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汽车零部件是怎么打「出海逆风局」的?
和讯· 2025-05-27 10:11
Core Viewpoint - The article discusses the resilience of automotive parts suppliers in the context of U.S.-China trade tensions and recent tariff changes, highlighting their ability to adapt and maintain customer relationships despite geopolitical challenges [1][5]. Group 1: Impact of Tariffs - The company has managed to avoid significant impacts from U.S. tariffs due to agreements with clients that cover tariff costs, allowing for continued sales without price increases [1][4]. - The recent exemption of tariffs on automotive parts produced in Mexico under the USMCA agreement has provided relief to many companies, including the one discussed [4][5]. Group 2: Industry Dynamics - Automotive parts suppliers have shown unique resilience compared to complete vehicle manufacturers, as they are less affected by geopolitical tensions [1]. - The article emphasizes that the automotive parts industry has deeply integrated into the global supply chain, becoming a crucial production and supply base [6]. Group 3: Export Growth - Despite trade challenges, China's automotive parts export value reached $8.376 billion in March 2025, a 12.6% increase year-on-year, indicating steady growth in the sector [6]. - In the first quarter of 2025, exports amounted to $23.125 billion, reflecting a 4.5% year-on-year growth [6]. Group 4: Challenges in High-Tech Industries - High-tech industries, such as battery manufacturing, face more significant challenges in overseas expansion due to complex systemic issues and a lack of local supply chains in North America [7][8]. - The article notes that some Chinese companies' technological advancements may hinder their ability to adapt to the North American market, leading to delays in project implementation [7][8]. Group 5: Outbound Strategy - Automotive manufacturers prioritize market size and growth rates when expanding internationally, while parts suppliers focus on following their clients and selecting cost-effective locations for production [9][10]. - Southeast Asia and Mexico are highlighted as popular destinations for parts suppliers due to favorable demographics and proximity to the U.S. market [10].