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| Insights into the New Power EcosystemFrom "Technology Route Rivalry" to "Ecosystem Collaboration"
By: ICEPE2026 China leads with full industrial chains and 70% global battery output, yet faces low capacity utilization, homogenized price wars and disjointed supply chains. This paper covers global trends, China's opportunities, industrial value shifts and corporate transformation. 1. Global Trend The industry once waged zero-sum tech fights. All power routes get low-carbon upgrades, matching diverse scenarios. Mining trucks blend diesel, batteries and fuel cells. BorgWarner CEO highlights scenario-oriented powertrain solutions instead of single-type choices. 2. China's Edge China's cheap e-drives and complete battery supply chains fuel its transition from scale to ecosystem leadership. Vehicle-grid integration and industrial hydrogen applications unlock trillion-yuan new markets amid industry pain points. 3. Industrial New Logic Assessments shift from lab data to full-scenario performance. Competition evolves from single firms to industrial clusters; shared labs slash verification cycles by 40%. Global policies support all viable low-carbon power technologies equally. 4. Corporate Upgrade Homogenization sparks vicious competition. Enterprises adopt scenario-first R&D: Sany designs vehicles via energy demand mapping, while Weichai co-develops multi-fuel engines with partners. Firms now offer full-lifecycle service rather than one-off product sales. Ecosystem collaboration is irreversible. 2026 International Exhibition on Internal Combustion Engine & Powertrain Equipment (http://www.enginechina.com.cn/ Nanjing, Nov 11–13 will display cross-brand coopetition and shared ecological End
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