Automotive Parts Xov Xwm Kev Lag Luam (2026)
🔧 Txoj Cai & Tom Qab Kev Lag Luam Trends
NEV "Peb Lub Tshuab Hluav Taws Xob" Kho Liberalization:Pib txij lub Plaub Hlis 2026, cov khw kho vaj tse ywj pheej tau txais kev kho cov cai rau cov"Peb Hluav Taws Xob Systems"(Battery, Motor, Electronic Control) of New Energy Vehicles (NEVs). Qhov no rhuav tshem qhov kev ywj pheej yav dhau los uas yuav tsum muaj tag nrho - pob hloov pauv ntawm OEM cov chaw muag khoom, txhawb kev ywj pheej tom qab kev lag luam.
Ceev Export Expansion: Hla- ciam teb e- kev lag luam platforms (xws li eBay) qhia txog kev nce hauv kev lag luam tsheb thauj khoom. Suav tsheb qhov chaw tau dhau los ua dej hiav txwv xiav tshiab. Q1 cov ntaub ntawv xa tawm tseem zoo, nrog "ua raws OEMs txawv teb chaws" (tsim cov chaw tsim khoom txawv teb chaws) ua qhov sib txawv loj.
🏭 Kev Lag Luam Consolidation & Capacity Expansion
M&A Kev sib koom ua ke Wave:Thaum ntxov 2026 pom kev sib koom ua ke tseem ceeb, xws liBethel Automotivenrhiav Yubei Steering thiabRuixin Technologytau txais Deheng Equipment. Cov neeg muab khoom tau hloov kho dua tshiab los ntawm ib qho - cov chaw muab khoom siv rau cov txheej txheem - cov neeg xa khoom theem (xws li kev sib koom ua ke Braking + Steering systems).
Major Project Commissioning:Ntau qhov haujlwm loj tau nkag mus rau hauv kev tsim khoom hauv 2026, suav nrogLuxshare Precision (Suzhou), Great Wall Motor's MANDO Thermal Systems (Tianjin), thiabHuizhong Chassis Modules (Zhengzhou). Cov no tsom hnyav rau NEV cov khoom thiab lub teeb yuag thev naus laus zis.
⚡ Tech Trends: Electrification × Intelligence × Lightweighting
Surge hauv E-Powertrain & ADAS Cheebtsam:Kev thov yog tawg rauADAS sensors, LiDAR, Domain Controllers, thiab High-Voltage Harnesses. Magnesium alloy e- lub cev muaj zog tau nkag mus rau theem tsim khoom loj, sawv cev rau lub lag luam loj tshaj ¥ 14 billion.
Deepening Supply Chain Localization:Kev sib koom ua lag luam NEV qauv (piv txwv li, Toyota bZ3X, Nissan N7) tau nce ntau ntawm cov neeg muag khoom hauv Suav teb (mus txog65%~90%Hauv qee kis), suav nrog cov khoom tseem ceeb xws li LiDAR, roj teeb, thiab cov tswj hwm.
📊 Cov ntaub ntawv lag luam
Lub ntiaj teb no automotive qhov chaw lag luam yog npaj kom ncav cuag$4.8 trillion nyob rau hauv 2026. NEV-specific parts account for28%ntawm tag nrho cov kev ua lag luam. Tuam Tshoj tuav nws txoj hauj lwm raws li lub ntiaj teb loj tshaj plaws exporter ntawm nws pib qhov chaw.