中国汽配出海40年后，2026年的增长动能会在哪？ ｜ 出海参考

Core Insights - The Chinese auto parts industry is transitioning from "product export" to "brand export" and from "traffic dividends" to "efficiency dividends" as it seeks new growth drivers after 40 years of overseas development [1] - The global e-commerce infrastructure and the shift in consumer behavior towards online shopping are creating significant opportunities in the auto parts cross-border market, particularly in Europe and the U.S. [1] - Despite challenges such as tariff fluctuations and policy adjustments, Chinese auto parts sellers are leveraging supply chain efficiency and new product categories to drive growth [1] Supply Chain and Inventory Management - Inventory management is critical for cross-border sellers, especially in the auto parts sector where there is a high variety of SKUs and long-tail attributes [2] - Efficient local inventory turnover and supply chain optimization are essential for enhancing business efficiency and profitability [2] - Digital tools are being utilized to improve supply chain efficiency, with companies achieving significant reductions in delivery cycles through real-time data integration [3] Market Opportunities - The commercial vehicle and new energy vehicle parts markets are emerging as new growth engines for auto parts exports, with significant growth rates reported [5][7] - The demand for commercial vehicle parts is increasing due to rising prices in the U.S. market, prompting consumers to turn to e-commerce channels [6] - The U.S. market for new energy vehicle parts is expected to grow significantly, driven by a shortage of skilled technicians and a lack of repair facilities [7] Long-term Outlook - The auto parts export sector is viewed as a long-term opportunity, with the potential for sustained and steady growth in the global market [8] - Companies are encouraged to focus on supply chain efficiency and emerging market opportunities to maintain competitive advantages in the next 40 years of overseas expansion [8]