Core Insights - Chinese automotive companies are rapidly rising in the global market, with exports expected to exceed 6.41 million units in 2024, marking a 23% year-on-year increase, showcasing a significant shift from "product output" to "industry output" [1] - Major brands like BYD, Great Wall Motors, and Chery are actively expanding their global presence, with Chery maintaining its position as the top exporter of Chinese passenger cars for 22 consecutive years [1] - However, there are concerns about the potential for domestic market "involution" to spread to international markets, where competition rules and consumer expectations differ significantly [1][2] Industry Dynamics - The European market exemplifies the challenges faced by Chinese brands, where consumers prioritize quality, safety, and environmental standards, and brand loyalty is high [1] - A reliance on low-price strategies could damage brand reputation and lead to perceptions of low quality, as evidenced by the historical failure of Chinese motorcycle brands in Southeast Asia [1][2] - Short-sighted strategies that sacrifice profits for market share could undermine R&D investments and lead to trust issues, as seen with the EU's temporary anti-subsidy tax on Chinese electric vehicles [2] Competitive Strategies - Chinese automotive companies need to adopt fair and reasonable competition practices, focusing on technological innovation to enhance product reliability and safety [3] - Transitioning from a "cost-performance" focus to a "value" approach is essential, with successful examples including Lynk & Co's subscription model in Europe and NIO's battery-as-a-service offering in Norway [3] - Building brand value requires addressing consumer emotions beyond just product functionality [3] Collaborative Ecosystem - Emphasizing a "coexistence and win-win" global strategy is crucial, with Chinese companies encouraged to collaborate with international firms, suppliers, and research institutions [4] - Strategic partnerships, such as Geely's collaboration with Volvo, have proven beneficial in enhancing technology and brand image while facilitating market entry [4] - Localized production is vital for integrating into foreign markets, as demonstrated by Changan's factory in Thailand, which combines Chinese standards with local innovations [4] Future Outlook - As of 2025, the global expansion of Chinese automotive companies is at a critical juncture, with significant potential in overseas markets [5] - The industry must recognize that competition abroad is not merely a price battle but a test of value creation capabilities [5] - The path to overcoming domestic market challenges involves a commitment to long-term value creation, transitioning from "product export" to "brand export" and from "scale export" to "value export" [5]

Core Viewpoint - The "involution" phenomenon in the Chinese automotive industry remains a focal point of discussion, with industry leaders expressing concerns and commitments to resist it, yet uncertainty about how to effectively end it persists [1][2]. Group 1: Involution Concerns - Industry representatives acknowledge the dangers of "involution," with some companies like Changan Automobile promising to prioritize product safety, quality, and service over competitive practices that harm consumer interests [1]. - The automotive sector has previously relied on self-regulation to combat "involution," but this approach has proven insufficient, leading to fears of disorder within the industry [2]. - Changan's chairman noted the overwhelming number of new passenger car brands, approximately 70, complicating the competitive landscape [2]. Group 2: International Expansion - Chinese automotive companies are increasingly focusing on international markets, with 2023 marking China as the world's largest automobile exporter, surpassing Japan [4]. - Challenges in international markets include tariff barriers in high-end markets like the EU, necessitating local production and value creation for market acceptance [4]. - Trust and brand influence in markets like Thailand are critical, with suggestions for Chinese brands to enhance after-sales service and learn from established players like Toyota [5]. Group 3: Industry Self-Regulation and Legal Framework - The need for legal frameworks to address industry chaos was emphasized, particularly if self-regulation fails [3]. - Companies like Geely have committed to not building new factories, indicating a shift in strategy to avoid overcapacity [3]. Group 4: Market Entry and Brand Building - Establishing brand recognition in new markets is a time-consuming process, with patience being a recurring theme among industry leaders [6]. - The importance of product reliability and quality in building consumer trust in overseas markets was highlighted, as failures can have lasting negative impacts on brand reputation [6]. - The competitive landscape is expected to intensify, with predictions of a "淘汰赛" (elimination round) phase in the coming years [2].

转自：新华财经 新华财经上海6月5日电（李一帆）进入6月第一周，尽管全国汽车5月销量尚未官宣，但各家车企已纷纷亮出月度"成绩单"。 新华财经统计了约30家车企的年内销量表现，结果显示行业分化趋势进一步加剧。 | | | | 主流汽车品牌1-5月销 | | --- | --- | --- | --- | | 汽车品牌 | 5月销量 | 間比 | 1-5月累计销量 | | 北亚迪 | 38.25 | > 15.28% | 176.34 | | 奇瑞集团 | 20.57 | 19.10% | 102.65 | | 吉利品牌新能源 | 13.8 | 135.20% | 60.28 | | 上汽通用五菱 | 13.44 | 20.70% | 63.81 | | 一汽-大众 | 12.83 | 3.20% | 60.69 | | 长城汽车 | 10.22 | 11.78% | -45.9 | | 吉利银河 | 10.18 | 273% | 45.82 | | 上汽大众 | 8.87 | -1.43% | 39.94 | | 上汽乘用车 | 7.3 | 34.06% | 30.47 | | 一汽丰田 | 6.81 | 24 ...

舒泰神公告，子公司江苏贝捷泰生物科技有限公司于近日收到了国家药品监督管理局下发的关于"注 射用STSP-0601"境内生产药品注册上市许可申请的《受理通知书》，本次申请附条件批准上市的 适应症为：本品可促进快速止血，适用于伴抑制物的血友病A或B成人患者出血按需治疗。公司本次 注射用STSP-0601附条件上市申请获得国家药监局受理，不会对公司当前业绩产生重大影响。后续 能否获得生产批件、具备上市资格尚存在诸多不确定。 德邦股份：目前暂未实际应用无人驾驶物流车 德邦股份发布股票交易风险提示性公告，公司关注到近期市场有关于"无人驾驶物流车"的热点概 念，公司目前暂未实际应用无人驾驶物流车，目前相关热点概念不会对公司业绩产生影响。 2025.06. 03 6月3日晚间，沪深两市多家上市公司发布公告，以下是第一财经对一些重要公告的汇总，供投资者 参考。 【品大事】 舒泰神：注射用STSP-0601附条件上市申请获国家药监局受理 华控赛格：董事长、董事会秘书及副总经理辞职 华控赛格公告，公司董事会于2025年6月3日收到董事长卫炳章、董事会秘书丁勤、副总经理潘景辉 的书面辞职报告。卫炳章因控股股东华融泰人事安排调整申请 ...

「出海进行时」 是创业邦推出的原创报道栏目，旨在挖掘中国创业公司出海的故事。以独特视角和深 度报道，展现中国企业在全球市场的拼搏与创新。 这些数字背后的原因在于，比亚 迪 出海欧洲的战略已发生改变，从整车出口，逐渐转变为一系列的 体系化运作：设立欧洲区域总部和研发基地、扩大经销商规模、建设乘用车工厂、大规模投入市场营 销、挖角欧洲 车企高 管等。可以说，比亚 迪 的欧洲战略已进入 2.0 时代。 "这几年，比亚迪在欧洲投入很大的资源和精力，这次销量飞增是它前期投入的显现"，字 特 智能 CEO 李栋认为。字 特 智能专为整车厂提供智能网联汽车欧洲本地化所需的智能解决方案及服务。 尽管近年资源投入大，比亚迪在欧洲尚属于一位"新人"。目前，它远未能在欧洲市场站稳脚跟。 销量增长 359% 2024 年，比亚 迪 把出海上升 至集团 战略高度，大量资源向出海倾斜，东盟、中亚、南美和欧洲是 四大出海方向。 在这四个方向中，作为现代汽车发源地的欧洲市场是最难进入的，不仅有奔驰、宝马、 Stellantis 等 欧洲老牌 车企让 市场竞争激烈，而且消费者对这些本土品牌的忠诚度很高，海外品牌难以博得消费 者信赖。 并且，欧 ...

Core Viewpoint - BYD has surpassed Tesla in electric vehicle sales in Europe for the first time in April, marking a significant shift in the market dynamics [2][4]. Group 1: Sales Performance - In April, BYD's new pure electric vehicle sales in Europe reached 7,231 units, a year-on-year increase of 169%, placing it among the top ten electric vehicle brands [2]. - Tesla's new electric vehicle sales in Europe for the same month were 7,165 units, reflecting a 49% year-on-year decline, resulting in a drop in its ranking [2][4]. - When including plug-in hybrid models, BYD's total sales in Europe increased by 359% year-on-year, further widening the gap with Tesla [4]. Group 2: Market Strategy - BYD is actively expanding its product offerings in Europe and plans to build an electric vehicle assembly plant in Hungary to meet strong market demand [4]. - The establishment of BYD's European headquarters in Hungary signifies a deep integration with the local automotive industry and a commitment to long-term development in Europe [5]. Group 3: Industry Trends - Chinese automakers, including BYD, are increasingly focusing on the European market, driven by supportive local policies and growing market demand for electric vehicles [6]. - The market share of Chinese brand vehicles in Europe has risen from 2.5% to 4.5% year-on-year, with sales reaching 148,000 units in the first quarter of 2025, a 78% increase [6]. - Plug-in hybrid models are crucial for Chinese automakers' success in Europe, benefiting from a 10% basic tariff, which has encouraged the introduction of these vehicles [7].

"走出去"已成为中国车企未来发展的大趋势。 出海剑客一：上汽MG名爵 作为国内汽车行业龙头企业，上汽集团的一大亮点就是海外业务"规模性盈利"。旗下自主品牌MG名爵 已连续四年排名中国单一品牌海外销量第一。 9月，上汽集团海外市场批发销量为10.5万辆，连续第二个月站上10万辆关口的同时，继续稳步向上。 其中，MG名爵在欧洲市场持续亮眼表现，单月销售2.8万辆，同比翻番，并在英国、德国、法国、意大 利、西班牙、瑞典、挪威、爱尔兰等国家市场新车销量排行榜中名列前茅。 作为MG品牌打造的"中国汽车工业史上首款真正意义上的全球纯电车"，MG4 EV不仅是出口欧洲最多 的中国电车，在上市至今的一年多时间里，MG4 EV已经畅销全球30余个国家。 日前，作为首款在英国古德伍德速度节完成动态首秀的中国品牌量产车，MG Cyberster再度获得海外市 场青睐。据悉，MG Cyberster已经在英国预售，很多人开始抢订单。 据上汽集团透露，今年MG品牌销量有望突破80万辆，将带动上汽集团海外销量冲击120万辆的目标。 其中，上汽集团2023年出口欧洲新能源车数量预计将仅次于特斯拉，成为欧洲新能源车销量的第二名。 上汽集团能 ...

亿欧汽车 . 专注汽车出行领域科创报道与投资价值研究 去欧洲赚快钱。 以下文章来源于亿欧汽车 ，作者徐博韬 将投中网设为"星标⭐"，第一时间收获最新推送 作者丨徐博韬 编辑丨郝秋慧 来源丨亿欧汽车 "车企去欧洲赚快钱？别做梦了，那是条死路！" 在德国斯图加特，一位在保时捷工作多年的资深华人专家Jason对亿欧汽车如此说道。 Jason并非危言耸听，他在欧洲待了数十年，从读书到成家立业，深知欧洲人的做事风格，"想靠短期 利润救命的公司，欧洲市场趁早别碰。"他再次强调道。 欧洲汽车制造商协会（ACEA）数据显示，2024年，欧洲（包括欧盟、英国和EFTA国家）的汽车销 量规模为1296.36万辆，同比微增0.9%，是全球第三大汽车市场，仅次于中国和美国，亦是中国车企 出海的核心市场之一。 不过，欧洲，这片汽车工业的"圣地"，早已被百年老牌车企牢牢占据。 从德国的BBA（奔驰、宝马、奥迪），到法国的雷诺、标致。对于欧洲人而言，这些品牌不仅意味 着的是出行工具，更是他们文化和历史的象征。 外来的新品牌想要在这里分一杯羹，无异于虎口夺食。 但中国车企出海欧洲真的没有机会吗？ 并不是。 亿欧汽车深入欧洲市场，对当地市场进 ...