上万零件、4小时内，一辆智能新能源汽车！“超级产业链”展现磅礴力量

Core Insights - The automotive industry in China has shown significant growth in the first half of the year, with production and sales exceeding 15.6 million units for the first time, marking a year-on-year increase of 12.5% and 11.4% respectively [3] - The performance of new energy vehicles (NEVs) has been particularly impressive, with production and sales reaching 6.968 million and 6.937 million units, reflecting year-on-year growth of 41.4% and 40.3% [3] - The NEV industry has maintained its position as the global leader for ten consecutive years, with continuous improvements in the level of intelligence and connectivity across the sector [3] Industry Composition - A new energy vehicle consists of three core components: the power system (motor, battery, and electronic control), the body and chassis (which provide structural support), and the intelligent cockpit and electronic systems (which enhance user experience and intelligence) [7][8] Supply Chain Efficiency - The "super industrial chain" in the Yangtze River Delta allows a new energy vehicle manufacturer to source necessary components within four hours, demonstrating a highly efficient supply chain [8] - In Changzhou, 30% of core components come from local suppliers, with over 500 automotive parts companies and a 97% completeness of the supply chain [8] - The broader Jiangsu region offers access to 50% of supporting resources within a 120-180 km radius, enabling full-category delivery within two hours [10] - The entire Yangtze River Delta region can provide 80% of the necessary resources for a new energy vehicle within four hours, showcasing the rapid flow of information and logistics across the supply chain [13] Collaborative Dynamics - The interconnected industrial circles of Changzhou, Jiangsu, and the Yangtze River Delta operate like a precise clock, efficiently coordinating the assembly of thousands of parts into a new energy vehicle within a short timeframe [15]