Automobility - Building and Profiting from the Future of Mobility
Creating the Future of Mobility
venture capital, investment advisory, automotive, management consulting, legal services, merchant banking
14362
home,wp-singular,page-template,page-template-full_width,page-template-full_width-php,page,page-id-14362,wp-theme-bridge,qode-quick-links-1.0,ajax_fade,page_not_loaded,,qode-title-hidden,qode-theme-ver-11.2,qode-theme-bridge,wpb-js-composer js-comp-ver-5.2.1,vc_responsive
WHAT WE DO

WHAT WE DO

Automobility Limited is a strategy consulting and investment platform helping our clients to build and profit from the future of mobility.

TEAM

TEAM

Our founders are globally recognized industry experts,
management consultants and investment advisors with considerable experience
and proven track records in Asia and China.

PORTFOLIO

PORTFOLIO

The new “automobility” business model is enabled with technology that bridges
the connected automobile (physical internet of mobility) with smart mobility services
(digital internet of mobility).

MEDIA

MEDIA

Our thought leadership on the new automobility business model is unparalleled.
Our insights are regularly featured in local and international media and
we regularly speak at leading events and conferences around the world.

PARTNERS

PARTNERS

We feature a global network of partners to expand our capabilities to offer our clients
a full range of investment advisory and merchant banking services.

GET IN TOUCH

GET IN TOUCH

Please contact us to learn more about Automobility Ltd

/ 6 / 6

In recent years, we have witnessed successive waves of technology innovation that are transforming the automotive industry. Mobility needs are increasingly being served through a user-centric business model, which has triggered the entry of a new class of competitors that see the vehicle as a rolling smart device that is monetized as a digital platform. We are at the inflection point of a secular shift and exponential rise of the electric and shortly thereafter followed by autonomous mobility technology. This is paradigm-changing development in the automotive industry, requiring a complete rethinking of the way to deliver value to the users of these smart mobility devices.

 

To succeed, companies must expand their focus from the product (the automobile) to the utility derived from the product (“automobility”), and create a business model and digital ecosystem optimized to provide digitally enabled solutions for both car owners and mobility services users.

 

Automobility engages with clients to build and profit from the future of mobility through a portfolio of consulting, scouting, investment and business development services. To learn more about our thesis on the future of mobility, click here

WHAT IS AUTOMOBILITY?

Automobility and The Future of Vehicles

A Deep Dive on China’s Automotive Industry

Competing in China’s Electric Vehicles Market

TEAM

bill

The world’s leading global expert on the development of the automotive industry and the future of mobility. Nearly 4 decades of experience in the auto, electronics and information technology industries. Currently serving as the Chair of the Automotive Committee at the American Chamber of Commerce in Shanghai.

Bill Russo

Founder and CEO
bevin-jacob

A tech enthusiast with expertise in business innovation, investment advisory, and go-to-market execution, Bevin will use his experience to foster sustainable solutions. He has served early stage start-ups, mature global companies and intra-prenuerial businesses.

Bevin Jacob

Partner and Co-Founder
Uri_1

A broad experience of over 2 decades in the hi-tech industry, working across a range of management roles and leading dozens of large scale multi-million dollar technological projects with major international companies. He brings experience in B2B to B2C transitions including development of new ecosystems and business models.

Uri Kushnir

Managing Partner, Israel
Stav Shvartz

Cross-border investment professional, with experience working and living on 4 continents with deep expertise in the Chinese automotive sector. Over a decade of strategy and business development experience, working with OEMs, startups, tech conglomerates and banks.

Stav Shvartz

Managing Partner, Israel
emily-wang

Lead consultant and engagement manager with experience in new market entry, M&A pipeline and due diligence, organization structure, and business model design.

Emily Wang

Associate
Benjamin Fan

Experienced strategy and management consultant expertise in market research, market entry, marketing and branding strategy and organization optimization, etc. Passionate about the future of automobile, he is ready to bring insight and know-how from consumer goods and healthcare industry to shape the future with clients.

Benjamin Fan

Senior Consultant
Twyla Zhang

Had both communication marketing and consulting experiences in cross-industry sectors, including energy, automotive, FMCG, finance and healthcare. Led projects in market entry, market insights, marketing communications, new products development, etc. Hold a Bachelor’s degree in Marketing from Michigan State University and an MBA from CEIBS.

Twyla Zhang

Senior Consultant
emily-ren

Office manager with proven experience in multinational organizations working in professional sales and administrative assistant roles.

Emma Ren

Office Manager
Philippe Thegner

A wealth of expertise with particular focus on Automotive Aftermarket, Aftermarket Retail, Business Development, P&L Management, Product Management and Global Sourcing. Currently serving as Chair of the Automotive Aftermarket Supplier Association in China.

Philippe Thegner

Senior Advisor
Jayce Lu

Previous experiences as a financial consultant cover a wide range of industries, including energy, automotive, finance and Internet industry. Previously at PwC as a Senior Associate, he held successful track record in IPO consulting and PE buyouts. He is also an experienced investment manager who was heavily involved in fund operations, project investment and post-investment management.

Jayce Lu

Analyst
new

With years of experience in the automotive industry as a consultant with a particular focus on the innovation and financing. Having participated in various projects, such as IPO, market research and due diligence, etc.

Lorenzo Song

Consultant

SAMPLING OF OUR PORTFOLIO COMPANIES

Automobility provides investment advisory, merchant banking and business development services for investors, corporations and startups.

Our portfolio companies are curated based on their fit and relevancy to our thesis on the future of mobility, with a particular emphasis on markets with a high potential to commercialize their technology.

MEDIA

ANNOUNCEMENTS

  HARMAN International, a wholly owned subsidiary of Samsung Electronics, has announced the acq...

October 16, 2025

  Tower Mobility is accelerating toward commercialization, achieving record-breaking operationa...

August 31, 2025

ENERVIBE, an Israeli startup specializing in smart energy harvesting solutions, has announced that B...

April 25, 2025

ENERVIBE, an Israeli startup specializing in smart energy harvesting solutions, has announced that B...

April 19, 2025

Addionics presents a technological breakthrough with Toha20, the world’s first-ever commercial...

January 22, 2025

Arbe Robotics, a leading provider of 4D imaging radar solutions, has announced an exciting collabora...

January 22, 2025

  CES 2025 in Las Vegas remains the premier event showcasing cutting-edge innovations in the te...

December 12, 2024

Bill Russo is the Shanghai-based Founder and CEO of Automobility Limited, a strategy and investment ...

September 28, 2024

Addionics, a startup supported by GM Ventures, is pioneering a new approach to lithium-ion battery p...

August 6, 2024

WattEV, a leading developer of charging infrastructure for medium and heavy-duty electric trucks, an...

June 21, 2024

Anovion, a leading U.S.-based advanced materials provider, has been announced as a subcontractor for...

June 21, 2024

Arbe, a globally recognized leader in Perception Radar solutions, has officially unveiled its latest...

March 31, 2024

Siemens AG has concluded the acquisition of Inspekto, a leading AI-enabled machine vision software c...

March 11, 2024

Addionics, a pioneer in advanced battery technologies, has unveiled plans for a massive $400 million...

March 11, 2024

Arbe Robotics, a pioneer in Perception Radar Solutions, has unveiled a collaboration with HiRain Tec...

February 5, 2024

Arbe Robotics has announced the immediate availability of its production intent chipset tailored for...

January 19, 2024

WattEV, the nation’s leading medium- and heavy-duty electric truck charging infrastructure develop...

January 19, 2024

Kardome Mobility parternering with Panasonic Automotive Systems Co. of America have unveiled an inte...

January 19, 2024

By Wan Lixin 21:09 UTC+8, 2024-01-03 “Selling to China: Stories of Success, Failure, and Const...

January 6, 2024

B-ON, an Automobility portfolio company headquartered in Luxembourg, provides a comprehensive set of...

January 6, 2024

With CES 2024 approaching, it’s important to note it as one of the most significant automotive...

December 14, 2023

The Shanghai-North America Clean Tech and Carbon Neutrality Cooperation Summit, jointly organized by...

December 14, 2023

This is the fifth time that Automotive Committee Chairman Bill Russo has received recognition on b...

November 23, 2023

Arbe Robotics, a global leader in Perception Radar Solutions, has received the Self-Driving Industry...

November 23, 2023

In a move that signals the critical importance of “Smart Energy Management” solutions in the tra...

November 6, 2023

In a groundbreaking partnership announcement, B–ON, the global clean mobility provider, and Mobili...

November 6, 2023

Exciting developments are in motion at Inspektlabs as the company cements its position as a global l...

October 31, 2023

Inmotive, a leading name in electric vehicle (EV) transmission technology, has announced a significa...

October 31, 2023

In a groundbreaking development, Enervibe has announced that it has passed demanding examinations an...

October 17, 2023

Continental and Ethernovia, Inc. have embarked on a groundbreaking development collaboration to crea...

October 8, 2023

The automotive sector is experiencing a profound metamorphosis, propelled by the integration of AI a...

October 8, 2023

On Jul 3, Cipia, a provider of computer vision AI for driver and cabin sensing, announced a new desi...

August 9, 2023

On Jul 6, Addionics, a developer of the next generation rechargeable batteries with 3D architecture...

July 20, 2023

July 7, 2023 FOR IMMEDIATE RELEASE Tel Aviv, Israel and Shanghai, China ARMONIC, a mixed reality (MR...

July 16, 2023

We are delighted with the response so far to our China Automotive Market Briefing offering, which we...

July 16, 2023

We are very proud to announce that the book Selling to China: Stories of Success, Failure & Cons...

July 3, 2023

On Jun 14, Tomorrow.io, an AI-enabled platform for weather analytics, announced the successful launc...

July 2, 2023

One of the most frustrating comments we have heard in the aftermath of the Shanghai Auto Show in Ap...

June 22, 2023

On Jun 7, Arbe Robotics, a provider of the next-generation 4D Imaging Radar Chipset Solution, has an...

June 19, 2023

On May 23, Kardome, a provider of noise reduction software using speech recognition, announced that ...

June 7, 2023

On May 24, Karamba Security, a provider of embedded cybersecurity solutions for connected devices an...

June 7, 2023

On May 14,Tomorrow.io, an AI-enabled platform for weather analytics, launched its first commercially...

May 31, 2023

On May 15, Ethernovia, a solution provider for virtualizing vehicle communication by unifying in-veh...

May 31, 2023

On May 15, Anovion Battery Materials, a low emission battery anode-grade graphite producer with a fo...

May 31, 2023

In April 2023, Jeffrey Chou, CEO & Co-Founder of Sonatus, a cloud-enabled in-vehicle connectivit...

May 24, 2023

On Apr 13, B-ON, a full-service solution provider democratizing fleet electrification by providing a...

May 22, 2023

On Apr 28, Arbe Robotics, a provider of the next-generation 4D Imaging Radar Chipset Solution, annou...

May 22, 2023

On May 5, WattEV, a provider of zero-emission fleet and electric plug-in stations for the trucking i...

May 22, 2023

Automobility Ltd is proud to partner with Inspekto, one of its EXCELerate portfolio companies, for c...

April 18, 2023

On Mar 8, Kardome, a provider of noise reduction software using speech recognition, has received a $...

March 30, 2023

MEDIA MENTIONS

Media Source : Le Monde November 7   🔋 BYD’s Global Ambitions Take Center Stage In its Zhengzhou factory, BYD showcased not just its cars but its growing technological and manufacturing prowess. As the Chinese market matures, BYD is accelerating its global expansion — from Europe......

27 December, 2025

Media source : Rest of World October 29   Chinese EV and battery makers — led by BYD and CATL — are accelerating their “go global” strategy, investing a staggering $143 billion since 2014 to secure the full EV value chain 🌍🔋 As Western trade barriers......

27 December, 2025

Media Source : Car and Driver October 26   🚗 Reflecting on Car and Driver Magazine’s feature on the rise of Chinese automakers: domestic brands now outsell foreign ones thanks to smart industrial policies, joint ventures and EV leadership. In the piece I noted: “In......

27 December, 2025

Media Source: Reuters October 16   🚗 Horse Power: Renault–GEELY Engine Venture Rides the Hybrid Wave as the EV Transition Stutters The latest Reuters feature explores how Horse Powertrain, the Renault–Geely joint venture, is accelerating while much of the EV world takes a breather. Once......

27 December, 2025

Media Source : Car and Driver October 26   🚗Chinese automakers now outsell foreign ones thanks to smart industrial policies, joint ventures and EV leadership. In the piece I noted: “In China, policy, capital, and companies move in lockstep.” That synergy lets companies integrate new tech......

27 December, 2025

Media Source : China Daily Bill Russo and John Rossant As China’s latest Central Economic Work Conference set a confident tone for stabilising growth and expanding high-standard opening-up, it underscored a clear policy signal: in a volatile global environment, China’s priority is not short-term confrontation......

27 December, 2025

Media Source : GlobalAutoIndustry.com Click here to the Audio Link   GlobalAutoIndustry.com’s latest Audio Interview “Automobility 1.0: The Shift from Ownership to Usage – A China Perspective” with Ron Hesse features Bill Russo. Bill is the Founder and CEO of Shanghai-based Automobility Limited, a strategy and investment......

27 December, 2025

Media Source : AUTO INSIDER   🎙AUTO INSIDER 是由 Automobility 创始人兼首席执行官 Bill Russo 主持的访谈类播客节目，邀请正在塑造未来出行方式的创新者与行业领导者展开深度对话。 在本期中，Bill对话奥托立夫中国总裁Sng Yih。作为全球汽车安全系统龙头，奥托立夫已深耕行业 30 余年，横跨多个区域与高管岗位，Sng Yih带来全球化视角：在电气化、智能化、软件定义出行的新时代，安全创新该如何进化？   奥托立夫正站在行业最关键变革的前线——“安全平权”。当车辆愈发智能、互联，挑战已不仅是“造出更坚固的防护”，而是把能救命的技术大规模、跨级别、跨地域地落地。Sng Yih指出，下一代出行要实现“无摩擦、无国界”的安全，关键不是各自为战，而是协同共创。   🔍 本期主要探讨：  在软件定义的智能出行时代，“安全平权”到底意味着什么？   面对中国市场的速度与规模，奥托立夫如何升级全球运营模式？   消费者期待、车企战略与监管环境之间，当前最大落差在哪里？   阻碍“无摩擦、无国界”安全落地的壁垒是什么？行业如何破局？   全球供应商如何与中国高速进化的电动车、智能网联车创新者高效协作？   中国在成本、速度与系统集成方面给世界哪些启示？   面向自动驾驶未来，安全供应商如何重新校准技术路线图？   当硬件、软件与数据必须融合，真正的生态伙伴关系长什么样？   未来十年，哪些力量将重塑全球安全格局？   立即点赞并订阅AUTO INSIDER，获取最新更新资讯！ 🎬 视频语言英语原声+双语字幕｜全球智慧零时差捕获 👉 与全球出行领袖同行！订阅频道+关注全媒体矩阵，点赞❤️助力产业创新   YouTube: ......

27 December, 2025

Media Source : Bloomberg TV Click here to the Audio Link Bill Russo on Bloomberg TV’s The China Show On September 25, Bill Russo, Founder & CEO of Automobility Ltd., joined Bloomberg TV’s The China Show to share insights on Chery’s Hong Kong IPO and the broader trajectory of China’s......

16 October, 2025

EVENTS

Committees Event – Automotive Committee Feb 24, 2026 9:00 AM – 10:15 AM GMT+8   The...

February 2, 2026

Committees Event · Automotive Committee Jan 20, 2026 Committees Event · Automotive Committee Jan 2...

December 27, 2025

Committees Event – Automotive Committee December 18, 2025 9:00 AM – 10:15 AM (GMT+8) &nb...

December 27, 2025

Committees Event – Automotive Committee November 25, 2025 9:00 AM – 10:15 AM (GMT+8) The...

November 12, 2025

  Automobility Ltd. is pleased to announce that our Founder & CEO, Bill Russo, will delive...

October 16, 2025

AmCham Shanghai’s Automotive Committee is excited to present our annual 2025 Automotive Confe...

August 31, 2025

Committees Event – Automotive Committee August 21, 2025 9:00 AM – 10:15 AM (GMT+8)  ...

August 7, 2025

Committees Event – Automotive Committee July 17, 2025 9:00 AM – 10:15 AM (GMT+8)   ...

July 7, 2025

Click here to the Audio Link Bill Russo delivered a keynote address at the 2025 Global Electric Veh...

May 29, 2025

  Committees Event – Automotive Committee June 19, 2025 9:00 AM – 10:15 AM (GMT+8) ...

May 26, 2025

BNP Paribas Global Electric Vehicle and Mobility Conference May 19, 2025 Island Shangri-La, Hong Kon...

May 26, 2025

Theme: 2025 China Auto Chongqing Summit (CACS2025) – Shaping the Future of an Industry in Tra...

May 12, 2025

Click here to the Audio Link From Smart EV to Smart Grid: Building the Internet of Energy Ecosystem ...

April 28, 2025

Committees Event – Automotive Committee May 7, 2025 9:00AM – 11:00AM (GMT+8)   Even...

April 25, 2025

Committees Event – Automotive Committee April 17, 2025 9:00 AM – 10:15 AM (GMT+8)  ...

March 23, 2025

April 10, 2025 Bill Russo will be a keynote speaker at the Electricity in Road Transport conference ...

March 16, 2025

Committees Event – Automotive Committee March 20, 2025 9:00 AM – 10:15 AM (GMT+8) The Am...

March 2, 2025

  AKL is The Finnish Central Organization for Motor Trade and Repairs (Autoalan Keskusliitto) a...

February 20, 2025

  Committees Event · Automotive Committee Jan 21, 2025 8:45 AM – 11:00 AM (GMT+8) AmCha...

January 22, 2025

Committees Event · Automotive Committee Jan 21, 2025 8:45 AM – 11:00 AM (GMT+8) AmCham Shang...

December 23, 2024

ARTICLES

Written by Bill Russo, Founder & CEO of Automobility Ltd. January 5, 2026 How LG, Bosch, and China’s Champions Are Redefining Power in the Future of Mobility Today’s CES 2026 press conferences did not simply reinforce the narrative of “software-defined vehicles.” It exposed something more......

02 February, 2026

作者：Bill Russo, 汤文佳 2026年1月14日 CoMotion 是一个汇聚创新者、投资者、政策制定者与行业领袖的全球平台，旨在共同塑造未来出行。在成功举办洛杉矶和迈阿密旗舰活动的基础上，CoMotion 于 2025 年 12 月 7 日至 9 日在利雅得推出了CoMotion Global 峰会，致力于打造一个专注于全球出行转型的“东西方对话”专属平台。 本次论坛汇聚了来自中国、北美、欧洲和中东等地的参与者，促成了一场跨区域交流。在为期三天的讨论中，CoMotion Global 始终将出行定义为一个系统级挑战，而非独立的产业——它涵盖了车辆、能源、数字基础设施、数据、政策及城市形态。核心议题包括智能与自动驾驶出行、能源-出行融合、AI 赋能的基础设施，以及公共部门与私营部门的合作在复杂系统规模化中的作用。 Automobility 作为 CoMotion Global Riyadh 的官方合作伙伴深度参与了本届论坛。其创始人兼首席执行官 Bill Russo 是 CoMotion Global 战略委员会成员，并积极参与策划和主持了多场关键讨论，包括 “中国出行发展模式” 与 “东西方全球出行路径” 专题讨论会。Automobility 的见解源于其对中国及全球出行生态的长期深耕，其核心主张是关注系统逻辑，而非孤立的技术。 中国模式：五大关键洞察 在系列专题讨论与边会交流中，中国的整车厂、科技公司及生态参与者对中国出行模式的演进路径给出了相对一致的阐释，并剖析了其在海外常被误解的原因。 在论坛上呈现的“中国故事”，其核心并非具体产品、短期补贴或单一政策，而在于系统设计——即对基础设施、产业生态与迭代速度进行的有意整合，以实现规模化、高效率和持续学习。中国的出行转型，本质上是产业政策、基础设施投资、数字能力与市场竞争相互协同的结果，其优化目标始终是规模、速度与持续进化。 随着中国企业加速全球化，与会嘉宾反复强调，这一模式难以简单复制。其真正价值不在于照搬，而在于理解其底层逻辑——即规模、普惠性与智能化如何通过系统架构协同涌现，而非依赖于单点的技术突破。 1. 产业政策：长期投资指引，而非短期市场干预 与会者普遍将产业政策视为长期投资指引，而非短期的市场干预工具。公共资本主要投向包括充电网络、数字连接、云平台及城市出行系统在内的基础能力建设；而在产品、服务和商业模式的激烈竞争上，则主要由私营资本主导。 这种角色分离创造了一个更具可预测性的投资环境，使企业能够以多年为周期进行投入、推动规模化部署，并在真实场景中快速迭代，而无需等待“完美”的市场条件。在此框架下，政策更多地发挥了协调而非控制的作用，为竞争性创新提供了坚实骨架。 2. 规模优先，盈利后置——一种主动的战略选择 盈利问题是一个被积极讨论但解读迥异的话题。中国嘉宾并未回避，而是将当前的利润压力视为主动战略选择的结果，而非体系失效的信号。 中国的出行行业正在运行一场全球规模最大的电动化与智能化实验。短期的效率损失被有意接受，以换取在电池、软件、数据及供应链等关键领域构建长期能力、技术主权和全球竞争力。在这一模式下，盈利被视为将随时间推移在生态系统层面显现的结果，而非单个玩家参与早期竞争的先决条件。 这反映了一种截然不同的时间视角——由规模经济、激烈的国内竞争以及长期产业目标所塑造，而非以短期财务回报为核心。 3.......

02 February, 2026

  December 23, 2025 by Bill Russo, Founder & CEO, Automobility Ltd. China as the Electrification Accelerator Executive Summary The global EV industry reached an inflection point in 2025. Electrification is no longer moving in lockstep across regions. Instead, clear structural divergence has emerged between......

02 February, 2026

Jan 14, 2026 by Bill Russo and Jackie Tang   CoMotion is a global platform convening innovators, investors, policymakers, and industry leaders shaping the future of mobility. Building on its flagship events in Los Angeles and Miami, CoMotion launched CoMotion Global in Riyadh on December 7–9, 2025, creating......

02 February, 2026

We are proud to once again support AutoSens & InCabin China 2025, taking place November 18–20 in Hefei. This world-class gathering brings together over 350 senior leaders from OEMs, Tier 1s, semiconductor firms, and startups to explore the cutting edge of ADAS, validation, simulation, and intelligent cockpit innovation.......

16 October, 2025

by Bill Russo, Emily Wang and Benjamin Fan The global auto industry is not just evolving—it is being reinvented at breakneck speed. Nowhere is this reinvention more visible than in China, where electrification, connectivity, and digital platforms are converging into a powerful “Internet of Mobility.”......

30 August, 2025

Published: 14:08, July 31, 2025 Author: Bill Russo,  founder and CEO of Automobility Ltd. As global supply chains fragment because of rising geopolitical tensions, China is doubling down on a long-term strategy to achieve technological self-reliance in the automotive sector. Central to this ambition is the......

07 August, 2025

by Bill Russo, Benjamin Fan and Lorenzo Song The Path to the Future of Mobility The automotive industry is undergoing one of the most significant transformations in its history. At the core of this evolution is the global pivot toward electrification, driven by the need to enhance energy......

26 May, 2025

by Bill Russo and Lorenzo Song The 2025 edition of Auto Shanghai was more than just a car show—it was a bold declaration that China has not only caught up to the traditional automotive world, but is now redefining its future. With halls spanning smart electric sedans, luxury......

14 May, 2025

2024年10月5日 撰文：Bill Russo、汤文佳、陆仕诚 纵观过去数十年，中国互联网经济发展呈现出显著的指数级增长态势，其核心驱动力源自移动互联网技术的全面普及。这一具有里程碑意义的技术变革使社会大众能够连接到互联网，从而开启了空前的数字融合时代，不仅重构了社会生活方式，更为技术创新和经济转型奠定了坚实基础。在此背景下，智能终端设备与移动应用程序的迅猛发展推动在线服务领域实现跨越式扩张，进而引发了各行业的深度变革。伴随互联网经济与汽车产业的深度融合，创新型智能出行解决方案的发展潜力得到了充分释放。 我们于2021年发表的研究论文《智能电动汽车与数字化移动物联网的崛起》中，系统性地提出了”三次颠覆性浪潮”理论框架（参见图1），详细阐述了中国移动物联网技术浪潮的演进路径。同时，该研究深入剖析了数字化移动物联网技术进步对行业商业模式产生的革命性影响，指出需要从根本上重新构建市场价值的创造机制。基于此，汽车行业参与者必须实现战略思维的转型升级，即从传统的产品导向型思维（以汽车为中心）向效用导向型思维（以汽车出行服务为核心）转变。 中国凭借其庞大的用户基础，在新型数字化移动物联网技术的商业化应用与规模化发展方面展现出卓越能力，这种创新实践必将对全球行业发展产生深远影响。因此，中国在全球汽车产业智能化变革进程中确立了领先地位，现已进入我们定义的第三次颠覆性浪潮阶段——自动驾驶按需出行（AMOD）时代。 来源：Automobility 图1：汽车行业的三次颠覆性浪潮   汽车智能出行领域的三次颠覆性浪潮 这场”汽车智能出行革命”的三次技术变革浪潮构成了我司自2017年成立以来的核心战略理论基础。实践证明，该理论准确预测了技术驱动下的商业模式变革路径——这种变革在中国市场的演进速度显著快于全球其他区域。 当前，我们正处于大数据赋能个性化服务的时代，这些服务主要通过基于移动互联网的智能终端设备实现。随着智能设备技术向人员和货物运输装备领域渗透，必将引发出行设备商业变现模式的革命性变革。这一进程始于基于应用程序的按需出行解决方案，并在“Automobility 1.0”时代于中国市场实现了规模化发展。 智能出行服务连接着人们的生活、工作与休闲场景，满足日常需求并提供便捷体验。在按需服务平台的推动下，多模式交通系统、智能停车设施、充电基础设施及公共服务等领域实现了全面数字化，这也吸引了互联网科技巨头和智能终端制造商的持续投入。 进入“Automobility 2.0”时代后，中国汽车产业积极推进”智能电动汽车”或”智能网联汽车(ICV)”的创新发展。在此背景下，我们正在见证新能源汽车(NEV)动力系统技术与高级驾驶辅助系统(ADAS)的加速迭代与商业化进程，这不仅显著提升了出行安全性与经济性，更逐步实现了对驾驶员传统机械操作任务的智能化替代。 基于上述发展趋势，产业必将加速迈入“Automobility3.0”时代，即自动驾驶按需出行(AMOD)时代，届时无论是人员（如无人驾驶出租车）还是货物（如无人驾驶送货车）的运输都将全面实现自动化运行。尽管传统人工驾驶模式将在相当长的时期内与智能驾驶系统并行发展，但智能自动驾驶汽车在运营效率与经济效益等方面具备的系统性优势，必将加速推动其规模化商业部署进程。 “Automobility3.0”时代，车辆设计理念将发生根本性转变，呈现出明显的目标导向性与用户体验优先的特征，以期精准匹配客运和货运领域的差异化应用需求。基于出行场景产生的海量数据将通过多元化路径实现商业价值转化，有效推动个性化服务创新，并显著提升系统运营效率。”全栈式”移动物联网(IoM)生态系统的构建将实现车辆终端、基础设施与云平台的协同融合，从而为无缝衔接的数据驱动型出行解决方案提供坚实支撑。基于智能车队管理的自动驾驶汽车将实现显著提升的装备使用率，这不仅能够有效降低单位运营成本，更将全面重塑出行服务的效率边界。 移动物联网变革 传统以整车销售为核心的制造模式将逐步让位于服务导向型运营模式。在新模式下，车辆将通过数据驱动的持续性服务在其全生命周期内创造增量价值。为在这一颠覆性变革中保持竞争优势，整车制造商(OEMs)需要实现战略定位的根本性转型，一方面积极布局多样化的出行服务场景，另一方面需要与数字平台运营商和云基础设施提供商建立深度战略协同关系。这种转型需要对车辆设计理念、智能车队管理体系和商业模式创新进行系统性重构，以适配智能网联汽车在高频使用场景下服务导向的核心特征。 中国凭借其具有显著规模优势且商业创新活跃的数字经济生态，正高效推动传统产品导向型汽车产业向服务导向型移动物联网(IoM)商业模式的系统性转型。 当汽车被重新定义为智能终端时，将持续性地采集和整合用户行为特征、车辆运行状态和环境感知信息。这些来自车辆终端和用户交互的多维度数据通过云端分析后，能够支持更加精准和个性化的数据赋能服务输出（参见图2）。 来源：Automobility 图2：移动物联网数据商业化 在政策支持体系完善和数字经济产业投资驱动的双重推动下，这场具有颠覆性意义的”移动物联网”革命在中国市场展现出显著的发展速度优势和规模效应特征。 随着移动互联网技术的深度渗透，智能终端已然成为中国超10亿互联网用户获取出行相关服务的核心入口。这些服务呈现多元化发展态势，涵盖网约车、电子商务和即时配送等典型应用场景（参见图3）。   来源：CNNIC, Automobility 图3：移动互联网用户渗透率规模   作为出行产业生态的核心参与主体，互联网企业正在对传统汽车产业价值链施加系统性的变革影响。具有互联网基因的出行服务提供商已将用户导向的出行服务体系（而非传统的硬件产品销售与后市场服务）确立为其价值链的战略核心（参见图4），同时优先布局基于应用程序赋能的数字生态系统服务变现路径。     来源：Automobility 图 4: 用户导向与车辆导向商业模式对比 这一战略转型趋势推动车辆配置体系向互联网时代特征加速演进，重点优化智能网联汽车在车端数据与用户数据的聚合与分析能力，从而构建新型可持续收入来源（参见图5）。 来源：Automobility 图 5: 智能网联汽车数据价值聚合 在全球最大数字经济体的赋能效应下，中国汽车制造商正在重新定义高端和优质，以提供升级版智能座舱用户体验为核心导向，系统性地整合了具有互联网时代特征的功能模块与技术架构。通过这种具有前瞻性的战略转型，制造商得以基于数字生态系统构建可持续的售后增值收入体系。多家中国互联网原生企业也在开发智能网联汽车操作系统。典型案例包括华为鸿蒙OS、小米MiOS、阿里巴巴AliOS等自主研发平台。 这种发展趋势使得能够为车内所有乘员提供差异化数字体验的功能特性，已然成为中国消费者的核心需求要素。尽管传统意义上的驾驶体验仍具有重要战略意义，但其已不再构成消费者的首要购车决策因素。那些未能及时认知并适应数字化体验重要性的品牌，其市场地位相较数年前已显著弱化。......

19 November, 2024

NEWSLETTERS

Written by Bill Russo, Founder & CEO of Automobility Ltd. Before diving into our year-end China auto market update, I want to share a few perspectives from my recent visit to CES in Las Vegas. CES is no longer just a showcase of new products or breakthrough technologies—it......

02 February, 2026

Written by Bill Russo, Founder & CEO of Automobility Ltd. Before diving into the results through November for China’s auto market, I’m pleased to share the fifth episode of our Auto Insider podcast—continuing our series of candid, in-depth conversations with industry leaders operating at the center of the global......

27 December, 2025

Click here to the Audio Link Written by Bill Russo, Founder & CEO of Automobility Ltd. Before we jump into this month’s data market update, a quick heads-up: Auto Insider Episode #5 is about to drop, and you’ll want this one in your queue. I sat down with Sng Yih, President......

22 November, 2025

Click here to the Audio Link   Written by Bill Russo, Founder & CEO of Automobility Ltd. Before diving into the results through the third quarter of 2025 for China’s auto market, I’m proud to share the fourth episode of our Auto Insider podcast—the latest in a series of candid......

12 November, 2025

Click here to the Audio Link   Written by Bill Russo, Founder & CEO of Automobility Ltd. China’s auto market extended its growth streak into August, with shipments maintaining double-digit gains driven by strong New Energy Vehicle (NEV) demand and record export volumes. Government trade-in subsidies and aggressive......

16 October, 2025

Written by Bill Russo, Founder & CEO of Automobility Ltd. China’s auto market remains firmly on a growth trajectory in 2025, with shipments through July showing strong double-digit expansion fueled by surging NEV demand and rising exports of Made-in-China vehicles. Supported by government trade-in subsidies and aggressive pricing,......

31 August, 2025

SAMPLING OF OUR EXTENDED PARTNERS

Exited / Supported Fundraised

Investment Banking and Venture Capital

Collaborations

GET IN TOUCH

Contact Us

 

For general inquiries on how we can work with your venture, please email us at info@automobility.io

 

If you’re interested in a career at Automobility, please send your resume to careers@automobility.io

Our Location

 

Automobility Ltd Shanghai
Suite 2518, Corporate Avenue One, No.222 Hubin Rd,
Shanghai China 200021
Tel +86 6121 3600

 

Automobility Ltd Hong Kong
RM 2507, 25/F C C Wu Bldg 302, Hennessy Rd,
Wanchai, Hong Kong

 

Automobility Ltd Israel
101 Rokach Blvd, Tel Aviv, 6153101, Israel