零部件巨头业绩"冷暖"，正成为外界了解汽车行业变化的重要窗口。 Markus Forschner同时介绍："此外，电动出行、燃料电池与辅助驾驶等未来技术的普及速度远低于行业 预期，并且这些技术在不同市场的发展速度差异很大。"Markus Forschner表示，博世的另外两个核心业 务所处行业——建筑和机械行业持续低迷。"而欧洲，特别是德国的供暖市场正由于补贴政策变动而遭 受冲击。" "在这样的背景下，博世集团销售额下降了1.4%，为903亿欧元（调整汇率影响后降幅为0.5%）。而在 此前计划中，整体销售额应该大幅增长，包括电动出行和辅助驾驶等未来重要业务领域。这些业务领域 确实有所增长，但增速不及预期，息税前利润率承压，进而导致利润和业绩不达预期。"Markus Forschner坦言。 尽管如此，拆解博世集团2024财年报告可发现，依然存在诸多亮点。 2024年，博世集团首次实现了超半数，即50.7%的销售额来自欧洲以外市场。此外，2024年，虽然博世 集团欧洲地区销售额下降4.9%，但其在美洲与亚太地区的销售额分别实现了4.8%与0.7%的增长。 日前，全球零部件巨头博世集团对外发布2024财年业绩。报 ...

撰 文 / 周 洲 设 计 / 琚 佳 在复杂的政治经济环境下，全球最大的零部件企业博世集团2024财年取得了来之不易的业绩。 中国作为博世除德国之外最大的市场，贡献了20%的销售额。 2024年，博世中国的销售额达到1427亿人民币，同比增长2.7%。其中，智能出行业务占整体销售额 的82%，达到1166亿人民币，同比增长4%，在非汽车业务降了近3%的形势下，去年整体销售额的 增长主要得益于中国汽车市场总量的增长。 5月8日，博世全球及中国的高管们，在近三小时的财报会上聊了聊这家零部件巨头对复杂政经形势 下的判断和应对，涉及裁员、关税影响和中国市场。 中国市场是其重中之重。 博世集团董事会主席史蒂凡·哈通（Stefan Hartung）在2024财年新闻发布会上数次强调，中国市场 对博世集团非常重要，"中国每年汽车产量超过3000多万辆，超过欧洲和美国生产的汽车总量。作 为汽车技术供应商，如果不进入中国市场，很难在行业中立足。" 他称，博世会紧密依据中国的客户需求以及中国市场的发展趋势，灵活调整并增加生产规模，并且 支持中国企业的全球化发展计划。 2024年，博世在中国投资了约60亿元。过去10年，博世在中 ...

供应商进入主展馆，与整车企业一起展示最新汽车技术成果是本届上海车展的一大特点，这些技术也展 示了汽车业的新趋势。作为汽车领域最大的TIER 1（一级供应商），博世在此次上海车展发布多项技 术，展示面向未来汽车架构的软件与技术创新，并公布了一系列新技术的投放时间表。 博世对此次上海车展高度重视，德国博世集团董事会成员、博世智能出行集团主席马库斯·海恩飞至上 海，参加了现场发布会，他表示，在中国，智能辅助驾驶的变革尤为迅速、全球领先。通过与客户和业 务伙伴紧密合作，博世正积极把握这场变革中的业务机遇，致力于通过软件与技术创新，赋能智能出行 的发展变革。 此次车展，博世重点展示了新的辅助驾驶技术方案和AI智能座舱平台。据介绍，在辅助驾驶领域，博 世在持续开发和提升人工智能架构，目标是使城区辅助驾驶、高快路及城市记忆行车辅助驾驶，能够提 供更智能化和用户友好的功能。 上海车展前夕，博世发布了全新辅助驾驶品牌"博世纵横辅助驾驶"，涵盖纵横辅助驾驶基础版、升级版 和至尊版三大产品线，形成完整覆盖SAE（国际汽车工程师协会） L2级的全系辅助驾驶矩阵。 （原标题：博世发布辅助驾驶新方案 新产品矩阵即将投放市场） 本届上海车 ...

Group 1: Industry Trends - The auto show emphasizes innovation technology and intelligent safety as core themes, highlighting a consensus in the industry where both multinational giants and local companies are actively expanding their collaboration networks to integrate into the Chinese automotive ecosystem [2] - The automotive industry is undergoing a transformation period where electric vehicle sales are expected to surpass those of fuel vehicles, with companies like Valeo leveraging their technological and resource advantages to provide differentiated support [9][11] Group 2: Company Collaborations - Intel is intensifying its focus on the Chinese automotive market by forming strategic partnerships with various companies, including Hezhima Intelligent and BOS Semiconductors, to build a comprehensive smart vehicle ecosystem [3][6] - Intel and Hezhima Intelligent jointly launched a cabin-driving integration platform that supports L2+ to L4 level assisted driving solutions, with plans for reference design release and mass production preparation by Q2 2025 [5] - Bosch and Horizon signed a strategic cooperation memorandum to develop a new multifunctional camera platform based on Horizon's chip, aiming for mass production by mid-2026 [8] - Valeo has established a strong presence in China with 27 production bases and 13 R&D centers, with over 60% of its business orders in 2024 coming from local OEMs, making China its largest single-country market [9][11] Group 3: Technological Innovations - Intel's collaboration with BOS aims to integrate AI accelerator chips into SDV SoC to enhance in-vehicle AI performance, accelerating the application of AI technology in the automotive sector [6] - Bosch's upgraded auxiliary driving solution based on Horizon's chips can achieve up to 128 TOPS of computing power, with plans for deployment by the end of 2025 [8] - Valeo's CEO emphasizes China's role as a leader in electric vehicles, advanced driving assistance, and smart lighting, driving global trends in these areas [11] Group 4: Market Dynamics - The collaboration among multinational suppliers like Intel, Bosch, and Valeo with local innovators is accelerating the innovation iteration of smart automotive technologies, propelling the Chinese automotive industry to higher levels [11]

Core Insights - The 2025 Shanghai International Automobile Industry Exhibition has highlighted the increasing localization efforts of multinational automotive suppliers in China, with Intel making its debut by launching the second-generation AI-enhanced Software Defined Vehicle (SDV) SoC, which utilizes a chiplet architecture [2][3] - Intel's collaboration with companies like Hezhima Intelligent and others aims to address key technological challenges in the automotive sector, focusing on building a new intelligent vehicle ecosystem [2][4] - The automotive industry is facing three main challenges: transitioning from traditional automotive architecture to software-defined vehicles, ensuring sustainability in economics and battery supply, and achieving scalability across different vehicle models [2][3] Intel's Developments - Intel's second-generation SDV SoC boasts a tenfold increase in AI performance, a 61% improvement in CPU performance per watt, and a twofold enhancement in audio performance, with mass production set to begin in 2026 [3] - The automotive division of Intel is now based in China, reflecting the company's commitment to the Chinese market and its belief in significant opportunities within the automotive sector [3][4] Collaboration and Market Dynamics - The partnership with Hezhima Intelligent focuses on creating a cockpit and driving integration platform, leveraging Intel's chiplet architecture [4][5] - The demand for automotive chips is projected to increase significantly, with traditional fuel vehicles requiring approximately 600-700 chips, electric vehicles needing around 1600, and advanced smart vehicles potentially requiring up to 3000 chips [4] Market Trends and Competitors - Other global automotive giants, such as Porsche, are also enhancing their presence in the Chinese market, with Porsche announcing the completion of a strategic upgrade for its R&D center in Shanghai [5] - Unity China is actively developing in-car gaming ecosystems and has established partnerships with numerous automotive manufacturers, achieving over 85% market share in real-time 3D cockpit solutions [7][8] Future Outlook - Mobileye, a subsidiary of Intel, reported a revenue of $438 million in Q1 2025, marking an 83% year-on-year increase, driven by reduced inventory levels among primary customers [10] - The automotive technology landscape is evolving, with companies like Bosch and Aptiv also increasing their investments in the Chinese market, indicating a shift towards local supply chains and solutions [11][12]