汽车零部件是怎么打「出海逆风局」的？

Core Viewpoint - The article discusses the resilience of automotive parts suppliers in the context of U.S.-China trade tensions and tariffs, highlighting how these suppliers have managed to maintain their market position despite geopolitical challenges [2][4]. Group 1: Impact of Tariffs - The U.S. government's tariffs on Chinese products have not significantly affected the sales, prices, or profits of automotive parts suppliers, as customers bear the cost of tariffs [2][4]. - The recent exemption of automotive parts manufactured in Mexico from tariffs under the USMCA agreement has alleviated concerns for many suppliers [5][6]. Group 2: Supplier Resilience - Automotive parts suppliers exhibit unique resilience compared to complete vehicle manufacturers, as they have integrated deeply into the global supply chain and have established long-term relationships with clients based on technology, quality, and trust [5][6]. - The cost impact of tariffs on the overall vehicle production is minimal, making clients less sensitive to these additional costs [4][5]. Group 3: Export Trends - Despite trade headwinds, China's automotive parts export scale has shown steady growth, with exports reaching $8.376 billion in March 2025, a 12.6% increase year-on-year [7]. - The automotive parts industry has become an important production and supply base globally, with many companies successfully navigating the complexities of international markets [7][8]. Group 4: Challenges in High-Tech Sectors - High-tech sectors, such as battery manufacturing, face more significant challenges in overseas expansion due to the complexity of supply chains and the need for specialized talent [8][9]. - Some Chinese companies' advanced technologies have become obstacles in North America, where local market conditions differ significantly from those in China [8][9]. Group 5: Strategic Considerations for Expansion - Automotive manufacturers prioritize market size and growth rates when expanding internationally, while parts suppliers focus on following their clients and optimizing production costs [10][11]. - Southeast Asia and Mexico are popular destinations for parts suppliers due to favorable demographics, economic growth, and proximity to the U.S. market [11].