors the Future

In 2024, the automotive industry index reflected a complex landscape shaped by policy shifts, technological evolution, and capital dynamics. From the rising global penetration of new energy vehicles to the brink of large-scale adoption of intelligent driving technologies, market fluctuations underscored the sector’s deep transformation. The convergence of technological and product cycles drove valuation gains for select automakers, while industry leaders—especially in smart components and foundational hardware for electrification and robotics—demonstrated clear competitive advantages in niche segments.

Looking ahead to 2025, the industry stands at the intersection of globalization and regionalization, with electrification and intelligence remaining the primary drivers of index growth. However, market divergence will become more pronounced. Investment strategies will shift from short-term domestic market share expansion to long-term category diversification (e.g., low-altitude economy, humanoid robotics) and sustained growth in overseas markets. Companies benefiting from synchronized technology and product cycles are expected to outperform, driving index momentum.

For investors, 2025 will be a pivotal year to balance value and growth with strategic precision. From upstream resource consolidation to midstream intelligent manufacturing and downstream consumption upgrades, opportunities arising from supply chain localization and smart manufacturing will span the entire industry. Leading players in electrification and intelligence, leveraging both domestic expansion and global value chain integration, will emerge as key capital market favorites.

During this critical window, Premier focuses on key component stocks within the PRMC Automotive Index’s three sub-indices—Auto Supply (upstream), Auto Manufacturing (midstream), and Auto Service (downstream)—complemented by index trend analysis. This approach aims to provide investors with fresh perspectives, capturing short-term opportunities while strategically positioning for long-term growth.