蝉联全球第一！出海模式发生转变 中国汽车重塑全球价值链

Core Insights - China's automotive exports have become a significant highlight in foreign trade, with an expected export volume of 6.8 million vehicles in 2024, maintaining the global lead [1] - The export strategy is shifting from merely exporting complete vehicles to a more comprehensive approach that includes technology, branding, supply chains, and standards [1] Group 1: Export Growth - In 2023, China is projected to export 6.8 million vehicles, continuing to lead the global market [1] - The company has sold over 2.56 million vehicles from January to November 2023, with more than 1.19 million of those being exports, marking a 14.7% year-on-year increase [4] Group 2: Brand Development - A new brand targeting overseas markets has sold over 690,000 units across 55 major markets as of October [6] - The new brand is positioned as "Born in China, Serving the World," reflecting a global service orientation [6] Group 3: Strategic Partnerships - A Chinese automotive company is collaborating with the world's fourth-largest automotive group to provide smart electric vehicle solutions, leveraging international market access and local operational capabilities [11] - This partnership exemplifies a "borrowed boat" strategy, contrasting with the "build your own boat" approach of earlier exporters [10] Group 4: Ecosystem Development - A Chinese car manufacturer has established a modern production base in Indonesia, aiming to create a complete ecosystem for electric vehicles that includes R&D, manufacturing, supply chain, sales, and services [13] - This "ecosystem export" model has attracted investments and created numerous job opportunities in Indonesia, while also upgrading local supporting industries [15] Group 5: Industry Transformation - The Chinese automotive industry is transitioning from merely selling products to building brands and moving from single-point exports to systemic exports [17] - This transformation represents a shift from "Made in China" to "Created in China," indicating a more mature and confident approach to global competition [17]