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中欧班列骤停:汽车供应链危机加速“重构战”
中国能源报· 2025-09-22 08:33
业内人士形容,这是一次典型的"多米诺骨牌效应":单一通道的阻断迅速传导至整个产业 链,从零部件厂商到整车生产再到经销网络,全链条都受到冲击。 中国车企紧急应对: 生产、物流、技术"三箭齐发" 面对突如其来的"断供危机",中国车企迅速启动应急预案,从生产本地化、物流多元化、 技术自主化三方面展开自救。比亚迪在匈牙利工厂投产后,本地供应能力已覆盖中欧80% 的市场,零部件运输成本降低约25%,同时有效规避了边境封锁风险。宁德时代在德国图 林根的电池工厂则为宝马、大众等欧洲整车厂提供就近配套,电池的本地化生产使下游企 业的生产节奏得到保障。 近日,波兰以安全威胁为由突然关闭边境,导致超过3 0 0列中欧班列滞留、1.23万个集装 箱积压。这一突发事件直接冲击中国与欧洲之间的汽车零部件供应链,迫使车企紧急启 动"重构战"。 物流中断撕开产业链裂口 中欧班列是中国对欧汽车精密部件运输的关键通道,长期承担了约3 5%的运输份额。波兰 边境的突然封锁,使这一大动脉瞬间"休克"。对全球汽车产业而言,这不仅是一场运输事 故,更是一场供应链安全的深度危机。 专家指出,汽车产业的零部件供应高度依赖跨境运输和精确的时间安排。控制系统 ...
雷克萨斯上海工厂开工,17家中国企业进入全球汽车供应链百强|第一财经汽车日评
Di Yi Cai Jing· 2025-06-30 13:01
Group 1: Lexus New Energy Project - Lexus has commenced construction of its new energy project in Jinshan District, Shanghai, marking the first Japanese complete vehicle project in the city and the first deployment of Toyota's latest technology outside Japan [2] - The factory is expected to be completed by August 2026 and will begin production in 2027, with an initial annual capacity of approximately 100,000 vehicles, targeting both the Chinese market and exports to Japan and other overseas markets [2] - The project aims for over 95% of its components to be sourced locally, which will significantly boost the development of the new energy vehicle industry in the Yangtze River Delta region and support Toyota's strategic transformation towards electrification and intelligence [2] Group 2: Chinese Automotive Supply Chain - A recent report indicates that 17 Chinese automotive parts companies have entered the global automotive supply chain top 100, with CATL, Weichai Group, and Huayu Automotive ranking in the top 20 [3] - The global automotive parts industry is experiencing three notable trends: a relatively stable top-tier company landscape, growth through mergers and resource integration, and an increasing influence of Chinese companies in the global supply chain [3][4] - The number of Chinese companies on the list has increased, with four new entrants showcasing a clear cluster characteristic in the Yangtze River Delta region, driven by intelligent and international growth strategies [3] Group 3: Chery and Lantu Automotive - Chery's new flagship model, the Fengyun A9L, has officially started pre-sales with a price range of 159,900 to 229,900 yuan, and has already received 53,565 blind orders prior to the pre-sale [5] - The Fengyun A9L is produced at Chery's intelligent manufacturing plant, which can roll out a vehicle every 60 seconds, with an annual capacity of over 300,000 units [5] - Lantu's new model, the FREE+, has also begun pre-sales with a starting price of 229,900 yuan, and the first mass-produced vehicle has rolled off the assembly line [8] - Lantu aims for annual sales of 200,000 vehicles by 2025, with a current sales figure of 46,075 units in the first five months of the year, reflecting an 85% year-on-year growth [8]