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汽车产业竞争力新三角
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构建自动驾驶出行新生态
Jing Ji Ri Bao· 2025-11-20 21:58
Core Viewpoint - The automotive industry is transitioning towards a service-oriented ecosystem driven by automation and digital technologies, with the automotive service sector expected to reach a market size of over 8 trillion yuan by 2028, marking it as the "second automotive industry" to be developed [1][2]. Group 1: Automotive Industry Transformation - The automotive industry is evolving from a focus solely on manufacturing to a "new triangle" model that includes manufacturing, digital AI, and service sectors, fundamentally changing competitive dynamics [1][2]. - The integration of AI and digital technologies into the automotive service sector is anticipated to transform traditional services such as maintenance, parts supply, finance, and insurance into more digitalized offerings [2][3]. Group 2: Autonomous Driving and Service Ecosystem - The emergence of autonomous driving is expected to reshape the mobility ecosystem, transitioning vehicles from passive tools to intelligent entities capable of autonomous planning and interaction [3][4]. - The successful implementation of autonomous driving will require a redefinition of parking facilities and charging infrastructures to accommodate vehicle-centric operations rather than human-centric designs [4][5]. Group 3: Collaborative Development of Service Systems - The construction of an autonomous driving ecosystem necessitates cross-industry collaboration, focusing on unified digital standards and mechanisms that integrate vehicles with urban infrastructure [7][8]. - The insurance market for new energy vehicles is experiencing significant growth, with a 41.44% increase in commercial insurance premiums in the first half of 2025, although challenges remain in achieving overall profitability across the industry [7][8].