Core Insights - The global automotive industry is undergoing a significant structural transformation driven by electrification, intelligence, and globalization, with supply chain restructuring becoming a core competitive battleground [1] - China's role in the global automotive supply chain is rapidly increasing, with the "Chinese content rate" becoming a key indicator of its influence [2][5] - The transition from "following" to "outputting" in China's supply chain reflects its growing capabilities in electric and intelligent vehicle sectors [3] Supply Chain Dynamics - China's power battery global installation share is nearing 70%, leading the world for several years, while the country has shifted from "mass input" to "gradual output" in the intelligent sector [5] - The expected production of 40 million vehicles by the end of the 14th Five-Year Plan, with 12 million for overseas markets, indicates a significant global footprint [5] - A new "dual factory" model is emerging, where "brain factories" are based in China for process control, and "hand factories" are located overseas for automated production, addressing skilled labor shortages [5] Challenges and Opportunities - Despite the promising outlook, the intelligent electric vehicle supply chain faces challenges such as safety, technology, and collaboration [1][6] - The domestic chassis localization level is lagging, which affects the performance of intelligent driving systems [6] - The automotive industry is entering a critical decade of transformation, with AI and connectivity becoming central to the value chain [6][9] Strategic Responses - Companies are encouraged to build resilient supply chain ecosystems by focusing on system output rather than just vehicle output, promoting local production while leveraging global resources [9][10] - The automotive industry must innovate around supply chains to address existing pain points and achieve cost reduction, efficiency, and compliance [10] - Local governments, like Huainan, are prioritizing the development of the new energy vehicle industry, showcasing a proactive approach to fostering an integrated supply chain ecosystem [17] Globalization and Localization - The need for a balance between local production and global supply chain integration is emphasized, with a focus on local market adaptation for overseas expansion [13][14] - The industry's competitive landscape is shifting towards a shared, multi-layered ecosystem to enhance supply chain resilience and stability [15]

近年来，全球贸易保护主义抬头，安世半导体等热点事件再次引发行业对芯片供应链安全的高度关注，凸显出在全球政治经济格局波动 背景下，汽车供应链尤其是智能新能源汽车供应链所面临的机遇与挑战并存。 在这一背景下，11月21日，以"重构开放共享和韧性可持续供应链体系"为主题的智能新能源汽车供应链创新暨淮南深度融链发展大会 在安徽淮南顺利召开。会上，车百会理事长张永伟发表了题为《全球汽车供应链变革新趋势》的主旨演讲，从全球视野出发，系统分析 了汽车供应链正在经历的深刻变革，并对中国供应链企业如何把握机遇、应对挑战提出了前瞻性思考。 一、中国在全球汽车供应链中地位持续提升 张永伟指出，中国在全球汽车供应链中的作用正变得越来越突出，这已成为行业共识。无论是整车企业还是零部件供应商，在走向国际 市场的过程中都受到广泛欢迎。这种优势源于中国在电动化和智能化领域取得的先行发展地位，形成了技术与产业发展的时间差。 在具体领域，中国企业在全球电池装机量中的份额已接近70%，连续多年保持领先。更值得关注的是，在智能化领域，中国供应链企业 实现了从"输入"到"输出"的转变。五年前，中国智能汽车零部件还主要依赖国外技术，如今已开始向海外输出 ...

在风起云涌的全球汽车产业变革中，供应链的竞争已成为决定未来格局的核心战场。在11月21日举行 的"智能新能源汽车供应链创新暨淮南深度融链发展大会（2025）"上，车百会理事长张永伟分享了"全 球汽车供应链变革新趋势"。 张永伟分享道，一个全球性共识正在形成：中国在全球汽车供应链中的作用与地位愈发突出。中国整车 与零部件企业在海外市场受到欢迎，而这些出海企业形成一个普遍共识：海外市场机遇广阔。而这背 后，是中国在电动化和智能化领域形成的"时间差"所带来的先发优势。 "我们已经取得了一个先行发展的明显优势。"张永伟表示，在零部件领域，中国已经成为全球增量汽车 供应链的中心。比如中国电池装机量占全球装机量比例接近70%，连续多年处在全球领先地位。 张永伟预判，未来，在全球汽车供应链中，中国零部件占比将越来越高。他表示，到"十五五"末，中国 汽车年产量有望达到4000万辆，其中国内销量约2700万—2800万辆，海外产销将超1200万辆，占全球汽 车总产销（预计9000万辆）的45%左右。更关键的是，无论汽车产地在哪里，其采用中国零部件的比 例，即"含中率"，将持续攀升。 展望未来，张永伟建议，整车企业将构筑安全稳定 ...

Core Insights - The global automotive industry is undergoing a transformation towards electrification, intelligence, and globalization, with Chinese supply chain companies evolving from "followers" to "leaders" on the global stage [1][3] Group 1: Trends in the Automotive Supply Chain - Trend 1: China's global position in the supply chain is rising, with the "Chinese content rate" becoming a key indicator of success. Chinese companies have a nearly 70% share in the global battery market and are transitioning from importing to exporting in the smart technology sector [4][5] - Trend 2: Batteries, chips, and software are identified as the three core competitive areas in the supply chain, with significant challenges in resource concentration and technological innovation. The need for domestic operating systems in vehicles is emphasized to avoid high switching costs in the future [5][6] - Trend 3: The globalization of the Chinese supply chain is evolving from "trade going out" to "local manufacturing," with the innovative "dual factory" model addressing localization challenges [6][7][8] Group 2: Cross-Industry Extensions and Supply Chain Security - Trend 4: The automotive supply chain is extending into new fields such as robotics and low-altitude economy, providing support for emerging industries while offering new opportunities for traditional automotive companies [9] - Trend 5: Supply chain security has become a strategic priority for automotive companies, shifting focus from lean production to building a stable supply chain system [11][12] - Trend 6: Component manufacturers are encouraged to adopt rapid response and technological iteration strategies to adapt to industry changes and reduce dependency on traditional production models [13][14] Group 3: Addressing Supply-Demand Imbalances - Trend 7: The primary contradiction in the supply chain is the supply-demand imbalance, with a call for platforms that facilitate connections between new technology companies and automotive manufacturers [15][16][17] - Trend 8: The future direction of the supply chain is guided by the "new four modernizations" of high-end, intelligent, green, and integrated development, aiming to enhance China's competitive position in the global automotive landscape [18]

Core Insights - The Milken Institute Global Conference focuses on addressing urgent global challenges, with this year's theme being "Driving a Prosperous World," emphasizing artificial intelligence and renewable resources [1][2]. Group 1: AI Industrial Revolution - The concept of the "AI Industrial Revolution" is introduced, indicating a complete restructuring of production systems and redefining human value [3]. - AI is seen as a digital workforce and a mass-manufacturable industrial product, reshaping enterprise operations and introducing a "dual factory" model [4][10]. Group 2: Dual Factory Model - Traditional factories produce tangible goods, while AI factories rely on GPU clusters, data centers, and computational resources to produce "intelligent units" or Tokens [5][7][9]. - Tokens serve as the digital fuel for future products, enabling various applications such as autonomous driving and customized financial analysis [7][16]. Group 3: Investment in AI Factories - Building an AI factory requires significant investment, with Nvidia's AI factory needing 1 gigawatt of power and costing approximately $60 billion [11][12]. - The investment is primarily in hardware, including GPUs, data centers, and energy infrastructure, indicating a need for substantial resources and planning [13][14]. Group 4: Global Economic Impact - The establishment of AI factories is expected to reshape the global economic landscape, with predictions of over $2 trillion in investments over the next decade [14][19]. - Countries that develop AI factories will gain control over smart pricing and standard-setting, influencing global industry upgrades [19][20]. Group 5: Market Dynamics and Competition - The potential loss of the Chinese market could lead to a significant loss of technological leadership for American companies, allowing Chinese firms to establish their own standards and frameworks [21][22]. - The emergence of a bifurcated global AI ecosystem could occur, with distinct "American" and "Chinese" technology spheres [22][23]. Group 6: Future of Global Supply Chains - Adoption of Chinese AI standards could lead to a reconfiguration of global supply chains, with companies needing to comply with these standards to access the Chinese market [26][29]. - This shift may create dependencies on Chinese technology, impacting manufacturing and data management practices worldwide [30][31]. Group 7: Economic Power Shift - The rise of a "Token economy" could challenge the dominance of the US dollar in international trade, as Tokens may influence transaction pricing [31][32]. - The potential for a new economic order based on AI capabilities and production capacity is highlighted, with countries competing for dominance in AI production [33][34].