深化新能源汽车全要素出海，筑牢汽车产业全球竞争优势

Core Insights - The Chinese automotive industry is transitioning from a product-centric export model to a comprehensive approach that includes technology, capital, and production capacity as it seeks to compete globally in the context of a green and intelligent automotive transformation [1] Group 1: Export Growth and Challenges - In the first ten months of 2025, China's new energy vehicle exports reached 2.014 million units, marking a year-on-year increase of 90.4% [1] - Despite this growth, the industry faces challenges such as geopolitical tensions, rising trade protectionism, and a rapidly restructuring global supply chain [1] Group 2: Regional Market Dynamics - In Europe, trade protectionism has evolved into comprehensive institutional barriers, with the EU imposing additional tariffs through anti-subsidy investigations and stringent carbon footprint requirements under the New Battery Law and CBAM [2] - In the Americas, the risk of supply chain decoupling has increased due to the U.S. push for de-China-ization, leading to potential exclusion of Chinese suppliers from the North American supply chain [2] - In Southeast Asia, local service ecosystems hinder the upward mobility of Chinese brands, as they struggle with sparse after-sales networks and long parts supply cycles [3] Group 3: Strategic Recommendations - The industry should deepen standard recognition and compliance system construction to gain a proactive voice in global technical standards, including establishing a carbon footprint database covering the entire lifecycle of products [3] - Optimizing global production capacity and supply chain restructuring is essential, with a focus on "chain localization" and "KD dynamic assembly" to meet local compliance requirements and mitigate tariff risks [4] - A multi-faceted ecosystem combining services, finance, and infrastructure should be developed to address local market challenges, such as establishing regional parts centers and promoting integrated energy solutions in areas with weak infrastructure [5] Group 4: Product Strategy - Implementing a differentiated product strategy tailored to specific regional characteristics is crucial, such as focusing on compact cars in Europe and electric pickups in the Americas [6] - The industry should enhance vehicle durability for extreme environments in the Middle East and provide high-reliability solutions for commercial logistics in Africa [6]