俄罗斯大幅加税，中国汽车出口骤降58%！1辆净赚几万已成过去，有商家暂停对俄业务，如何破局？专家建议“扎下根”

Core Insights - The export of Chinese automobiles to Russia has significantly declined, with a drop of 58% in the first nine months of 2025 compared to the previous year, marking a shift in the export landscape [3][7] - Mexico has overtaken Russia as the largest destination for Chinese automobile exports, reflecting a changing dynamic in the market [2][3] - Increased taxes, including a rise in the scrappage tax by 70% to 85%, have severely impacted the profitability and attractiveness of the Russian market for Chinese automakers [6][7] Group 1: Market Dynamics - In the first nine months of 2025, China exported 357,700 vehicles to Russia, a significant decrease from previous years, with Mexico leading at 410,700 vehicles [3] - The Russian market, once the top destination for Chinese car exports, has now fallen to third place, with the UAE in second [3][2] - The shift in export destinations indicates a broader change in the strategy of Chinese automakers, moving away from reliance on the Russian market [2][3] Group 2: Challenges Faced - The increase in scrappage tax for imported vehicles, particularly for older models, has raised costs significantly, with some taxes increasing by nearly 83% [7] - The overall economic conditions in Russia, including high inflation and rising interest rates, have further suppressed demand for automobiles [7][8] - Many Chinese automakers are experiencing reduced sales and are reconsidering their presence in the Russian market, with some halting operations entirely [9][10] Group 3: Strategic Shifts - Chinese automakers are now focusing on long-term strategies, including local production and establishing a comprehensive service network to enhance customer support [16][17] - Companies like Great Wall Motors are already implementing local assembly to mitigate import tax impacts and increase local market integration [16] - The industry consensus emphasizes the need for improved localization, product adaptation to local conditions, and building a robust after-sales service system to regain consumer trust [17][14]