2025上海车展：超20家“闯”入整车馆，供应商走向台前

Core Insights - The automotive industry is undergoing a transformation with the rise of new energy vehicles and smart driving technologies, leading to a shift in the roles of supply chain companies [1][3][4] Group 1: Industry Trends - The 2025 Shanghai Auto Show features a significant increase in the area dedicated to automotive technology and supply chains, now accounting for nearly one-third of the exhibition space [1][2] - A total of 23 suppliers have entered the vehicle exhibition area, marking an increase of 16 companies compared to the 2021 Shanghai Auto Show, highlighting the growing importance of suppliers in the automotive sector [1][2] - The integration of smart driving, power batteries, and intelligent cockpits is becoming crucial for the transformation of the automotive industry [1][3] Group 2: Supplier Collaborations - Major automotive manufacturers are increasingly collaborating with leading supply chain companies to enhance their technological capabilities, as evidenced by partnerships announced during the auto show [3][4] - Notable collaborations include General Motors' Buick and Cadillac, as well as Toyota and Honda, all partnering with the intelligent driving solution company Momenta to deploy L2 urban auxiliary driving technology [3][4] - The presence of international suppliers such as Sony, Intel, and Mobileye at the auto show indicates a growing interest in the Chinese market and the importance of global competition in the automotive supply chain [4][7] Group 3: Technological Innovations - CATL unveiled several new battery technologies, including sodium-ion batteries and the second-generation supercharging battery, which are designed to support future levels of autonomous driving [4][5] - Horizon Robotics introduced its latest L2 urban auxiliary driving system, showcasing a full-stack solution that aims to enhance driving automation in complex urban environments [6] - The auto show also featured new products from various suppliers, including a central computing platform from Black Sesame Intelligence and a new generation of battery management systems from Xinwangda [6][7]