车百会理事长张永伟：以 “聚合思维” 推动智能产业迈入 “三大件” 时代

Core Insights - The speech by Zhang Yongwei at the first Aggregated Intelligent Industry Development Conference emphasizes that "aggregated thinking" will be the core driving force for industrial breakthroughs, with collaborative and shared industrial chains as key pillars for achieving synergistic development [1][6] - The "three major components" (smart cars, embodied robots, and low-altitude economy) are highlighted as new engines for economic growth and overseas market expansion, succeeding the "new three samples" (electric vehicles, power batteries, and photovoltaics) [3][6] Summary by Sections Aggregated Thinking and Industrial Revolution - Aggregated thinking is identified as a hallmark of the Fourth Industrial Revolution, contrasting with the single-core dynamics of previous revolutions. Technologies like new energy and artificial intelligence are accelerating integration, necessitating a shift from single-industry thinking to cross-industry aggregated thinking [2][4] Synergy in the Three Major Components - The three major components exhibit deep coupling in three aspects: 1. Shared technology base, with AI as the core technology for smart cars, robots, and low-altitude vehicles [2] 2. Over 60% supply chain overlap among the three fields, indicating a shared industrial chain [3] 3. Emerging integrated applications and infrastructure, with interwoven application scenarios [2][3] Market Potential and Economic Impact - The global market for core components of smart vehicles (excluding complete vehicles) is projected to exceed $100 billion by 2025, with China accounting for over 50%, approximately $50 billion. By the end of the 14th Five-Year Plan, the market for smart driving components and systems is expected to double to over $200 billion, with China potentially reaching $100 billion [3][6] Development Paths for the Industry - Four development paths are proposed to deepen the synergy among the three major components: 1. Strengthening manufacturing advantages to accelerate cost reduction, aiming to lower robot prices from millions to between 100,000 and 200,000 yuan within five years [5] 2. Encouraging cross-industry expansion and supply chain collaboration, exemplified by Tesla's robot supply chain [5] 3. Expanding into international markets to seize blue ocean opportunities, particularly in the robot sector where trade barriers are minimal [5][6] 4. Innovating governance mechanisms to break down silos and promote integrated planning and policy adaptation across the three fields [6] Conclusion - The integration of smart cars, embodied robots, and low-altitude economy represents a significant opportunity for China to seize a competitive edge in the Fourth Industrial Revolution. By leveraging aggregated thinking and focusing on shared industrial chains, the country aims to create unique advantages in the aggregated intelligent industry, driving high-quality economic development [6]