张永伟：汽车供应链加速跨界具身智能、低空经济新赛道

Core Insights - The global automotive supply chain is undergoing significant transformation, with China playing an increasingly prominent role as a center for incremental automotive supply chain development [1][2] - Key areas of focus in the automotive supply chain include batteries, chips, and software, which are critical for future industry competition and supply chain evolution [1][2] Group 1: Supply Chain Trends - The automotive supply chain is extending into new fields such as embodied intelligence, low-altitude economy, and unmanned vessels, highlighting the importance of cross-industry collaboration [1][3] - Chinese companies have established a leading advantage in technology and industrial development, making them central to the global automotive supply chain [1][2] Group 2: Challenges and Innovations - The rapid iteration of battery technology and the challenges posed by the pandemic-induced chip shortage emphasize the need for supply chain security, with a low domestic production ratio of critical automotive chips remaining a concern [2] - Companies are exploring innovative models for internationalization, such as maintaining core processes in China while establishing automated production facilities abroad to mitigate risks associated with local labor and supply chain dependencies [2][3] Group 3: Strategic Shifts - The automotive supply chain is increasingly sharing components with emerging sectors, providing new opportunities for growth and collaboration [3] - In an era of heightened supply chain uncertainty, automotive companies are shifting their strategic focus from just-in-time production to building secure and stable supply chain systems, necessitating increased investment in capital, human resources, and regional planning [3]