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跨越分歧,重构“智链”:华晨宝马前CEO魏兰德博士致全球汽车同仁的一封信

2026-03-03


编者按:


2026年,中国智能网联汽车正处于一个极其矛盾的奇点。


一方面是光鲜的技术代际。中国拥有全球最密集的自动驾驶测试场景、最完整的电池产业链以及被公认为领先一代的智能座舱。中国企业已经从规则的跟随者,变成了事实上的定义者。


但,行业进入存量博弈,极致的价格战正从整车端向供应链疯狂传导。零部件企业的利润率被压缩至极限,研发投入与生存红线正在博弈。


更严峻的是,当中国供应商集体出海时,面对的不仅是贸易壁垒,更是全球标准语境的缺失——我们有最好的产品,却往往因为拿不到那张“标准绿卡”而徘徊在主流OEM的核心池之外。


怎么办?


面对这种“内卷”与“外困”,行业亟需一种高维度的视角来重塑秩序。


作为华晨宝马前CEO,魏兰德博士(Dr. Wieland)不仅见证了中国供应链从“学徒”到“大师”的飞跃,更深刻理解跨国车企在挑选战略合作伙伴时的底底层逻辑。


魏岚德博士简介:


德国雷根斯堡大学经济学与社会科学博士学位

1989年加入宝马集团,在宝马汽车工作33年,先后负责过宝马集团的大客户、战略规划、采购、供应链和财务;宝马美国公司的控制、价格与销量规划、战略企业规划; MINI 项目管理等业务。

2016年起担任宝马在华合资公司华晨宝马总裁兼首席执行官,侧重于集团控制、供应链系统和间接采购。

博士任职宝马中国期间,完整见证中国电动汽车供应链起步和发展,比如宁德时代就是在博士的帮助下,成功从油车动力电池涉入电车动力电池,逐步成为全球最大的动力电池企业。


他主导发起这场“ICV Supply Chain 4.0”大会,试图在大会上讲透核心逻辑,如何打破整车与供应之间的零和博弈,将“低价竞争”拉回到“可持续价值创造”的轨道。


以下内容,是魏兰德博士此次的邀请函。这不仅是一份邀请,你可以看作是致中国汽车同仁们的“一封信”,也可以看作是,一份藏在其中关于未来五年汽车产业如何“活下去且活得好”的生存指南。




*邀请函正文如下:



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2026年,随着新技术与新工艺有效推动增长回升,商界信心有望重振。在此关键时刻,“智能网联汽车供应链4.0”大会将于2026年3月13日举行,正是反思过往、为未来汽车产业成功之路采取正确行动的绝佳时机。

In 2026, business confidence is expected to revitalize as new technologies and processes effectively drive a rebound in growth. At this critical juncture, the "ICV Supply Chain 4.0" Conference, scheduled for March 13, 2026, presents a perfect opportunity to reflect on the past and take the right actions toward a successful future for the automotive industry.


不容错过:当众多主流媒体描绘出一个主要在道德层面两极分化的世界时,我们更应珍惜“全球汽车产业共赢”的精神,专注于为宏观经济创造真实价值。

Not to be missed: While many mainstream media outlets depict a world increasingly polarized on moral grounds, we should all the more cherish the spirit of "global automotive industry win-win" and focus on creating real value for the macroeconomy.


全球汽车企业将有机会参与并贡献于汽车产业的这一崭新篇章。共赢始终是创造人类财富的精神内核,这种精神值得被珍视。

Global automotive enterprises will have the opportunity to participate in and contribute to this brand-new chapter of the industry. Win-win cooperation has always been the spiritual core of human wealth creation, and this spirit deserves to be valued.


在汽车智能化领域,无论是产品、技术还是供应链,中国企业现已对大多数海外市场形成时机与代际优势。这为中国智能汽车企业提供了世代级的全球化机遇,中国智能汽车行业的实力、技术与工艺流程,能够帮助全球汽车主机厂为其客户提供最优解决方案。

In the field of automotive intelligence, Chinese enterprises have established a timing and generational advantage over most overseas markets across products, technologies, and supply chains. This provides a generational globalization opportunity for Chinese smart vehicle companies, whose strength, technology, and manufacturing processes can help global OEMs provide optimal solutions for their customers.


2026年将成为中国自动驾驶产业的全球首发元年。中国的运营商与赋能企业已加快海外扩张步伐,以中东、东南亚和欧洲为核心枢纽。 2026 will mark the inaugural year for the global debut of China's autonomous driving industry. Chinese operators and enabling enterprises have accelerated their overseas expansion, with the Middle East, Southeast Asia, and Europe serving as core hubs.


中国企业技术能力的提升,源于中国道路条件与城市环境比许多海外市场更为复杂。这意味着更优的技术兼容性、工艺流程与性能表现可输出海外。面对更多不确定性与限制,中国企业全球化拓展业务的最佳路径是合作。

The enhancement of Chinese enterprises' technical capabilities stems from road conditions and urban environments that are more complex than those in many overseas markets. This means superior technical compatibility, process workflows, and performance can be exported abroad. Faced with increasing uncertainties and restrictions, the best path for Chinese enterprises to expand globally is through cooperation.


最新例证:在中国开发的软件流程标准正逐步成为全球基准。植根于中国的ASQMS(汽车软件质量管理体系)是首个覆盖整个汽车生态系统软件质量管理的国际标准。

A recent prime example: software process standards developed in China are increasingly becoming global benchmarks. ASQMS (Automotive Software Quality Management System), rooted in China, is the first international standard covering software quality management across the entire automotive ecosystem.


企业需要在中国与海外找到最佳商业模式与合作伙伴,从零和博弈转向双赢格局。寻找最优质、获认证的供应商已成为关键。传统关系与“固定供应商”模式日益成为例外。这需要独立开放的数据平台,帮助您找到最佳合作伙伴。

Enterprises need to find the best business models and partners both in China and overseas, shifting from zero-sum games to win-win patterns. Sourcing the highest quality, certified suppliers has become critical. Traditional relationships and "fixed supplier" models are increasingly becoming the exception. This necessitates independent and open data platforms to help you identify the best partners.


众多汽车企业正计划自建工厂,而缺乏经验的企业则设立合资工厂或进行技术许可。大会将展示海外本地化或制造项目的成功案例。 While many automotive companies are planning to build their own factories, those with less experience are opting for joint venture plants or technology licensing. The conference will showcase successful case studies of overseas localization and manufacturing projects.


这绝非寻常活动,是您不容错过的盛会!敬请预留时间。

This is no ordinary event; it is a grand gathering you cannot afford to miss! Please save the date.


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*往届回顾

Retrospective of Past Editions


由中国设备管理协会新能源汽车产业发展促进中心与雅森国际联合主办,中国国际新能源汽车供应链大会暨全球拓展论坛截至2025年已成功举办三届。

Jointly hosted by the New Energy Vehicle Industry Promotion Center of the China Association of Plant Engineering and Yasen International, the China International New Energy Vehicle Supply Chain Conference & Global Expansion Forum has been successfully held for three editions as of 2025.


过去三年间,活动汇聚了各级政府部门、外国驻华使馆、整车制造商、供应链企业、投融资机构,以及国内外顶尖高校和科研机构的院士与专家。

Over the past three years, the event has convened government authorities at all levels, foreign embassies in China, vehicle manufacturers (OEMs), supply chain enterprises, investment and financing institutions, as well as academicians and experts from top domestic and international universities and research institutes.


累计成果:


•   2,000+ 供应链企业参与 2,000+ participating supply chain enterprises

•   150+ 整车企业参与   150+ participating vehicle manufacturers

•   22个外国驻华使馆参与   22 participating foreign embassies in China

•   52项跨境合作协议达成   52 cross-border cooperation agreements reached


同期举办超过20场平行会议,包括国别贸易对接、CEO圆桌会及前沿技术研讨会,聚焦前瞻性技术、产业政策、国际趋势、最新创新、市场拓展实践及海外扩张政策。该平台有效促进了全球新能源汽车价值链的交流合作。

More than 20 concurrent sessions were held, including country-specific trade matchmaking, CEO roundtables, and frontier technology seminars. These sessions focused on forward-looking technologies, industrial policies, international trends, latest innovations, market expansion practices, and overseas expansion policies. The platform has effectively facilitated exchange and cooperation across the global new energy vehicle value chain.


*2026届会议介绍








Introduction to the 2026 Edition





•   会议名称:ICV Supply Chain 4.0大会   Event Name: ICV Supply Chain 4.0 Conference


•   日期:2026年3月13日(星期五) Date: Friday, March 13, 2026


•   地点:中国·北京·中国国际展览中心 会议中心   Venue: Conference Center, China International Exhibition Center, Beijing, China


•   主题:"智能汽车:驱动未来出行"   Theme: "Intelligent Vehicles: Driving Future Mobility"

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*简要议程


Brief Agenda


全体会议:共同塑造未来出行(13:30 – 15:30)

Plenary Session: Shaping Future Mobility Together (13:30 – 15:30)


•   汽车业务转型:趋势与机遇 •   可持续合作:Dr. Wieland 洞察分享   Sustainable Cooperation: Insights from Dr. Wieland


•   创新创造:李寅教授观点 Creation through Innovation: Perspectives from Prof. Li Yin


•   政府贡献:支持可持续商业环境 Government Contributions: Supporting a Sustainable Business Environment


•   海外战略:通过全球扩张实现增长   Overseas Strategy: Achieving Growth through Global Expansion


分会一:未来业务需求(15:30 – 18:30)

Session 1: Future Business Requirements (15:30 – 18:30)


•   主题发言:转型中的汽车市场——明天需要什么? Keynote: Automotive Markets in Transition—What is Needed Tomorrow?


•   OEM未来要求:行业领袖洞察 Future Requirements of OEMs: Insights from Industry Leaders


•   质量为本:电池技术的安全与创新 Quality at the Core: Safety and Innovation in Battery Technology


•   数字超越机械:软件与AI在现代汽车中的作用 Digital Over Mechanical: The Role of Software and AI in Modern Vehicles


•   SDV、数据与AI:驱动生产力与效率 SDV, Data, and AI: Driving Productivity and Efficiency


分会二:全球扩张(15:30 – 18:30) Session 2: Global Expansion (15:30 – 18:30)


•   战略洞察:全球市场增长与扩张策略 Strategic Insights: Global Market Growth and Expansion Strategies


•   演讲嘉宾:来自领先企业与机构的专家 Speakers: Experts from Leading Companies and Institutions


重点领域 Key Focus Areas:


• 新能源汽车时代的供应链协作   Supply Chain Collaboration in the NEV Era


•政府赋能:自动驾驶与AI作为关键推动力   Government Empowerment: Autonomous Driving and AI as Key Enablers


•   扬帆出海:中国企业的成功要素与挑战 Sailing Overseas: Success Factors and Challenges for Chinese Enterprises


诚邀您参与这一顶级盛会,探索汽车产业未来,与全球领袖建立联系,共同为塑造出行未来贡献力量。

We cordially invite you to participate in this premier event to explore the future of the automotive industry, connect with global leaders, and jointly contribute to shaping the future of mobility.


期待您的参与及您将带来的宝贵见解。

We look forward to your participation and the valuable insights you will bring.


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