Zhong Guo Qi Che Bao Wang·2025-09-22 02:37Core Viewpoint - The sudden closure of the Polish border has led to significant disruptions in the supply chain for automotive parts between China and Europe, prompting Chinese car manufacturers to urgently restructure their operations to mitigate the impact [1][2]. Group 1: Impact on Supply Chain - The Central European Railway is a critical channel for transporting precision automotive parts from China to Europe, accounting for approximately 35% of the transport share. The abrupt border closure has caused a "shock" to this vital artery, leading to a deep crisis in supply chain security for the global automotive industry [2]. - The automotive industry's reliance on cross-border transport and precise timing for key components such as control systems, sensors, and battery modules makes it highly vulnerable to disruptions. If transport issues persist, major production bases in Germany, France, Czech Republic, and Slovakia may face production cuts or delays in new product launches [2]. Group 2: Chinese Automotive Companies' Response - In response to the supply crisis, Chinese automotive companies have activated emergency plans focusing on localizing production, diversifying logistics, and enhancing technological independence. BYD's local supply capabilities in Hungary now cover 80% of the Central European market, reducing transportation costs by approximately 25% [3]. - Companies are exploring new logistics patterns, such as utilizing the "China-Southeast Asia-Mediterranean" shipping route to mitigate risks associated with the Central European Railway. This includes leveraging roll-on/roll-off shipping through Vietnam and Thailand to reduce reliance on a single transport channel [3]. Group 3: Long-term Strategic Considerations - The logistics crisis serves as a warning for the entire industry, emphasizing the need for supply chain designs that balance efficiency with security in the context of geopolitical risks. Future supply chains are likely to favor "multi-point distribution" to reduce transcontinental dependencies [4]. - The incident highlights the importance of incorporating historical geopolitical factors into risk assessment mechanisms, as events like military exercises and elections can trigger supply chain disruptions [4]. Group 4: Global Automotive Market Implications - The current situation, while a challenge, also presents an opportunity for Chinese automotive companies to drive industry upgrades and strategic adjustments. The crisis underscores the necessity for supply chains to be resilient against geopolitical risks while adapting to market demand changes [6]. - The experience and strategies of Chinese companies in navigating this crisis may provide valuable insights for global automotive firms, emphasizing the need to find a precise balance between efficiency and security in an uncertain international environment [5].