Aptiv(US:APTV) Di Yi Cai Jing Zi Xun·2025-09-27 07:09Group 1 - Aptiv's CEO Kevin Clark stated that the company has been minimally affected by tariffs due to its global supply chain deployment [1] - The company's supply chain strategy has increasingly shifted towards regional market services, with China being a key production base [3] - Over 80% of the materials or components used in Aptiv's products sold in China come from local suppliers, particularly in the semiconductor sector [3] Group 2 - Aptiv has seen continuous growth in its business in China, with investments or relocations of production bases to Shanghai and surrounding areas [3] - The company recognizes the rapid development of new technologies in China and the potential for growth in areas like artificial intelligence [3] - Clark noted that multinational companies need to adapt to the fast-paced development in the Chinese market, and he disagrees with the notion that all automakers are seeking vertical integration [4]