今年中国汽车出口量创下历年新高，有望再度超过日本

Core Viewpoint - China's automobile exports have reached a new peak, with significant growth driven by the export of new energy vehicles (NEVs) [3][4]. Group 1: Export Performance - In the first ten months of 2025, China exported 5.616 million vehicles, a year-on-year increase of 15.7%, with export value reaching 798.39 billion yuan, up 14.3% [3]. - NEVs have shown remarkable performance, with cumulative exports exceeding 2 million units, marking a 90.4% year-on-year increase [3]. - China's automobile export volume has consistently surpassed Japan's, with a current export volume 1.6 times that of Japan [3][4]. Group 2: Market Dynamics - In Southeast Asia, Chinese NEVs are gaining market share, with companies like BYD and GAC establishing factories in key markets such as Thailand and Indonesia [4]. - In September, the sales of pure electric vehicles (BEVs) in Thailand reached 9,107 units, a 99% increase year-on-year, surpassing the sales of fuel vehicles for the first time [4]. - In Europe, the registration of Chinese vehicles has exceeded 430,000 units in the first eight months, a 74% increase year-on-year, with BYD surpassing Suzuki in sales [5]. Group 3: Competitive Landscape - Chinese brands have captured 65% of the retail market share in the domestic market, an increase of 5.5 percentage points year-on-year [5]. - Japanese automakers are facing challenges due to a 25% tariff on imported vehicles imposed by the U.S. government, leading to a significant decline in profits across major Japanese car manufacturers [6].