从“4小时产业圈”到“厂中厂” 汽车供应链近地化浪潮汹涌

Group 1 - CATL has officially started production of power batteries for the AITO series vehicles at the Seres Super Factory, marking the first use of the "factory within a factory" model for localized battery supply [2] - The concept of "near localization rate" is gaining traction among companies, as it helps reduce logistics costs, improve efficiency, and ensure supply chain stability [2][5] - The Yangtze River Delta is forming a "4-hour industrial circle," allowing electric vehicle manufacturers to source most of their required components within a four-hour drive [2] Group 2 - Companies like Xiaomi are also adopting localized supply chains, with 30%-40% of their suppliers being from the Beijing-Tianjin-Hebei region, and this could rise to 60%-70% with the establishment of a new base in Beijing [3] - New energy vehicle manufacturers are pushing for increased localization rates, with Lantu achieving 41%, NIO aiming for 95% within a 100 km radius, and Li Auto targeting 70% by 2026 [4] - The trend of near localization is seen as a new opportunity for the development of automotive industry clusters, enhancing the bargaining power of new energy vehicle manufacturers [4][8] Group 3 - The shift towards localized supply chains is driven by the need for supply chain security and reliability, as companies face challenges such as high logistics costs and long delivery times [5][6] - Localized production allows for faster and more reliable supply of raw materials and components, fostering closer ties between supply chain companies and manufacturers [6] - The strategy of breaking down barriers between component manufacturers and vehicle producers is leading to reduced inventory and logistics costs, as seen in the Jingmen Automotive Industry Park [7] Group 4 - The integration of new suppliers in the electric and intelligent sectors is reshaping the automotive industry cluster, with new "chain leaders" seeking to enhance their control over the supply chain [8] - The evolution of supply chains is moving towards a multi-center collaborative governance model, which will help build a more secure and reliable supply chain system [8] - The push for near localization is expected to accelerate the development of intelligent new energy vehicle clusters across various regions, including the Yangtze River Delta and Beijing-Tianjin-Hebei [10][11]