日经中文网·2026-02-13 02:46Core Viewpoint - BYD and Geely are among the final candidates to acquire Nissan's COMPAS factory in Mexico, following Nissan's decision to exit the Mexican market. This shift indicates BYD's strategy to leverage existing production bases rather than building new facilities in Mexico [1][5]. Group 1: Acquisition Intentions - BYD and Geely have expressed interest in acquiring Nissan's COMPAS factory, which is a joint venture with Mercedes-Benz, located in Aguascalientes, Mexico [1]. - The two Chinese automakers are competing with other large Chinese companies and Vietnamese EV manufacturers for the acquisition [1]. Group 2: Previous Plans and Changes - BYD had initially planned to establish a new factory in Mexico starting in 2023, with site selection nearing finalization by 2024 [3]. - The company had previously shown strong intentions to build a factory in Mexico, highlighted by a new car launch event in Mexico City in May 2024 [4]. Group 3: Government Influence and Market Dynamics - The Mexican government's sudden refusal to approve BYD's factory plans was influenced by the Trump administration's concerns over Chinese exports through Mexico, leading to a halt in the new factory project [5]. - The USMCA agreement provides certain advantages for automakers, allowing them to benefit from compliance even under Trump's tariff policies, although there remains a heightened vigilance regarding Chinese companies using Mexican production as a backdoor to the US market [7]. Group 4: Market Performance - Chinese automotive sales in Central and South America, particularly in Mexico, have been rapidly increasing, with BYD frequently sending large shipments of vehicles from China [7]. - The Mexican government has imposed tariffs of up to 50% on imports from countries without a free trade agreement, which could impact pricing strategies for competitive companies like BYD aiming to enter the US market [7].