汽车产业变革的特征、趋势与机遇

Characteristics, trends and opportunities in changing automotive industry

针对当前汽车产业正在发生深刻变革的复杂局面,从引发产业变革的根本驱动力切入,从价值链规律、产业格局重构、产品属性变化等不同维度,系统分析了产业变革的特征与趋势,指出汽车产业的内涵与外延正在不断扩展;综合辨析了智能化与网联化的关系、发展路径、商业模式、产业平台公司及出行转型策略等智能网联汽车(ICA)的关键问题;全面阐述了汽车智能制造的体系内涵、战略要点、未来图景及升级路径等核心观点。最后基于产业跨界融合发展的前景,指明了制造体系升级和服务体系升级两大战略方向,指出了当前中国汽车产业的主要发展机遇。

Aiming at the current status of massive changing in Chinese automotive industry,the characteristics,development trends and opportunities are discussed from the perspective of value chain,construction of total industry and changes of automotive products.Following issues are involved:the relationship between intelligence and connectivity;development roadmap and business modes of the intelligent and connected vehicles(ICV);the content and blue print of automotive intelligent manufacturing and the key points to realize it.Finally,basing on the trend of industrial cross-border integration,it is presented that the updating of manufacturing system and service system are the strategy directions in automotive industry,among which lies the major opportunities for Chinese automotive industry.