车百会理事长张永伟：八大趋势勾勒产业变革新图景 中国智能新能源汽车供应链迎全球机遇

Core Insights - The global automotive industry is undergoing a transformation towards electrification, intelligence, and globalization, with Chinese supply chain companies evolving from "followers" to "leaders" on the global stage [1][3] Group 1: Trends in the Automotive Supply Chain - Trend 1: China's global position in the supply chain is rising, with the "Chinese content rate" becoming a key indicator of success. Chinese companies have a nearly 70% share in the global battery market and are transitioning from importing to exporting in the smart technology sector [4][5] - Trend 2: Batteries, chips, and software are identified as the three core competitive areas in the supply chain, with significant challenges in resource concentration and technological innovation. The need for domestic operating systems in vehicles is emphasized to avoid high switching costs in the future [5][6] - Trend 3: The globalization of the Chinese supply chain is evolving from "trade going out" to "local manufacturing," with the innovative "dual factory" model addressing localization challenges [6][7][8] Group 2: Cross-Industry Extensions and Supply Chain Security - Trend 4: The automotive supply chain is extending into new fields such as robotics and low-altitude economy, providing support for emerging industries while offering new opportunities for traditional automotive companies [9] - Trend 5: Supply chain security has become a strategic priority for automotive companies, shifting focus from lean production to building a stable supply chain system [11][12] - Trend 6: Component manufacturers are encouraged to adopt rapid response and technological iteration strategies to adapt to industry changes and reduce dependency on traditional production models [13][14] Group 3: Addressing Supply-Demand Imbalances - Trend 7: The primary contradiction in the supply chain is the supply-demand imbalance, with a call for platforms that facilitate connections between new technology companies and automotive manufacturers [15][16][17] - Trend 8: The future direction of the supply chain is guided by the "new four modernizations" of high-end, intelligent, green, and integrated development, aiming to enhance China's competitive position in the global automotive landscape [18]