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一场目标万亿的“双向奔赴” 郑州造车 洛阳供芯
He Nan Ri Bao·2025-09-23 23:56

Core Insights - The collaboration between Zhengzhou and Luoyang in the new energy vehicle (NEV) industry is a strategic initiative aimed at leveraging their respective strengths to create a robust industrial ecosystem, with Zhengzhou focusing on vehicle manufacturing and Luoyang on key components and battery production [1][5][11]. Summary by Sections Industry Growth - In 2024, Henan province's NEV production is projected to reach 681,000 units, representing a year-on-year increase of over 117% [1]. - Zhengzhou and Luoyang have established a combined industrial scale exceeding 100 billion yuan, with ambitions to reach a trillion-yuan industry [1][4]. Urban Collaboration - The Zhengzhou metropolitan area has been recognized as the 10th national urban agglomeration, enhancing regional collaborative development [2]. - The geographical proximity and cultural similarities between Zhengzhou and Luoyang facilitate their industrial cooperation, particularly in electronics, automotive manufacturing, and modern logistics [2]. Supply Chain Integration - Zhengzhou's automotive production lines are increasingly utilizing components from Luoyang, such as bearings and battery systems, enhancing production efficiency [3][7]. - The collaboration has led to significant procurement volumes, with Yutong's cumulative purchases from Luoyang reaching 1.5 billion yuan over five years, expected to double in the next five years [10]. Technological Advancements - The partnership has fostered technological sharing, with companies like Huajiu Hydrogen Energy and Yutong collaborating on fuel cell technology and component integration [8][10]. - The establishment of a collaborative innovation platform is suggested to enhance R&D efforts and address key technological challenges in the NEV sector [13][19]. Challenges and Recommendations - Despite the promising collaboration, challenges such as low vehicle component matching rates (below 60%) and administrative barriers remain [5][11]. - Recommendations include enhancing cross-regional cooperation mechanisms, improving local supply rates, and fostering innovation to avoid resource wastage and competition overlap [11][18]. Future Directions - The strategic focus on "Zheng-Luo collaboration" aims to transition from individual strengths to a synergistic approach, enhancing the competitiveness of Henan's NEV industry [17][19]. - The development of a high-level open and international cooperation framework is encouraged to boost the global competitiveness of the Zhengzhou and Luoyang NEV sectors [19].