从“多生孩子好打架”到“优生优育” 车企平台战略为何集体收缩？
Jing Ji Guan Cha Wang·2026-01-24 03:57

Core Viewpoint - The automotive industry is shifting from multiple specialized platforms to versatile platforms that can accommodate various vehicle types and powertrains, reflecting a strategic response to market uncertainties and competitive pressures [2][3][4]. Group 1: Platform Strategy Shift - Domestic automaker Great Wall Motors launched a new platform called "Guiyuan," which can cover seven vehicle categories and five powertrain types, aiming to produce over 50 models based on this platform [2]. - International automakers like Volkswagen and BMW are also consolidating their platforms, with Volkswagen planning to integrate multiple existing platforms into a single SSP platform [2][3]. - The transition from multiple platforms to a universal platform strategy indicates a focus on efficiency and adaptability in response to changing market dynamics [3][4]. Group 2: Reasons for the Shift - The primary reason for this shift is the changing competitive landscape, where the focus has moved from mechanical capabilities to software and intelligent features [3]. - Companies are also seeking to mitigate risks associated with technology pathways, as the market now supports a coexistence of fuel, hybrid, and electric vehicles [4]. - Cost pressures are driving the need for compatible platforms, which can significantly reduce material costs by increasing parts commonality to over 70% [4][5]. Group 3: Industry Trends and Future Outlook - Many automakers are also streamlining their platform offerings, with companies like Mercedes-Benz and Ford cutting back on certain platforms due to poor sales performance [5]. - Despite the trend towards compatibility, some companies like Toyota and Hyundai continue to maintain multiple specialized platforms to cater to diverse market needs [6][7]. - The future is expected to see a reduction in the number of platforms to 1 or 2 super platforms, with a focus on standardized "skateboard" chassis designs that allow for flexible combinations of body styles and power sources [8][9].