编前：2025年，全球经济在关税冲击、地缘冲突等多重挑战下前行，汽车市场也冷暖交织、暗流涌动。展 望2026年，多家国际机构普遍研判，不确定性将成为长期存续的新常态，但世界经济韧性依然是底色。汽车产 业将站在贸易格局重构、技术迭代突破与全球化布局深化的十字路口。贸易保护主义的抬头是否会重塑全球供 应链版图？电动汽车市场能否突破增长瓶颈？全固态电池、AI大模型等前沿技术又将如何改写行业规则？中国 车企在国际舞台上的角色将迎来怎样的升级？ 1 全球汽车贸易紧张局势加剧 全球贸易的降温态势已清晰传导至汽车产业，2026年全球汽车贸易摩擦可能会进一步加剧。近期，世贸组织、 国际货币基金组织、安联贸易等多家国际权威机构均预测，2026年全球贸易增长将显著放缓，面临多重下行压 力。其中，世贸组织将2026年全球货物贸易增长预期大幅下调至0.5％，安联贸易的预测也仅为0.6％，均远低 于2025年2.4％的预期增速，贸易增长的疲软为汽车产业的跨国流动埋下隐患。贸易保护主义的抬头成为加剧紧 张局势的核心推手，多个国家和地区相继出台单边贸易举措，构建贸易壁垒。 从具体举措来看，特朗普政府自2025年4月起便对汽车、零部件、钢铁 ...

编前：2026年是"十五五"规划开局之年，也是汽车产业高质量转型发展的关键阶段。新时期，中国汽车产业的创新方 向何在？如何进一步推进全球化发展？产业又面临哪些新机遇和新挑战？就此，本报采访了多家行业权威机构，共同探 讨"十五五"时期汽车产业的新航向。 未来5年将是汽车产业由规模扩张向高质量发展转型的关键期，更是抢占全球汽车产业制高点的战略机遇期。未来发展趋 势具体体现在：电动化和智能化技术深度融合。新一代电子电气架构与集中式计算平台，为软件定义汽车提供了硬件基 石，让车辆成为持续进化的智能终端产品。智能网联汽车成为未来汽车发展的重要方向。 展望未来5年，中国汽车产业"走出去"将迎来多重机遇。在全球低碳变革背景下，新能源汽车成为转型方向，中国占据全 球7成电动汽车市场份额，先发优势稳固；智能化变革打破传统汽车产业发展模式，为中国汽车开辟新赛道和新空间；发 达市场产业结构重构、新兴市场刚性需求释放，为中国汽车提供市场切入与增量空间；共建"一带一路"倡议为汽车出口搭 建便捷的物流与合作平台，助力产业"出海"。同时，中国汽车全球化也面临一些挑战，例如关税壁垒削弱价格优势，新型 技术壁垒成为障碍，部分国家泛化"产业安全 ...

在此过程中，公司同步强化产业链垂直整合能力、生产制造能力及数字化信息管理能力，形成了"技术 底蕴深厚、产业链整合高效、成本管控精准"的核心竞争优势。基于业务技术成熟度、商业化落地进度 及对公司业绩的贡献权重，目前公司业务体系划分为稳增业务与成长业务两大板块。 近年来云意电气经营业绩稳步提升，2025年前三季度实现营业收入16.66亿元，同比增长7.05%；归母净 利润3.31亿元，同比增长7.8%。 12月30日晚间云意电气（300304）公告，为进一步完善公司海外业务布局，公司拟使用自有或自筹资金 6600万美元，在摩洛哥投资设立全资子公司（下称"全资子公司"）并建设生产基地，该全资子公司将作 为公司境外重要生产基地，充分依托当地资源与产业协同优势，深化跨国合作，持续提升公司综合竞争 实力和可持续发展能力，推动公司中长期战略目标落地。 公开资料显示，云意电气自成立以来始终深耕汽车电子核心领域，以软件控制算法为技术根基，持续拓 展核心技术边界，逐步构建起多元化的技术能力矩阵，包括大功率TVS设计与封装技术、芯片自主开发 能力、底层软件架构及算法研发能力、NVH算法优化能力、高分子材料研发创新能力及陶瓷高温共烧 ...

《报告》认为，汽车产业经历了多轮全球化窗口期：第一次窗口是1910-20年代美系全球化；第二 次窗口是1970-80年代日韩崛起；第三次窗口是2000-10年代德系席卷全球。每一轮窗口期都受宏 观环境波动、技术/生产变革、消费价值观演变等因素影响。在2020-2030年代的新一轮窗口期， 中国汽车产业在智能网联、新能源等领域迎来引领全球的契机。 2025.12. 22 本文字数：1236，阅读时长大约2.5分钟 作者 | 第一财经 武子晔 预计到2030年，中国车企海外销量有望达到750万~1000万辆，海外份额将占15%~20%。不过， 未来两年或因海外库存、本地化研发及建厂周期等影响进入短暂平台期，2026～2027年受多因素制 约，拓宽海外布局仍需1~3年时间。 这是近日华汽研究院与罗兰贝格联合发布的《中国汽车产业全球化报告2025——聚焦汽车供应链》 （下称《报告》）中提到的判断。 过去，中国零部件产业出海以生产成本为导向，依托劳动力优势，以纯出口贸易模式实现海外市场的 国产替代，主要匹配欧美主机厂，传统零部件占比较高。如今，我国三电与智能化部件正在引领高速 增长，中国供应链技术和效率全球领先，而国际 ...

未来两年或因海外库存、本地化研发及建厂周期等影响进入短暂平台期，2026～2027年受多因素制约， 拓宽海外布局仍需1～3年时间。 预计到2030年，中国车企海外销量有望达到750万~1000万辆，海外份额将占15%~20%。不过，未来两 年或因海外库存、本地化研发及建厂周期等影响进入短暂平台期，2026～2027年受多因素制约，拓宽海 外布局仍需1~3年时间。 《报告》认为，汽车产业经历了多轮全球化窗口期：第一次窗口是1910-20年代美系全球化；第二次窗 口是1970-80年代日韩崛起；第三次窗口是2000-10年代德系席卷全球。每一轮窗口期都受宏观环境波 动、技术/生产变革、消费价值观演变等因素影响。在2020-2030年代的新一轮窗口期，中国汽车产业在 智能网联、新能源等领域迎来引领全球的契机。 "过去五年，中国汽车品牌的海外销量在占比上快速攀升，基本上已经追平了美系和韩系，形成了中日 韩美欧五强并跑的格局。"罗兰贝格全球合伙人郑赟表示，出口增长一方面来自传统优势市场随经济自 然增长的水涨船高，更关键的增量在于中国引领全球汽车产业转型及在此过程中实现的品牌影响力跃 升。 中国汽车工业协会发布的数据显示 ...

Core Viewpoint - The "2025 China Automotive Supply Chain Conference" emphasizes the importance of collaborative innovation in the supply chain and industry chain as a core element driving high-quality development in the automotive industry during the transition from the 14th Five-Year Plan to the 15th Five-Year Plan [2][6]. Group 1: Conference Overview - The conference was held from November 24 to 26 in Wuhu, Anhui, focusing on supply chain innovation, transformation, and international development in the automotive sector [2]. - The event included various activities such as a government-enterprise matchmaking event, closed-door meetings, an opening ceremony, and multiple thematic meetings [2]. Group 2: Key Insights from Industry Leaders - Industry leaders highlighted the need for innovation, collaboration, and a strong supply chain to achieve high-quality development during the 15th Five-Year Plan [6][8]. - The importance of transforming China's automotive supply chain advantages into localized stability for global market integration was emphasized [8]. Group 3: Industry Reports and Trends - The conference released two authoritative industry reports, including the "2025 China Automotive Supply Chain Development Report," which outlined four key achievements in the automotive parts industry during the 14th Five-Year Plan [13]. - The report indicated that the 15th Five-Year Plan represents a critical window for the development of China's automotive industry, with significant global opportunities and investment prospects [13]. Group 4: Globalization and Strategic Framework - The globalization of the automotive parts industry has shifted from an optional strategy to a necessity, with a focus on helping enterprises expand internationally [15]. - A "5C" globalization strategy framework was introduced, covering compliance, supply chain, capital, brand, and talent, serving as a practical guide for companies aiming to enter global markets [18]. Group 5: Collaborative Efforts and Future Directions - The establishment of a "Supply Chain Expert Database" was announced to address key technological challenges in the supply chain, leveraging industry expertise for development [24]. - The conference facilitated discussions on building a resilient automotive supply chain and fostering collaboration between various stakeholders in the industry [34][38].

Core Insights - The Chinese automotive industry is entering a critical window period during the "15th Five-Year Plan" (2021-2025), focusing on high-quality development and technological independence [4][5][6] - The industry aims to transition from being a major automotive nation to a strong automotive power, leveraging advancements in electric vehicles and smart technologies [4][5][6] Group 1: Industry Development and Trends - The "14th Five-Year Plan" has seen the Chinese automotive industry achieve significant milestones, transitioning from "catching up" to "keeping pace" in the fields of electrification and intelligent networking [4][5] - The upcoming "15th Five-Year Plan" will emphasize broader innovation, including materials, foundational technologies, and smart chassis applications [5] - The automotive industry is expected to undergo a rapid reshuffling, with competition shifting from single product focus to ecosystem competition [5][6] Group 2: Safety and Regulation - Safety is identified as a fundamental requirement for the healthy and high-quality development of the automotive industry, with ongoing regulatory innovations to address emerging challenges [6] - The National Market Supervision Administration will enhance safety regulations to support the industry's high-quality growth [6] Group 3: Regional Development and Opportunities - Nansha District in Guangzhou is highlighted as a new hub for the automotive industry, particularly in smart and connected vehicles, benefiting from strategic policies and development opportunities [6] - The district aims to leverage technological innovation to drive industry upgrades and foster a collaborative ecosystem [6] Group 4: Globalization and International Cooperation - The "15th Five-Year Plan" is expected to highlight new trends in international cooperation, with a focus on electric vehicle platforms and technologies [7] - The global market for electric vehicles still has significant growth potential, presenting investment opportunities for the Chinese automotive supply chain [7] Group 5: Insurance and Risk Management - The growth of the new energy vehicle market underscores the importance of developing specialized insurance products to support the industry's evolution and enhance vehicle safety [8] - Insurance is seen as a tool to optimize the automotive supply chain and facilitate the global expansion of the Chinese automotive industry [8] Group 6: Strategic Recommendations - Industry leaders emphasize the need for a shift in development mindset, advocating for a collaborative approach to both domestic and international competition [9][10] - There is a call for a focus on quality over scale, with an emphasis on long-term strategies that align with national goals [10] - The industry is encouraged to overcome technological bottlenecks and enhance global competitiveness through innovation and strategic partnerships [10]

Core Insights - The collaboration between Geely and Renault in Brazil marks a significant investment of 3.8 billion Brazilian Reais (approximately 5.1 billion RMB) aimed at advancing new energy technology platforms and models in the Brazilian market [1][2][3] - This partnership signifies a shift from mere capital alliance to ecological co-creation, highlighting a new path for Chinese automakers' globalization centered on shared benefits [1][2] Investment Details - Geely has acquired a 26.4% stake in Renault's Brazilian operations, while Renault retains control and will consolidate financial statements [2] - The investment will facilitate the local production of two new models based on Geely's GEA new energy architecture, with plans for market launch in the second half of 2026 [2][3] Local Development Strategy - The partnership will leverage Renault's existing production capacity and distribution network in Brazil, enhancing local manufacturing, supply chain, sales, and service capabilities [3] - Geely's EX5 and EX2 models have already been introduced in Brazil through Renault's network, indicating a successful market entry [3] Broader Global Strategy - This collaboration is part of Geely's broader globalization strategy, which includes previous partnerships in South Korea and the establishment of the HORSE powertrain company [4][5] - The HORSE company aims to develop hybrid and fuel powertrain components, with projected annual revenue of approximately 15 billion Euros [5] Market Impact - The investment is expected to enhance the competitiveness of Brazil's automotive industry and promote decarbonization efforts [3] - The partnership reflects a shift in the cooperation model between Chinese and foreign automakers, moving towards joint ventures and brand co-creation [6]

Core Viewpoint - The article discusses the achievements and future prospects of China's automotive industry during the "14th Five-Year Plan" and the upcoming "15th Five-Year Plan," emphasizing the transition from a major automotive nation to a strong automotive power, driven by high-quality development and technological independence [4][5][7]. Group 1: Achievements and Future Directions - The "14th Five-Year Plan" has seen China's automotive industry achieve historic leaps, with significant advancements in electric vehicles and smart technologies, positioning the industry for a strategic opportunity to enhance its global standing [7][9]. - The "15th Five-Year Plan" aims to further promote high-quality development, with a focus on technological self-reliance and the integration of development and safety [5][11]. - The automotive industry is expected to undergo a rapid reshuffling, transitioning from product competition to ecosystem competition, necessitating localized and cross-sector collaboration [11][22]. Group 2: Safety and Regulatory Framework - Safety is identified as a fundamental support for the healthy and high-quality development of the automotive industry, with ongoing efforts to innovate regulatory policies to address emerging challenges [13][20]. - The National Market Supervision Administration will continue to enhance safety regulations to ensure the industry's high-quality development [13]. Group 3: Globalization and International Cooperation - The article highlights the growing trend of international cooperation in the automotive sector, particularly in the context of electric vehicles, where China's automotive industry is poised to leverage its market scale and supply chain advantages [18][22]. - The global market for electric vehicles still has significant growth potential, and Chinese automotive companies are expected to play a crucial role in the global transition towards electrification [18][20]. Group 4: Innovation and Technological Development - The automotive industry is shifting from imitation to independent innovation, with a focus on core technologies and collaborative innovation between vehicle manufacturers and parts suppliers [25][26]. - The integration of smart and electric technologies is creating a comprehensive ecosystem that positions China as a leader in the global automotive landscape [25][27]. Group 5: Regional Development and Strategic Initiatives - The Nansha District in Guangzhou is highlighted as a new hub for advanced manufacturing in the automotive sector, particularly in smart and connected vehicles, benefiting from strategic policies and development opportunities [15][20]. - The region aims to leverage technological innovation to drive industry upgrades and foster a collaborative development environment [15].

Core Viewpoint - The Chinese automotive industry is entering a critical window period during the "15th Five-Year Plan," focusing on high-quality development, technological self-reliance, and the integration of development and safety [2][4][11]. Group 1: Achievements and Future Outlook - The "14th Five-Year Plan" has led to significant advancements in the Chinese automotive industry, transitioning from a "follower" to a "runner" in electric and intelligent vehicle sectors [6][23]. - The upcoming "15th Five-Year Plan" aims to solidify China's position as a global automotive leader, emphasizing the need for innovation in materials, technology, and collaborative ecosystems [8][9][21]. Group 2: Industry Trends and Strategic Directions - The automotive industry is expected to undergo a rapid reshuffling, shifting from product competition to ecosystem competition, necessitating localized and cross-sector collaborations [8][9]. - Safety is highlighted as a fundamental requirement for the healthy and high-quality development of the automotive sector, with ongoing regulatory innovations to address emerging challenges [11][19]. Group 3: Globalization and International Cooperation - The "15th Five-Year Plan" presents opportunities for the Chinese automotive industry to deepen international cooperation, particularly in the electric vehicle market, where global penetration rates are still growing [17][19]. - Chinese automotive companies are encouraged to adopt a global perspective, leveraging their unique advantages in market scale, supply chain, and talent to lead in the next phase of global competition [21][24]. Group 4: Regional Development and Innovation - The Nansha District in Guangzhou is positioned as a new hub for advanced manufacturing in the automotive sector, particularly in smart and connected vehicles, benefiting from strategic policies and collaborative opportunities [13][14]. - The automotive industry is urged to focus on quality over quantity, emphasizing long-term strategies that align with national goals and foster sustainable growth [24].