2004年，美国权威媒体《外交事务》杂志刊登了一篇题为《中国奇迹背后的神话》（The Myth Behind China's Miracle）的文章。作者乔治.吉尔坡（George J. Gilboy）在文中试图为当时甚嚣尘上的"中国威胁 论"降温，结论却并非善意的"理性纠偏"，而是一种带着傲慢的否定：中国不值得担心。 理由有三： 其一，中国所谓的高科技出口，主导者并非中国企业，而是在华外资公司； 其二，中国企业高度依赖西方的设计、关键零部件和生产设备； 其三，中国企业并未真正吸收、内化这些技术，因此不可能成长为全球工业竞争者。 归结起来就是一句话：中国也许会增长，但永远走不出代工和低端制造的位置。与其说这是分析，不如 说是一种带着时代偏见的判断。 二十多年过去，世界给出了截然不同的回答。 2025年，《商业内幕》德国版在报道中直言不讳地写道："如果中国（在全球生产中）的主导地位仅限 于玩具、纺织品甚至是笔记本电脑和智能手机，就不会引起担忧了。"报道写道，"中国向高附加值先进 制造业迈进的速度和规模"，正日益引发西方国家的关注。 德意志银行的分析报告显示，1995年，中国在全球工业生产中的占比不足5%；三十年 ...

Group 1 - The European Battery Show held in Stuttgart from June 3 to 5 featured around 1,100 exhibitors showcasing products related to power batteries, electric vehicle technology, and energy storage systems [1] - Companies expressed that the unpredictable U.S. tariff policies pose significant challenges for cross-border trade in the battery industry, leading to uncertainties in the global battery supply chain [1] - Chinese exhibitors at the show highlighted the rapid technological advancements in China's battery industry, which have garnered significant attention from European clients despite challenges posed by the U.S.-initiated trade war and economic difficulties in Europe [1] Group 2 - During the event, French President Macron attended the inauguration of a super factory by Chinese battery technology company Envision in Douai, France, which has an annual battery production capacity of 24 GWh and is expected to create thousands of jobs [2] - A report from German and American think tanks indicated that 7 out of the top 10 direct investment projects from China to Europe in 2024 are related to electric vehicles, with the automotive sector accounting for over half of China's total investment in Europe, amounting to €5.2 billion, a 57% increase from the previous year [2] - European demand for electric vehicles and the desire to establish a complete industrial chain are driving the collaboration between Chinese companies and Europe, with recommendations for Chinese firms to focus on "controllable sharing" in technology output and "local integration" in capacity layout [2]

Core Insights - The 2025 Shanghai Auto Show marks a significant shift in the global automotive industry, showcasing China's transition from a "follower" to a "leader" in the sector [1][4] - The event highlights the increasing participation of foreign companies and the emergence of Chinese brands as key players in the global market [1][2] Industry Dynamics - Chinese brands are becoming the focal point for international buyers, with companies like Slovakia's Vihorlat increasing their order volumes from hundreds to thousands [1] - The collaboration between foreign automakers and Chinese companies, such as the joint development of electronic architectures by Volkswagen and XPeng, signifies a shift in the traditional "market for technology" model [2] - The presence of component manufacturers in core vehicle exhibits indicates a restructuring of the automotive value chain, with companies like CATL showcasing advanced battery technologies [2][3] Technological Advancements - The demand for transparency in technology is pushing component manufacturers to take center stage, as seen with Joyson Electronics' innovative cockpit solutions [3] - The competitive landscape is evolving, with local companies like Horizon Robotics capturing significant market shares in advanced driver-assistance systems, challenging established foreign players [3] Market Evolution - The Chinese automotive industry has transitioned from relying on scale and cost control to focusing on technological sovereignty, which is now crucial for industry influence [4] - The Shanghai Auto Show reflects a broader narrative of China's automotive evolution, from imitation to innovation, and from isolation to global engagement [4]