没有一家“明星”车企,宁波何以产出浙江四成新能源车?

Core Insights - Ningbo is undergoing a significant industrial transformation in the manufacturing landscape of the Yangtze River Delta, particularly in the automotive sector, with a focus on electric vehicles (EVs) [1] - The city has achieved a remarkable growth in its automotive manufacturing output, with a total vehicle production of 645,000 units in the first ten months of 2025, including 286,000 units of new energy vehicles (NEVs), marking a 24% year-on-year increase in output value [1][2] - The automotive industry in Ningbo is characterized by a unique "dual-core" structure, featuring both the locally rooted Geely group and the globally recognized SAIC Volkswagen, which complement each other rather than compete [1][2][3] Automotive Manufacturing - SAIC Volkswagen's Ningbo factory is a "star factory" with a production capacity of 300,000 units per year, contributing to one-third of the city's NEV production, and is notable for its flexible manufacturing capabilities [2] - Geely has established a comprehensive ecosystem in Ningbo, including research institutes, core components, and vehicle manufacturing, which enhances efficiency in R&D and production cycles [2][3] - The rapid rise of the Zeekr brand under Geely is attributed to its ability to leverage local engineering resources and manufacturing capabilities, with projected sales of over 220,000 units in 2024 [3] Supply Chain Dynamics - Ningbo hosts over 5,000 automotive parts companies, including 22 national-level champion enterprises and 97 specialized "little giants," making it a hub for automotive supply chains [4][6] - The local supply chain exhibits a high degree of specialization and geographical clustering, resulting in an average coordination response time of just 2.3 hours between vehicle manufacturers and core suppliers [6] - Traditional automotive parts companies are adapting to the NEV wave, with firms like Joyson Electronics and Shenglong actively transitioning to new technologies and business models [4][6] Research and Innovation - Ningbo is investing in future technologies, such as solid-state batteries, with research led by a team at Dongfang University, which has made significant advancements in solid electrolyte materials [7][9] - The development of a new superionic conductor capable of operating at extreme temperatures has the potential to revolutionize solid-state battery applications, garnering international attention [9] - The city is also exploring smart and connected technologies, with initiatives in automated operations at the Meishan Port area, showcasing its ambition to integrate advanced manufacturing with innovative applications [10]