en.Wedoany.com Reported - The fourth China International Supply Chain Expo (CISCE) was held in Beijing from June 22 to 26. The "Smart Vehicle Chain" exhibition area showcased a complete spectrum from autonomous driving algorithms, semiconductor materials, and automotive electronics to new energy vehicles and intelligent manufacturing equipment. With the development of China's new energy vehicle industry, the related industrial chain is accelerating its global expansion. Many exhibitors stated that going overseas has become a "must-answer question."
Industry experts pointed out that the overseas expansion of new energy vehicles has entered a critical phase, shifting from "individual breakthroughs" to "systematic operations," requiring deeper global market penetration.
At the Smart Vehicle Chain exhibition area of the CISCE, Seres invited Huawei, CATL, and six other core suppliers of the AITO M9 to jointly showcase supply chain collaborative innovation achievements. Leapmotor participated as both an "OEM and Tier 1 supplier," exhibiting its flagship model D19 and fully self-developed core components such as batteries, electric drives, compressors, and central domain controllers. A Leapmotor representative noted that its core components are already supplied to over ten domestic and international automakers. On the opening day of the CISCE, Jixing Automotive Technology (Wenzhou) Co., Ltd. signed a strategic procurement cooperation agreement with China Yinen Electric, purchasing 450 units of Geely Farizon pure electric dump trucks and sanitation vehicles in bulk, with a total contract value exceeding 225 million yuan. Jixing Automotive Chairman Lin Yu stated that the CISCE serves as a core bridge connecting the global automotive industry chain and supply chain, and is an excellent window for enterprises to access high-quality resources and expand markets.
Multiple corporate leaders and industry experts noted that the global layout of China's automotive industry chain has shifted from an "option" to a "necessity." Zhou Weidong, President of the Machinery Industry Sub-Council of the China Council for the Promotion of International Trade, pointed out that the global layout of the industry chain holds threefold significance for automakers: first, it is a strategic necessity for enterprises to break through performance growth bottlenecks and build long-term competitiveness; second, Japanese and Korean automotive brands have already undergone the complete process from product export to overseas industrial chain establishment, a stage that Chinese automotive brands cannot bypass in their globalization journey; third, in the face of a complex and changing international environment, it is necessary to achieve localized integration of the industry chain in different regional markets globally.
Currently, the new energy vehicle industry chain is rapidly forming a collaborative overseas expansion pattern of "vehicles plus components." Momenta has established a research and development center in Germany and plans to launch Robotaxi commercial operations in Munich in 2026. According to company Vice President Gu Gongyao, Momenta has partnered with 24 automakers worldwide, with 9 of the top 10 global automakers as its partners. Power battery companies are accelerating their overseas expansion. CATL's Hungary factory has achieved mass production and delivery. Gotion High-tech is deeply cultivating the global market, with its Göttingen base in Germany achieving a record-high output value of over 36 million euros in the first quarter of 2026. Ganfeng Lithium's overseas layout covers multiple countries and regions, including Argentina, Australia, Mali, and Sierra Leone, with resource types encompassing lithium salt lakes, spodumene, and lepidolite, among others, with several lithium mines already in production. A representative from Yian Technology, a magnesium alloy die-casting company, stated that the company has planned overseas factories in Mexico and Thailand to supply regional markets; going overseas is a major topic and policy direction, as well as an overall industry trend, and promoting China's high-end intelligent manufacturing overseas is a key card to showcase Chinese manufacturing to the world.
Multiple interviewees unanimously agreed that the relationship between OEMs and supply chain enterprises is evolving from "OEM-driven, supply chain following" to "mutual pursuit and collaborative symbiosis." Zhou Weidong stated that in the same regional market, both parties can reduce risks through joint research and development and joint investment, build localized service systems to enhance user experience, and jointly improve the credibility and visibility of Chinese brands and technologies locally. Xu Haidong, Special Deputy Secretary-General of the China Association of Automobile Manufacturers, pointed out that China's automotive exports have shifted from "product export" to "ecosystem export." Chinese automakers are no longer "selling and leaving" but are promoting the collaborative overseas expansion of the industry chain and integrating localized production. He believes that the overseas development of the component supply chain is an inevitable trend, with one path meeting the needs of Chinese OEMs and another meeting the needs of other global OEMs, achieving a "dual-track approach" to further promote the development of China's new energy vehicle industry.
In terms of compliance and localized operations, enterprises from the front line of the supply chain believe that local laws and regulations, environmental policies, and labor policies remain the main challenges for overseas expansion. Xu Haidong pointed out that vehicle sales require long-term service support, and bulk vehicle sales involve maintenance and repairs, requiring corresponding technical and parts supply systems. Behind the service is the overall system supporting the brand, where quality, service, and value recognition are all indispensable. Wu Songquan, Senior Chief Expert at the China Automotive Technology and Research Center, stated that in the long term, automotive exports will gradually shift to overseas production as the main mode, with ecosystem and system exports becoming the main theme. At the same time, driven by overseas vehicle production, component exports will further increase. Wu Songquan believes that the core of China's automotive exports is no longer simple product trade but the comprehensive integration of products, technology, services, brands, culture, and ecosystems, specifically achieving "five adaptations": product adaptation, compliance adaptation, operational adaptation, cultural adaptation, and value adaptation. Zhou Weidong emphasized that Chinese automakers and supply chain enterprises must have long-term thinking and strategic focus when going overseas, effectively avoiding the externalization of internal competition, and achieving stable overseas development and differentiated competition. From "product export" to "full-chain ecosystem export," China's automotive industry is steadily advancing on the foundation of pioneering and deep cultivation of the industry and supply chains.
