常州“土特产”上新，长三角新能源汽车引领智能化下半场

Core Viewpoint - The article discusses the rapid evolution of the Yangtze River Delta's electric vehicle (EV) industry, transitioning from electrification to intelligent driving, driven by leading companies like Tesla, Li Auto, and BYD [1] Group 1: Industry Overview - The Yangtze River Delta region accounts for 40% of China's EV production and over 25% of global production, forming a significant industrial cluster with a "4-hour industrial circle" [1] - Li Auto's supply chain is heavily concentrated in this region, with 30% of its supply chain in Changzhou, 50% in Jiangsu, and 80% in the Yangtze River Delta [1] Group 2: Intelligent Driving Technology - By 2025, "smart driving equity" is expected to be a key industry term, with intelligent driving technology penetrating the mainstream market priced between 100,000 to 200,000 yuan [2] - China's L2-level assisted driving penetration rate has surpassed 50%, the highest globally, with expectations for advanced driving solutions to grow significantly by 2030 [2][3] Group 3: Technological Advancements - Horizon Robotics holds a 33.97% market share in L2 assisted driving solutions for domestic passenger vehicles, indicating that one in three smart cars is equipped with their technology [3] - The company emphasizes the importance of balancing cost and performance in chip development, aiming for significant improvements in computational efficiency rather than just raw power [4] Group 4: Localized Supply Chain Strategy - Li Auto is accelerating its localized supply chain strategy, with its Changzhou manufacturing base serving as a hub for key components like silicon carbide power modules and electric drive systems [7][8] - The company has achieved significant advancements in battery technology, with the latest models featuring rapid charging capabilities that have improved over a short period [8][9] Group 5: Collaborative Innovation - The relationship between Li Auto and its suppliers is characterized by co-creation and mutual empowerment, with regular collaborative meetings to enhance project and technology development [11][12] - Strategic partnerships have led to significant improvements in manufacturing processes and quality control, exemplified by the low defect rates achieved by battery supplier Xinwanda [12]