Core Viewpoint - The article discusses the strategic importance of Spain as a key entry point for Chinese automotive companies into the European market, highlighting various partnerships and investments that are reshaping the automotive landscape in Spain and beyond [4][12][20]. Group 1: Chinese Automotive Expansion in Spain - The establishment of a joint venture, EBRO, between Chery Automobile and Spanish company EV Motor in Barcelona marks a significant step in revitalizing the local automotive industry [6][24]. - Other Chinese companies, such as Leap Motor and Dongfang Automotive, are also setting up manufacturing bases in Spain, indicating a broader trend of Chinese automotive firms entering the European market [9][12]. - The article emphasizes that Spain serves as a strategic hub for Chinese automotive companies to access the EU market, leveraging its favorable trade conditions and logistical advantages [20][28]. Group 2: Economic and Market Context - Spain is the fifth largest new car market in the EU, with new car registrations expected to reach approximately 1.017 million in 2024, reflecting a 7.1% year-on-year growth [18]. - The EU's electric vehicle penetration rate is around 38%, making it a lucrative market for Chinese electric vehicle manufacturers [16]. - The article notes that by 2025, Chinese electric vehicle brands had captured over 11% of the European market share, indicating significant growth potential [16]. Group 3: Strategic Advantages of Spain - Spain's geographical position allows for efficient access to key markets in Europe, Latin America, and North Africa, enhancing the logistics and distribution capabilities for Chinese automotive firms [20][28]. - The country offers attractive tax incentives for new automotive ventures, including tax reductions and subsidies for companies that create jobs and invest in local production [27][28]. - The existing automotive ecosystem in Spain, characterized by a mature supply chain and skilled workforce, provides a conducive environment for Chinese companies to establish operations and innovate [34][35]. Group 4: Challenges and Adaptation - Chinese automotive companies face challenges in fully integrating into the local market and supply chain, necessitating a deep commitment to local partnerships and community engagement [29][32]. - The article highlights Chery's strategic approach of leveraging local assets and forming partnerships to mitigate risks associated with entering the European market [24][29]. - The need for Chinese firms to adapt to local regulations and consumer preferences is emphasized as crucial for long-term success in Spain and the broader European market [29][32].

设 计 | 甄尤 美 撰 文 | 丁晶 晶 编 辑 | 张 南 Editor's notes 编者按 最近几年来，以成就新汽车人为使命的轩辕同学和以"打造最强新汽车合作生态圈"为使命的世界新汽车生态协会，一直在努力促 进中国汽车产业全球化进程。 在连续进行北美考察、东南亚考察之后，2025年9月7日开始，贾可博士又率领轩辕新汽车产业欧洲北非考察团，对德国、波兰、 匈牙利、塞尔维亚、西班牙和摩洛哥进行了为期10天的商务访问。 共探新营销，共创新可能 期间，当地时间9月8日晚上，轩辕同学和世界新汽车生态协会在德国慕尼黑举行主题为"长风破浪"的2025轩辕新汽车之夜，一百 余位中外汽车人齐聚一堂（ 详见2025年9月9日《汽车商业评论》微信公众号文章《One night in Munich》 ）。 如今，在2025年即将结束之际，《汽车商业评论》发表此次考察相关报道，为奔波于全世界的中国汽车产业从业者提供一些有益 参考。今天刊发第一篇《到欧洲北非去之一|走进克拉科夫，感受波兰中欧新桥头堡》。敬请关注，并提出宝贵意见。 2022年9月，张家口金融控股入局，完成对京西重工 55.45% 的股权收购。历经十余年的沉淀，公 ...

Core Viewpoint - The Chinese automotive industry's expansion into international markets is no longer a choice but a necessity for survival and long-term development [18][19]. Group 1: Overview of the Business Delegation - The 2025 Xuanyuan New Automotive Night and Europe-North Africa Business Delegation will take place from September 6 to September 18, covering six countries and nine cities, visiting over ten companies [4][20]. - The delegation aims to provide insights into the global market and connect industry resources, starting with participation in the Munich Auto Show [5][20]. Group 2: Countries and Companies Visited - The delegation will visit Germany, Poland, Hungary, Serbia, Spain, and Morocco, focusing on Chinese supply chain enterprises and related manufacturers [6][20]. - Morocco is highlighted as a unique "springboard" for the Chinese automotive industry to enter the European and American markets due to its zero-tariff policy and low-cost manufacturing advantages [7][20]. Group 3: Purpose and Invitation - The trip serves as a deep market research opportunity amidst both crises and opportunities, encouraging professionals in the automotive supply chain to join [8][21]. - The event is organized by the World New Automotive Technology Cooperation Ecological Association in collaboration with Xuanyuan students, with a registration deadline of July 31, 2025, for Schengen visa assistance [11][21].

Core Insights - Chinese electric vehicle (EV) manufacturers, particularly BYD, are reshaping the global automotive landscape, with BYD surpassing Tesla in pure electric vehicle registrations in Europe for the first time in April 2025, marking a significant milestone [1][4] - Despite facing high tariffs imposed by the EU, Chinese brands have shown remarkable growth in the European market, with a 59% year-on-year increase in pure electric vehicle sales, outpacing the 26% growth of European, Japanese, and American automakers [6][8] - The comprehensive development of China's automotive industry, from vehicle manufacturing to battery research and intelligent driving systems, has enabled these brands to maintain competitive pricing and rapid product development [5][9] Market Dynamics - The European market, traditionally dominated by established brands like Mercedes, BMW, and Audi, is witnessing the rise of Chinese automakers, which are becoming a significant force despite the challenges posed by tariffs [3][4] - The EU's imposition of tariffs up to 45.3% on Chinese-made pure electric vehicles aims to protect local manufacturers, yet Chinese EV prices remain lower than their European counterparts [5][6] Sales Performance - In April 2025, BYD's sales of plug-in hybrid models surged over 300%, indicating a strong demand for these vehicles in Europe, where tariffs on hybrids are less restrictive [7] - The overall production and sales of Chinese automobiles exceeded 10 million units for the first time in history in the first four months of 2025, with 642,000 units of new energy vehicles exported, reflecting a 52.6% year-on-year growth [8] Strategic Expansion - Chinese automakers are actively expanding into international markets, with BYD entering Switzerland, Xiaopeng Motors targeting Bahrain, and Zhiji Motors launching in Australia [8] - The industry is also enhancing its supply chain capabilities, with companies like CATL investing $1.2 billion in a battery factory in Indonesia and BYD's first European factory in Hungary set to commence production [8][9] Competitive Advantage - Continuous investment in technology and innovation has allowed Chinese companies to excel in vehicle models, configurations, range, and responsiveness to market demands, positioning them favorably in the global market [9] - As Chinese automakers build overseas factories and enhance their logistics capabilities, they are expected to see sustained growth in international sales, capitalizing on the evolving global trade environment [9]