京东工业陈伟：汽车需构建涵盖采购、履约等环节的数智化供应链

Core Insights - The global automotive industry is facing unprecedented challenges due to complex supply chains and structural changes driven by electrification and digitalization [1][2] - Building a resilient supply chain is essential for the transformation of the automotive industry in China, which is undergoing significant restructuring [1][3] Industry Overview - The Chinese automotive supply chain encompasses 45 key links, involving over 310,000 upstream companies, more than 8,000 midstream companies, and approximately 1.27 million downstream companies [1] - The transition to electric and intelligent vehicles is reshaping the industry, necessitating a robust supply chain framework [1][2] Digital Transformation - The automotive industry is evolving from a linear "chain" relationship to a more complex "networked ecosystem" involving multiple sectors such as energy and transportation [2] - The Ministry of Industry and Information Technology has issued guidelines to promote digital transformation in the new energy vehicle sector, emphasizing the need for standardized data and collaborative R&D [2] Supply Chain Innovation - The "Smart Supply Chain" approach is highlighted as a key strategy for achieving digital transformation, focusing on optimizing supplier relationships and internal management through digital tools [1][3] - JD Industrial has introduced the "Ta Pu" supply chain solutions tailored for the automotive manufacturing sector, aiming to enhance data integration and operational efficiency [3][4] Cost-Efficiency Resilience - JD Industrial's solutions aim to balance cost, efficiency, and resilience within the supply chain, addressing challenges such as high costs and long lead times for imported components [4][5] - The automotive manufacturing sector is encouraged to adopt a multi-path sourcing strategy to enhance supply chain resilience [5] Market Performance - From January to October, the production and sales of new energy vehicles reached 13.015 million and 12.943 million units, respectively, marking year-on-year growth of 33.1% and 32.7% [5] - The cumulative sales of power batteries reached 910.3 GWh, with a year-on-year increase of 49.9% [5] Strategic Solutions - JD Industrial has developed various solutions to address procurement challenges in the energy battery sector, including the "Ta Pu Mall" and "Ta Pu Global Supply Chain Integration Solutions" [5][6] - The company emphasizes the importance of real-time response and precise collaboration in achieving optimal cost and efficiency in the supply chain [6]