《2025全球汽车供应链核心企业竞争力白皮书》针对中国汽车零部件企业出海提出 以协同创新为桨 以智能驱动为帆

Core Insights - The automotive parts industry is experiencing unprecedented vitality and resilience as more companies actively expand overseas, establishing production bases and R&D centers close to target markets [1][2] - Technological innovation is identified as the core engine driving this overseas expansion, with Chinese automotive parts companies beginning to reap the benefits of years of R&D investment and technological accumulation on the international stage [1][2] Group 1: Industry Trends - The automotive export landscape is shifting, with vehicle exports expected to surpass parts exports in 2024, a structural change influenced by geopolitical factors and the reconfiguration of global supply chains [2][3] - The global competition in the automotive sector is not just between companies but also involves the competition of industrial ecosystems, emphasizing the need for collaboration between vehicle manufacturers and parts suppliers [2][3] Group 2: Strategic Recommendations - Experts suggest that Chinese automotive parts companies should focus on core areas and regions, control cost bases, and establish strategic partnerships to navigate international competition effectively [3] - Five pathways for Chinese automotive companies to expand internationally are proposed: going global with design, establishing headquarters design centers, and leveraging overseas new forces [3] Group 3: Competitive Landscape - The "2025 Global Automotive Supply Chain Core Enterprise Competitiveness White Paper" provides an authoritative analysis of the competitive landscape, covering over 350 automotive supply chain companies globally [4][5] - The white paper highlights three key trends: the relative stability of top-tier companies, growth driven by mergers and acquisitions, and an increase in the number of Chinese companies entering the global automotive supply chain [5][6] Group 4: Challenges and Opportunities - The automotive parts industry is undergoing a transformation influenced by electrification and smart technology, necessitating a shift in value distribution within the supply chain [6] - The need for collaboration and innovation is emphasized as essential for Chinese automotive parts companies to achieve high-quality international expansion, creating a more cohesive industrial ecosystem [6]