速卖通卖整车，海外618跨境电商进军汽车赛道

Core Insights - The article discusses the launch of car sales on the cross-border e-commerce platform AliExpress during the overseas 618 shopping festival, marking a significant shift in the platform's offerings [1][3] - AliExpress becomes the first among the "four small dragons" of cross-border e-commerce to sell complete vehicles, expanding the market for Chinese electric vehicles [3][4] Group 1: Market Expansion - AliExpress has started selling Chinese electric vehicles, including popular models from BYD, Geely, Xiaomi, Li Auto, and Xpeng, during the overseas 618 period [1][3] - The platform has seen significant growth in the auto parts sector, with over 10 million active consumers globally and a GMV growth exceeding 50% in key markets like the UK, US, and Europe [3][4] Group 2: Business Viability - The rise of cross-border e-commerce is expected to enhance the appeal of Chinese cars among overseas consumers, with a projected 22.7% year-on-year increase in China's car exports, reaching 6.407 million units in 2024 [4] - While the shift to selling complete vehicles online presents opportunities, challenges remain, particularly in providing after-sales service in emerging markets where local support may be inadequate [4][5] Group 3: Industry Trends - A report from the China Merchants Bank Research Institute indicates that the Chinese automotive industry is entering a "deep water zone" as export numbers reach new highs, necessitating a transition from "complete vehicle export" to a "comprehensive value chain export" [5] - The report emphasizes the need for Chinese automotive manufacturers to enhance overseas production capacity and develop new export models that integrate complete vehicles and parts [5]