"过去我们只关心汽车制造，汽车离开工厂就进入使用环节，服务生态没有被更好地植入汽车全生命周 期价值而开发。"张永伟说，当前，智能化变革加速驱动汽车产业，由"单一制造竞争"迈向"汽车制造— 数字AI—服务业竞争"，已形成汽车产业竞争力"新三角"模型。 这一"新三角"模型，打破了传统汽车产业仅聚焦制造环节的单一维度，新增两大核心支撑：一是数字技 术与AI技术，它们对汽车未来发展产生根本性影响；二是汽车服务业成为待开发的"第二汽车产业"。 智能化不仅是汽车制造业的发展方向，也是汽车服务业的未来。"随着汽车产业迈入自动驾驶时代，服 务生态正在成为继汽车制造、数字与AI技术以外的汽车产业第三大竞争力。"车百会理事长张永伟在日 前举行的第一届自动驾驶出行生态论坛上表示，预计到2028年，我国汽车服务业将形成超8万亿元的市 场规模，成为待开发的"第二个汽车产业"。 汽车竞争力"新三角"崛起 "当服务业和AI技术、数字化技术深度融合，就会带来整个长链条的汽车服务体系的转型或者创新，传 统的养车、汽配、汽车金融、保险会更加具备数字化特征。"张永伟认为，尤其是汽车进入自动驾驶 时，需要一系列与自驾相适应的更加数字化的新型汽车服务 ...

Core Insights - The rapid development of autonomous driving technology is transforming cars from mere transportation tools into intelligent mobile living spaces, creating new business models and growth paths for companies in the automotive service ecosystem [1][3][10] Industry Overview - China has become the world's largest market for new energy vehicles, with penetration rates increasing annually, indicating a shift from policy-driven to market-driven growth [3] - By the end of 2025, it is expected that the penetration rates for new energy passenger vehicles and L2-level intelligent driving assistance will exceed 50% [3] - The transition from L2-level assistance to L3-level conditional automation is a critical phase, with L2 already mainstream and L3 expected to be commercially viable by 2026 [3][10] Service Ecosystem Transformation - The shift towards autonomous driving is leading to the formation of a highly automated, intelligent, and collaborative service ecosystem around vehicles, moving from manual operations to automated services [4][5] - Autonomous driving will address challenges such as finding parking spaces and enhance operational efficiency in charging stations, ultimately leading to a seamless service experience [6] New Business Models - The integration of autonomous driving technology into various sectors, including parking, charging, maintenance, real estate, and insurance, is expected to create new business opportunities and value [5][6] - The automotive service industry is seen as a second automotive industry, with its value potentially surpassing that of manufacturing as services become more digitalized and integrated with AI technology [8] Future Outlook - The report emphasizes the need for a collaborative approach among stakeholders to accelerate the transition from technology trials to large-scale implementation of autonomous driving [10] - The integration of policies, technology, services, and scenarios will reshape transportation methods and optimize urban governance, contributing to the development of smart transportation and the digital economy [10]