新华财经上海11月11日电 体量庞大、创新提速，中国汽车消费市场释放的诱人商机吸引着众多跨国公 司的目光。汽车零部件巨头采埃孚10日在上海首发多项尖端技术，以表达对中国市场的长期承诺。 采埃孚亚太创新日10日在上海拉开帷幕，开启为期一周的技术盛宴。采埃孚20余辆工程样车及约70件展 品集中亮相，全面呈现其在智能化、电动化、软件化领域的最新成果，其中多项技术实现全球或中国首 发。 当日在底盘系统领域共有三项概念和技术全球首发，在采埃孚全球范围内首次搭载于工程样车并投入赛 道体验，包括底盘2.0、直驱式手感模拟器、基于48伏电压设计的线控转向-前轴执行器和电子机械制动 器。 此外，EasyTurn悬架前桥系统、新一代智能底盘传感器和第三代高效率AKC等三项技术和产品实现中国 首发。 作为此次活动的核心亮点，采埃孚"底盘2.0"概念首次在一辆工程样车上展示。这一系统通过软硬件解 耦与集中式控制，将转向、制动、电驱等子系统整合为协同工作的整体系统，从而实现底盘及整车性能 的进一步提升。 采埃孚集团董事会成员彼得·霍得曼博士（Dr. Peter Holdmann）表示，一个多世纪以来，采埃孚从机械 系统到软件定义技术不 ...

Core Insights - The automotive parts industry is experiencing significant performance differentiation among major players due to the dual pressures of electrification and supply chain restructuring [1][2] - Companies are implementing restructuring, cost control, and efficiency improvement measures to recover profit margins, despite challenges in the electrification business [1][4] - The Chinese market has emerged as a core growth engine for many automotive parts companies [1][7] Financial Performance - Valeo reported a 4.1% year-on-year decline in sales for the first half of 2025, totaling €10.66 billion, but achieved a 0.5 percentage point increase in operating profit margin [2] - ZF Friedrichshafen's adjusted EBIT rose to €874 million in the first half of 2025, with an adjusted EBIT margin of 4.4%, despite a 10.3% decline in sales to €19.7 billion [2] - Continental's second-quarter sales decreased by 4.1% to €9.6 billion, with an adjusted EBIT of €834 million and an EBIT margin of 8.7% [2] Strategic Adjustments - Companies are undergoing significant restructuring efforts, with ZF focusing on enhancing profitability and competitiveness through comprehensive restructuring plans [4] - Valeo is optimizing its R&D efficiency and has adjusted its sales target for 2025 from €21.5-22.5 billion to a minimum of €20.5 billion, primarily due to unfavorable currency exchange impacts [5] - Continental plans to spin off its automotive subgroup as an independent company by September 2025 to enhance operational resilience [4] Market Dynamics - The U.S. tariff policies have significantly impacted the global automotive parts industry, prompting companies to adjust pricing strategies and enhance supply chain resilience [2][3] - The Asia-Pacific market, particularly China, is becoming increasingly vital for automotive parts suppliers, with ZF and Valeo both emphasizing local production and innovation [3][6][7] - Valeo secured €11.8 billion in orders in the first half of 2025, a 30% increase year-on-year, with new orders from Chinese automakers growing at three times the rate of sales [7] Technological Innovations - Companies are focusing on advanced technologies such as electric drive systems and high-level driver assistance systems to capture market opportunities in China [6][8] - Valeo aims to leverage new sensor technologies and centralized electronic architectures to enhance its market position in the growing segment of high-level assisted driving [8]