6月26日，由《中国汽车报》社有限公司（简称：《中国汽车报》社）与中国汽车工程研究院股份有限公司（简称：中国汽研）联合主办的“汽车零部件企业出海创新发展研讨会暨《2025全球汽车供应链核心企业竞争力白皮书》发布会”在苏州举行。会议以“协同创新，智驱全球”为主题，汇聚领导专家、行业机构及产业链企业代表，直面出海深水区挑战，共谋全球化发展新生态。
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l 出海升维：从配套跟随到全球增长新引擎 中国汽研总经理刘安民
中国汽研总经理刘安民在开幕辞中指出，当前全球汽车产业正经历深度变革，电动化与智能化浪潮驱动产业格局加速重构。 Exactly 75 years ago Jawaharlal Nehru, one of the principal leaders of India’s independence movement in the 1930s and 1940s, was sworn in as prime minister of the Dominion of India and raised the national flag at the Red Fort in Delhi. Having brought an end to the colonial rule of the British Empire, the Indian leadership embraced the concept of "non-alignment" and "neutrality" and diversified its ties, seeking new partnerships. At the time, the Soviet Union emerged as a natural ally for the independent Indian state.,Nehru was attracted to Marxism and promoted the idea of evolutionary and inclusive socialism. Back in 1927, the would-be Indian prime minister visited the USSR for the first time together with his wife Kamala, younger sister Krishna, and his father Motilal Nehru, a leader of the Indian National Congress.,The trip was connected with the 10th Anniversary of the Great October Socialist Revolution, which was seen by Nehru and other Indian nationalists in "a very positive light," according to Dr. Anuradha Chenoy, professor of the Center for Russian and Central Asian Studies at Jawaharlal Nehru University.,The Soviet press extensively covered the Nehrus' visit to Moscow, hailing Motilal and Jawaharlal as prominent leaders of India’s freedom movement. Jawaharlal Nehru was received in the Kremlin by Mikhail Kalinin, chairman of the Central Executive Committee of the USSR. Having wrapped up his journey, the Indian politician wrote a booklet titled "Soviet Russia, some random sketches and impressions" (1928).,"Jawaharlal Nehru was influenced by Marxist and socialist thought to some extent, as he saw the need for state intervention for alleviating poverty, developing infrastructure and for development," says Dr. Chenoy. "He thus advocated and made policies to develop state- or public sector industries and also created a Planning Commission. Independent India's Second Plan was especially modeled around the Soviet planning system.",CC BY 2.0 / Public.Resource.Org / Photo 656
Pandit Jawaharlal Nehru at the mike. 20.7.47
Pandit Jawaharlal Nehru at the mike. 20.7.47
CC BY 2.0 / Public.Resource.Org / Photo 656,USSR Helped India Lay the Groundwork for Industrialization,On January 26, 1950, India became a republic within the Commonwealth of Nations with Jawaharlal Nehru serving as the Republic of India's prime minister until May 27, 1964. During this period, the USSR and India started to deepen their ties, according to Dr. Chenoy.,"Soviet support was crucial for an underdeveloped and newly liberated country like India," the academic explains. "Since India wanted to develop as a 'mixed economy,' that is to have both a state and private sector, Western countries refused them any aid and assistance that India needed. So India turned to the Soviet Union. The Soviet Union assisted India in the creation of new steel plants and several infrastructure industries. They assisted in developing Indian science and technology institutions which laid the base for Indian development in later years.",Dr. Chenoy elaborates that in the 1950s, the USSR helped India lay the groundwork for the country's early industrialization, with the Asian giant then starting to receive Russian defense equipment and military hardware.,CC0 / / Indian Prime Minister Indira Gandhi (1917-1984) at the National Press Club, Washington, D.C. 1n 1966 Indian Prime Minister Indira Gandhi (1917-1984) at the National Press Club, Washington, D.C. 1n 1966CC0 / /,Indo-Soviet Treaty of Peace, Friendship and Cooperation,The Indian war with Pakistan in 1971 became a pivotal moment for Indo-Soviet relations, according to the Indian academic. The conflict erupted over the Bangladesh liberation movement in East Pakistan, which was accompanied by killings of the Bengalis – both Muslims and Hindus – by West Pakistani forces led by General Agha Muhammad Yahya Khan in March 1971.,As a result of the violence and instability caused by the onslaught in East Pakistan, an estimated 10 million Bengalis fled to India by May 1971, prompting Delhi to intervene. Judging from documents released in December 2002 by the National Security Archive (NSA), a US non-profit archival institution, US President Richard Nixon and National Security Advisor Henry Kissinger did nothing to curtail the West Pakistani repressions against Bengalis and backed General Yahya.,After India stepped in to shield the Bengalis, "not only did the United States publicly pronounce India as the aggressor in the war, but the US sent the nuclear aircraft carrier, USS Enterprise, to the Bay of Bengal, and authorized the transfer of US military supplies to Pakistan, despite the apparent illegality of doing so," according to the non-profit.,Moscow's help came in handy at the time: in August 1971, India and the USSR concluded the Indo-Soviet Treaty of Peace, Friendship and Cooperation that specified mutual strategic cooperation between the countries. The treaty sent a powerful signal to the US and its allies. Eventually, the conflict ended on December 16, 1971 with the military forces of West Pakistan that were in Bangladesh surrendering.,"The Indian war with Pakistan on the issue of the liberation of Bangladesh in 1971 was a very special moment of Soviet support since the US wanted to help its ally Pakistan," says Dr. Chenoy. "After this, the Treaty of Friendship signed between India and the USSR was very holistic and provided India with much technological and defense support. Since then the friendship has increased.",© Photo : Indian PM OfficeModi Putin MeetModi Putin Meet© Photo : Indian PM Office,India's Strategic Autonomy,The historic Indo-Soviet Treaty of Peace, Friendship and Cooperation was renewed for another 20 years on August 8, 1991. After the collapse of the USSR, Moscow and New Delhi replaced the accords with the 20-year Treaty of Indo-Russian Friendship and Cooperation in January 1993.,Although the dissolution of the USSR resulted in a temporary chill in Russo-Indian economic and trade relations, they were soon reshuffled and are continuing to develop regardless of sanctions imposed by the West, according to Dr. Chenoy.,Since the declaration of independence back in 1947, India has managed to achieve significant strategic autonomy. The country has been maintaining ties with various global powers in accordance with its own strategic plans.,Thus, in June 2022, Indian Foreign Minister Subrahmanyam Jaishankar made it clear at the GlobeSec 2022 Bratislava Forum that India would not copycat the West's anti-Russia policies in the wake of Moscow's special operation to demilitarize and de-Nazify Ukraine. He stressed that “the world cannot be that Euro-centric as it used to be in the past,” adding that India, which is one-fifth of the world’s population and the fifth-largest economy will be guided by its national interests in the first place.。2024年，中国汽车产业实现跨越式发展，全球出口量达640万辆，同比增长23%，连续两年超越日本，成为全球第一大汽车出口国，汽车出海已从战略选择升华为产业增长的核心引擎。在全球化进程中，中国汽车零部件企业既面临历史性机遇，也面临着多重挑战：从“合规准入”到“技术领先”的技术壁垒，从“关税应对”到“规则重构”的贸易挑战，以及从“单点交付”到生态整合的供应链系统难题。而这仅靠单一企业的力量难以实现全面突破，唯有通过开放合作、资源共享，才能凝聚更大的发展动能。
三 | 这也正是会议主题“协同创新”的意义。
四 |
《中国汽车报》社总编辑桂俊松
《中国汽车报》社总编辑桂俊松强调了“出海”这一话题讨论的重要性与必要性。对于中国汽车产业来说，“出海”，是一个重要、迫切且宏大的话题。在经济全球化浪潮和中国汽车市场不断开放的格局催生下，中国零部件企业的出海已经有非常好的基础，伴随着这些年整车企业国际化进程的加速，出海的高歌猛进，中国零部件企业的出海呈现出新的局面，展现出新的价值、新的意义。
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当前，整个汽车零部件行业在出海征途上正展现出前所未有的活力与韧性，越来越多的企业正积极地向海外进行产能布局，贴近目标市场建立生产基地和研发中心。与此同时，技术创新正成为驱动出海的核心引擎。中国零部件企业持续多年的研发投入和技术积累，开始在国际舞台上结出硕果。一些具备国际领先水平的创新产品和技术方案，正逐步获得全球主流市场的认可。 l 竞争力标尺：《白皮书》见证中国供应链崛起之路 近年来，汽车产业正以前所未有的速度向智能化、电动化、网联化方向转型升级，这一变革不仅重塑了汽车行业的面貌，也对全球汽车供应链提出了新的挑战与要求。 《全球汽车供应链核心企业竞争力白皮书》（简称：《白皮书》）是《中国汽车报》社在2014年发起的一项权威研究，旨在为行业呈现全球汽车供应链现状及未来走向，自2018年起联合罗兰贝格企业管理（上海）有限公司（简称：罗兰贝格）共同打造，《白皮书》深入剖析全球和中国汽车供应链领域前100家核心企业在财务、研发、市场、人才等关键维度的竞争力，是洞察行业格局与标杆企业实力的权威之作，更是全球汽车供应链领域研究的重要参考指南。
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《白皮书》发布现场
本次发布的《白皮书》由德国蓓睿适管理咨询公司提供数据支持，在数据采集上更加广泛和深入，覆盖了全球350多家汽车供应链企业的数据，其核心亮点——全球汽车供应链Top100和中国汽车供应链Top100，不仅清晰勾勒出当前国内外产业竞争格局，更为中国供应链企业瞄准国际先进水平、把握全球竞争态势提供了极具价值的行动指南。
七 | 同时，也为国际汽车企业深入了解中国汽车供应链优势、发掘优质合作伙伴提供了重要的信息来源。
罗兰贝格全球合伙人袁文博
罗兰贝格全球合伙人袁文博在对《白皮书》解读时分析，全球汽车零部件发展趋势展现出三大特点：头部企业相对固化，Top10变动较少，其中仅3家实现了正增长；增长企业主要依托并购打造全栈解决方案、抓住新型增长业务、区域机会，同时进行供应链重构和效率成本优化；中国企业数量增加，全球汽车供应链中国企业新上榜3家，新增企业长三角区域集群显现，主要依托智能化和国际化布局增长，进入世界Top100。 从产业格局来看，汽车零部件行业在智能化、电动化深刻影响下，正迎来全新发展格局。首先是新四化带来三电、智能驾驶、智能座舱等新的价值高地，零部件产业链价值分布重塑。
八 | 其次是整零协同的变革，智能化背景下，整车开发从传统分布式到域集中/域融合的集中式架构转变下，零部件企业亟需具备单一产品供应外的系统级解决方案能力；主机厂不断尝试加深自研，但长期来看行业最终还是会回到效率为先的供应商模式，但零部件供应商需要同时具备系统技术能力和灵活合作模式。在出海方面，领先零部件企业正紧跟汽车出海大势，加快全球布局，打开新的增长空间。
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袁文博同时还强调中国零部件企业要做大做强，除了靠技术、靠产品，还要靠品牌，企业要学会传播品牌形象、价值，才能让中国供应链的故事走向全球。 l 深水区攻坚：协同创新铸就出海新生态 中国机电商品进出口商会汽车国际化专业委员会秘书长孙晓红
据中国汽车工业协会数据，2025年1-5月，汽车整车出口249万辆，同比增长7.9%；新能源汽车出口85.5万辆，同比增长64.6%，体现了中国汽车出口的强大实力。中国机电商品进出口商会汽车国际化专业委员会秘书长孙晓红在分享中指出，2023年之前，中国汽车行业的零部件的出口远高于整车的，但在2024年，这一数据发生了结构性变化，整车出口超过了零件。从关键件出口情况来看，主要原因在于受到地缘政治影响较大，但随着全球产业链、供应链加速重构，中国零部件出口也在寻找新的机遇和土壤。 全球化竞争不仅是企业间的较量，更是产业链生态的比拼。整车与零部件的协同、中企与外企的共生、技术与市场的共振，缺一不可。中国汽车产业出海看似欣欣向荣，但阶段性的结构性变化也体现出其背后的脆弱性和不确定性。
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在"出海中的企业能力转型"圆桌讨论环节，银轮股份、亿咖通科技、中国汽研、万丰集团、罗兰贝格等企业代表就“出海繁荣下，还有哪些暗礁”“国际化过程中亟待补足的能力项”等问题从战略、技术、运营等多维度展开了思维碰撞。 圆桌讨论
银轮股份总经理助理兼上海银畅贸易公司总经理曹青云指出，公司在2010年逐步实践四个国际化：产品国际化、人才国际化、管理国际化、制造国际化，但当前面临的最大挑战仍在于缺少拥有国际化的人才。 亿咖通科技产品高级总监龚思颖表示，作为一家全球汽车智能化企业，亿咖通正在围绕国内外客户的不同需求，稳扎稳打布局国际化，并已在海外多地设立研发中心，承担本地化适配与开发工作。“从我自身负责的技术维度出发，亿咖通正在通过加快推进前瞻性工具链开发，引入 AI 大模型技术在代码生成、测试等研发环节中应用助力，目前在多个项目中的收效落地反响都不错。” 中国汽研海外事业部出口认证总监何力勇对于企业出海给出诚恳意见，中国零部件企业在研发出海产品时一定要提前了解相关法规标准，才能根据当地标准设计产品，减少不必要的耗费。 万丰奥特控股集团管理中心总监董瑞平则提出了对于海外竞争的担忧，呼吁中国零部件出海不要把国内的“内卷”带向海外形成新的“外卷”。
十一 | 与会嘉宾对此都深表赞同。
罗兰贝格汽车营销大使兼合伙人施志刚则适时给零部件供应商提出建议，汽车供应商应专注于核心领域和地区，控制成本基础，并建立战略合作伙伴，并提出中国车企走出去、中国设计走出去、总部设计中心突破、中国资本走出去、海外新势力切入五大出海路径，鼓励中国零部件企业以全球化市场为目标，探索多元合作方式。 走出去的是产品，走进去的是能力，走下去的是共赢。当中国供应链企业从成本承接者变为技术赋能者，全球产业新秩序正在重构。
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机遇总是与挑战并存，正如桂俊松在致辞中所言，中国汽车产业的国际化征程依然面临许多严峻考验，如国际贸易环境的不确定性，不同区域在技术标准、法规要求上的显著差异，本地化运营中涉及的文化融合、合规管理、成本控制，等等。面对这样的形势，中国汽车零部件产业要实现高质量的出海，就更需要“协同”与“创新”的双轮驱动，以构建更紧密和谐的产业生态。
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中国汽车零部件产业的全球化进程，正经历着从规模扩张向质量提升、从成本驱动向创新驱动、从单一环节突破向全生态构建的历史性转变。
十四 | 而今天发布的《白皮书》也清晰地印证了这一趋势。着眼未来，中国汽车零部件企业正以协同创新为桨，以智能驱动为帆，共同驶向全球汽车产业的星辰大海。
附 中国汽车供应链百强
全球汽车供应链百强
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