11月10日，宁波舟山港年集装箱吞吐量再次突破4000万标准箱。这是继2025年，首次跨越“4000万箱”里程碑后，宁波舟山港连续第二年，站上这一高度，且较去年提前了22天↓↓↓ 一个数字，再次跨越。放在全球经贸格局深刻调整、国际供应链加速重构的背景下，连续突破4000万标准箱，到底意味着什么？两次跨越放在一起看，一座东方大港的跃升轮廓，清晰起来。 货从八方来港口的繁荣，总是与经济发展的脉搏同频共振。2026年前三季度，我国货物贸易进出口39.94万亿元，同比增长18.8%。集成电路、电动汽车、锂电池等产品出口保持较快增长。外贸规模持续扩大、出口结构向新向优，为港口带来丰富货源的同时，也对通道时效性、稳定性提出了更高要求。宁波舟山港持续向内陆延伸服务网络。截至目前，全港海铁联运线路已达115条，辐射全国16个省份、71个地级市，年度海铁联运业务量已超180万标准箱。 海铁班列循环往复，让内陆腹地与出海口高效衔接。在“世界超市”义乌，一批新能源汽车零配件搭乘海铁联运班列，经宁波舟山港衔接海运，从发货到出海最快可压缩至8小时内，真正实现“下了火车就上货轮”。而这样的通道，正在向更远处延伸。今年7月，一列装载着47个集装箱、约1700吨货物的班列从新疆阿克苏驶出，跨越4910公里，直抵宁波舟山港。通过“一箱直达”模式，货物中途不换箱、不开箱，曾经需要多次倒运的内陆货物，如今有了稳定便捷的东向出海通道。与此同时，内河航运今年已新增5条航线，触达网点增至48个，运输量超100万标准箱，海铁、江海联运协同发力，港口服务腹地不断延展。 新能源汽车、光伏组件、动力电池等高附加值产品加速出海，进口生鲜、工业零部件等各类物资持续汇聚。港口吞吐量的增长，映照的是产业链上下游的协同运转，是中国制造走向世界的坚实步伐。船往四海去船在这里聚集，也从这里装载货物驶向世界。目前，宁波舟山港集装箱航线已超310条，连接全球200多个国家和地区的700多个港口，港口连通性指数位居全球第二。从东南亚近洋航线到欧美远洋干线，从传统海运通道到创新物流快线，一张覆盖全球、内外联动的航运网络持续延伸。 今年，中欧北极快航进入常态化运营阶段，通航季已完成8个航次。满载储能柜、动力电池、光伏组件等高附加值产品的集装箱船，从宁波舟山港启航，穿越北极东北航道，单程约20天即可抵达欧洲，较传统苏伊士运河航线航程缩短近半。与此同时，海运快线增至28条，“浙江e港通”服务点位增至28个，港口通道和服务网络持续拓展。 航线越织越密，意味着企业的市场选择更多、物流路径更优，也意味着面对国际经贸环境变化和航运通道扰动，供应链拥有更充足的回旋空间。就在上周举行的“2026世界市长对话·宁波”活动中，来自15个国家、20个城市的嘉宾走进宁波舟山港，实地了解港口建设、国际物流和智慧化发展。马达加斯加塔马塔夫市的代表谈及港口合作时表示，能与宁波舟山港建立直航联系，“对我们来说是一个非常大的保障”。来自不同国家、不同港口城市的声音，折射出同一个期待——更畅通的贸易通道、更稳定的供应链联系、更广阔的合作空间。港向强而立持续增长的箱量，既需要广阔的市场和密集的航线，也需要足够强大的港口承载能力。港口发展的底气，首先来自硬核的基础设施。宁波舟山港拥有万吨级以上深水泊位220余座，并建成全球唯一的双“千万箱级”单体集装箱码头集群，深水岸线、专业化泊位与集疏运设施相互支撑，为港口吞吐能力持续向上提供了坚实保障。 港口空间还在不断向外拓展。与梅山港区一水之隔的六横岛上，六横港区佛渡集装箱码头项目一期工程的2个20万吨级集装箱泊位正在火热建设中，支撑打造宁波舟山港第三个“千万箱级”集装箱泊位群。如果说基础设施拓展了港口发展的物理空间，那么智慧转型则不断突破着港口运行的效率边界。在梅山港区，一辆集卡驶过无人智慧卡口，车辆识别、信息核验、道闸抬起，整个过程仅需两秒，从进港到装船出海，最快不过半天；不远处的远控操作室内，桥吊司机通过屏幕和手柄操控设备；堆场里，130余台智能集卡有序穿行。依托自主研发的码头“双芯大脑”，船舶配载、集卡调度、设备运行等环节实现智能协同，港口生产从单台设备自动化向全流程协同提效转变。 效率的提升，也体现在每一艘船的周转速度里。通过加强与海关、海事、边检等口岸单位和船公司的多方协同，宁波舟山港集装箱船舶非作业时间持续下降。“今年第三季度船舶在泊效率同比提升4.5%；9月份，全港集装箱日均作业量突破14万标准箱，单月完成427万标准箱，处于历史最高水平。”宁波舟山港调度中心主任连胜介绍。 从深水岸线到专业化泊位，从智能设备到精准调度，基础设施的持续完善与运营效率的不断提升，共同托举起港口规模的持续跃升。又一个4000万标准箱，是宁波舟山港新一轮跃升的鲜明坐标——跃升的不只是吞吐量，更是港口的能级与位势。面向未来，宁波舟山港将在服务国家战略、畅通国内国际双循环的航程中，继续奋力前行，向着建设世界一流强港的目标稳步攀登。（来源：宁波发布、宁波舟山港集团、北仑发布）

距离开展14天，全部展位图公布：

备受关注的CAPAFAIR 2024宁波国际汽配展，将于9月26-28日在宁波再度举行。 本届展会全面启用宁波国际会展中心1-8号馆，实现满馆展出，总展览面积达51650㎡。已录得参展商1805家，分别来自21个省市自治区和香港特区，展品覆盖汽车部件及组件、汽车用品与改装、汽车电子电气、汽车维修及保养、汽车零部件加工技术及设备等。展览面积和参展商数量均较上届增长50%，各项数据继续领先除法兰克福上海展以外的国内其它汽配类展会。

近日，特斯拉与西安李某的名誉权侵权案件迎来二审判决。

在持续1个月的华东零部件企业走访中，第一财经记者不断看到或听到这样的画面或描述：某地某家小型零部件企业又关闭了。

伴随着汽车产销量的增长，中国汽车零部件企业正逐步从“成本优势”为核心转向“技术开发、产品研发、创新”等高质量发展道路。

汽车及零部件产业是聊城市的传统产业，也是聊城市工业经济发展的支柱产业之一。近年来，聊城市以延链、补链、强链为主线，聚焦城区和高唐两大基地，构建产业链条完整、竞争优势突出、集群特色鲜明的新能源汽车产业集群。

6月30日消息，为推动自动驾驶汽车产业高质量发展，北京市经济和信息化局会同相关部门起草了《北京市自动驾驶汽车条例（征求意见稿）》。

2024年5月，汽车商品进出口总额为263.8亿美元，环比增长3.4%，同比增长7.9%。

On June 23, Automotive News released its 2024 list of the top 100 global auto parts support suppliers. This year's list has three more obvious changes. One is that there are two more Chinese companies on the list, namely Gotion High-tech and Sanhua Automotive, bringing the total number of Chinese companies on the list to 15. The second is that CATL has been promoted to the fourth place, just after Bosch, ZF and Magna, the three traditional international parts giants. Third, with the strong recovery of the major global automotive markets in 2023, most parts suppliers are seeing steady gains in performance.However, it is worth noting that the slowdown in demand for electric vehicles in Europe and the United States, to accelerate the transformation of the pressure on the supplier, and the continued "price war" also put pressure on the OEMs, and the pressure has been transferred to the supplier.Most suppliers realize positive growth    In terms of revenue, most of the component suppliers realized positive revenue growth in 2023 along with the recovery of major global automotive markets. The average revenue of the automotive business of the 100 suppliers on this year's list grew by about 9% year-on-year. Among them, Bosch Group remains the world's largest automotive parts supplier, with automotive segment revenue of nearly $56 billion in 2023, up from nearly $50.5 billion the previous year. This is mainly due to its top performance in both traditional fuel vehicles as well as electric vehicles.Fellow German parts supplier ZF came in second, with automotive segment revenue of nearly $50 billion in 2023, up from $42.1 billion the previous year. "2023 is a year of big decisions for ZF in several areas." ZF CEO Hauser Koh said. It was during this year that ZF decided to merge the Passenger Car Chassis Technologies and Active Safety Technologies business units, into a new integrated Chassis Solutions business unit, which was completed earlier this year. The spin-off of the Passive Safety Systems business unit has also been initiated, and may be sold in whole or in part, or an initial public offering, in the future. In addition, ZF has established a joint venture with Foxconn for passenger car chassis systems.As for Magna, the largest parts supplier in North America, revenue in 2023 was $42.8 billion, up 13% year-on-year, while net profit was $1.2 billion, soaring 105% year-on-year. Magna's operating results are said to be largely dependent on customers' passenger car and light truck production in North America, Europe and China, all of which have realized production growth in 2023.China's Ningde Times, which supplies batteries to many mainstream automakers, rose to fourth place thanks to the growth in global electric vehicle production and sales. According to South Korean research organization SNE, Ningde era power battery in 2023 in the global market share of 36.8%, the seventh consecutive year in the world's top.In contrast, Denso's revenue declined year-on-year, and it was the only company in the top 10 or even the top 15 to see a decline. Following them were BASF at No. 17, BorgWarner at No. 21, and Toyota Synthetic at No. 50. Overall, the decliners are in the minority, and most companies are still optimistic about their 2023 performance."Inward roll" pressure to suppliers    Of course, there are a series of hidden worries behind the revenue growth of parts suppliers in 2023. Europe and the United States electric vehicle market cooling, for those electrification transition "too much force" parts manufacturers is not friendly, BorgWarner is a typical example, failed to reach the 2023 electrification break-even commitment.Bosch boss Stefan Hartung believes that the next few decades will still need internal combustion engine vehicles, and to realize the global electrification of all vehicles, it will take at least 30 to 35 years. Add to this the fact that, as of today, most OEMs are still losing money on their electrification business and have chosen to cut parts and logistics costs in order to reduce the cost of electric vehicles, adding uncertainty to suppliers' electrification strategies.Especially into 2024, the price war is intensifying and the involution is intensifying, which directly impacts the parts suppliers. In April this year, the 30th anniversary of the celebration of China, Valeo China President Zhou Song pointed out that, with the great changes in China's auto industry, "price war" from the host plant to the upstream supply chain, auto parts suppliers are facing enormous cost pressure.In May this year, the reporter participated in a closed-door symposium on the industry, a foreign-funded parts giants in China executives spit out that the OEMs are playing a price war, but at the expense of innovation and product performance, and sometimes come across some extreme examples of OEMs customers directly requesting price cuts, "not 5% or 10%, or even not 20%, higher, and it is very simple! To drop, there is no room for any other bargaining, do not drop that will face the future of the new project can not get, very simple and brutal.Also in May of this year, Ford issued a memorandum to its electric vehicle parts suppliers, the initiative of the suppliers to put forward cost-cutting initiatives, to work together to reduce vehicle production costs, in order to support the company's electric vehicle business to achieve profitability. Currently, Ford's electric vehicle business continues to suffer huge losses.In addition to pressure to reduce costs, Stellantis Group CEO Tang Weishi not long ago proposed to give up some of the parts suppliers, their own production of auto parts, in order to reduce the high cost of electrification transition. For some suppliers, this is obviously bad news, meaning that orders will simply disappear.Hartung previously in an interview with foreign media, the future expressed pessimistic judgment: "the next one to two years, the company will be difficult to achieve the expected sales and profit targets. 2024 will be more difficult than expected, 2025 may also be the same." And now it seems that it may be prophetic.Declaration: This article comes from the Automotive News Canada and Automotive News.If copyright issues are involved, please contact us to delete.