Core Viewpoint - The Chinese automotive industry is transitioning from a follower to a leader, driven by technological innovation and supply chain restructuring [3][25]. Industry Trends and Responses - The automotive industry in China has developed significant advantages in industrial density, value density, and talent density, forming a complete supply chain from raw materials to finished vehicles [6][30]. - The industry is experiencing a shift from low-cost competition to high-value creation, with features like smart cockpits and intelligent driving becoming standard in vehicles priced around 100,000 yuan [7][30]. - The rise in talent density over the past decade has supported the rapid development of numerous automotive brands in China, providing a solid foundation for industry growth [7][30]. - The supply chain's role is evolving from a supporting function to a central position in the global automotive industry, with an increasing proportion of global vehicles using Chinese components [31][30]. - The industry faces intense competition, with profit margins still lagging behind the average for large enterprises, which may limit R&D investment and sustainable development [32][30]. Strategic Initiatives - Three major initiatives were proposed: 1. Common sharing and individual autonomy to build a deeply collaborative industrial ecosystem 2. Strengthening density and enhancing health for sustainable development of the Chinese automotive industry 3. Collaborating internationally to build a global supply chain ecosystem and enhance the reputation of Chinese automotive brands [3][25][19]. - The company aims to establish a comprehensive, empowered supply chain that spans various vehicle segments and core components, ensuring robust support for its brands [33][30]. Supply Chain Construction Strategies - The company emphasizes long-term cooperation, strategic trust, and mutual empowerment in its supply chain management [37][30]. - A market-driven pricing system will be implemented to replace traditional cost-plus models, fostering a collaborative transformation among suppliers [37][30]. - A 5A evaluation system will be established to assess suppliers based on their operational management capabilities and sustainability [39][30]. - The logistics model will shift from a traditional fragmented approach to a fully integrated collaborative model, enhancing efficiency across the supply chain [39][30]. Future Expectations - The company advocates for a collaborative approach to address common challenges in technology standards, basic research, and supply chain resilience [43][30]. - It aims to enhance the resilience and value creation of the Chinese automotive industry while maintaining a competitive environment that fosters innovation and service upgrades [43][30]. - The company is committed to global collaboration in R&D, localization, and cross-border logistics to reduce dependency on single markets and enhance global resilience [43][30].
新汽车CES上,吉利供应链副总经理发出三大行业倡议