——《2025全球汽车供应链核心企业竞争力白皮书》发布 6月26日，由《中国汽车报》社有限公司（简称：《中国汽车报》社）与中国汽车工程研究院股份有限公司（简称：中国汽研）联合主办的"汽车零部件 企业出海创新发展研讨会暨《2025全球汽车供应链核心企业竞争力白皮书》发布会"在苏州举行。会议以"协同创新，智驱全球"为主题，汇聚领导专家、行 业机构及产业链企业代表，直面出海深水区挑战，共谋全球化发展新生态。 出海升维：从配套跟随到全球增长新引擎 中国汽研总经理刘安民 中国汽研总经理刘安民在开幕辞中指出，当前全球汽车产业正经历深度变革，电动化与智能化浪潮驱动产业格局加速重构。2024年，中国汽车产业实现 跨越式发展，全球出口量达640万辆，同比增长23%，连续两年超越日本，成为全球第一大汽车出口国，汽车出海已从战略选择升华为产业增长的核心引 擎。在全球化进程中，中国汽车零部件企业既面临历史性机遇，也面临着多重挑战：从"合规准入"到"技术领先"的技术壁垒，从"关税应对"到"规则重构"的 贸易挑战，以及从"单点交付"到生态整合的供应链系统难题。而这仅靠单一企业的力量难以实现全面突破，唯有通过开放合作、资源共享，才能凝聚更 ...

Core Viewpoint - Faraday Future (FF) is experiencing a potential new opportunity with the signing of a deposit agreement for 500 units of its MPV product FX Super One, bringing the total To B pre-orders to 4,000 units, despite its history of challenges and financial difficulties [2][3][4]. Group 1: Company Developments - FF has signed a deposit agreement with Telling Inc. for 500 units of FX Super One, marking the third MCN B2B co-creation partner [2]. - The company has also received a deposit for 1,000 units from Pinnacle, a major real estate brokerage in California [2]. - Since its founding in 2014, FF has faced significant ups and downs, with initial excitement around its concept car FFZERO1 and the subsequent launch of the FF91, but has struggled with funding and production delays [3][4]. Group 2: Financial Implications - The 4,000 pre-orders could provide substantial future revenue, alleviating financial pressure and supporting production, research, and operations [6]. - However, FF's ongoing financial struggles mean that fulfilling these orders will require significant upfront investment in materials and components, which could strain its already tight cash flow [6][7]. Group 3: Market Competition - The electric vehicle market is highly competitive, with established automakers and new entrants launching innovative products, making it challenging for FF to stand out [7]. - FF's FX Super One faces competition from well-established MPV models like the Toyota Sienna, which have proven quality and market presence [7]. Group 4: Operational Challenges - FF's production and delivery capabilities are currently seen as a weakness, with potential issues in production processes, supply chain stability, and quality control posing risks to meeting delivery timelines [7][8]. - Experts suggest that FF must enhance its production technology and supply chain management to ensure reliable delivery of high-quality vehicles [8][9]. Group 5: Future Outlook - Industry experts believe that while FF faces significant challenges, the new pre-orders present a chance for recovery if the company can effectively address its financial and operational issues [9][10]. - There is a consensus that FF needs to diversify its funding sources and improve brand recognition to attract more customers and partners [8][9].

进入2025年以来，受全球经济增长放缓导致需求减少、主机厂转型压力传导、美国关税政策等多重 因素影响，跨国汽车零部件企业正经历新一轮"倒闭潮"。近日，全球汽车零部件巨头马瑞利集团宣布， 为全面重组长期债务，已在美国特拉华州地方法院正式提交破产保护申请。与此同时，德国汽车零部件 供应商施洛特也在破产边缘挣扎。 需求下滑 供应商承压 马瑞利集团申请破产保护令业内略微有些震惊，这家"日意混血"的零部件集团，由原日产旗下零部件供 应商康奈可和原菲亚特克莱斯勒（FCA）旗下的玛涅蒂·马瑞利于2019年合并而成。 据悉，2016年11月，美国私募股权巨头KKR从日产手中收购了康奈可，又于2019年将当时FCA旗下的 意大利零部件供应商马瑞利收入囊中。随后，KKR将康奈可和马瑞利进行合并。由于马瑞利这个名号 在全球比康奈可更响亮，因此，合并后的新集团仍被命名为"马瑞利"。日产以及2021年由FCA和标致雪 铁龙合并诞生的Stellantis集团是马瑞利的核心客户。 事实上，包括施洛特在内，诸多传统零部件企业在向电动化、智能化转型中遭遇严峻挑战。一方面，电 动化转型需要巨额研发投入，但市场需求增速不及预期，通用汽车、福特等主 ...

Group 1 - The core concept of "zero gravity" seats is to enhance passenger comfort by redistributing body weight and reducing pressure on the spine, thereby alleviating fatigue during travel [4][7][19] - Various automotive manufacturers, including Deep Blue and AITO, have prominently featured zero gravity seats in their recent vehicle launches, indicating a growing trend in the industry [2][3] - The zero gravity seat design is inspired by NASA's zero-gravity posture, aiming to provide a more comfortable seating experience compared to traditional seats [4][6] Group 2 - The zero gravity seat's unique features include adjustable leg rests and seat angles, which contribute to a more ergonomic seating position [4][5] - Industry experts predict that the penetration rate of zero gravity seats will increase as consumer demand for comfort and multifunctionality in vehicles rises [7][19] - The automotive industry is witnessing a shift towards integrating advanced comfort features into vehicle design, with zero gravity seats serving as a focal point for enhancing user experience [6][8] Group 3 - Current national standards for automotive seats do not adequately address the unique requirements of zero gravity seats, highlighting a regulatory gap that needs to be filled [9][10] - The establishment of group standards is seen as a necessary step to ensure safety and comfort in the rapidly evolving market for zero gravity seats [9][10] - The development of new standards is underway, with a focus on safety measures and performance evaluation for zero gravity seating [10][11] Group 4 - The future of zero gravity seats is expected to involve greater integration of safety features and advanced technologies, enhancing both comfort and protection for passengers [14][17] - Industry stakeholders are exploring innovative designs that combine comfort with safety, ensuring that zero gravity seats meet evolving consumer expectations [15][17] - The market for seating solutions is projected to grow significantly, with zero gravity seats anticipated to capture a substantial share of the automotive seating market by 2030 [19]

6月26日，在安徽芜湖，"全球真C级旗舰"风云A9L携至高价值4万元的4重购车礼遇，以15.99万—22.99万元的价格正式开启预售，这不仅是对所有期待 的一次郑重回应，更是中国汽车工业向全球高端市场发起的一次价值宣言。为了寻找风云A9L硬撼全球豪华C级轿车的"答案"，奇瑞智造一工厂迎来一批特 殊访客，央视财经栏目的总台主持人陈伟鸿、刘仲萌，与风云汽车测评专家蓝河、周博雅，共同深入这座代表中国汽车工业顶尖水准的制造基地。 硬核底座：超级工厂铸就旗舰基因 纵观中国汽车产业从榔头造车的艰苦岁月，跨越流水线普及的效率革命，跃迁至高端化、智能化、绿色化的崭新纪元，对"品质"与"效率"的极致融合， 始终是驱动产业发展的核心命题，此次两位总台主持人与风云汽车测评专家们所见证的正是历史进程的最新篇章。 奇瑞智造一工厂的冲压车间拥有四条全自动高速生产线，其是行业领先的"黑灯产线"，不仅能满足年产30万辆整车生产需求，更可确保关键部件"0误 差"一次成型，是风云A9L超刚性车型与流畅型面的豪华基石；涂装车间配备38台涂胶机器人与92台喷漆机器人，配合100%洁净度的全自动喷涂柔性化生产 线与可祛除静电的鸵鸟毛擦净系统，能使漆面 ...

Group 1 - The European electric vehicle market is becoming increasingly competitive, with Chinese automakers gaining traction through technological innovation and product advantages [2][3] - Chinese automakers are enhancing their competitiveness in Europe by collaborating with local charging operators or establishing their own charging networks, addressing the critical need for charging infrastructure [2][3] - BYD plans to deploy a megawatt-level fast charging network in Europe, aiming to alleviate charging anxiety for electric vehicle users and improve user experience [3][4] Group 2 - NIO has established a charging and battery swap network in Europe, with 50 battery swap stations and 19 charging stations in several countries, enhancing its market presence [4][6] - XPeng Motors has partnered with Plugsurfing to access over 850,000 charging points across 27 European countries, strengthening its brand recognition and market expansion [4][6] - The rapid growth of electric vehicle sales in Europe has not been matched by the expansion of charging infrastructure, creating opportunities for Chinese companies to fill this gap [6][10] Group 3 - Chinese charging infrastructure manufacturers are actively entering the European market, following the lead of automakers and forming partnerships with local companies [7][8] - The establishment of joint ventures, such as the one between Star Charge and Schneider Electric, aims to provide comprehensive charging solutions in Europe [8] - Despite facing challenges such as high certification costs and stringent regulations, Chinese companies are motivated by higher profit margins in the European market [10][11] Group 4 - The collaboration between Chinese automakers and charging infrastructure companies is crucial for building a robust electric vehicle ecosystem in Europe [10][11] - The development of a comprehensive charging network will enhance the convenience of electric vehicle usage, reduce range anxiety, and promote the adoption of electric vehicles [10][11] - Chinese companies' investments in technology and infrastructure will accelerate the construction of charging facilities in Europe, contributing to the region's green transition [10][11]

Core Insights - Infinix Automotive has officially opened its Beijing center, marking a significant step in its strategy to penetrate the Chinese market [2] - The company is committed to developing a diverse product matrix tailored to the unique demands and preferences of Chinese consumers [3][4] - Infinix aims to establish a strong brand presence and recognition in China through strategic partnerships and targeted marketing efforts [5][6] Product Strategy - Infinix Automotive plans to launch various models, including the basic version of the Grenadier, Fieldmaster, Trailmaster, and the Grenadier 1924, with future releases including the custom Arcane Works and eco-friendly Fusilier [3] - The company emphasizes the importance of tax policies, market demands, and consumer feedback in its product development process to ensure alignment with market needs [3] Service Network - Infinix has established its first sales and service centers in major cities like Beijing, Shanghai, and Chengdu, with plans to expand to approximately 15 service points in key first- and second-tier cities [4] - The company prioritizes a steady growth strategy over blind expansion, focusing on building a robust service network through partnerships [4] Brand Positioning - Infinix recognizes the complexity of entering the competitive Chinese market, having spent two years preparing for this launch, including product positioning and local operational setup [5] - The brand aims to differentiate itself by offering high-performance off-road vehicles that meet the genuine needs of off-road enthusiasts, contrasting with many urban-focused SUVs [5][6] Target Audience - The user demographic for Infinix vehicles is diverse, including practical users and lifestyle seekers who value engineering excellence and innovative design [6] - The company is actively engaging with the large Manchester United fan base in China to enhance brand visibility and recognition [6] Marketing and Promotion - Infinix has engaged in cross-industry collaborations with sports projects, such as the Grenadier cycling team and Mercedes F1 team, to boost brand awareness and showcase technical prowess [7] - The brand's slogan "Built For More" reflects its commitment to providing versatile vehicles that cater to various interests and professional needs [8] Future Outlook - Infinix Automotive aims to establish a sustainable and profitable growth model in China through continuous technological innovation and product optimization [8] - The company is dedicated to listening to consumer feedback to enhance product and service experiences, thereby building trust and support among customers [8]

Core Viewpoint - The inauguration of Garrett's Wuhan Innovation Center marks a significant step in the company's electrification journey, enhancing its technological capabilities in zero-emission solutions and strengthening its presence in the Chinese market [3][9]. Group 1: Innovation Center Overview - The Wuhan Innovation Center is Garrett's second innovation hub in China, complementing the Shanghai R&D center to create a robust "dual-engine" innovation framework [1]. - The center aims to drive advancements in zero-emission technologies and support the decarbonization processes in transportation and industry [3][10]. Group 2: Strategic Importance - The establishment of the Wuhan Innovation Center is seen as a vital achievement for Wuhan's high-level opening-up and quality industrial development, contributing to the city's goal of becoming a nationally influential technology innovation hub [5]. - Garrett's CEO emphasized that the center will enhance the company's global technological layout and solidify its differentiated technological advantages in the decarbonization process [3]. Group 3: Technological Advancements - Over the past 70 years, Garrett has introduced numerous pioneering technologies in the mobility sector, including variable nozzle turbochargers and hydrogen fuel cell electric compressors [7]. - The company has been active in the Chinese market for 20 years, developing solutions tailored for local manufacturers, such as gasoline variable nozzle turbochargers and exhaust bypass turbochargers for hybrid and range-extended electric vehicles [7]. Group 4: Future Developments - The Wuhan Innovation Center will focus on the research and development of zero-emission systems, with an inverter testing platform already operational and plans to expand testing capabilities for hydrogen fuel cell electric compressors and electric cooling systems [12]. - Garrett aims to accelerate the commercialization process of zero-emission technologies through the integration of R&D and manufacturing capabilities in China, fostering collaboration with universities and research institutions [14].

Core Insights - The GNEV2025 forum in Shanghai focused on new paths for global cooperation in the automotive industry, emphasizing the need to adapt to changing geopolitical and technological landscapes [2][3][6] - Traditional globalization models are facing challenges, necessitating a rethinking of collaboration strategies, particularly in the context of the complex supply chains of electric vehicles [2][6] Group 1: Global Cooperation and Market Trends - The forum highlighted that the electric vehicle sector is a key driver for China's exports and a catalyst for ASEAN economic transformation, with various countries implementing policies to accelerate this transition [3] - China is positioned to leverage its advantages in the electric vehicle market and deepen cooperation with ASEAN countries, which are offering incentives such as tax breaks and subsidies [3][4] - The need for a comprehensive service system for companies going abroad was emphasized, focusing on collaborative development and deep integration of supply chains [3][4] Group 2: New Paths for Globalization - Zhang Yongwei proposed four actionable paths for global cooperation: linking Chinese models and supply chains to the global automotive industry, exporting service systems, connecting overseas SMEs to the Chinese automotive supply chain, and encouraging localization of multinational enterprises in China [6][7] - The vision for a global super cooperation platform for the electric vehicle supply chain was introduced, aiming to integrate resources from governments, enterprises, and service institutions [7][10] Group 3: Internationalization Strategies of Companies - Companies like Xiaopeng Motors and Lantu are exploring various market models in Europe, focusing on local preferences and integrating local resources for service delivery [7][8] - The rapid growth of the global electric vehicle market is projected, with an estimated 46 million electric vehicles to be delivered by 2030, half of which will come from China [8][9] - The importance of local supply chains and differentiated strategies for entering various international markets was highlighted, particularly in regions with high technical barriers [9][10] Group 4: Cross-National Enterprises in China - A significant percentage of multinational companies plan to increase investments in China, particularly in R&D, as they adapt to the fast-paced technological advancements in the country [11][12] - Companies like Mercedes-Benz and General Motors are committing substantial investments to enhance their local R&D capabilities and product offerings in China [12][13] - The establishment of high-quality local ecosystems and the integration of domestic and international resources are critical for successful globalization [13][15] Group 5: Financial Empowerment and Challenges - The forum discussed the need for improved financial services to support the internationalization of the electric vehicle industry, addressing gaps in consumer credit and financing for overseas investments [16][17] - Innovative financial tools and collaborative models are necessary to meet the complex demands of the electric vehicle ecosystem, including battery technology and charging infrastructure [16][17]

Domestic News - China and Hungary signed a cooperation document to enhance collaboration in the automotive industry, focusing on autonomous driving technology and charging infrastructure [2] - Beijing will allocate 10,000 oil vehicle quotas for the car license plate lottery on June 26, with a total of 2,563,334 valid applications for family cars and 2,568,088 for personal cars [3] - Guangzhou implemented a policy allowing applicants who have not won the lottery for a long time to directly receive license plates, aiming to ease car purchase restrictions [4] - From June 1 to June 22, the national retail sales of passenger cars reached 1.269 million units, a year-on-year increase of 24%, with new energy vehicles accounting for 690,000 units sold [5] International News - In May, European car sales reached 1.11 million units, showing a year-on-year growth of 1.9%, while Tesla's new car registrations in the EU fell by 40.5% [6] Corporate News - Bosch plans to invest over €2.5 billion in artificial intelligence by the end of 2027 [9] - Nissan expects an operating loss of ¥200 billion (approximately RMB 9.9 billion) for Q2 2025, following a significant restructuring plan [10] - GAC Group applied for a patent to improve vehicle communication stability with parking lots [11] - Seres Automotive completed a strategic capital increase of RMB 5 billion, bringing in strategic investors without affecting its status as a subsidiary [12] - XPeng Motors aims for half of its sales to come from overseas markets by 2027, planning to enter over 60 countries [13] - Tesla's first grid-side energy storage project in mainland China is expected to be operational this year, with a storage capacity of 300 MWh [14] - Four-dimensional Map's SoC chip shipments have reached 90 million units, with MCU chip shipments exceeding 70 million units [15]