Zheng Quan Ri Bao·2025-09-26 00:06Core Viewpoint - Chery Automobile's successful listing on the Hong Kong stock market symbolizes the rise of Chinese automotive brands in the global market, reflecting a broader trend of globalization within the Chinese automotive industry [1] Group 1: Globalization of Chinese Automotive Industry - The Chinese automotive industry is breaking traditional global automotive industry patterns, moving from simple product exports to actively exporting technology standards and supply chain systems [1][2] - By 2025, China's automotive export volume is expected to exceed 6 million units, maintaining its position as the world's largest exporter [1] Group 2: Transition from Following to Leading - Chinese automotive companies have transitioned from being "followers" in the global market to "leaders," particularly in the fields of new energy and intelligent vehicles [2] - Brands like BYD have gained significant recognition in Europe, with increasing consumer acceptance and sales [2] Group 3: Diverse Export Strategies - Different Chinese automotive companies are employing unique strategies for international expansion, such as Geely's technical cooperation in Southeast Asia and Chery's customer service initiatives in Russia and Brazil [3] - From January to August this year, China's total automotive exports reached 4.292 million units, a year-on-year increase of 13.4%, with new energy vehicle exports growing by 87.3% [3] Group 4: Collaborative Ecosystem - The Chinese automotive industry is moving towards a collaborative ecosystem, integrating supply chains and establishing local production facilities to overcome trade barriers and supply chain risks [4][5] - In Thailand, a cluster effect has emerged with over 20 Chinese automotive brands establishing a presence, supported by local battery and parts manufacturers [5][6] Group 5: New Globalization Paradigm - The concept of "reverse joint ventures" is gaining traction, allowing Chinese automotive companies to leverage established local networks for market entry [7] - The growth of overseas automotive industry clusters not only supports Chinese brands but also integrates them into the global automotive supply chain [8] Group 6: Future Outlook - The Chinese automotive industry is entering a new phase of globalization characterized by structural optimization, diverse forms, and collaborative ecosystems, aiming to reshape global automotive competition rules [8]