张永伟：聚合智能“三大件”将成拉动出海和经济增长的重要引擎

Core Viewpoint - The integration of smart electric vehicles, humanoid robots, and low-altitude travel is accelerating, with the potential to form a "converged intelligent industry" that will drive economic growth and international expansion [1][2]. Group 1: Market Size and Growth - The market size for China's converged intelligent "three major components" is expected to exceed $50 billion this year, with projections of nearly $240 billion globally and over $120 billion in China by 2030 [1]. - The "new three items" for overseas expansion, including new energy vehicles, power batteries, and photovoltaic technology, have significantly contributed to China's outward-oriented economic development [1]. Group 2: Strategic Recommendations - To promote the integrated development of smart vehicles, humanoid robots, and low-altitude economy, it is recommended to reduce costs and increase efficiency in manufacturing to achieve scale advantages [2]. - Companies should expand from single-component production to the converged field, collaborating across supply chains and developing common technology platforms [2]. - There is a need to accelerate the expansion into international markets, treating them as a "second starting line" to seize global opportunities [2]. - The industry should shift from a single-industry development mindset to a coordinated development approach, enhancing planning for application scenarios, infrastructure, and computing power systems [2].