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Back854.5亿美元背后 中国交通正驶向“无限可能”
854.5亿美元背后 中国交通正驶向“无限可能”
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中国新闻网18 minutes agoBusiness6 min readChinaView translation

854.5亿美元背后 中国交通正驶向“无限可能”

中国青年报报道,本届进博会五项核心数据创历史新高,eVTOL、氢能、智能座舱等技术亮相上海

Quick Look

第九届中国国际进口博览会于11月10日闭幕,162个国家和地区参与,4142家企业参展,意向成交金额854.5亿美元,创历史新高。汽车及智慧出行展区展示eVTOL飞行器、氢燃料电池、智能座舱等技术,上海交易团意向成交112亿美元,连续9年位居地方交易团首位。

AI-generated summary

Why It Matters

今年是“十五五”开局之年,“持续办好进博会”写入了“十五五”规划纲要;本届进博会也是党的二十届五中全会之后举办的重要经济外交活动。闭幕当天,第十届进博会的筹备已经同步启动,已有143家企业及机构签约,展览面积超过10万平方米。

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11月10日下午,第九届中国国际进口博览会(以下简称“进博会”)闭幕前的最后几个小时。国家会展中心(上海)汽车及智慧出行展区里,人还没有散。

御风未来的展台上停着一架通体银灰色的飞行器,两吨级,载人,舱门开着。队伍从展台一直排到通道拐角。有人扶着舱门往里探身,有人举着手机,拍座舱里那一片倾斜的天光。它叫M1,本届进博会唯一一架以真机亮相的载人eVTOL——观众更愿意叫它“空中出租车”。“从这儿出发,到张江、临港、金山,或者到苏州市中心,最短15分钟。”工作人员把这句话说了一遍,又说了一遍。排队的人里,有人听完发出了惊叹,也有人把手机又举高了一点。

在这个面积达到2.5万平方米的“汽车及智慧出行展区”里,摆着未来出行的几种答案。

一种是更“绿”的答案。米其林展台上,用塑料瓶、稻壳、腰果壳等制成的可持续材料轮胎引来围观。米其林大中华及蒙古区总裁兼首席执行官叶菲说,2021年他们展示的轮胎可再生和回收材料占比是46%,今年达到75%,“进博会见证了我们材料绿色创新的持续突破”。

不远处,从退役汽车部件回收的碳纤维“回炉重造”,变成车门内板和内饰件;稻壳燃烧后转化的白炭黑,成为绿色轮胎的补强材料。奥迪带来纯电SUV,北京现代的C级纯电轿跑首次亮相,丰田把氢燃料电池热电联供系统从概念推向落地展示,现代汽车展出新一代氢燃料电池系统……减碳这件事,正在从一辆整车延伸到一条轮胎、一克炭黑。

一种是更“聪明”的答案。AI智能座舱能记住多位乘员的偏好,人一上车,座椅、空调、影音自动适配;智能感知技术实时分析轮胎的抓地力、载荷、胎压和磨损状态,预判漏气等潜在风险,为底盘控制和预测性维护提供依据;能精准组装汽车配件的具身机器人站在展台中央,机械臂起落之间,比人手更稳。

宝马展出第六代大圆柱电芯技术,LG新能源首次参展就带来最新电池产品与前瞻技术。技术路线也在变多,纯电、插混、增程、氢能并进,跨国车企把最新的电动化方案和本土研发成果一并搬到了上海。

“中国消费者尤其是年轻一代对新技术的要求非常多,因此市场首先在中国。”博世中国总裁徐大全的这句话,被不少同行认同。市场在这里,研发也在这里:大众汽车合肥研发中心有超过3000名研发人员,新一代整车平台、电子电气架构、智能驾驶技术全部在中国本土完成开发;特斯拉在中国签约的本土一级供应商超过400家,其中60余家进入其全球供应链体系。展台之上是展品,展台之下是链条——这或许是进博会最容易被忽略、也最扎实的价值。

交通的亮点,不只在展馆里。走出“四叶草”,一套以轨道交通为骨干、包车客运为主力、地面公交为托底、出租汽车为辅助、停车管理为基础的一体化交通保障体系正在运转。轨道交通全网完成银行卡闪付改造,支持银联、VISA等外卡闪付和数字人民币支付;“随申行”上线中英双语智慧出行助手“小交”,能指引、能预约、能接驳,专治展馆“最后100米”的寻路难题;全新搭建的一体化交通指挥平台新增21处临时智能感知点位,把出租、大巴、地面客流和道路通行收进“一屏”,让调度从经验驱动转向数据驱动。

人来了,订单也来了。本届进博会共有162个国家、地区和国际组织参与,4142家企业参展,整体展览面积首次突破44万平方米,其中企业展面积首次达到37万平方米,世界500强和行业龙头企业超过300家,代表性首发、首秀、首展展品达485件,按一年计意向成交金额854.5亿美元,比上届增长2.3%,五项核心数据创历史新高。

值得注意的是,上海交易团组织近1.5万家企业、12.2万名采购商参会,意向成交金额112亿美元,同比增长5.47%,连续9年位居地方交易团首位。同时,首次意向采购的商品有155种,金额达29亿美元。这些数字为什么与“交通”有关?因为一辆车、一架飞机、一块电池的背后,是投资、是产线、是研发中心,是一个超大规模市场对全球产业的吸引力。

今年是“十五五”开局之年,“持续办好进博会”写入了“十五五”规划纲要;本届进博会也是党的二十届五中全会之后举办的重要经济外交活动。在世界经济不确定性上升、单边主义抬头的背景下,中国连续9年搭起这张“开放的长桌”,给出的不是口号,而是可预期的订单、可对接的规则、可落地的合作。闭幕当天,第十届进博会的筹备已经同步启动,已有143家企业及机构签约,展览面积超过10万平方米。

丰田展台上的一幕或许更能展现中国交通的发展进程:左边是一辆1964年首次进口到中国的第二代皇冠,右边是雷克萨斯金山工厂的规划图——2027年投产,纯电车型从定义阶段就以中国市场的需求为起点。

60多年前,一辆车从海外运来;如今,一座工厂在上海从零建起。从“卖到中国”到“为中国定义”,全球交通巨头的共识已经改变。进博会854.5亿美元意向成交额背后,中国不再只是全球交通产业最大的销售目的地,也正在成为技术定义和生态构建的关键节点。

中青报·中青网记者 张真齐

来源:中国青年报

2026年11月13日 03版

What to Watch

AI outlook — possibilities, not facts

  • 第十届进博会筹备将继续推进,参展企业和展览面积可能进一步增长

    Likely · Within months

  • 跨国车企将继续加大在中国本土的研发和供应链布局

    Likely · Medium term

Open Questions

  • 御风未来M1 eVTOL的商业化运营时间表和具体航线尚未披露
  • 各参展企业的意向订单最终转化为正式合同的比例未说明
  • 上海交通一体化保障体系在进博会结束后是否会常态化运行未提及

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This article was originally published by 中国新闻网.

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