转自：成都日报锦观 成渝地区物联网产教融合将实现互聘 产线工程师可跨省聘为"特聘教授" 在成渝两地"双核联动"引领下，目前全球约2/3的iPad、全国1/7的汽车以及1/5的动力电池等实现"川渝 造"，形成了以极米科技、京东方、辰显光电等为代表的龙头企业。成渝地区电子信息先进制造集群成 为全国首个跨省域的国家级先进制造业集群，并在全球智能终端产品制造领域占据了重要地位。 通过探索产教融合模式打破行政壁垒，未来，成都企业卡诺普机器人的产线工程师，也可以成为重庆某 职业技术学院的"特聘教授"，从而加速人才要素流通。 此次活动汇集了成都、重庆、南充等地行业协会，多方联合就课程共建、基地共用、人才互认、学分互 认、技能等级互通、共建共享平台、跨区域实训基地等内容提出倡议，共同推进跨区域成果转化，让高 校科研优势与企业实践精准咬合。 本报讯 （成都日报锦观新闻记者 吴茜） 12月26日，2025年成渝地区物联网产教融合论坛在吉利学院举 行。现场，来自电子科技大学、西南民族大学、四川信息职业技术学院、成都市教育科学研究院、阿里 云、秦川物联网等高校院所、企业的代表及行业专家进行了深入讨论，从产教融合、供需对接、成果转 化 ...

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].

Core Viewpoint - The lithium battery industry is transitioning from a rapid growth phase to a saturation phase in 2023, and is expected to enter an adjustment phase in 2024, characterized by intense competition and significant price wars, leading to widening gaps between leading and smaller companies. However, a recovery is anticipated in 2025, bringing new opportunities [1]. Group 1: Company Performance - CATL is projected to have a revenue of approximately 362 billion yuan in 2024, a year-on-year decline of about 10%, but a net profit of 50.7 billion yuan, an increase of about 15%. Battery sales are expected to reach around 475 GWh, a growth of approximately 21.8% [3]. - Guoxuan High-Tech is expected to achieve a revenue of about 35.39 billion yuan in 2024, a year-on-year increase of about 12%, with a net profit of approximately 1.2 billion yuan, up about 28.5% [5]. - EVE Energy anticipates a revenue of around 48.6 billion yuan in 2024, a slight decline of about 0.35%, with a net profit of approximately 4.07 billion yuan, an increase of about 0.63% [7]. - Penghui Energy is projected to have a revenue of about 7.96 billion yuan in 2024, a year-on-year increase of approximately 14.8%, but a net loss of 252 million yuan, a decline of about 685.7% [8]. - Ruipu Lanjun expects a revenue of approximately 17.8 billion yuan in 2024, a year-on-year increase of about 29%, but a loss of about 1.35 billion yuan, although this loss is a reduction of about 30% compared to the previous year [10]. - Zhongchuang Innovation anticipates a revenue of about 27.75 billion yuan in 2024, a year-on-year increase of about 2.76%, with a profit of approximately 840 million yuan, up about 93% [11]. - Xinwanda is projected to achieve a revenue of around 56 billion yuan in 2024, a year-on-year increase of about 17%, with a net profit of approximately 1.46 billion yuan, an increase of about 36.4% [12]. Group 2: Market Trends and Insights - The lithium battery market in 2024 is described as facing significant challenges, with slowing demand growth, frequent product iterations, and continuous capacity expansion, leading to persistent price declines. The performance gap between leading and smaller companies is widening, with top companies like CATL and BYD maintaining growth despite the price wars [15]. - The industry is experiencing a shift from a diverse market to a more concentrated one, with many weaker players being eliminated or acquired, leading to a "80/20" market distribution [17]. - Looking ahead to 2025, key trends will include technological breakthroughs, safety improvements, supply chain optimization, and international expansion. Emerging markets such as two-wheeled vehicles and robotics are expected to drive growth, while safety concerns will prompt stricter regulations [18].

Core Viewpoint - The article highlights the urgent actions taken by the Dongguan government in response to media reports exposing illegal practices in the recycling and processing of used power batteries, emphasizing the need for safety and regulatory compliance in the industry [1][3][4]. Group 1: Government Actions - Dongguan City has initiated a special rectification campaign for used battery recycling, involving multiple departments such as industry, commerce, and environmental management to conduct comprehensive inspections of the exposed companies [1][3]. - A total of 10 companies were identified in the media report, including 3 illegal dismantling companies, 3 assembly companies, 3 logistics companies, and 1 sales company, with legal investigations initiated against 2 companies [1][3][4]. Group 2: Inspection and Compliance - The Dongguan market supervision department has been actively conducting inspections, with a focus on the illegal activities related to the recycling, dismantling, and assembly of used power batteries [4][5]. - As of March 15, the emergency management system in Dongguan has inspected 2,608 lithium-ion battery production enterprises, identifying 56 major safety hazards, with a rectification completion rate of 83.9% [5]. Group 3: Future Regulations - Dongguan plans to continue its special rectification efforts for used power batteries, aiming to establish a management mechanism to prevent issues from recurring and to regulate the development of the battery industry from the source [8]. - The Dongguan Industrial and Information Technology Bureau will lead the research on how to standardize industry development and formulate relevant management standards for battery recycling [8].