传统代工已死

Core Viewpoint - The automotive industry is facing challenges as companies like ZhiMi enter the electric vehicle market, seeking partnerships for manufacturing while navigating a complex landscape of cooperation and competition [2][3]. Group 1: ZhiMi's Entry into the Automotive Sector - ZhiMi announced its entry into the electric vehicle market, planning to operate under two brands: ZhiMi Automotive and Xingkong Automotive, targeting high-end models [3]. - The company is actively seeking partnerships with multiple manufacturers, although initial rumors of collaboration with Chery were denied by Chery [3][4]. - ZhiMi aims to adopt a light-asset model for vehicle production, implementing a strategy of "multiple product lines" to ensure the success of its first product [3][4]. Group 2: Challenges in the Contract Manufacturing Model - The traditional contract manufacturing model is becoming less viable, as many new entrants in the automotive sector are struggling to find reliable partners [5][6]. - The current contract manufacturing market is shifting from being a mainstream path for new players to a niche area, primarily serving less prominent brands [6]. - The need for manufacturers to maintain brand value is critical, as reliance on contract manufacturing can dilute brand identity and pricing power [7]. Group 3: Future of Contract Manufacturing - The end of the "Contract Manufacturing 1.0 Era" suggests a need for transformation in the industry, with potential for a new "Contract Manufacturing 2.0 Era" focused on innovation and technology [8][9]. - Experts propose that the transition from fuel vehicles to electric vehicles could lead to a revival of contract manufacturing, particularly if it addresses excess capacity issues [8]. - The future may see a shift in value from hardware to software in vehicles, allowing for a new model of contract manufacturing that emphasizes software and user experience [8][9].