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

Core Insights - The export of Chinese automobiles to Russia has significantly declined, with a 58% drop in the first nine months of 2025 compared to the previous year, marking a shift in the export landscape where Mexico has overtaken Russia as the top destination for Chinese car exports [4][3][1] - The increase in scrappage taxes and changing market conditions have led to a cautious approach among Chinese exporters, with many considering halting their operations in Russia [2][8][9] Group 1: Export Trends - In the first nine months of 2025, China exported 357,700 vehicles to Russia, a decrease of 58% year-on-year, while exports to Mexico reached 410,700 units, making it the largest market for Chinese cars [4][3] - The shift in export destinations indicates a changing landscape, with Russia dropping from the top position it held for two years [4][3] Group 2: Market Challenges - Factors such as increased import taxes, scrappage taxes, and difficulties in after-sales service are impacting the export business of Chinese cars to Russia [2][8] - The scrappage tax for new imported cars has increased by 70% to 85%, significantly raising costs for exporters [8][7] Group 3: Industry Response - Many Chinese car manufacturers are now focusing on local production and establishing a long-term presence in Russia, moving away from a short-term profit strategy [15][13] - Companies like Great Wall Motors are adopting a localized assembly model to mitigate high import taxes and benefit from local subsidies [15][16] Group 4: Future Strategies - Experts suggest that Chinese car manufacturers need to enhance local production, improve after-sales service, and reshape their brand image to succeed in the Russian market [16][15] - The industry is advised to focus on building a sustainable business model rather than seeking quick profits, indicating a shift towards long-term investment strategies [13][15]