In 2026, the global new energy vehicle (NEV) industry maintains a strong growth momentum, driving the rapid upgrading and transformation of the auto parts industry. With the mass production of solid-state batteries and the popularization of 800V high-voltage platforms, core parts segments are ushering in new development opportunities, and Chinese parts enterprises are gaining more international competitiveness. For example, Ningbo Joyson Electronics, a leading auto parts enterprise, has become a core supplier of battery management system brackets for Tesla's new models, demonstrating strong R&D and manufacturing capabilities.
Technological iteration is the core driving force. The gradual mass production of solid-state batteries has promoted the upgrading of supporting parts such as battery brackets and thermal management components, while the popularization of 800V high-voltage platforms has boosted the demand for silicon carbide power devices. Leading enterprises such as Sanhua Intelligent Controls have achieved technological breakthroughs in NEV thermal management components, supplying key parts for BYD and Volkswagen's NEV models. Meanwhile, the export of Chinese NEVs has surged, driving the export of core parts to hit a new high, with an expected annual export volume of 180 billion US dollars.
Policy support and market demand jointly promote industry development. Domestic and foreign policies on energy conservation and environmental protection have forced parts enterprises to upgrade green technologies, and the "old-for-new" subsidy policy has further released market demand. Chinese parts enterprises have continuously strengthened independent R&D, and many have entered the global supply chain of leading NEV brands, accelerating the pace of globalization.
