证券时报·2025-07-10 00:00Core Insights - The rise of China's automotive parts industry is reshaping the global automotive ecosystem, with 15 Chinese companies listed in the 2025 Global Automotive Parts Suppliers Top 100, showcasing China's control over global power battery capacity and technology [1] - The growth of the automotive supply chain in China is closely linked to the booming new energy vehicle (NEV) sector, providing rapid iteration opportunities and favorable policies for local parts manufacturers [1] - Despite the successes, many Chinese companies remain concentrated in midstream manufacturing and specific segments, lacking in foundational materials, underlying software, and original technology accumulation [2] - The competition in the automotive industry is not just about revenue rankings but also about technological influence and supply chain leadership, necessitating the emergence of more "hidden champions" to elevate China's status from a major parts producer to a strong one [2][3] Summary by Sections Automotive Parts Industry - China's automotive parts industry has evolved from traditional mechanical components to intelligent electronic systems, indicating a shift towards multi-domain collaborative development [1] - The presence of companies like CATL and others in the NEV sector highlights China's dominance in battery production and technology [1] Challenges and Opportunities - Chinese companies need to enhance their presence in core components such as engine management systems, high-end transmissions, and advanced chips to compete with established global players [2] - The industry must focus on integrating resources and enhancing scale effects to improve competitiveness in the global market [2] Global Impact - The rise of China's automotive parts and NEV industries is altering the global competitive landscape, contributing to the development and green transformation of the global automotive industry [3]