中欧国际工商学院院长汪泓：AI正成为驱动汽车产业转型的核心引擎

Core Insights - The integration of AI into the automotive industry is gaining significant attention, with companies like Volkswagen, Geely, and SAIC accelerating their AI strategies, exemplified by Geely's launch of the first "full-domain AI" technology system for smart vehicles at CES 2025 [1] - The automotive sector is undergoing a fundamental transformation driven by AI technology, which is seen as a core engine for industry transition, as highlighted by industry experts [1][2] - The competition landscape is shifting from individual companies to platforms and ecosystems, emphasizing the importance of system capabilities [2] Group 1: AI and Automotive Industry Transformation - AI is becoming a crucial tool for automakers to enhance their core competitiveness, with domestic brands in China increasing their market share from 35.5% in 2020 to 64.9% in the first nine months of 2025 [1] - The penetration rate of L2+ advanced driver assistance systems is projected to be 10% in China, compared to 6% in the U.S. and only 1% in Europe and Japan by 2025 [2] - The overall penetration rate of new energy vehicles in China is expected to exceed 40% by October 2025, with rapid adoption of L2-level and above intelligent driving functions [2] Group 2: Global Perspectives and Collaborations - The progress and differences in AI transformation among major automotive nations like China, Germany, and Japan are under scrutiny, with Chinese manufacturers gaining competitive advantages in software-defined vehicles (SDVs) [3] - Collaboration between German and Japanese manufacturers and Chinese ICT/software companies is anticipated to enhance competitive advantages in the SDV sector [3] - The need for strategic flexibility in global operations is emphasized, with a focus on core AI capabilities and open ecosystem collaboration [6] Group 3: Industry Challenges and Opportunities - The development of new energy commercial vehicles is identified as a key task for China's green transition, despite their current low penetration rate of under 30% [5] - The rapid evolution of mobility models necessitates improved management of technical talent and a pragmatic policy framework to align development goals with market realities [5] - The European automotive market has seen a rise in the market share of pure electric vehicles to approximately 17% in five years, with ambitious targets set for further increases [6]