中欧车企携手正当时——访中欧数字协会主席甘巴尔代拉

Core Insights - The global automotive industry is undergoing significant transformation, with a strong emphasis on collaboration between Chinese and European car manufacturers, as those who build bridges rather than walls will emerge as winners [1][2] - Chinese electric vehicle (EV) manufacturers, such as BYD, NIO, and SAIC, are gaining traction in the European market, with BYD surpassing Tesla in sales in July [1] - The uncertainty of U.S. trade policies is severely impacting the European automotive sector, particularly with the new 15% tariff on EU exports of cars and parts, up from the previous 2.5% [2] Industry Dynamics - Chinese car manufacturers have established a competitive edge through integrated supply chains, achieving high efficiency from battery research to vehicle manufacturing [1] - The rapid innovation pace of Chinese companies in terms of new model launches and battery technology positions them ahead of their European, American, and Japanese counterparts [1] - The U.S. tariff policy poses a significant threat to the European automotive industry, which is a crucial pillar of the economy for countries like Germany, France, and Italy, affecting millions of jobs [2] Strategic Recommendations - There is a call for enhanced cooperation between Chinese and European car manufacturers in various areas, including manufacturing, battery technology, charging networks, and sustainable materials research [2] - The European automotive industry is in a challenging transition towards electrification, automation, and decarbonization, necessitating substantial investments in research and production [2]