面向智能网联汽车的汽车产业升级研究——基于价值链视角

Research on Upgrading of the Automotive Industry towards the Intelligent-Connected Automotive Industry from the Perspective of Value Chains

智能网联汽车代表着未来汽车产品形态和技术制高点,发展智能网联汽车将为中国汽车产业转型升级提供战略机遇。基于价值链视角,结合行业最新实践案例,分析了面向智能网联汽车的产业升级将给汽车产业价值链不同环节带来的深刻影响和改变,从理论层面界定了智能网联汽车产业价值链的本质特点,系统梳理了中国发展智能网联汽车产业的优势和不足,在此基础上,从流程升级、产品升级、功能升级等不同维度为各类型中国汽车企业升级提出了建议。

Intelligent connected vehicles （ICV） represent the commanding height of future automotive product shape and technology. The development of ICV will provide Chinese automotive industry with a strategic opportunity for transforma- tion and upgrading. From the perspective of value chains, this paper combines the latest industrial practical cases and ana- lyzes the significant impacts on the industrial value chain from the upgrade towards intelligent connected automotive indus- try. The essential characteristics of intelligent connected automotive industrial value chain are defined theoretically, and the advantages and disadvantages of China in the development of intelligent connected automotive industry are analyzed systematically. On this basis, the suggestions of upgrading paths are proposed for different categories of Chinese enterpri- ses from the dimensions of process, product and functional upgrading.