China's transmission shaft industry

The integration of China's transmission shaft industry and new energy industry is driving the industry to achieve leapfrog upgrading. Driven by the 'dual carbon' goals and policies, the transmission shaft industry has undergone a deep transformation from traditional fuel vehicle mechanical transmission to new energy electric drive systems, becoming a key link connecting the energy revolution and industrial upgrading. The market size of China's automotive transmission shaft is expected to reach 100 billion yuan in 2026, with a year-on-year growth of about 8%, among which the market for new energy dedicated transmission shafts is showing an explosive growth trend. At the technical level, the industry focuses on the application of lightweight materials, high-precision dynamic balancing technology, and intelligent manufacturing to meet the core requirements of new energy vehicles for efficient, low-noise, and long-life transmission systems. In terms of industrial chain collaboration, domestic enterprises leverage their local market advantages and flexible operational strategies to form deep ties with new energy vehicle companies, achieving a value transition from component supply to system integration. Policies such as the 'Work Plan for Stable Growth in the Automotive Industry (2025-2026)' clearly support technological innovation in core components such as transmission shafts, and promote the industry's development towards high-end and intelligent industries. The current industry presents a 'dual wheel drive' pattern, with traditional market stock optimization and incremental expansion of new energy markets running parallel, laying a solid foundation for the transmission shaft industry to seize the high ground of the global value chain in the wave of new energy vehicles.