产业链生态协同

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汽车产业正向“生态联动”进阶
Zheng Quan Ri Bao· 2025-09-24 16:36
■刘钊 在传统汽车产业格局中,整车企业始终处于价值链顶端,零部件企业大多处于从属地位。然而,随着电 动化、智能化浪潮席卷行业,汽车产品已从机械代步工具彻底转向融合机械、电子、通信、人工智能、 能源的智能移动终端,生态联动正从可选策略变为汽车产业进阶的必然逻辑。而这也意味着,掌控关键 技术的零部件企业在产业生态中的话语权正在提升。 近期,华域汽车以2.06亿元收购上汽清陶49%股权,正是瞄准固态电池核心技术,构建传统部件与新能 源技术协同的解决方案;此外,领益智造收购江苏科达则打通从部件到电子的链路,恒博股份、爱柯迪 则补全智能座舱与电驱系统生态。这些案例都释放出零部件企业正推动产业竞争从单一产品比拼转向生 态系统较量的信号。 同时,技术融合推动产业链生态协同从线性供应到网状共生的升级。传统产业链是从整车厂到一级供应 商再到二级供应商的线性结构,信息资源单向流动,协同效率低下;而生态联动模式下,产业链已升级 为各环节主动共创的网状结构。 例如,大众汽车通过跨领域开发流程将研发周期大幅缩短,通过并联化设计和数字孪生技术,避免传统 模式的资源浪费。供应链安全协同降低了单一依赖风险,商业模式协同让企业提升盈利空间,电 ...
首期10万吨电解液工厂投产,西南锂电版图再添关键一笔
高工锂电· 2025-05-28 11:41
Core Viewpoint - The establishment of Chongqing Xinzhoubang's lithium-ion battery electrolyte project marks a significant expansion in the domestic capacity layout of Xinzhoubang, aiming to serve various sectors including new energy vehicles, energy storage systems, and consumer electronics [3][5]. Group 1: Project Overview - Chongqing Xinzhoubang's project covers an area of approximately 168 acres, with the first phase designed to produce 100,000 tons of lithium-ion battery electrolyte annually, officially launched in mid-April 2025 [3][5]. - The project will cater to multiple battery application scenarios, including power batteries, energy storage batteries, and 3C batteries [3][4]. Group 2: Industry Context - Electrolyte is a core material in lithium-ion batteries, directly affecting energy density, safety, and cycle life [4]. - The project aligns with the growing trend in the new energy sector, particularly in the southwest region of China, which is enhancing its industrial cluster advantages [5][6]. Group 3: Strategic Importance - The establishment of the Chongqing facility is not only an expansion of Xinzhoubang's capacity but also promotes ecological collaboration across the entire industry chain [5][6]. - The factory incorporates advanced automation and digital control systems, aiming for high-quality manufacturing management [6].