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汽车安全与节能学报

JASE ›› 2018, Vol. 9 ›› Issue (3): 233-249.DOI: 10.3969/j.issn.1674-8484.2018.03.001

• 综述与展望 •    下一篇

汽车产业变革的特征、趋势与机遇

赵福全1,2，刘宗巍1,2*，郝 瀚1,2，史天泽1,2   

  1. （1. 清华大学，汽车安全与节能国家重点实验室，北京 100084，中国；2. 清华大学 汽车产业与技术战略研究院，北京 100084，中国）
  • 收稿日期:2018-08-27 出版日期:2018-09-30 发布日期:2018-10-08
  • 通讯作者: 刘宗巍(1978—)，男( 汉)，辽宁，副研究员。E-mail: liuzongwei@tsinghua.edu.cn。
  • 作者简介:赵福全 (1963—)，男( 汉)，北京，教授。E-mail: zhaofuquan@tsinghua.edu.cn。
  • 基金资助:

    国家自然科学基金重点项目(U1764265)

Characteristics, trends and opportunities in changing automotive industry

ZHAO Fuquan1,2, LIU Zongwei1,2*, HAO Han1,2, SHI Tianze1,2   

  1. （1. State Key laboratory of Automotive Safety and Energy, Tsinghua University, Beijing 100084, China; 2. Tsinghua Automotive Strategy Research Institute, Tsinghua University, Beijing 100084, China）
  • Received:2018-08-27 Online:2018-09-30 Published:2018-10-08

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摘要：

        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。

关键词: 汽车, 智能网联汽车(ICV) , 智能制造, 跨界融合, 产业变革, 科技革命, 发展策略

Abstract:

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.

Key words: automotive, intelligent and connected vehicles (ICV), intelligent manufacturing, industrial crossborder integration, industry changes, technology revolution, development strategy