车百会理事长张永伟：技术引领将成汽车供应链走出内卷的重要战略

Core Insights - The rise of China's new energy vehicles has highlighted the importance of the automotive supply chain in the global automotive industry, with a focus on enhancing supply chain security and stability [1] - China's role in the global automotive supply chain is increasingly significant, with a consensus among companies to "go global" [2] - The share of Chinese auto parts in the global supply chain is expected to increase, with projections indicating that by the end of the 14th Five-Year Plan, China will produce approximately 40 million vehicles, with 12 million or more expected for overseas production or sales [3] Supply Chain Dynamics - China's power battery installation share is nearing 70%, maintaining a leading position for several years, while the advantages of Chinese auto parts companies are becoming more apparent amid the trend of vehicle intelligence [2] - The battery supply chain in China is becoming self-sufficient, but upstream resources like lithium, cobalt, and nickel are concentrated in a few countries, making supply chain security critical [3] - The rapid rise of China's automotive chip industry, with companies like Horizon and Huawei providing stable support, is noted, although some chips still face supply security challenges [4] Future Trends - The construction of a secure and stable supply chain is becoming a strategic requirement for companies, necessitating investments in capital and human resources, particularly for vehicle manufacturers [4][5] - The automotive industry is experiencing "involution" competition, which has extended from vehicle manufacturers to the supply chain, pressuring auto parts companies to shift from passive competition to high-quality development [4][5] - Companies are encouraged to enhance their rapid response capabilities and establish localized supply chains to ensure safety and efficiency [5] Technological Innovation - Technological leadership is seen as a crucial strategy for automotive supply chains to overcome involution, with a shift from traditional development and supply models to continuous technological iteration being essential [6][7] - Companies must innovate at least half a step ahead of vehicle manufacturers to escape the cycle of involution and remain competitive [7]