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车百会张永伟:从出口“新三样”到聚合智能“三大件”
Zhong Guo Jing Ji Wang· 2025-09-17 11:51
Core Insights - The conference highlighted the collaborative development logic and practical paths of three key industries: smart cars, embodied robots, and low-altitude economy [1][2] Group 1: Industry Integration - The concept of "aggregated thinking" is identified as a hallmark of the Fourth Industrial Revolution, emphasizing the deep integration of smart cars, embodied robots, and low-altitude economy [2] - These three sectors share commonalities: they rely on artificial intelligence as a foundational technology, have over 60% supply chain overlap, and show trends of application integration [2] - The smart car industry is projected to exceed $100 billion in global component output this year, with the Chinese market expected to surpass $50 billion [2] Group 2: Shared Supply Chain - The shared supply chain is crucial for the synergistic effect of the three key sectors, covering areas such as perception, computation, actuators, batteries, communication, and materials [2][3] - Significant cost reductions in core components have been observed, such as the price of lidar dropping from 100,000 yuan in 2019 to 800 yuan today, while performance has increased significantly [3] - The demand for chips in L2-level smart cars drives innovation in mobile terminal chips, with a notable increase in the number of chips required compared to traditional vehicles [3] Group 3: Development Paths - Four practical paths for the collaborative development of the three sectors were proposed: establishing manufacturing advantages, expanding single-component companies into aggregated fields, promoting internationalization, and advancing mechanism innovation [4][5] - The manufacturing cost control is critical, with electric vehicles achieving over 10% annual cost reduction in components, which is expected to be mirrored in the robotics sector [4] - The internationalization of the Chinese autonomous driving industry is accelerating, with many companies receiving overseas orders without actively seeking them [4] Group 4: Policy and Infrastructure - A shift from single-industry thinking to integrated thinking is necessary to break down barriers between industries, technology, policy, and departments [5] - Infrastructure planning should integrate air and ground facilities with computing platforms to avoid redundancy [5] - The collaborative development of smart cars, embodied robots, and low-altitude economy is seen as essential for China's industrial upgrade and a key direction for new productivity breakthroughs [5]