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接连斩获中国车企三大新业务,这家百年外企能否逆市翻盘?
Nan Fang Du Shi Bao· 2025-08-19 15:17
Core Viewpoint - Valeo has secured three key orders in the Chinese market, focusing on electrification, thermal management, and intelligent cockpit solutions, which has garnered significant attention in the industry [1][4]. Company Overview - Founded in 1923, Valeo is a French automotive parts giant ranked 13th among global suppliers in 2025, specializing in electrification, automation, and intelligent solutions, with annual sales exceeding €22 billion, of which 17% comes from the Chinese market, making it the largest single market for the company [4]. - The company is currently facing challenges, including a 4.1% year-on-year decline in sales to €10.66 billion in the first half of 2025 and a 26% drop in net profit to €104 million, attributed to a weak dollar and reduced customer demand [4][5]. Market Environment - The automotive market is experiencing a downturn in production and sales, compounded by weak foreign exchange rates and geopolitical uncertainties, which have negatively impacted Valeo's revenue [5]. - In China, local competitors like Huawei and Huayu Vision are significantly squeezing Valeo's market share, with a reported 8% decline in sales to OEMs in the region [5]. Technological Breakthroughs - Valeo's recent projects include an external active grille shutter, which will be mass-produced by July 2026, featuring a new 4Nm high-torque motor platform that enhances vehicle performance and range by automatically adjusting the grille based on various parameters [7][9]. - The "five-in-one deep integration power electronic module" is another noteworthy project, which integrates multiple technologies to achieve approximately 20% weight reduction, supporting the development of next-generation electric drive systems [9][11]. - The panoramic head-up display (P-HUD) system, developed in collaboration with a leading Chinese automaker, transforms the windshield into a virtual interactive screen, enhancing driver safety by reducing the need for visual distraction [11][12]. Localization Strategy - Valeo's successful project execution is attributed to its early establishment in China and strong partnerships with upstream suppliers, enabling rapid commercialization of new technologies [12][14]. - The collaboration between Valeo's R&D center in Jingzhou and its factory in Foshan is crucial for optimizing product development tailored to the Chinese market, forming a robust supply chain network [12][14]. Industry Implications - The advancements made by Valeo reflect a significant shift in the role of component suppliers in the automotive industry, driven by the rapid iteration of local automakers and the need for suppliers to innovate quickly [14]. - Valeo's technological breakthroughs not only mark milestones for the company but also represent a slice of the broader transformation within the automotive industry as electrification and intelligent competition intensify [14].