北交所行业主题报告：智能化+产业链优势重塑汽车线束格局，北交所企业助力多环节国产加速

Group 1 - The E/E architecture is expected to accelerate evolution, with the penetration rates of "quasi-central + zonal" architecture projected to reach 16.3% and "central + zonal" architecture to reach 14.3% by 2027 [1][3][4] - The integration of multiple ECUs into a central cross-domain SoC (MCU) is anticipated to reduce costs and improve supply chain efficiency, with traditional distributed architectures having over 100 ECUs per vehicle [3][8] - The automotive industry is witnessing a significant shift towards centralized computing and zonal architectures, which will reduce the number of ECUs and lower wiring costs while enhancing computational efficiency [8][9] Group 2 - The sales volume of new energy vehicles in China reached 9.587 million units in 2023, with a market share of 31.6%, continuing to lead globally [13][14] - The market for automotive wiring harnesses is expected to grow significantly, with a CAGR of 67.11% from 2019 to 2023 for new energy vehicle wiring harnesses [126][154] - The automotive wiring harness market in China is projected to reach 200.6 billion yuan by 2030, driven by the increasing demand for new energy vehicles [154][155] Group 3 - Major players in the automotive wiring harness market include YAZAKI, Sumitomo Electric, and Aptiv, which dominate the market with a combined share of over 60% [128][155] - The automotive wiring harness industry is characterized by high technical barriers and a complex supply chain, requiring suppliers to meet stringent quality standards set by automakers [224][245] - The integration of advanced technologies in automotive wiring harnesses is essential for meeting the growing demands of electric and intelligent vehicles [234][240]