2024中国新能源智能汽车产业链出海战略研究报告：开启新出海全球化3.0时代

Investment Rating - The report indicates a positive outlook for the investment in the new energy vehicle (NEV) industry, particularly focusing on the expansion of the supply chain and international market opportunities. Core Insights - The rapid adoption of new energy smart electric vehicles (EVs) is driving demand for overseas charging stations, presenting opportunities for charging pile suppliers and operators to expand internationally [3]. - China's NEV penetration rate has reached 30%, while Europe stands at 18.5%, indicating significant room for growth in overseas markets [7]. - The report highlights that Chinese NEV companies are evolving from a globalization 2.0 phase to a globalization 3.0 phase, emphasizing local investment and deeper market penetration [12]. Summary by Sections 1. Global NEV Market Overview - The report outlines the global NEV market's growth, with China holding a 32% share and Europe at 11% [4][5]. - It emphasizes the increasing demand for NEVs in regions with low penetration rates, such as South America and other Asian countries [7]. 2. China's NEV Supply Chain Expansion - The report discusses the strategic shift of Chinese NEV companies to establish local manufacturing facilities abroad to mitigate high tariffs and enhance market presence [10]. - It notes that the export scale of Chinese brand smart electric vehicles (SEVs) is expected to reach 6.39 million units by 2030, with significant revenue growth projected [17][28]. 3. Key Export Markets - Major export regions for Chinese NEVs include Southeast Asia, Europe, and Latin America, with a notable increase in exports to South America since 2023 [20][46]. - The report identifies specific countries like Thailand, Malaysia, Germany, and Mexico as key locations for manufacturing and assembly [35][52]. 4. Challenges and Opportunities - The report acknowledges challenges such as varying consumer preferences, low brand recognition of Chinese companies abroad, and insufficient charging infrastructure [95]. - It also highlights the potential for NEV companies to leverage local partnerships and adapt products to meet regional demands [101]. 5. Case Studies of Companies - The report provides examples of companies like BYD, which has established manufacturing plants in multiple countries and focuses on local market integration [89]. - It discusses the strategies of component suppliers like Desay SV and solution providers like Neusoft, which are actively expanding their international presence [40][42][63].