XPENG(US:XPEV) Zhong Guo Jing Ji Wang·2025-06-27 08:30Core Viewpoint - The 2025 Global New Energy Vehicle Cooperation Development Forum highlighted the need for innovative cooperation models in the automotive industry, particularly in the context of globalization challenges and the complexities of the new energy vehicle supply chain [1][3][4]. Group 1: Global Cooperation and Industry Trends - Traditional globalization cooperation models are facing bottlenecks, with increasing barriers in vehicle sales and a complex supply chain influenced by geopolitical factors [3]. - The forum emphasized the importance of collaborative innovation and open cooperation as essential themes for industry development [4]. - Key topics discussed included new models of industry cooperation, deep links in the supply chain, and the need for comprehensive services for companies going global [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, connecting Chinese auto parts and service systems to the world market, integrating overseas SMEs into the Chinese automotive supply chain, and promoting localization of multinational enterprises [4]. - Chinese companies are transitioning from "OEM manufacturing" to "rule-making" in the global market, leveraging core technologies in batteries, intelligent driving, and electronic control [7]. Group 3: International Strategies of Chinese Automakers - Xiaopeng Motors has explored various market models in Europe, focusing on high-tech, mid-to-high-end products, and localization [6]. - Lantu Motors aims to enter 60 countries and establish over 500 stores by 2030, emphasizing local supply chains and ecological systems [6]. - Guoxuan High-Tech highlighted the importance of battery localization and the need for companies to adapt to new policies in various regions [6]. Group 4: Multinational Enterprises in China - A survey indicated that nearly 70% of multinational companies plan to increase investments in China by 2025, with over 78% focusing on R&D [10]. - Mercedes-Benz has invested over 10.5 billion RMB in R&D in China over the past five years and plans to invest an additional 14 billion RMB to enhance local product offerings [10]. - General Motors aims to deepen its strategic engagement in China, transitioning from a "for China" to a "for global" strategy [11]. Group 5: Collaborative Initiatives - The forum initiated a partnership action to promote high-quality development among multinational automotive enterprises in China, fostering collaboration and innovation [13].