在风起云涌的全球汽车产业变革中，供应链的竞争已成为决定未来格局的核心战场。在11月21日举行 的"智能新能源汽车供应链创新暨淮南深度融链发展大会（2025）"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"。 张永伟分享道，一个全球性共识正在形成：中国在全球汽车供应链中的作用与地位愈发突出。中国整车 与零部件企业在海外市场受到欢迎，而这些出海企业形成一个普遍共识：海外市场机遇广阔。而这背 后，是中国在电动化和智能化领域形成的"时间差"所带来的先发优势。 "我们已经取得了一个先行发展的明显优势。"张永伟表示，在零部件领域，中国已经成为全球增量汽车 供应链的中心。比如中国电池装机量占全球装机量比例接近70%，连续多年处在全球领先地位。 张永伟预判，未来，在全球汽车供应链中，中国零部件占比将越来越高。他表示，到"十五五"末，中国 汽车年产量有望达到4000万辆，其中国内销量约2700万—2800万辆，海外产销将超1200万辆，占全球汽 车总产销（预计9000万辆）的45%左右。更关键的是，无论汽车产地在哪里，其采用中国零部件的比 例，即"含中率"，将持续攀升。 展望未来，张永伟建议，整车企业将构筑安全稳定 ...

Core Viewpoint - The sudden closure of Poland's border has caused significant disruptions in the supply chain for automotive parts between China and Europe, leading to a crisis that necessitates urgent restructuring efforts by car manufacturers [1][3][10]. Group 1: Impact of Logistics Disruption - The China-Europe Railway Express has been a critical channel for transporting automotive precision parts, accounting for approximately 35% of the transport share. The abrupt border closure has resulted in a "shock" to this vital artery, creating a deep crisis in supply chain security for the global automotive industry [3][4]. - The automotive supply chain is highly dependent on cross-border transport and precise timing, with key components like control systems and battery modules being extremely time-sensitive. Disruptions in transport can quickly lead to production halts at assembly plants [3][4]. - Some companies are resorting to alternative shipping methods such as sea and air transport to alleviate immediate pressures, but this has led to increased costs and extended delivery times, further exacerbating market stress [3][4]. Group 2: Chinese Automakers' Response - In response to the supply crisis, Chinese automakers have activated emergency plans focusing on localizing production, diversifying logistics, and enhancing technological independence. BYD's factory in Hungary now covers 80% of the Central European market, reducing transportation costs by about 25% and mitigating border closure risks [5][10]. - CATL's battery factory in Germany supports local automakers like BMW and Volkswagen, ensuring production schedules are maintained through localized battery production [5][10]. - Companies are exploring new logistics frameworks, such as utilizing the "China-Southeast Asia-Mediterranean" shipping route to reduce reliance on the China-Europe Railway Express, while also pursuing technological innovations to decrease dependency on single resources or transport channels [5][10]. Group 3: Long-term Strategic Considerations - The logistics crisis serves as a wake-up call for the automotive industry and national strategies, emphasizing the need for supply chain designs that balance efficiency with security in the context of rising geopolitical risks [6][8]. - Future supply chain strategies should favor a "multi-point distribution" approach to minimize intercontinental dependencies, while risk warning mechanisms must incorporate historical geopolitical dimensions to anticipate potential disruptions [6][8]. - The China-Europe Railway Express, as a key achievement of the Belt and Road Initiative, is crucial for China's foreign trade landscape. The Chinese government is actively working to restore operations and explore alternative logistics solutions to safeguard the automotive sector [6][8]. Group 4: Global Implications and Opportunities - The current crisis, stemming from geopolitical tensions, highlights the vulnerabilities of globalized supply chains. For Chinese automakers, this presents both a challenge and an opportunity for industry upgrades and strategic adjustments [10][12]. - The future automotive supply chain must not only adapt to market demand changes but also possess resilience against geopolitical risks. The crisis is seen as a catalyst for accelerating diversification and autonomy within the industry, enabling Chinese companies to maintain stability and competitiveness in the global market [10][12].

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]