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
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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

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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

April 2, 2026 QCraft, a China-based autonomous driving technology company, has announced the complet...

April 26, 2026

  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

MEDIA MENTIONS

Media Source : 车圈局内人 Click here to the Audio Link 在第六期节目中，Bill 与安波福中国及亚太区总裁杨晓明博士展开对话，探讨这家业内最具影响力的传统一级供应商之一，如何在软件定义汽车的时代，转型为系统级技术与架构合作伙伴。 杨博士拥有横跨通用汽车、德尔福和如今安波福的深厚行业经验，兼具传统汽车与快速演进的科技范式的双重视角。他的洞察正指向一个根本性的转变：行业已不再聚焦于优化零部件，而是围绕软件、架构与集成能力，重新定义整车。 安波福正处于这一转型的中心。随着电动化与智能化的加速演进，竞争的焦点已向上游迁移——从零部件到平台，从产品到系统。杨博士阐述了为何成功的关键如今在于掌握跨域集成能力、构建生态系统合作，并以“中国速度”运营，同时保持全球规模。 Bill 与杨博士一同探讨了中国如何成为下一代汽车架构的试验场、全球供应商如何保持竞争力，以及未来为何属于那些能够将硬件、软件与数据整合为可扩展的协同解决方案的企业。 🔍 本期主要探讨：  从一级供应商到系统架构师，这种转变在实际层面意味着什么？ 安波福在中国的战略如何演变，以跟上快速迭代的创新周期？ 为什么中国在软件定义汽车领域处于领先地位？世界其他地区能从中汲取哪些经验？ 电子电气架构与跨域集成如何重塑竞争格局？ 生态系统伙伴关系在提供端到端的车辆解决方案中扮演什么角色？ 全球供应商如何平衡在中国的本地化与全球平台的一致性？ 当前，传统汽车开发模式与中国路径之间的最大差距在哪里？ 在软件定义汽车时代，企业应如何重新思考速度、成本与协作？ 展望未来，哪些因素将定义下一阶段智能出行的领导力？ 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:  ⁨@AutomobilityLtd⁩ YouKu: https://i.youku.com/i/UMjgzNzU5MjQ4?spm=a2h1n.8251843.0.0 Spotify: https://open.spotify.com/show/0DwiS3PYbHPeA6woL46sxb Apple Podcast: https://podcasts.apple.com/us/podcast/auto-insider/id1807239946 Bill Russo’s LinkedIn: https://www.linkedin.com/in/williamrusso/ Automobility’s LinkedIn: https://www.linkedin.com/company/11278755......

26 April, 2026

Click here to the Audio Link   Media Source : Buzzsprout Fork in the Road: US, EU & China Auto Policy Analysis [AUDIO] In 2025, the world’s three largest automotive markets took distinctly different paths. The implications for global automakers, suppliers, and consumers are significant—and......

25 April, 2026

Click here to the Audio Link Chinese giants like BYD have surged in the share of previously impenetrable markets like the EU and the Gulf, prompting concern by policymakers and excitement by consumers looking to save on their next car. How did we get here?......

21 March, 2026

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

EVENTS

Click here to the Audio Link     In this video introduction, prepared for the AmCham Shang...

March 21, 2026

Mar 12, 2026 6:30 PM – 8:00 PM GMT+8 The Conference Room 黄浦区湖滨路168号无限极大...

March 21, 2026

China’s Auto and Mobility Pathways: How East and West Are Solving the Same Problem in Different Wa...

March 21, 2026

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

ARTICLES

By Bill Russo, Jackie Tang and Emily Wang Auto China 2026 returns to Beijing this year, as the show continues its rotation between Beijing and Shanghai, running from April 24 to May 3, 2026. Auto China 2026 will not feel like a traditional auto show. It......

26 April, 2026

A Structural Analysis of Supply, Demand, Competitive Power, and the Shift in Industry Center of Gravity by Bill Russo April 5, 2026 Automobility analysis | Energy shock is reshaping the global auto industry, visualized with AI   Executive Perspective The current Middle East war is not......

26 April, 2026

作者：Bill Russo 2026年3月30日 Automobility分析 | 比亚迪处于战略十字路口，由人工智能可视化 比亚迪在中国放缓了步伐。这是不争的事实。 其国内市场份额已跌至20%以下，远低于不久前达到的约35%的峰值。与此同时，利润预期也在下降，市场也在做出相应反应。 从表面上看，这似乎是一个熟悉的故事：竞争加剧、定价压力增加，市场领导者开始失去优势。但这种解读过于狭隘，更重要的是，它基于一个已经不复存在的市场观点。 比亚迪发生的事情不仅仅是动力丧失。这是一次转变——反映了中国汽车市场更深层次的结构性转变，以及全球行业日益增长的转变。 真正的问题不是比亚迪为什么在中国失去市场份额。真正的问题是保持这种份额是否仍然具有经济意义。 一个已经超越旧逻辑的市场 中国汽车市场已经到达了一个阶段，仅有规模不再能保证成功。 目前大约有4500万至5000万辆的生产能力追逐约2500万辆的市场。这不是一个会在下一个周期自我纠正的临时失衡。这是结构性产能过剩。 与此同时，新能源汽车渗透率已超过40%，将市场推向更成熟的阶段，增长不再是竞争的主要驱动力。相反，重点已转向定价、定位和差异化。 结果是一个由持续价格压力定义的市场。利润率被压缩，不是因为公司管理不善，而是因为市场的基本经济学在发生变化。对于像比亚迪这样通过规模和成本优势建立领导地位的公司来说，这造成了根本性的紧张局势。在这样的环境中继续推动销量不可避免地会以牺牲盈利能力为代价。 我们现在看到的是比亚迪开始适应这一现实。 竞争范围已扩大——性质也发生了变化 同样重要的是要认识到，比亚迪不再在它甚至一年前主导的同一竞争格局中竞争。在其峰值时期，比亚迪的地位反映了一个仍在围绕相对较少的领先企业进行整合的市场。那个阶段已经过去。 如今，竞争格局既更广泛又更复杂。 传统竞争对手如吉利、上汽和长安已加快向新能源汽车的转变，并在多个细分市场快速扩张。与此同时，华为联盟企业通过将软件、连接性和用户体验整合到产品核心中，重塑了竞争基础。 然后还有小米，这可能是最重要的信号。 小米的进入不仅仅是增加另一个竞争对手。它代表了汽车和消费电子产品的融合——在这个环境中，迭代速度、生态系统整合和品牌参与度可能与制造能力一样重要。 这就是定义市场当前阶段的因素。 比亚迪不再在传统汽车框架内竞争。它在一个行业边界正在消融的生态系统中运营。在这样的环境中，维持30%或更高的市场份额的持续主导地位是极其困难的。 我们在比亚迪市场份额下降中看到的不是崩溃，而是正常化。 战略转向：从国内规模到全球质量 如果中国的变化解释了比亚迪面临的压力，它们也有助于解释其应对措施。比亚迪战略中最重要的转变正在中国以外发生。 出口已超过每年100万辆，在某些月份已超过10万辆。这不是增量扩张——这是对业务的刻意重新定向。 逻辑很直接。全球市场提供结构上更好的经济效益。定价更强，竞争强度虽然在增加，但仍然不如中国那么极端，利润率更可持续。 相比之下，中国市场的大部分地区，特别是在较低价格点，正变得越来越商品化。在这种背景下，继续以任何代价优先考虑国内销量将是错误的战略。 相反，比亚迪正在重新分配其重点——从最大化中国规模转向建立更加平衡、全球多元化的业务，具有更高质量的收益。这一转变并非没有代价。它为市场份额和盈利能力都带来了波动性，并挑战了基于不同增长模式建立的投资者预期。 但这也是对不断变化的环境的必要调整。 中国市场的”漏桶”现实 中国市场还有另一个结构特征经常被低估：长期保持市场份额极其困难。 消费者更换车辆的频率比大多数其他市场都要高。品牌忠诚度相对较弱。产品周期快，定价重置不断。结果是高度的流失——最好的描述是”漏桶”。 在这样的市场中，获得份额只是挑战的一部分。保持份额需要持续的再投资，通常以牺牲利润率为代价。 对于比亚迪来说，这提出了一个重要的战略问题：在一个保持份额成本不断上升的市场中，值得为每一个市场份额点进行辩护吗？ 公司最近的行动表明了明确的答案。它变得更有选择性，不再关注绝对份额，而是关注它能够维持盈利的地方。 市场预期与市场现实之间的错位 我们在比亚迪股价中看到的反应反映了预期与现实之间的差距。 预期是比亚迪在中国的主导地位将转化为稳定的利润率和可预测的收益增长。 现实更加复杂。 国内增长现在伴随着利润率压力。市场份额更加流动。盈利能力日益取决于公司能多有效地扩展到中国以外以及优化其业务组合。 这不是周期性调整。这是结构性转变。这类转变很少是顺利的。......

25 April, 2026

Automobility analysis | BYD at a strategic crossroads, visualized with AI   BYD is slowing down in China. There is no way around that. Its domestic market share has dropped below 20% in the first two months of the year, a sharp decline from the......

25 April, 2026

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

NEWSLETTERS

Written by Bill Russo, Founder & CEO of Automobility Ltd. Before we dive into the market results in China for the 1st quarter, it’s important to recognize that the current Middle East conflict is not just a geopolitical event—it is a structural inflection point for the automotive industry.......

26 April, 2026

11th Edition  – April, 2026 This newsletter features selected technology investment and partnership opportunities from our Automobility EXCELerate pipeline. The companies highlighted here reflect where we believe the mobility industry is heading next: from digital access and connected intelligence toward distributed autonomy, AI-enabled operations, and......

26 April, 2026

Click here to the Audio Link Written by Bill Russo, Founder & CEO of Automobility Ltd. Fast Forward to the Future of Mobility I recently joined the CoMotion’s Fast Forward podcast to discuss how China isn’t just rethinking auto manufacturing — it’s redefining what a mobility industry looks......

21 March, 2026

Written by Bill Russo, Founder & CEO of Automobility Ltd. Recognized for the 7th Time I’m deeply honored to receive the 2025 Contribution Award from The American Chamber of Commerce in Shanghai. Being acknowledged for the 7th time during my tenure as Chair of the Automotive Committee is something I......

21 March, 2026

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

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