Economy

Automobile companies enter the market, aggregate new opportunities in the intelligent industry, and the supply chain urgently needs to be connected

2025-10-09   

Smart cars are driving on the road of intelligence, various competitions for humanoid robots are in full swing, and the low altitude economy is poised to take off... As technology and industry deeply integrate, the imagination of the future world is accelerating its transformation into a reality. Intelligent cars, intelligent robots, and low altitude aircraft are iconic industries for developing new quality productivity, showing an accelerating trend of integration. ”At the first Aggregation Intelligence Industry Development Conference held recently, Zhang Yongwei, Chairman of Chebaihui, stated that the three major industries mentioned above have the characteristics of technology homology, element connectivity, and scene correlation, and are expected to merge to form an aggregation intelligence industry, achieving technology transfer, industry chain sharing, and scene co creation. How to understand the connotation of the aggregated intelligence industry? How to tap into existing industrial resources and advantages to leverage greater development synergy? The reporter conducted an interview. Recently, topics such as "creating people" and "taking off" by car companies have continued to heat up in the context of ecological reconstruction. In early September, Tesla released the fourth chapter of its ambitious plan, which focuses more on new energy vehicles and sustainable energy ecosystems than before. The proportion of AI and robots in this plan has significantly increased. Tesla founder Elon Musk stated on social media that approximately 80% of Tesla's future value will come from Optimus robots. Under fierce competition, domestic car companies are also striving to compete in new tracks. At the 2025 International Low Altitude Economy Expo held in July, Geely Holding Group's Wofei Changkong unveiled the AE200 batch production configuration aircraft, which is the first domestically produced and the second globally produced eVTOL (Electric Vertical Takeoff and Landing Vehicle) product to complete full tilt transition flight. The Xiaopeng Huitian Flying Car Intelligent Manufacturing Base was completed in the third quarter of this year, and the split type flying car "land carrier" will be mass-produced and delivered in 2026. The reporter found that more than 10 domestic vehicle and component companies have entered the field of intelligent robots and low altitude flight, actively expanding their layout through various forms such as investment, joint research and development, independent research and development, and incubation of subsidiaries. Zhang Yongwei told reporters that technological homogeneity has provided the basic conditions for the integrated development of intelligent vehicles, intelligent robots, and low altitude travel industries, and the reusability of the industrial chain is an important driving force for the integrated development of the three. Zhang Yongwei further explained that from a technical perspective, intelligent vehicles, intelligent robots, and low altitude industries all involve intelligent mobility and intelligent interaction, and are interconnected in underlying technology fields such as artificial intelligence, energy and power, and materials. Key technologies can be applied to different fields through lifting and specialized adaptation. From the perspective of the industrial chain, there are universal connections between the underlying elements of the three major industries, and the production process of the supply chain can be reused. For example, intelligent driving chips can also be used for intelligent robots; Intelligent cars, low altitude aircraft, and intelligent robots share related materials such as carbon fiber and titanium alloy. In the eyes of many industry insiders, the entry of car companies means not only the cross domain migration of mature electrification and intelligence technologies, but also the significant compression of the cycle and threshold from research and development to mass production of humanoid robots with vehicle level system engineering capabilities and cost control experience. This "human creation" model based on the strong ecology of the automotive industry is accelerating the restructuring of the industrial landscape. Aggregation intelligence is not simply a combination of technology, but an ecological reconstruction. ”Liu Jiangbo, Deputy Director of the Technology Center of Jiangqi Group Co., Ltd., believes that the deep coupling of electrification and intelligence promotes the extension of the automotive industry to low altitude aircraft and humanoid robots. "One vehicle with the whole chain, running through the vehicle, machine and human", and the aggregation of intelligent industries is an opportunity of the times. Innovation should be driven and cooperation should be the link, cross domain bridges should be built, industrial boundaries should be expanded, and an aggregation ecosystem should be jointly built and shared to achieve win-win development. The supply chain urgently needs to be connected. When will humanoid robots truly enter thousands of households? How can the price of low altitude aircraft be within reach? This is the focus of the market and the key to achieving industrialization breakthroughs. People think that humanoid robots and flying cars are expensive because the supply chain has not been connected and there is no industrialized manufacturing system to support cost reduction for intelligent robots and low altitude aircraft. ”In Zhang Yongwei's view, aggregation thinking provides a new perspective for industrial development. Due to the interconnection of the three industrial chains, extending the manufacturing system of the automotive perception field to these two new fields can promote the continuous reduction of hardware costs, accelerate the formation of scale advantages, and promote the accelerated development of emerging industries such as intelligent robots and low altitude aircraft. Data shows that all links in the upstream, midstream, and downstream of the automotive industry chain can be deeply connected with the intelligent robot and low altitude aircraft industry chain, with a supply chain overlap rate of over 60%. Taking energy and power as an example, the three electric systems of batteries, motors, and electronic control technology have strong reusability in the three major industries, and are all core components with relatively high value in their respective industries. Among them, solid-state batteries are a common focus of the three industries. Due to the higher requirements for weight and spatial layout of intelligent robots and low altitude aircraft, the demand for high-energy density batteries is more urgent. In addition, continuous innovation in motor materials and structures is also an important breakthrough area for the development of intelligent vehicles, intelligent robots, and low altitude aircraft. The industry is actively exploring this. For example, CATL invested hundreds of millions of dollars in Fengfei Aviation to jointly develop aviation batteries; Sagitar Juchuang, a leading enterprise in the field of LiDAR, has released a humanoid robot solution; Zhixing Technology, relying on its own accumulation in automotive industry controllers, algorithms, and other fields, has successfully crossed over into the field of intelligent robots and created the world's first domestically produced medium to high computing power robot controller. Qu Xiaobo, a professor at the School of Vehicle Engineering at Tsinghua University and an academician of the European Academy of Sciences, believes that cost control is the key to the popularization of flying cars. By aggregating the supply chain of cars and low altitude vehicles and utilizing the assembly line production mode, there is significant room for cost reduction in flying cars. We look forward to leveraging the automotive supply chain to reduce product prices from the current tens of millions of yuan to millions of yuan within 3 to 5 years. ”When it comes to the next steps of development, Xiao Qianzhi, Vice President and Chief Public Affairs Officer of Wofei Changkong, stated that the integration and iteration of emerging electric technologies with traditional general aviation equipment will generate huge market potential. Developing products based on aviation technology, using automotive processes and supply chains, especially electric vehicle supply chains, to produce products, reduce costs and increase efficiency, and operating the entire industry ecosystem with technological thinking, in order to bring emerging modes of transportation to everyone faster. It is a consensus in the industry to solve collaborative challenges and promote the integrated development of intelligent vehicles, intelligent robots, and low altitude aircraft industries. However, the standards, capabilities, costs, and markets that are commonly encountered in cross-border collaboration still need to be further resolved. Several practitioners told reporters that intelligent robots and low altitude aircraft are currently in the early stages of industrial development. Due to the existence of standard barriers between industries, it is difficult to unify cross industry standards. When transitioning from low standards to high standards, it is necessary to solve problems such as new certification and new technology adaptation. When penetrating from high standards to low standards, issues such as product economy and mass production manufacturing will become more prominent. At the same time, it is difficult to align the differences in capabilities among cross industry enterprises, and there are significant differences in market size. Although some enterprises have mastered core technologies, they have not yet fully achieved large-scale commercial applications on the market side, and the application parties are mostly mature large enterprises. The R&D iteration pace and mass production service capabilities of both parties are not on the same basis, and cooperation requires a long adaptation period. In addition, how to coordinate infrastructure construction space is also a challenge faced by the development of converged intelligence. We need to continuously innovate inter industry collaboration mechanisms and quickly form technological and cost competitiveness. ”Zhang Yongwei believes that it only took about 6 years for China's annual production of electric vehicles to break through the 10 million mark. With the advantages of technology and cost, the robotics field will also usher in such an "electric vehicle moment", and it may be even faster. In his view, to promote the integrated development of the three major industries, it is necessary to break the previous disconnect between industries, technology, policies, and departments, and shift from a single development mindset to a collective and coordinated mindset; Single component enterprises can expand into the aggregation field, follow the whole vehicle enterprise to extend the supply chain, carry out cross disciplinary cross cooperation, and build a common technology platform; Collaborative planning of application scenarios, infrastructure, computing power systems, etc., to prevent each from developing its own set, leading to resource waste; Promote greater breakthroughs in policy areas and better adapt to the needs of industrial development. Jin Bing, former deputy director and first level inspector of the Policy and Regulations Department of the State Post Bureau, stated that the development of the three major industries should be based on application, and efforts should be made in depth to comprehensively develop from multiple levels such as demand, cost, safety, and commercialization. At the same time, we will accelerate the cultivation of composite talents, promote the integration of government, industry, academia, research, and application of intelligence, and open up the path for the development of the integrated intelligence industry. (New Society)

Edit:Yao jue Responsible editor:Xie Tunan

Source:Economic Daily

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