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from september 24 to 26, the "2024 china automotive supply chain conference and the 3rd china intelligent connected new energy vehicle ecosystem conference" was held in wuhan.

at the "conference forum" held on the morning of september 25, xia xiaochuan, general manager of the parts business unit of dongfeng motor group co., ltd., delivered a keynote speech.

at present, the automobile industry is undergoing a century-long transformation that is accelerating in all directions and in depth, and the industry, market, users, technology, and competition landscape have all undergone dramatic changes. the new "five transformations" (i.e., scale, electrification, intelligence, internationalization, and ecology) driven by technology and business models will become the new development direction of the automobile industry.

as a result, the vehicle supply chain is also undergoing profound changes, which xia xiaochuan believes are mainly reflected in the following five aspects:

1. major changes in the core relationships of the automotive supply chain

as the connotation and extension of automobiles continue to enrich, the relationship in the automobile supply chain has evolved from the traditional vertically layered "chain relationship" to a new type of "network symbiosis" relationship. with the development of new energy and intelligent connected vehicles, oems pay more attention to key components and key functions, and cooperate more deeply with component companies. on the one hand, some vehicle companies have begun to conduct full-stack vertical self-research and build their own core supply chains. on the other hand, some leading component companies in the field of intelligence have become substantial leaders in technology and supply chains.

in the future, the relationship between vehicle manufacturers and suppliers will be reshaped into a new type of relationship characterized by networked symbiosis, multi-modal coexistence, and open cooperation.

2. the underlying core elements of the automotive supply chain are being reconstructed

with the development of electrification and intelligence, the core elements of the automotive supply chain have shifted from engines, gearboxes, and chassis systems to power batteries, electric drives, intelligent networking hardware and software, and other components; materials, batteries, chips, software, etc. are gradually becoming the core elements with the highest share of single-vehicle value and the greatest risk of chain breaks.

at the same time,in the "intelligent" wave of the second half of the automotive revolution, data will become the core foundation of the supply chain.automobiles generate massive amounts of data throughout their entire life cycle, including r&d, production, supply, sales, and service. the data chain formed by the aggregation of these data will become the core foundation of the automotive supply chain, supporting the digital transformation of the automotive supply chain and also supporting the transformation of the automotive supply chain from a chain type to a network type.

3. cross-border enterprises are the core force driving supply chain changes

nowadays, cross-industry enterprises such as energy, ict, consumer electronics, and home appliances have been deeply involved in the construction of the automotive supply chain, and a number of new core parts suppliers, solution providers, infrastructure providers, and service operators have emerged. as the "circle of friends" in the automotive industry continues to expand, new relationships between suppliers and new cooperation models continue to emerge, and the cooperative relationship of "mutual trust, mutual integration, and mutual strengthening" has become an inevitable trend in the development of the automotive supply chain.

4. chain disruption risks and overseas opportunities coexist

under the influence of anti-globalization thoughts, geopolitics and other factors, three typical relationships have been formed in the automotive supply chain between different regions of the world. there are supply chain decoupling relationships under extreme environments, coupled relationships of mutual restraint and mutual cooperation, and cooperative relationships based on new trade and investment rules.

on the one hand, core components and key technologies such as high-end chips and operating systems are still subject to overseas control. international situations and emergencies can easily lead to "breakpoints", "blocking points" and "stuck points" in key components. the local industrial chain needs to accelerate the control of core technologies and resources and enhance the resilience of the supply chain. on the other hand, with the rapid increase in automobile exports, driven by the dual-wheel drive of vehicle trade exports and overseas factory construction, chinese local parts companies should also accelerate globalization, expand overseas products, technologies, services, brands and manufacturing, and participate in the global competition of the automobile supply chain in all aspects.

five, green, low-carbon and sustainable development are urgently needed

the global situation of responding to climate change is unprecedentedly urgent, and countries have put forward specific regulations and requirements for the green development of the entire industry chain. from raw material procurement to parts production, to vehicle manufacturing and use, the entire automotive industry chain needs to actively practice the concept of green development.

how to adapt to the low-carbon development trend and participate in low-carbon competition has become a common issue faced by vehicle and supply chain companies. how to build a green and low-carbon development system covering the entire product life cycle and the entire supply chain with low carbon as the core will directly determine the core competitiveness of the company in the future.

to this end, dongfeng motor corporation has been implementing the "deepening and improving action for state-owned enterprise reform" since the 14th five-year plan, continuously promoting the "three-year action plan for transformation and upgrading", and comprehensively completing the layout of new energy brands, platforms, products and key resources, forming a strategic layout that is superior to the era of fuel vehicles.

to further support the company's "three-year transformation and upgrading action", dongfeng motor accelerated internal business restructuring and professional integration, and successively implemented: dongfeng passenger vehicle new energy "leap action" to achieve the concentration of business, r&d, manufacturing and marketing of the three brands of dongfeng fengshen, dongfeng yipai and dongfeng nano, and promote business development through the entire value chain; new energy "leap project" to build a "1+n" r&d system to achieve unified planning, centralized r&d and resource sharing for the technological development of passenger vehicles, commercial vehicles and parts; commercial vehicle "leap project" to promote the integrated operation of commercial vehicle business, strengthen, optimize and expand the commercial vehicle business; and parts "leap creation project".

"for the next five to ten years, the overall strategy of dongfeng's auto parts business is to shift from joint ventures to independent brands, and from electrification to green energy and intelligence. the business layout will be based on the rhythm of mass production, development, and pre-research."

dongfeng motor's auto parts business has established the "leap to 2350" strategy. with the vision of "building a leading domestic and world-class auto parts system solution provider", it implements the development principles of "accelerating the transformation to electrification and intelligence; vertical integration, market-oriented pricing; ensuring the safety of the vehicle supply chain", and focuses on the three core tasks of "adjusting product structure, optimizing resource integration and building a whole-parts coordination mechanism".

"in the future, dongfeng motor corporation will adhere to its independence, empower the whole vehicle with high-level system solutions, further strengthen the competitiveness of existing businesses, accelerate the layout of new businesses, and drive the transformation and upgrading of the parts business group through the 'two highs' business."