汽车视点 | 从单打独斗到集群出海！长三角探索汽车出海新范式

Core Insights - The Chinese automotive industry is transitioning from "individual efforts" to "clustered overseas expansion" [2] - The Yangtze River Delta (YRD) region is becoming a significant hub for the global electric vehicle (EV) market, with over 40% of China's and 25% of the world's EV production [3] - A collaborative agreement was signed to establish a "New Energy Vehicle Overseas Base" in the YRD, indicating accelerated global market entry for the region's EV industry [2] Industry Overview - The YRD is home to major automotive players, including SAIC Motor, Geely, and NIO, and accounts for over 40% of China's EV production and more than 25% globally [3] - The region hosts over half of the world's automotive parts giants, with companies like Bosch and Michelin establishing significant operations there [3] - A complete automotive ecosystem has been formed in the YRD, covering "vehicle—battery—chip—parts," with over 10,000 companies involved [3] Export Growth - China's automotive exports are projected to reach 5.859 million units in 2024, a 19.33% increase year-on-year, with EV exports showing a remarkable growth of 64.6% in early 2025 [6][7] - YRD companies dominate the export landscape, with significant contributions from automotive parts, which are expected to reach $105.61 billion in 2024, a 6.8% increase [7] International Expansion - Numerous YRD companies are establishing overseas production facilities to mitigate trade risks and enhance competitiveness [8] - Companies like Weitang Industrial and Xuhua Group have already set up operations in countries such as the USA and Slovakia, with ongoing investments [8][9] Collaborative Strategies - The YRD is encouraged to adopt a collaborative approach to international expansion, similar to successful practices seen in Japanese automotive brands [11] - The establishment of a global "outbound base" is planned to facilitate resource integration and support the entire supply chain for EVs and parts [12] Future Directions - The YRD aims to transition from "product export" to "brand export," enhancing its global presence and competitiveness [11][12] - The ongoing development of the outbound base is expected to streamline the process of entering international markets, addressing challenges such as logistics and information barriers [12][13]