新能源汽车供应链踏上“升维”之路

Core Insights - China's new energy vehicle (NEV) production has ranked first globally for eight consecutive years, with power battery installations accounting for nearly 70% of the global market share, marking a historic turning point for the automotive industry [1] - The stability and security of the supply chain in the NEV sector are increasingly under scrutiny amid global economic adjustments, technological changes, and intensifying market competition [1] - To enhance international competitiveness, the NEV industry must focus on strengthening and supplementing its supply chain [1] Group 1: Supply Chain Challenges - The supply chain security for upstream resources and capacities remains a challenge, particularly for critical materials like lithium, cobalt, and nickel, which are concentrated in a few countries [2] - The automotive industry is transitioning from a "software-defined vehicle" to an "AI-defined vehicle," making the autonomy and control of operating systems a key aspect of supply chain security [3] Group 2: Technological Innovation and Digital Transformation - The NEV industry is undergoing a significant transformation driven by technological innovation and digitalization, particularly in smart driving technology, which is shifting from modular to end-to-end models [4] - Innovations in data supply chains, such as "data carpooling," are enabling companies to share high-quality datasets, significantly reducing costs and improving efficiency [4] Group 3: Future Market Potential - The automotive electronics and electrical industry is projected to reach a market size of 1.28 trillion yuan by 2025 and 2 trillion yuan by 2030, indicating substantial growth potential [5] - Digital transformation is reshaping the operational models of automotive supply chains, with companies like Jianghuai Automobile Group collaborating with Huawei to implement integrated product development and supply chain processes [6] Group 4: Supply Chain Resilience Strategies - A "dual factory" model is being adopted, where a "brain factory" is established in China for process control and R&D, while "hand factories" are set up overseas for automated production, enhancing supply chain resilience [7] - The concept of "developing one generation, reserving one generation, and supplying one generation" is being redefined to adapt to new supply chain demands [8] - Companies are encouraged to build an open and resilient supply chain ecosystem by promoting platform solutions, local production, and global resource allocation [8]