在第三届中国国际供应链促进博览会（链博会）上，不少中国新能源汽车企业展示了与东南亚国家在产 业链供应链上深度合作的亮点。在外部不确定性显著提升背景下，中国新能源汽车"链通"东南亚，为各 方开辟合作共赢新路径。 观察人士认为，东南亚地区产业链联通性与投资便利度持续提升，中国新能源汽车企业在从"产品输 出"转向"产业链协同出海"的过程中，以属地化生产满足当地市场需求，更以技术迁移、产业共建，推 动东南亚汽车产业发展。 "延链"恰逢其时 近年来，《区域全面经济伙伴关系协定》持续释放经贸红利，区域互联互通水平进一步提升，越来越多 中国企业，特别是新能源汽车企业看到东盟国家在政策支持及产供链上的优势，将之视为产业链"出 海""延链"目的地。 本届链博会上，不少参会代表表示，东南亚国家纷纷打造更加友好的营商环境，升级供应链建设和管理 水平，吸引中国及其他地区企业落户。 在此背景下，比亚迪、吉利、长城、广汽、上汽和奇瑞等中国车企积极布局东南亚市场。中国汽车工业 协会专务副秘书长许海东近期对记者说，东南亚地区凭借在政策、市场、供应链和地理等方面的优势， 吸引中国新能源汽车企业在当地建厂、采购、销售。 "链接"市场潜力 当前， ...

Core Insights - The GNEV2025 forum in Shanghai focused on new paths for global cooperation in the automotive industry, emphasizing the need to adapt to changing geopolitical and technological landscapes [2][3][6] - Traditional globalization models are facing challenges, necessitating a rethinking of collaboration strategies, particularly in the context of the complex supply chains of electric vehicles [2][6] Group 1: Global Cooperation and Market Trends - The forum highlighted that the electric vehicle sector is a key driver for China's exports and a catalyst for ASEAN economic transformation, with various countries implementing policies to accelerate this transition [3] - China is positioned to leverage its advantages in the electric vehicle market and deepen cooperation with ASEAN countries, which are offering incentives such as tax breaks and subsidies [3][4] - The need for a comprehensive service system for companies going abroad was emphasized, focusing on collaborative development and deep integration of supply chains [3][4] Group 2: New Paths for Globalization - Zhang Yongwei proposed four actionable paths for global cooperation: linking Chinese models and supply chains to the global automotive industry, exporting service systems, connecting overseas SMEs to the Chinese automotive supply chain, and encouraging localization of multinational enterprises in China [6][7] - The vision for a global super cooperation platform for the electric vehicle supply chain was introduced, aiming to integrate resources from governments, enterprises, and service institutions [7][10] Group 3: Internationalization Strategies of Companies - Companies like Xiaopeng Motors and Lantu are exploring various market models in Europe, focusing on local preferences and integrating local resources for service delivery [7][8] - The rapid growth of the global electric vehicle market is projected, with an estimated 46 million electric vehicles to be delivered by 2030, half of which will come from China [8][9] - The importance of local supply chains and differentiated strategies for entering various international markets was highlighted, particularly in regions with high technical barriers [9][10] Group 4: Cross-National Enterprises in China - A significant percentage of multinational companies plan to increase investments in China, particularly in R&D, as they adapt to the fast-paced technological advancements in the country [11][12] - Companies like Mercedes-Benz and General Motors are committing substantial investments to enhance their local R&D capabilities and product offerings in China [12][13] - The establishment of high-quality local ecosystems and the integration of domestic and international resources are critical for successful globalization [13][15] Group 5: Financial Empowerment and Challenges - The forum discussed the need for improved financial services to support the internationalization of the electric vehicle industry, addressing gaps in consumer credit and financing for overseas investments [16][17] - Innovative financial tools and collaborative models are necessary to meet the complex demands of the electric vehicle ecosystem, including battery technology and charging infrastructure [16][17]