Core Viewpoint - The Chinese automotive industry is experiencing a significant boost as high tariff barriers for exporting new energy vehicles to Europe and Canada show signs of breaking, which will further enhance China's automotive export momentum [1] Group 1: Industry Trends - In 2025, China's automotive exports surged by 30% year-on-year, reaching 8.32 million units, making it the world's largest exporter [1] - The role of China's automotive supply chain is shifting from "participant" to "leader" in the global division of labor [1] - The trend of "intelligent driving equality" is gaining traction, with expectations for accelerated breakthroughs in automotive intelligence in 2026 [9] Group 2: Company Developments - Youjia Innovation has begun to explore partnerships with leading overseas automotive companies, transitioning from empowering Chinese manufacturers to collaborating directly with international Tier 1 suppliers [2] - The company has established a presence in India and the Middle East, indicating a clear signal of its global expansion strategy [3] - Youjia Innovation's out-of-sea strategy can be divided into three phases: the initial "borrowing a boat to go to sea" phase, the evolving "steering directly" phase, and the future "local deep cultivation" phase [3][5] Group 3: Strategic Initiatives - In the 1.0 phase, Youjia Innovation primarily served as an enabler for domestic manufacturers, focusing on technical adaptation and compliance [5] - The company is now entering the 2.0 phase, where it will directly engage with Tier 1 suppliers and local manufacturers, enhancing its market control [5][6] - Youjia Innovation's strategy includes a dual focus on mature markets and emerging markets, capitalizing on regulatory advantages in regions like India and the Middle East [6] Group 4: Future Outlook - The 3.0 phase will see Youjia Innovation building its own operational and service systems overseas, moving beyond product sales to providing scenario-based operations and ongoing services [7][8] - The company’s extensive experience in mass production and compliance positions it well for future growth in international markets [10] - Youjia Innovation's recent announcement of a project worth over 1.3 billion RMB indicates a strong growth trajectory and potential for increased revenue from overseas markets [10][11]
智驾供应链企业全球进击的佑驾创新样本：密集落子新兴市场 渐进突破构筑独特竞争力