伴随着中国新能源汽车的崛起，中国汽车供应链在全球汽车产业中的作用更加突出。与此同时，传统的 汽车供应链边界也在发生显著变化，如何提高汽车供应链安全和稳定性，成为行业关注焦点。 近日，在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系统分析了当前 全球汽车供应链呈现的多个显著变化。 张永伟表示，目前我国在全球汽车供应链中作用突出，"走出去"已成为企业的普遍共识。 公开数据显示，中国动力电池在全球的装机份额已经接近70%，连续多年处于领先地位。同时，伴随着 汽车智能化的趋势，中国汽车零部件企业的优势也逐渐显现。 "按照规划，'十五五'末，中国汽车企业生产的汽车预计达到4000万辆，其中，国内销售大概2800万 辆，其余1200万辆甚至更多的汽车将在海外生产或者销售。更重要的是，中国汽车零部件对海外车企的 供应量会越来越高。"张永伟认为，在这种趋势下，动力电池、芯片、软件将成为未来汽车供应链的竞 争焦点。 以电池产业为例，目前我国已建立了自主可控的动力电池供应链，但上游资源，包括锂、钴、镍等均集 中在一两个国家。同时，技术的变化对电池供应链的影响也比较大。近期，广汽集团全固态电池中试产 线已正 ...

Core Insights - The global automotive supply chain is undergoing significant transformation, with China playing an increasingly prominent role as a center for incremental automotive supply chain development [1][2] - Key areas of focus in the automotive supply chain include batteries, chips, and software, which are critical for future industry competition and supply chain evolution [1][2] Group 1: Supply Chain Trends - The automotive supply chain is extending into new fields such as embodied intelligence, low-altitude economy, and unmanned vessels, highlighting the importance of cross-industry collaboration [1][3] - Chinese companies have established a leading advantage in technology and industrial development, making them central to the global automotive supply chain [1][2] Group 2: Challenges and Innovations - The rapid iteration of battery technology and the challenges posed by the pandemic-induced chip shortage emphasize the need for supply chain security, with a low domestic production ratio of critical automotive chips remaining a concern [2] - Companies are exploring innovative models for internationalization, such as maintaining core processes in China while establishing automated production facilities abroad to mitigate risks associated with local labor and supply chain dependencies [2][3] Group 3: Strategic Shifts - The automotive supply chain is increasingly sharing components with emerging sectors, providing new opportunities for growth and collaboration [3] - In an era of heightened supply chain uncertainty, automotive companies are shifting their strategic focus from just-in-time production to building secure and stable supply chain systems, necessitating increased investment in capital, human resources, and regional planning [3]