Abstract: Embodied intelligence, as the core paradigm for the interaction between artificial intelligence and the physical world, is reconstructing the automotive industry through two major directions: intelligent driving and humanoid robots. Based on embodied cognitive theory and technological innovation theory, this paper systematically sorts out the connotation characteristics of embodied intelligence, analyzes the current industrial practice status of intelligent driving and humanoid robots, and builds a theoretical framework for the reconstruction of the automobile industry from three dimensions: technology chain coupling, supply chain reconstruction, and business model transformation. Research has found that embodied intelligence promotes the transformation of the automotive industry from hardware manufacturing to "intelligent-environmental integration" through the integration of full-link technology of "perception-decision-execution"; the supply chain shows a trend of three-level reconstruction, and parts companies need to achieve breakthroughs through technology migration and ecological collaboration; the business model is evolving from hardware sales to "mobility services + data operations". Finally, a three-dimensional response strategy for parts companies is proposed to provide theoretical reference and practical paths for industrial transformation.