智能新能源汽车供应链迈向改革“深水区”

Core Insights - The global automotive industry is undergoing a significant structural transformation driven by electrification, intelligence, and globalization, with supply chain restructuring becoming a core competitive battleground [1] - China's role in the global automotive supply chain is rapidly increasing, with the "Chinese content rate" becoming a key indicator of its influence [2][5] - The transition from "following" to "outputting" in China's supply chain reflects its growing capabilities in electric and intelligent vehicle sectors [3] Supply Chain Dynamics - China's power battery global installation share is nearing 70%, leading the world for several years, while the country has shifted from "mass input" to "gradual output" in the intelligent sector [5] - The expected production of 40 million vehicles by the end of the 14th Five-Year Plan, with 12 million for overseas markets, indicates a significant global footprint [5] - A new "dual factory" model is emerging, where "brain factories" are based in China for process control, and "hand factories" are located overseas for automated production, addressing skilled labor shortages [5] Challenges and Opportunities - Despite the promising outlook, the intelligent electric vehicle supply chain faces challenges such as safety, technology, and collaboration [1][6] - The domestic chassis localization level is lagging, which affects the performance of intelligent driving systems [6] - The automotive industry is entering a critical decade of transformation, with AI and connectivity becoming central to the value chain [6][9] Strategic Responses - Companies are encouraged to build resilient supply chain ecosystems by focusing on system output rather than just vehicle output, promoting local production while leveraging global resources [9][10] - The automotive industry must innovate around supply chains to address existing pain points and achieve cost reduction, efficiency, and compliance [10] - Local governments, like Huainan, are prioritizing the development of the new energy vehicle industry, showcasing a proactive approach to fostering an integrated supply chain ecosystem [17] Globalization and Localization - The need for a balance between local production and global supply chain integration is emphasized, with a focus on local market adaptation for overseas expansion [13][14] - The industry's competitive landscape is shifting towards a shared, multi-layered ecosystem to enhance supply chain resilience and stability [15]