The automotive value chain is being fundamentally transformed by new technology, and disruptive new entrants are utilizing big data to draw insights about customers in order to address their "pain points" and offer new solutions for their mobility needs. Mobility needs are increasingly being fulfilled through shared mobility services, which expands the addressable market for personal mobility solutions beyond individual car ownership.

新技术正在从根本上改变汽车价值链，而颠覆性的新进入者正在利用大数据来了解客户，以解决他们的"痛点"，并为他们的移动出行需求提供新的解决方案。移动出行需求越来越多地通过共享移动服务来满足，这在私家车领域之上扩大了个人移动性解决方案的潜在市场。

Traditional carmakers need to figure out a way to engage in this new game. The traditional sources of competitive advantage for carmakers no longer guarantee success. Instead, they must build a new set of capabilities derived from digital ecosystems and mobility services partnerships.

传统汽车制造商需要找到一种参与这场新游戏的方式。汽车制造商竞争优势的传统来源不再能保证成功。相反，他们必须在数字生态系统和移动服务合作伙伴关系中建立一套新的体系。

China has become the first market to grasp the fact that Intelligent Connected Vehicles (ICVs) (or Smart EVs as electrification comes alongside this wave of innovation) are the next massive digital platform. Revenue and profit growth opportunity will come not so much from making hardware, but rather generating and capturing the larger streams of (mobility, energy and digital) services that will flow from this smart device platform. The auto industry should not make the same mistake as Dr. Evil from the movie classic "Austin Powers: The Spy Wo Shagged Me", when he asked "why make trillions when you can make…billions?".

中国已成为第一个掌握智能网联汽车的市场（ICVs）（或者说电气化的智能电动汽车随着这一波创新席卷而来）是下一个巨大的数字平台。收入和利润增长机会将不会主要来自于硬件制造，而是产生和获取更大的（移动性、能源和数字）从该智能设备平台涌出的相关服务。汽车行业不应该犯经典电影《王牌大贱谍:间谍之战》中Dr.Evil的错误：其中他问道，"当你能赚到数十亿的时候，为什么还要赚到数万亿呢？"。

We will discuss:

• How is China leapfrogging the rest of the world by reinventing the smart mobility ecosystem?
• Which players are the chief actors in this drama and what are their respective roles and strategies?

我们将讨论：

• 中国如何通过重塑智能移动生态系统，实现对世界其他地区的跨越式发展？
• 这出戏的主要演员是哪些，他们各自的角色和策略是什么？