For a long time, the power industry seems to have been simplified into a zero sum game: traditional internal combustion engines face new energy, hydrogen energy challenges pure electricity, and there is also a debate on the route between lithium batteries and solid-state batteries within pure electricity.

However, against the backdrop of the new energy technology revolution and the dual carbon policy, the power industry has entered 

The industry has finally discovered:does not existUniversally applicableA single technological route requires diverse solutions that are adaptable to different scenarios.

For example, the power domain of a modern mining truck may integrate diesel engines, high rate batteries, and hydrogen fuel cells simultaneously, and the energy management system can decide in real-time which power unit to intervene. Under this trend, the power route is no longer labeled as "which is better or worse", but ratherDetermine 'who is more suitable' based on different scenariosThe once popular assertion that 'traditional internal combustion engines will eventually be phased out' has now been replaced by 'traditional internal combustion engines can also be developed into clean energy'.

In short,From the 'Battle of Routes' to' Ecological Synergy 'It has become an irreversible trend in the power industry. As the CEO of BorgWarner said at a recent earnings conference, "We no longer ask customers what type of motivation they need, but what scenario they need to achieve the best attendance efficiency

BorgWarner exhibits at ICE&PE Expo (2025)

China is undoubtedly at the forefront of this dynamic ecological revolution.

China possessesThe world's largest ownership of commercial vehicles and construction machineryThe most complete supply chain for lithium batteries and electric drives, with power battery production accounting for about 70% of the world's total, and motor manufacturing costs only two-thirds of those of overseas counterparts. The advantage of the entire industry chain is irreplaceable. These accumulations undoubtedly provide China with the basic conditions to build a globally leading dynamic ecosystem.

However, the pain behind the scale advantage is equally clear:

But opportunities are precisely hidden within these pain points.

The promotion of vehicle network interaction has made new energy vehicles the mobile energy storage nodes of the new power system, and the hydrogen energy industry has extended and expanded into new application scenarios in the industrial field. The deep integration of power technology with energy storage, power grid, and intelligent manufacturing is creating new value far beyond "automotive power". The transformation of ecological synergy is releasing energy for China's power industryTrillion level new market spaceTo assist China's power industry in transitioning from "leading in scale" to "leading in ecology".

From 'leading in scale' to 'leading in ecology'This will bring profound changes to the industry, with the first and foremost being the profound transformation of the value system.As mentioned earlier:

In the past, the quality of a power system was defined by laboratory bench data; Now, the evaluation scale has shifted towards comprehensive requirements for all scenarios. A heavy truck traveling on the Qinghai Tibet Plateau not only requires excellent plateau adaptability but alsoLong battery lifeAt the same time, forEconomy, safety, and environmental friendlinessMake a request. No martial arts master can learn all martial arts, and no single power source can conquer everything.

 Market competition form:

Transitioning from 'individual enterprise' to 'industrial cluster collaboration'

In a certain power valley in the Yangtze River Delta, you will see a scene where the motor stator and rotor factory, the electronic control power module production line, and the assembly testing center face each other across the window, sharing a set of liquid cooled environmental warehouses and electromagnetic compatibility laboratories, which shortens the verification cycle of new products40%In the past, enterprises were accustomed to closed development, but today, more and more industry participants realize that ecological collaboration can make the cake bigger, and professional division of labor can improve overall efficiency. As a senior partner at Roland Berger once said, "The fundamental unit of competitiveness has shifted from a company to a cluster, and the value of an ecosystem far exceeds the sum of individual champions

 Policy orientation:

Shift from 'leaning towards a single path' to 'encouraging diverse innovation'

Nowadays, China's policies have shifted from single line support to diversified innovation encouragement, and the power technology route no longer has a policy level "priority". Coincidentally, the United States has adjusted its subsidy policy for electric vehicles, and the European Union has relaxed its 2035 ban on gasoline vehicles. From a global perspective, all technologies that can meet user needs and achieve low-carbon goals canObtain development spaceFind your own value anchor in the new ecosystem of the industry.

'Hating internal competition while accelerating it' has been the norm for various enterprises in the power industry in recent years. The way to break the deadlock is preciselyTransitioning from internal competition to collaborative developmentThe essence of involution is product homogenization, and the essence of product homogenization is the long-term decoupling of technology and scenarios. Collaborative development "first involves the joint collaboration of ecosystems, shifting from" technology finding scenarios "to" scenario defining technology ".

Many companies have begun to experiment with this concept:

Currently, the complexity of power technology is increasing, and open cooperation is necessary to accelerate technological iteration

Weichai exhibits at ICE&PE Expo (2025)

At the supply chain level, we need to achieve a transition from "single point competition" to "full chain resilience". In the past, industry competition was concentrated in the terminal stage, and companies gained competitive advantages by lowering costs, ultimately leading to the accumulation of risks throughout the entire industry chain. Ecological synergy requires all enterprises toFrom the perspective of the entire industry chainSet off and enhance the resilience and efficiency of the entire chain through collaboration.

A senior executive of a power integrator summarized, "In the past, when we sold an engine, a deal meant the end of the relationship; now we offer a full lifecycle power domain that includes cloud calibration, oil analysis, and predictive maintenance of post-processing. On the day the deal ends, cooperation has just begun

The transition from "route dispute" to "ecological synergy" cannot be achieved overnight, but the trend has already been established. At the 2026 China International Games, we may witness a new industry trend:Brands that once competed on the same stage in the exhibition hall are crossing the barriers of zero sum games, reshaping boundaries in competition and jointly harvesting the dividends of ecological synergy.