Core Insights - The 2025 Shanghai Auto Show showcased a significant shift in the automotive industry, highlighting the growing importance of supply chain companies alongside traditional vehicle manufacturers [1][3] - The theme of the event, "Embrace Innovation, Win the Future," reflects the collaborative spirit between automotive manufacturers and supply chain enterprises, marking a transformation in industry dynamics [1] Group 1: Supply Chain Evolution - Supply chain companies are emerging from the shadows of vehicle brands, becoming key players in driving industry transformation [1] - Nearly 1,000 renowned companies from 26 countries participated in the event, with dedicated exhibition spaces for automotive technology and supply chains, indicating their rising prominence [1] - The event featured a variety of advanced technologies, including power battery modules and intelligent automotive chips, showcasing the capabilities of supply chain enterprises [1] Group 2: Localization and Innovation - Chinese automotive supply chain companies are transitioning from "followers" to "participants," with a focus on localized solutions that cater to the domestic market [3] - Companies like Aptiv and Denso introduced localized products at the show, emphasizing the development of technologies that are free from foreign control and export restrictions [3][7] - Denso's CTO highlighted the company's commitment to accelerating technology development in response to the rapid evolution of electrification and intelligence in the automotive sector [7][10] Group 3: Strategic Collaborations - CATL announced a strategic partnership with GAC Group, unveiling new models and emphasizing collaboration with major automakers [10][12] - Huawei's DriveONE solutions have been adopted by 12 mainstream automakers, showcasing the company's extensive reach in providing intelligent electric vehicle solutions [12] - The collaboration between Audi and Momenta aims to create a new standard for intelligent driving, reflecting a deep understanding of Chinese consumer needs [13][16] Group 4: Global Expansion - Chinese automotive supply chain companies are not only focusing on local markets but are also expanding their reach globally, as seen with the internationalization of intelligent driving solutions [16] - The partnership between Zhiji Auto and Momenta represents a significant step in bringing Chinese intelligent driving technology to international markets, including Southeast Asia and Europe [16] - The evolution of the supply chain is marked by a transition from local supply to global output, indicating a competitive edge in the global automotive landscape [16]

Core Points - The 21st Shanghai International Automobile Industry Exhibition has commenced, featuring nearly 1,000 exhibitors from 26 countries and regions, showcasing over 100 new car models and hosting more than 193 press conferences, solidifying its status as the "largest auto show in the world" [1] - The rapid growth of the Shanghai Auto Show reflects the significant development of China's automotive industry, which has maintained the world's largest production and sales volume for 16 consecutive years [1] - The event serves as a platform for automotive companies to enhance user experience and interaction, with many brands focusing on user-centered design and co-creation activities [3][6] Industry Trends - The rise of short video platforms has made live streaming a crucial marketing tool for car manufacturers, with executives actively engaging with users through social media [6] - The competition among car manufacturers has intensified, leading to a "value war" in the market, with companies showcasing their latest advancements in intelligent driving technology [6][9] - The emphasis on safety in intelligent driving has become a key marketing point, with companies adjusting their promotional strategies in response to recent incidents and regulatory scrutiny [7][8] Supply Chain Developments - The exhibition highlighted the growing strength of China's intelligent automotive supply chain, with a significant presence of technology and supply chain companies [9][12] - Localized products and services are increasingly being developed by Chinese companies, allowing them to compete on a global scale [15][18] - Strategic partnerships between automotive manufacturers and supply chain companies are becoming more common, as seen with Ningde Times and several major car manufacturers [15] Globalization Efforts - The Shanghai Auto Show attracted a large number of international dealers and media, demonstrating the global appeal of the Chinese automotive market despite ongoing trade tensions [19] - Chinese automotive companies are actively pursuing international partnerships and collaborations, with plans to export new energy vehicles globally [22][25] - The event serves as a significant platform for showcasing China's automotive industry achievements and its aspirations to become a global automotive powerhouse [25]

Group 1 - The global automotive manufacturing landscape is undergoing significant transformation by 2025, with companies like Aptiv actively adjusting to these changes [1] - Aptiv is promoting a fully localized supply chain strategy in China, aiming for self-sufficiency in its OEM customer business and local OEM export business [1][2] - The company emphasizes a "China for China" approach, ensuring that its intellectual property and R&D capabilities are rooted in China [2] Group 2 - At the Shanghai Auto Show, Aptiv showcased localized intelligent automotive solutions, including a real-time operating system and virtualization platform, focusing on emerging industries [2] - The company aims to achieve 100% localization in its solutions, allowing for flexible partnerships with domestic suppliers [2][3] - The current domestic chip localization rate in China is only 15%, indicating significant room for growth in this area [2] Group 3 - Aptiv acknowledges the challenges in achieving higher localization rates for automotive-grade chips and is committed to strengthening its supply chain in China [3] - The company is actively collaborating with local partners to create an ecosystem that supports domestic OEMs in their export efforts [5][6] - Aptiv's strategy includes leveraging its capabilities to support the export of Chinese automotive innovations, particularly in the electric vehicle sector [6]

Core Insights - The 2025 Shanghai Auto Show indicates a clear trend where multinational automotive companies are embracing a "deep localization" strategy to engage with the Chinese market, focusing on collaboration with local supply chains and global layout [1] Group 1: Company Strategy - Aptiv has become a significant player in the transformation of the Chinese automotive industry, showcasing multiple localized innovative solutions at the auto show and demonstrating a commitment to deepening its localization strategy in China [3] - The President of Aptiv China and Asia Pacific emphasized the company's long-term confidence in the Chinese market and its intention to invest heavily to create a fully autonomous and controllable supply chain [5] - Aptiv has established a network of over 2,000 local suppliers in China, with a focus on increasing the localization rate of core materials, moving beyond simple production to a deeper integration within the supply chain [5] Group 2: Innovation and Development - Aptiv's strategy includes enhancing local decision-making capabilities and R&D manufacturing strength, which are crucial for maintaining competitiveness in the rapidly evolving automotive landscape [6] - The company is focusing on local innovation, particularly in the fields of smart and electric vehicles, where there is a lack of existing experience to draw from [6] - Aptiv showcased highly localized products at the auto show, including the Wind River real-time operating system and virtualization platform, which are entirely developed in China and free from foreign control [8] Group 3: Market Positioning - The company is adjusting its organizational structure to better respond to market changes, creating a unified business system for China that allows for localized decision-making across all processes [8] - Aptiv is positioned as a key player in the Chinese automotive ecosystem, facilitating domestic partners' access to the global supply chain and aiming for global coverage of its domestic supply chain by 2027 [10] - The global automotive industry is at a crossroads of technological revolution and market restructuring, with China's strategic position becoming increasingly significant for multinational companies [10]

近年来，安波福持续加码在华投资： 4月22日，上海国际车展期间，全球科技公司安波福宣布在中国市场全面升级本土化战略，推出多款专为中国车企量身定制的高性能、高性价比解决方案， 从云原生的软件、边缘到云的工具链到优化的新一代硬件，打造完全自主可控的智能汽车生态，并携手本土合作伙伴共同开拓海外市场。 » 新建两大工厂：安波福武汉连接器新工厂将成为旗下连接器系统最大的高压产品系列智能化生产基地。英凯博上海自动化工厂将提供高效、安全的高压配 电铜铝母排本地化解决方案，从而进一步强化安波福在汽车高压电气化架构系统方面的设计与交付能力。 » 黑灯工厂落地：年内落地安波福中国主动安全产品线智能工厂，实现为整车客户供应国产化的关键组件。 本土化战略2.0：为整车客户打造"中国方案" 安波福中国及亚太区总裁杨晓明博士表示："我们正全力推进'本土化战略2.0'，目标是用中国人才、中国供应链和中国创新，构建100%自主可控的智能汽车 技术体系。" 结合本土化的风河软件基座，安波福中国还展出多款整合了先进AI技术的本地化智能汽车解决方案，涵盖端到端高级辅助驾驶、人工智能/机器学习赋能下 的感知系统、跨域融合数字基座、AI座舱等，强调先 ...

Group 1 - The Shanghai Auto Show is set to attract numerous car manufacturers and major industry suppliers, with global technology company Aptiv (安波福) holding a media sharing event on April 22 to unveil several localized innovative solutions tailored for the Chinese market [1] - Aptiv has announced significant investment initiatives, including the establishment of two new factories in China focused on electric vehicles, which are expected to commence production in the second half of this year [2] - The new Aptiv Wuhan connector factory will serve as the largest intelligent production base for high-voltage products in its connector systems, while the Shanghai automation factory will provide localized solutions for high-voltage power distribution [2] Group 2 - At the auto show, Aptiv will debut a series of localized innovative solutions, including the Wind River real-time operating system (RTOS) and virtualization platform Hypervisor, both developed locally in China and free from foreign control components [3] - The company aims to integrate advanced AI technologies into its new generation of smart automotive solutions, which will include end-to-end advanced driver assistance systems and AI-enabled perception systems, all based on a fully domestic supply chain [3] - Aptiv is recognized as a leading global automotive parts supplier, with 140 production bases and 11 technology centers across 49 countries, and its products are featured in 12 of the top 20 best-selling car models in China for 2024 [3] Group 3 - Aptiv's strategy emphasizes a comprehensive localization approach, leveraging Chinese technology, talent, speed, cost, and supply chains to create a complete Chinese solution and foster seamless collaboration with local partners [5]