在位于湖北武汉经开区的岚图汽车数字化总装车间，岚图汽车第20万辆整车下线。 新华社记者 伍志尊摄 新华社记者 张 端摄 当前，全球汽车产业变革加速，国际贸易关系日趋复杂，给汽车产业链供应链格局带来诸多不确定性，而中 国新能源汽车产业正以开放创新的姿态参与全球合作。如何强化我国汽车产业与世界的链接，推动供应链协 同，对于全球汽车产业绿色转型与创新发展至关重要。 加强本土化运营 在电动化和智能化驱动下，全球汽车产业区域格局发生深刻变化。我国新能源汽车产业崛起，并建立起较为 完善的产业链体系。最新数据显示，今年1月份至5月份，我国汽车整车出口249万辆，同比增长7.9%；新能 源汽车出口85.5万辆，同比增长64.6%。 在近日举办的2025全球新能源汽车合作发展（上海）论坛上，中国电动汽车百人会副理事长兼秘书长张永伟 表示，我国汽车产业需要根据新的汽车全球化形势来探索新发展路径。 传统全球化合作模式面临瓶颈。一方面，整车销售的壁垒不断增加，并向供应链延伸；另一方面，新能源汽 车供应链高度复杂，可能受到地缘政治、技术壁垒和跨行业融合的影响，面临潜在风险。 "在此背景下，沿用以前的'品牌出海+整车投资'模式难以奏效， ...

小鹏汽车国际业务中心总经理唐志坤介绍，小鹏在欧洲探索了四种市场模式：在丹麦采用直营代 理，落地新零售体验；在北欧其他国家推行代理制；在德国和法国以"子公司+经销商"模式拓展；其余 欧洲国家则采用总代理模式，基本实现欧洲市场全覆盖。小鹏全球化战略则聚焦三个关键词：高科技、 中高端、本土化。我们相信未来十年是AI驱动的十年，也将是中国智能电动车品牌全球化的黄金期。 岚图汽车海外事业高级总监高源表示，岚图成立之初就将国际化作为重要发展方向，同步考虑了品 牌标识、产品等国内外差异化策略。同时根据海外市场特点和用户偏好，打造本地化供应链和生态链。 根据此前发布的出海战略，岚图计划到2030年进入60个国家，布局500家以上门店，实现全球业务的可 持续健康发展。 6月25日，以"汽车产业全球合作新路径"为主题，2025全球新能源汽车合作发展(上海)论坛 (GNEV2025)成功召开。论坛围绕全球汽车产业合作的新形势、中国汽车企业的国际化发展路径、跨国 企业在华发展的新策略、金融服务汽车产业出海等议题，携手业界共探全球汽车产业协同发展新机遇。 "当前，传统全球化合作模式正面临瓶颈。一方面，整车销售的壁垒实际在不断增加，而且 ...

Investment Rating - The report indicates a positive investment outlook for the electric canopy vehicle industry, highlighting its growth potential and alignment with consumer preferences for comfort and spaciousness [4]. Core Insights - The electric canopy vehicle market is experiencing steady growth driven by consumption upgrades, policy regulations, and the diversification of consumer demands. The market is expected to expand further due to strong demand for short-distance travel in urban and rural areas, technological advancements, and supportive industry policies [4][49][50]. Industry Definition - Electric canopy vehicles are defined as low-speed electric vehicles with a maximum speed of less than 50 km/h, featuring enclosed or semi-enclosed cabins. They include both three-wheeled and four-wheeled models, with the latter evolving from three-wheeled designs and golf carts [5]. Market Characteristics - **Market Growth Potential**: The increase in disposable income and consumer expectations for travel quality are driving the demand for electric canopy vehicles, which offer a comfortable and eco-friendly alternative to traditional vehicles. The market is expanding from urban to rural areas, catering to a broader consumer base [14]. - **Product Functionality Diversification**: Electric canopy vehicles are increasingly equipped with various practical features, enhancing their appeal for different usage scenarios, including family transport and cargo delivery [15]. - **Regional Development Variations**: The market exhibits distinct regional characteristics, with southern China focusing on plastic-bodied vehicles and northern regions favoring metal-bodied designs [16]. - **Wide Price Range**: Prices for electric canopy vehicles vary significantly based on brand, configuration, and materials, with basic models priced from a few thousand to over twenty thousand yuan for high-end versions [17]. Development History - The electric canopy vehicle industry has progressed through several phases: from its inception in 2012, to a breakthrough in 2015, followed by a period of turbulence from 2019 to 2022, and currently entering a phase of rapid development characterized by technological innovations and brand differentiation [18][23]. Industry Chain Analysis - The electric canopy vehicle industry is supported by a robust supply chain, with upstream suppliers providing essential materials like metals and rubber, midstream manufacturers focusing on technological innovation, and downstream players managing consumer demand and sales channels [24][25]. Market Size and Forecast - The electric canopy vehicle market in China is projected to continue its stable growth, with significant sales volumes expected in both three-wheeled and four-wheeled segments. The market dynamics are influenced by consumer preferences, regulatory frameworks, and the ongoing development of technology [46][48][49].

5月19日晚间，浙江松原汽车安全系统股份有限公司（以下简称"松原安全"）发布公告称，公司近日收 到了国内某知名汽车制造商的定点通知书，公司获得该客户的项目定点，作为该客户合格供应商，公司 将为该客户D平台部分车型提供安全带产品。此次定点项目生命周期5年，生命周期内产量总计约190万 台至200万台，销售额折合人民币约4.4亿元。 深度科技研究院院长张孝荣在接受《证券日报》采访时表示，此次定点项目对松原安全来说意义深远。 短期来看，新增订单将推动公司营收增长，为公司业绩提升提供有力支撑。长期来看，这将推动公司更 深入地融入新能源汽车供应链体系。 此外，松原安全还获得了欧洲某知名车企的全球平台订单，公司"出海"战略初显成效。公告显示，2024 年，公司两度获得该客户的项目定点，合计销售额折合人民币约56亿元。 松原安全良好的发展态势也体现在其财务数据中。2024年，公司实现营业收入19.71亿元，同比增长 53.94%；归属于上市公司股东的净利润2.60亿元，同比增长31.65%。 进入2025年，松原安全的业绩增长态势仍在延续。第一季度，公司实现营业收入5.36亿元，同比增长 45.34%；归属于上市公司股东的 ...