"十五五"产业链将进入深度转型期 11月24日-26日，由中国汽车工业协会主办的"2025中国汽车供应链大会"在安徽芜湖举办。本届大会以"链动产业生态，新质驱动未来"为主 题，共设置1场政企对接会、1场闭门会议、1场大会、4场主题会议以及1场"中国汽车供应链协同创新全国行-奇瑞站"活动等一系列发布或配套活 动。 "十五五"时期是我国实现碳达峰的冲刺阶段，也是汽车大国向汽车强国迈进的关键阶段，巩固和扩大智能网联新能源汽车产业领先优势是行业发展的 主要目标。汽车供应链伴随着电动化、智能化、网联化、低碳化的变革，在"十五五"时期也将进入深度转型期。 中国汽车工业协会常务副会长兼秘书长付炳锋表示，中国汽车产业拥有全球最大规模市场，为汽车产业链供应链的发展提供了稳定的基础。由于开放 合作地不断深入，中国已经形成了庞大且极具韧性的本土汽车供应链体系。随着电动化、智能化的技术迭代，底盘系统、动力系统、三电产品、混动技 术、智能驾驶和智能座舱等领域保持全球领先水平，多项供应链创新成果已转化成关键核心的零部件资源，支撑车企开发出丰富的产品。未来，如何进一 步深化中外整零协同合作，打造智慧韧性的全球供应链体系，让中国的创新成果更 ...

将安全置于首位，需车企建立安全优先的文化。从设计到材料选择，从测试到生产，每个环节都应坚持 安全优于成本的原则。消费者也需保持理性，不盲目追求华而不实的配置，用选择倒逼企业重视安全。 监管部门需完善标准体系，加强市场监管，为汽车安全构筑制度防线。同时，行业标准制定应具前瞻 性，及时应对新技术带来的挑战。 汽车产业正经历电动化、智能化、网联化的深刻变革。在这场变革中，坚守安全底线是对生命的尊重， 更是行业可持续发展的根本保障。安全是汽车与生俱来的属性，在这个创新迸发的时代，这一基本原则 更应被铭记和坚守。■ 汽车工业发展百余年，安全始终是首要前提。从三点式安全带到ABS防抱死系统，从安全气囊到车身稳 定控制，每一次创新都以安全为基石。 近年来，新能源汽车、智能驾驶快速发展，守牢安全底线更为迫切。电池安全、电控系统可靠性、新型 车身材料稳定性等挑战不断涌现，任何细小的疏漏都可能酿成悲剧。当下，部分车企热衷于制造"噱 头"，在营销中过度强调加速性能和智能配置。 汽车安全不仅是技术问题，更是社会责任。汽车上路，关系到所有道路参与者的生命安全。这种特殊性 决定了安全必须是汽车设计的第一原则，而非可选项。 文 | 钱沛杉 ...

Core Insights - The article highlights the launch of the GC15 bus by Xiamen Golden Dragon Bus Co., marking a significant moment for Chinese bus manufacturers in the global market, particularly in the context of new energy and intelligent technology [3][4] - The GC15 is positioned as a high-end, intelligent, and reliable vehicle, showcasing the company's commitment to global expansion and advanced technology [4][5] Group 1: Product Definition and Positioning - The GC15 bus is designed for the next 5-10 years, focusing on premium quality and intelligence, representing a new brand image for Golden Dragon [4] - The core positioning of the GC15 encompasses three dimensions: a balance of intelligence and premium quality, reliability and energy efficiency, and the use of forward-looking technology to define the future [4][5] Group 2: Intelligent and Premium Features - The integration of intelligence and premium features aims to address user pain points, such as reducing dangerous driving actions and enhancing human-machine collaboration [5][6] - The bus includes a multifunctional armrest for the driver, consolidating common operations to reduce labor intensity and improve safety [5][6] Group 3: Reliability and Energy Efficiency - The GC15 adheres to a "super power, super energy-saving, super safety" standard, exceeding international regulations with internal standards for energy consumption and safety [6][7] - The vehicle's electric architecture focuses on optimizing energy efficiency and lifecycle reliability, having undergone extensive testing in various environments [6][7] Group 4: Electronic and Electrical Architecture Innovation - The GC15 introduces a domain controller architecture, replacing numerous independent ECUs, which reduces wiring costs by approximately 30% and improves assembly efficiency by about 25% [7][8] - This simplification in production not only optimizes manufacturing processes but also enhances lifecycle cost efficiency [7][8] Group 5: Data-Driven Intelligent Upgrades - The integration of artificial intelligence in the bus's development and operation signifies a new phase in intelligent competition within the bus sector [8][9] - The vehicle's energy management system utilizes proprietary algorithms to dynamically adjust energy consumption strategies based on real-time conditions [9][10] Group 6: Future Trends in Bus Industry - The global bus market is moving towards integrated and modular electronic architectures, with centralized domain controllers becoming mainstream [10] - The ability to perform OTA updates and software enhancements will be crucial for competitive differentiation in the future [10]

Group 1 - The 23rd Guangzhou International Auto Show, themed "New Technology? New Life," focuses on electrification, intelligence, and connectivity, showcasing a shift from single-function to systematic competition [1] - The exhibition covers an area of 220,000 square meters with a total of 1,085 vehicles on display, of which 629 are new energy vehicles, accounting for 57.9% [1] - The China Association of Automobile Manufacturers predicts that in 2024, China's automobile production and sales will exceed 31 million units, with new energy vehicles surpassing 10 million units for the first time [2] Group 2 - GAC Group and BYD are the two major exhibitors at the show, with GAC showcasing its "Panyu Action" achievements and new technology brands, including "Star Spirit Intelligent Driving" [3] - BYD presents various brands and technologies, including the first public appearance of the Yangwang U9 Xtreme and the CTC battery integration technology [5] - The show features a high concentration of domestic brands, with Huawei showcasing its automotive business and partnerships with various manufacturers [7] Group 3 - Several traditional luxury brands, including Jaguar Land Rover and Rolls-Royce, are absent from this year's exhibition, continuing a trend from the previous year [8] - The market share of traditional luxury brands has declined, with a reported 10.9% drop in cumulative sales for the first three quarters of 2025 [8] - Financial data for traditional luxury brands shows a significant decline, with many reporting over a 30% drop in net profit for the first half of 2025, attributed to fierce competition in the Chinese market [12]

Core Insights - The 23rd Guangzhou International Auto Show, themed "New Technology, New Life," focuses on electrification, intelligence, and connectivity, showcasing a shift from single-function technology to systematic competition [1] - The exhibition covers an area of 220,000 square meters with 1,085 vehicles on display, of which 629 are new energy vehicles, accounting for 57.9% of the total [1][3] - China's automotive production and sales are projected to exceed 31 million units in 2024, with new energy vehicles surpassing 10 million units for the first time [3] Group 1: Major Exhibitors and Innovations - GAC Group and BYD are the two main exhibitors, showcasing their advancements in electric and intelligent vehicles [4][6] - GAC Group introduced its new technology brand "Starry Intelligence" and various intelligent driving systems, highlighting its commitment to electrification and smart technology [4] - BYD presented multiple brands and models, including the first public appearance of the Yangwang U9 Xtreme and the debut of the Tengshi Z sports car, along with its "Megawatt Flash Charge" technology [6][8] Group 2: Market Trends and Challenges - The presence of traditional luxury brands has decreased, with notable absences from brands like Jaguar Land Rover and Rolls Royce, reflecting a broader trend of declining market share for luxury vehicles [9][10] - The market share of traditional luxury brands has dropped to 10.5%, with the German luxury trio's share falling below 40% [9][10] - Financial performance for many luxury brands has declined significantly, with net profits dropping over 30% year-on-year in the first half of 2025, attributed to fierce competition in the Chinese market [10]

Group 1 - The Chengdu Economic Development Zone (Longquanyi District) reported a strong performance in the automotive industry for the first three quarters, with a total vehicle production of 628,000 units, a year-on-year increase of 28.6%, and a total vehicle output value of 67.943 billion yuan, up 12.96% year-on-year [1] - New energy vehicle production reached 165,400 units, reflecting a significant year-on-year growth of 248.95% [1] - Sichuan Lynk & Co. produced 178,700 vehicles in the first three quarters, marking a year-on-year increase of 195.6%, with an output value of 15.321 billion yuan, up 154.7% [1] Group 2 - The FAW-Volkswagen Chengdu plant, established in 2009, has produced a cumulative total of 6.8 million vehicles as of September this year, with a year-on-year production increase of 89.4% for the first nine months [1][2] - A cooperation agreement was signed in August between China FAW, Volkswagen Group (China), and the Chengdu Economic Development Zone to accelerate the transition to electric vehicles, with plans for the Jetta brand to launch five new products by 2028, including four new energy models [2] - The Chengdu Economic Development Zone has become a core engine for the automotive industry cluster in the Chengdu-Chongqing economic circle, housing nine major vehicle manufacturers and over 500 key component suppliers [2] Group 3 - The Chengdu Economic Development Zone aims to enhance the automotive industry's high-quality development by focusing on technological innovation and improving the industrial ecosystem [3] - The zone will implement ongoing initiatives to assist companies in overcoming challenges, allowing them to focus on development [3]

Core Viewpoint - The low-altitude economy is being reshaped in China by the combined forces of policy, technology, and demand, transitioning from a new growth engine to a core component of the national comprehensive three-dimensional transportation network by 2025 [3][4]. Policy Environment - The low-altitude economy is included in the national "14th Five-Year Plan" and is a key focus of the Ministry of Industry and Information Technology's "20+8" industrial development plan, promoting key technologies like aviation-grade solid-state batteries and intelligent flight control systems [4]. - Over 30 cities, including Shenzhen, Hefei, and Guangzhou, have introduced special policies, with Shenzhen planning to establish 1,200 low-altitude takeoff and landing points by 2026 [4]. - The Civil Aviation Administration of China is piloting "dynamic electronic fence" technology to enhance airspace efficiency by 40% in Chengdu, while Shenzhen is implementing "sandbox regulation" for innovative companies [4]. Technology Environment - Breakthroughs in power systems include aviation-grade solid-state batteries with energy densities exceeding 400Wh/kg, extending eVTOL range from 50 km to 300 km [5]. - The integration of 5G-A networks and Beidou high-precision positioning enhances low-altitude aircraft's autonomous capabilities, with Shanghai achieving high-density scheduling of 300 aircraft per square kilometer [5]. - The cost of carbon fiber composite materials has decreased by 40%, significantly improving the economic efficiency of aircraft [5]. Market Environment - The consumer market for drones is growing, with Meituan's drone delivery service achieving over 3,000 daily deliveries in Shenzhen, reducing costs by 40% compared to traditional methods [6]. - Agricultural drones are utilizing multi-spectral imaging technology to reduce pesticide usage by 30%, while the area serviced by agricultural drones reached 1 billion mu, accounting for over 50% of the national arable land [6][7]. Regional Competition - The Guangdong-Hong Kong-Macao Greater Bay Area is leading in low-altitude economy development, supported by major companies like DJI and EHang [8]. - The central and western regions are catching up, with Sichuan housing over 200 low-altitude equipment manufacturers and establishing the first low-altitude economic industrial park [8]. Subject Competition - Traditional aviation manufacturers are accelerating eVTOL manufacturing through special funds, while tech companies like DJI hold a 70% market share in consumer drones [9]. - Startups like EHang are focusing on urban air mobility, achieving the world's first manned eVTOL certification [9]. Service Competition - Leading companies are building competitive barriers through a combination of technology, scenarios, and capital, with Meituan leveraging drone delivery data for value-added services [10]. Technical Trends - The eVTOL's range has surpassed 300 km, with hydrogen energy technology enabling long-duration operations in extreme conditions [11]. - The low-altitude intelligent network allows real-time monitoring and precise scheduling of aircraft [11]. Market Trends - Application scenarios are expanding from logistics and tourism to urban transportation and emergency management, with Shenzhen planning to establish 600 takeoff and landing points by 2026 [12]. - The low-altitude economy's output in Shenzhen reached 80 billion yuan in 2023, accounting for over 15% of the national total [12]. Ecological Trends - The integration of eVTOL, drones, and new energy vehicles is creating a collaborative industrial chain, enhancing energy efficiency [13]. - Chinese companies hold over 70% of the global drone market, with efforts underway to internationalize eVTOL certification standards [13]. Investment Recommendations - Investors are advised to focus on high-energy-density batteries and domestic flight control systems, as well as smart cluster control technologies [14]. - Short-term investments should target logistics and emergency rescue scenarios, while long-term strategies may include low-altitude tourism and precision agriculture [15].

Core Viewpoint - The "15th Five-Year Plan" outlines a strategic direction for the automotive industry, emphasizing the transformation towards electric, intelligent, and connected vehicles, which is seen as an irreversible trend in the sector [1][2]. Group 1: Industry Transformation - The automotive industry is undergoing a significant transformation characterized by electrification, intelligence, and connectivity, which are essential for the development of high-tech industries in China [1][2]. - The plan aims to optimize traditional industries while fostering emerging sectors such as new energy, new materials, and low-altitude economy, which are crucial for the automotive industry's future [1][2]. - The integration of advanced technologies like quantum computing and brain-machine interfaces is expected to enhance vehicle intelligence and safety, marking a shift towards smarter automotive solutions [2][3]. Group 2: Emerging Technologies - Hydrogen energy is becoming a focal point in the global automotive industry, with China leading in hydrogen fuel cell vehicle ownership and overcoming key industry bottlenecks [3]. - The development of controlled nuclear fusion energy could potentially allow electric vehicles to operate without the need for charging, representing a significant advancement in automotive technology [3]. - The sixth-generation mobile communication technology is set to enhance vehicle networking capabilities, facilitating better vehicle-to-everything (V2X) communication and collaboration [3]. Group 3: Strategic Goals and Responsibilities - The automotive industry has a critical responsibility to implement the goals outlined in the "15th Five-Year Plan," which is essential for its growth and innovation [4][5]. - Despite the current innovation momentum, challenges remain in key areas such as high-end chips and precision instruments, highlighting the urgency of achieving breakthroughs in core technologies [4]. - The transition from a major automotive nation to a strong automotive power is underway, with increasing international collaboration between Chinese and foreign automotive companies [4]. Group 4: Future Outlook - The "15th Five-Year Plan" period is pivotal for advancing China's automotive transformation and establishing a strong automotive nation, emphasizing the need for innovation and technology leadership [5]. - The industry must leverage the benefits of emerging and future technologies to maintain competitive advantages in new energy and intelligent vehicles while exploring new opportunities through cross-industry integration [5].

Core Viewpoint - The 2025 Automotive Technology Leaders Forum emphasizes the theme of "Technology Leading: Driving Cross-Industry Integration and New Quality Growth," highlighting the automotive industry's transition towards high-quality development focused on electrification, intelligence, and connectivity [2][4][47] Group 1: Forum Overview - The forum was successfully held in Wuxi, Jiangsu Province, with over 500 participants from domestic and international automotive and industry chain enterprises, industry organizations, and academic institutions [2] - Keynote speeches were delivered by experts from various organizations, focusing on themes such as intelligent networking, automotive smart chips, and cross-industry innovation [12][39] Group 2: Industry Transformation - The automotive industry is undergoing profound changes driven by systematic technological development, which is reshaping the industry ecosystem and accelerating cross-industry integration [6] - The China Transportation Association aims to promote collaborative innovation between the automotive and transportation sectors to support the construction of a strong transportation nation [9] Group 3: New Initiatives and Collaborations - The forum included the release of the 2025 edition of the "China Automotive Industry Yearbook" and the establishment of the International Frontier Technology Acceleration Center, which aims to provide one-stop acceleration services for automotive technology enterprises [23][25][27] - The "Double Bay Co-Creation Alliance" was launched to break down resource barriers and promote deep integration of technology, industry, and innovation between the Guangdong-Hong Kong-Macao Greater Bay Area and the Yangtze River Delta [33] Group 4: Technical Discussions - Multiple technical parallel forums were held, focusing on topics such as electric vehicle remote service and management system technology upgrades, AI-driven industry innovation, and new business trends in low-altitude and automotive industry integration [41][45] - Experts discussed user experience standards and automotive technology applications, aiming to advance relevant standards and promote industry upgrades [45]

Core Insights - The eighth China International Import Expo (CIIE) will take place from November 5 to 10, showcasing the automotive industry in Shanghai's Jiading District for the first time [2] - Jiading aims to establish itself as a world-class automotive industry center and a leading area for advanced autonomous driving, promoting both traditional and smart electric vehicles [2] Exhibition Overview - Jiading will feature a dedicated exhibition area of approximately 300 square meters, divided into four functional zones: reception area, international enterprise exhibition area, Jiading New Four Modernizations Innovation Laboratory, and government-enterprise meeting area [2] - The exhibition will utilize various formats such as vehicle displays, component arrays, digital screens, and interactive experiences to highlight Jiading's automotive ecosystem and innovation [2] Featured Companies and Innovations - NIO will showcase its new ET9 model, representing a decade of technological innovation and positioned as a smart electric flagship vehicle [3] - The Kalman brand will present its Zr model, designed for young users with a focus on futuristic and technological aesthetics [4] - Arkadia-life will display the P01 smart sofa, merging automotive design with home decor, showcasing cross-industry innovation [4] Future Innovations - The Jiading New Four Modernizations Innovation Laboratory will present cutting-edge products from six companies across various fields, emphasizing Jiading's innovation capabilities in electric, intelligent, connected, and shared vehicles [6] - Zhijing Technology will demonstrate its AI automotive design system, allowing users to create designs interactively [6] - Other exhibitors include companies focusing on high-performance sensors, sustainable materials, and innovative human-machine interaction solutions [7] Strategic Development - Jiading's strategic layout, referred to as "Two Cities and Two Districts," aims to enhance its comprehensive advantages in automotive, innovation, openness, and ecology, fostering a new high-quality development pattern [7]