Core Viewpoint - The automotive industry is undergoing a significant transformation driven by artificial intelligence, marking a second leap towards "intelligentization" following the electrification revolution [1][3]. Group 1: Industry Transformation - The integration of AI is deeply influencing all aspects of the automotive industry, from manufacturing to application, shaping the future of intelligent driving [1]. - Chinese automotive companies are leveraging forward-looking technology layouts and innovative applications to reshape the industry ecosystem since the advent of the electrification era [3]. Group 2: Event Overview - The "1 Science and Technology Innovation" ecosystem service platform has been launched to cover the entire cycle and chain of enterprise empowerment, focusing on the challenges and changes brought by technological transformation [3]. - An upcoming salon titled "Intelligent Driving · Fusion" will take place in Hefei, focusing on the innovations and ecological restructuring of the automotive industry driven by AI [4][5]. Group 3: Event Agenda - The event will feature a series of keynote speeches and roundtable discussions with industry experts, covering topics such as the reconstruction of the global automotive industry's intelligence and the application of AI in perception, autonomous driving, and parking [6]. - Notable speakers include industry leaders from various sectors, including the China Automobile Dealers Association and Valeo China, discussing the attraction of global capital to Chinese innovation [6]. Group 4: Participation and Networking - The salon will offer limited slots for "Science and Technology Companions" to experience the forefront of intelligent driving technology and witness the future innovation path of the Chinese automotive industry [4][7].

Core Viewpoint - The 2025 China Automotive Forum emphasizes the importance of collaboration and trust in driving the transformation and upgrading of the Chinese automotive industry [1] Group 1: Industry Transformation - The forum highlights the need for the automotive industry to transition towards electrification, intelligence, and low-carbon development to ensure energy security and environmental protection [1] - There is a focus on enhancing technological innovation capabilities, building a new industrial ecosystem, promoting industrial integration, and improving infrastructure [1] Group 2: Current Industry Status - As of 2024, the sales volume of new energy vehicles (NEVs) in China is projected to reach 12.866 million units, accounting for 40.9% of total new car sales [1] - The sales of plug-in hybrid and extended-range vehicles are expected to reach 5.141 million units, representing approximately 40% of NEV sales [1] - The number of charging stations in China has reached 12.814 million, with a charging station to vehicle ratio of 1:2.4, and there are 4,443 battery swap stations [1]

Core Viewpoint - The global automotive industry is undergoing profound changes, necessitating new models of international cooperation due to increasing sales barriers and the complexity of supply chains [1][3]. Group 1: Changes in the Automotive Industry - The most significant change in the global automotive industry is the restructuring of the industry landscape driven by electrification and intelligence, with China's new energy vehicle sector capturing nearly 70% of the global market share [3]. - The traditional model of pushing a country's brand and products into host markets is facing limitations due to market barriers, as host countries aim to develop their own automotive industries [3][4]. Group 2: New Paths for Global Cooperation - Key questions arise regarding how China's automotive industry can better connect with global markets, how the global automotive industry can leverage China's supply chain, and how multinational companies can utilize China's market advantages [4][5]. - Several feasible new paths for linking China's automotive industry with the world include: 1. Connecting Chinese vehicle models and supply chains with the global automotive industry 2. Linking Chinese automotive parts and service systems with global markets 3. Connecting overseas small and medium enterprises with China's automotive industry chain 4. Localizing multinational enterprises with a focus on "in China, for the world" [4][5]. Group 3: Localization of Multinational Enterprises - Multinational companies are experiencing two significant changes in their development in China: improved localization in R&D, management, and supply chains, and extending their achievements in China to the global market [5]. - The new paths for linking China's automotive industry with the world are not a replacement for the traditional model of exporting mainstream brands and vehicles but rather a complement to the global cooperation model under new circumstances [5].

Core Insights - The 2025 Shanghai Auto Show serves as a significant platform for the automotive supply chain, showcasing a transformation from "supporting players" to "leading players" in the industry [1][16] - The exhibition area for auto parts spans 100,000 square meters, hosting over 1,500 suppliers from 28 countries, marking it as the largest auto parts display in history [2][4] - The event highlights the shift towards smart and electric vehicles, with a notable presence of both traditional suppliers and new tech companies [2][3] Industry Transformation - The automotive supply chain is evolving with technology companies entering the market, changing the competitive landscape from hardware manufacturing to a software-hardware integrated ecosystem [3] - The collaboration between component suppliers and vehicle manufacturers is shifting from "supplying" to "joint development," as seen in partnerships like Huawei with Jianghuai Auto and CATL with SAIC [3][5] Scale and Competition - More than half of the world's top 100 auto parts suppliers participated in the show, showcasing their advanced technologies and products [4][5] - Domestic companies like CATL and Huawei are demonstrating significant growth and technological advancements, indicating a shift in industry power dynamics [5][11] Technological Innovations - The event showcased breakthroughs in battery technology, including CATL's sodium-ion battery and BYD's all-solid-state battery, which address safety and performance concerns [7][8] - Major Tier 1 suppliers are accelerating local R&D efforts, with Bosch and Continental introducing advanced driver assistance systems that leverage local technology [9][10] Local Market Dynamics - Chinese auto parts companies are rapidly gaining ground, with over 1,200 domestic automotive chips displayed, reflecting a shift from being a backup option to a primary choice for automakers [11] - Companies like Huawei and CATL are setting benchmarks in technology and ecosystem development, with innovative solutions like rapid battery swapping and smart vehicle systems [12][13] Global Strategy and Localization - Multinational companies are deepening their local strategies in China, with significant investments and a focus on integrating into the local automotive ecosystem [13][14] - The trend of localization is becoming essential for global suppliers, as they adapt to the unique demands of the Chinese market while also aiming for global outreach [15][16]

Group 1 - Tencent introduced multiple intelligent products for the automotive and mobility industry, including high-performance computing, precise data loops, and iterative AI models, covering the entire product development, manufacturing, and user service chain [1] - Tencent's smart mobility services currently support over 100 automotive and mobility technology companies, with its automotive public cloud growing at twice the industry average, and its cockpit solutions installed in over 15 million vehicles [1] - In the research and production field, Tencent Cloud Code Assistant enhances code completion, diagnosis, and testing tasks, improving accuracy by 30% after integrating deep thinking capabilities [1] Group 2 - In the sales and customer acquisition area, Tencent Qidian launched a "Clue Lean Product" based on large models, helping automotive companies identify high-quality sales leads, providing follow-up suggestions, and optimizing advertising strategies, resulting in a 25% reduction in lead costs and a 20% increase in conversion rates [1][2] - Tencent integrated enterprise knowledge bases into large models to help automotive companies build intelligent customer service systems, achieving an independent problem-solving rate of over 84% [2] - Tencent's AI knowledge base function in organizational management enhances cross-departmental knowledge flow, improving service efficiency and user satisfaction [2] Group 3 - Tencent's map and cloud integration allows for "financial-grade" encryption of data before transmission, ensuring compliance, and effective data isolation during cloud processing [2] - Tencent has obtained over 400 professional certifications and more than 20 compliance qualifications globally, being the first domestic cloud service provider to receive the CISPE license and fully compliant with GDPR, facilitating Chinese brands' expansion into overseas markets [3]