Di Yi Cai Jing·2025-11-21 10:07Core Viewpoint - General Motors (GM) is implementing a localized procurement strategy in North America that does not affect its joint venture with SAIC-GM in China, focusing on building a resilient supply chain globally [1][2]. Group 1: General Motors' Strategy - GM's overall strategy emphasizes "producing where it sells," which is part of a broader supply chain resilience initiative that has been in place since 2021 [1]. - The company is pursuing local procurement and nearshore outsourcing to enhance supply chain resilience, particularly in light of current tariff evasion measures [1]. - GM's localized procurement strategy is also being applied in other regions, including China and South America, where local manufacturing is prioritized [1]. Group 2: SAIC-GM's Operations - SAIC-GM's new vehicle product definitions, electronic architecture, and core component development are led by local teams, achieving over 99% localization in its supply chain and production [1]. - Starting in 2025, SAIC-GM will fully lead the product definition of new models, focusing entirely on the needs of Chinese customers [2]. - All digital functionalities for SAIC-GM's models will be developed by its local software and digital center, enhancing its capabilities in smart technology [2]. Group 3: New Product Launches - The Buick high-end electric sub-brand "Zhijing" represents SAIC-GM's commitment to localization, with its second model "Shijia" unveiled at the Guangzhou Auto Show [3]. - The "Shijia" model features a hybrid powertrain, with a pure electric range of 224 km and a combined range of 1320 km, showcasing advanced performance metrics [3]. - SAIC-GM collaborates with local suppliers like Momenta to develop intelligent driving systems, positioning itself competitively in the smart driving sector [3]. Group 4: Tesla's Supply Chain Dynamics - Tesla has not officially responded to reports about requiring suppliers to avoid using Chinese-made parts in vehicles produced in the U.S., but this is not expected to impact its Shanghai Gigafactory [3]. - The Shanghai factory primarily uses locally sourced components, with over 95% of parts for the Model 3 and refreshed Model Y produced in China [3]. - Chinese suppliers are increasingly contributing to Tesla's global supply chain, with over 400 partners in Shanghai, of which more than 60 have been integrated into Tesla's global procurement system [4].