报告：未来5年中国车企海外份额将占15%~20%

Core Insights - The Chinese automotive industry is expected to experience a temporary plateau in overseas expansion over the next two years due to factors such as overseas inventory, localization R&D, and factory construction cycles, with significant growth anticipated by 2026-2027 [1] - By 2030, Chinese automakers are projected to achieve overseas sales of 7.5 to 10 million units, capturing 15% to 20% of the global market share [1] Group 1 - The report highlights that the automotive industry has undergone several globalization windows, with the current window from 2020 to 2030 presenting opportunities for China in smart connectivity and new energy sectors [1] - In the past five years, the overseas sales share of Chinese automotive brands has rapidly increased, nearly matching that of American and Korean brands, establishing a competitive landscape among China, Japan, Korea, the US, and Europe [2] - In November, China's automotive exports reached 728,000 units, a year-on-year increase of 48.5%, marking the first month with exports exceeding 700,000 units [2] Group 2 - The top ten countries for Chinese automotive exports in the first three quarters of this year include the UAE, Mexico, Russia, Belgium, the UK, Brazil, Saudi Arabia, Australia, the Philippines, and Kazakhstan [2] - To successfully penetrate the European market, Chinese automakers need to achieve deep localization across the entire value chain to build sustainable cost advantages and brand influence [2] - The report indicates that the localization rate of Chinese brands overseas is lower compared to other countries, with American, Japanese, and European brands having localization rates above 80% [3] Group 3 - Historically, China's auto parts industry focused on cost advantages and pure export trade models, primarily serving Western OEMs with traditional components [3] - Currently, China's three-electric and intelligent components are experiencing rapid growth, with the country leading in supply chain technology and efficiency [3] - The expansion strategy for international clients must evolve beyond traditional replacement models to include collaborative efforts among automakers and diversified business approaches [3]