科技日报记者 刘垠 "中国在全球汽车供应链中的作用与地位将更加突出。在一些关键的零部件领域，中国已成为全球增量 汽车供应链的中心。"在日前举行的智能新能源汽车供应链创新暨淮南深度融链发展大会上，车百会理 事长张永伟分享了全球汽车供应链变革新趋势。 值得关注的是，在汽车供应链的关键领域，动力电池、芯片和软件正成为全球竞争的焦点。张永伟坦 言，尽管中国在动力电池领域已形成规模优势，但上游资源垄断和技术快速迭代带来双重挑战；在芯片 领域，中国汽车芯片产业快速崛起，在汽车算力芯片领域，地平线、华为等成为国产芯片的重要支撑力 量，但大量小芯片的自主化进程仍需加速；软件特别是操作系统，成为智能汽车竞争的底层基石。"这 三个领域均具有极端重要性和不确定性，是保障供应链安全的关键所在。"张永伟说。 江汽集团采购中心副总经理魏沈平则从构建开放韧性的供应链生态体系提出建议：从产品输出到体系输 出，不仅输出整车，更要推广车型平台+供应链组合方案；从地理布局到韧性网络，打造既能全球协同 又能区域自主的弹性供应链网络；从资源整合到生态共赢，以开放姿态反向链接全球细分领域的隐形冠 军，通过合资合作实现核心技术的深度融合。 展望未来，汽车 ...

然而，在优势确立的同时，中国汽车的供应链也面临着严峻挑战。张永伟将动力电池、芯片、软件界定为未来供应链竞争的三大焦点。他指出，动力电池的 挑战不仅在于各国谋求自主可控所带来的格局变化，更在于其上游资源（如锂、钴、镍）的集中分布，以及技术快速迭代（如固态电池产业化进程加速）可 "中国在全球汽车供应链中的作用或者地位将更加突出。"11月21日，在中国电动汽车百人会主办的汽车供应链相关会议上，百人会理事长张永伟就全球汽车 供应链变革趋势发表了观点。他指出，中国在动力电池等关键领域已建立起全球优势，并正从过去的技术输入转向智能化成果输出，未来整车及零部件 的"含中率"将成为衡量全球汽车产业的重要指标。 张永伟援引数据称，中国企业的电池装机量在全球份额已接近70%，连续多年保持全球领先。在智能化领域，经过五年多发展，中国动力电池已实现了 从"两头在外"依赖输入到"逐渐向外输出"的历史性转变。他预测，到"十五五"末（约2030年），中国汽车产销量有望达到4000万辆，其中海外生产或销售的 量级可能超过1200万辆，届时中国汽车产量将占全球约45%。更重要的是，全球汽车（包括中国制造和海外制造）所采用的中国零部件比例，即" ...

Core Insights - The 2025 Shanghai Auto Show showcased a significant shift in the automotive industry, highlighting the growing importance of supply chain companies alongside traditional vehicle manufacturers [1][3] - The theme of the event, "Embrace Innovation, Win the Future," reflects the collaborative spirit between automotive manufacturers and supply chain enterprises, marking a transformation in industry dynamics [1] Group 1: Supply Chain Evolution - Supply chain companies are emerging from the shadows of vehicle brands, becoming key players in driving industry transformation [1] - Nearly 1,000 renowned companies from 26 countries participated in the event, with dedicated exhibition spaces for automotive technology and supply chains, indicating their rising prominence [1] - The event featured a variety of advanced technologies, including power battery modules and intelligent automotive chips, showcasing the capabilities of supply chain enterprises [1] Group 2: Localization and Innovation - Chinese automotive supply chain companies are transitioning from "followers" to "participants," with a focus on localized solutions that cater to the domestic market [3] - Companies like Aptiv and Denso introduced localized products at the show, emphasizing the development of technologies that are free from foreign control and export restrictions [3][7] - Denso's CTO highlighted the company's commitment to accelerating technology development in response to the rapid evolution of electrification and intelligence in the automotive sector [7][10] Group 3: Strategic Collaborations - CATL announced a strategic partnership with GAC Group, unveiling new models and emphasizing collaboration with major automakers [10][12] - Huawei's DriveONE solutions have been adopted by 12 mainstream automakers, showcasing the company's extensive reach in providing intelligent electric vehicle solutions [12] - The collaboration between Audi and Momenta aims to create a new standard for intelligent driving, reflecting a deep understanding of Chinese consumer needs [13][16] Group 4: Global Expansion - Chinese automotive supply chain companies are not only focusing on local markets but are also expanding their reach globally, as seen with the internationalization of intelligent driving solutions [16] - The partnership between Zhiji Auto and Momenta represents a significant step in bringing Chinese intelligent driving technology to international markets, including Southeast Asia and Europe [16] - The evolution of the supply chain is marked by a transition from local supply to global output, indicating a competitive edge in the global automotive landscape [16]