此前我们分析了中国品牌在澳大利亚、以色列、新加坡等"关税友好"发达国家的销量表现，经过几年的持续增长，中国品牌2025年在以色列、新加坡的市场 份额都超过了30%，在澳大利亚也超过15%。 不过在更核心的西方市场，对进口自中国的汽车普遍实施了高额关税的壁垒，尤其是北美地区的美国和加拿大，中国在当地市场份额几乎可以忽略不计，而 在壁垒相对宽松一些的欧洲市场，中国品牌开辟市场存在较大困难，但也取得了一定的成绩。 今天我们就盘点一下欧洲市场的数据，看看2025年中国品牌啃下了当地多少市场份额。 01 欧洲整体市场 首先需要说明：这里我们说的欧洲，囊括了欧盟27国、EFTA四国和英国，总计32个国家，整体是全球经济、工业、人均生活水平最高的地区之一。 2025年的欧洲市场，新车销量总计达到1327.1万辆，同比增长2.4%。对于如此大规模的一个市场，2025年能取得整体正增长已经颇为不易。 | | | 2025年欧洲市场汽车品牌销量Top 10 | | | | --- | --- | --- | --- | --- | | 排名 | 品牌 | 領量 | 市场份额 | 同比 | | ר | 大众 | 1444194 | ...

作者 |第一财经 武子晔 2026年农历春节，当国内沉浸在阖家团圆的年味中，远在海外的汽车贸易商吴松（化名）依旧奔走在市 场一线。 "新项目即将启动，客户对接、市场调研、年度业务规划都容不得耽搁，这个春节只能留在海外。"吴松 对第一财经记者表示。 三年前，吴松抓住中国汽车出海的黄金窗口期投身贸易领域，正式开启创业之路。创业前，他已在主机 厂海外体系任职多年，负责客户开发、市场营销与售后体系搭建，足迹覆盖中东、非洲等汽车消费市 场，常年往返于国内与海外市场之间。因此，这并非吴松首次在海外过年。 "看到以前的同事在朋友圈发了在海外一线车间工作的照片，春节仍在坚守岗位，配文是'为中国汽车品 牌出海坚守'。"吴松说道，身边诸多汽车人春节仍坚守在海外生产、销售一线，这份坚守源于中国汽车 出海的蓬勃态势，也源于市场竞争带来的紧迫感。 "中东很多国家的街头上中国品牌汽车越来越多，这是因为海外消费者对中国汽车的认知，已经摆脱了 低质低价的旧标签，中国车企针对海外市场需求不断进行本土化适配优化，海外客户与中国车企的合作 意愿和信任度大幅提升。"吴松表示。 不过，伴随中国汽车出海热潮，海外汽车市场的竞争也越来越激烈。 "如今的市 ...

2026.02.23 本文字数：1324，阅读时长大约2分钟 作者 |第一财经 武子晔 2026年农历春节，当国内沉浸在阖家团圆的年味中，远在海外的汽车贸易商吴松（化名）依旧奔走在市 场一线。 "海外客户每逢国内A级车展都会专程到访，我会陪同走访、对接相关资源，将单次交易转化为长期共 生的合作伙伴关系。"吴松表示，今年春节期间没有松懈，与客户会议敲定最新合作的细节，梳理新一 年的长期业务规划。这项新合作对吴松来说十分重要，他和中东一家海外经销商深度合作，在当地投资 建设的KD工厂即将投产，正式运营后，相关产品的售后工作等相关细节都需提前做好准备。 "看到以前的同事在朋友圈发了在海外一线车间工作的照片，春节仍在坚守岗位，配文是'为中国汽车品 牌出海坚守'。"吴松说道，身边诸多汽车人春节仍坚守在海外生产、销售一线，这份坚守源于中国汽车 出海的蓬勃态势，也源于市场竞争带来的紧迫感。 在吴松看来，近年来，中国汽车出海快速发展也实现了从量的扩张到质的飞跃。他认为，此前中国汽车 品牌在海外市场仅能走性价比路线，产品集中在低端乘用车区间，品牌认可度偏低；经过多年技术攻坚 及全球化布局深化，尤其是在新能源汽车快速发展下，自主 ...

诸多汽车人春节仍坚守在海外生产、销售一线，这份坚守源于中国汽车出海的蓬勃态势，也源于市场竞 争带来的紧迫感。 2026年农历春节，当国内沉浸在阖家团圆的年味中，远在海外的汽车贸易商吴松（化名）依旧奔走在市 场一线。 "新项目即将启动，客户对接、市场调研、年度业务规划都容不得耽搁，这个春节只能留在海外。"吴松 对第一财经记者表示。 三年前，吴松抓住中国汽车出海的黄金窗口期投身贸易领域，正式开启创业之路。创业前，他已在主机 厂海外体系任职多年，负责客户开发、市场营销与售后体系搭建，足迹覆盖中东、非洲等汽车消费市 场，常年往返于国内与海外市场之间。因此，这并非吴松首次在海外过年。 "看到以前的同事在朋友圈发了在海外一线车间工作的照片，春节仍在坚守岗位，配文是'为中国汽车品 牌出海坚守'。"吴松说道，身边诸多汽车人春节仍坚守在海外生产、销售一线，这份坚守源于中国汽车 出海的蓬勃态势，也源于市场竞争带来的紧迫感。 他说自己不再想做一锤子买卖，要扎根海外做长期生意，这是立足市场的根本。吴松放弃了短平快的投 机模式，常年驻守海外实地调研，深度研究当地市场规则，把根基扎在市场最前沿，研究如何从售后等 方面扩展新业务以及如何和 ...

Core Insights - In 2025, Chinese automakers achieved a total global sales volume of 27 million vehicles, surpassing Japan for the first time in over 20 years, marking a significant milestone in the automotive industry [1] - Chinese automobile exports reached 8.32 million units in 2025, maintaining the title of the world's largest exporter for the third consecutive year, with Japan trailing at 4.21 million units [1] - Nine Chinese automakers have already set ambitious overseas sales targets for 2026, indicating confidence in continued growth in international markets [1][2] Group 1: Sales Performance - In 2025, Chery, SAIC, and BYD each exceeded 1 million units in overseas sales, with Chery selling 1.34 million units, representing nearly half of its total sales and a 17% increase year-on-year [3] - BYD's overseas sales surged by 145%, showcasing rapid growth from negligible figures to over 1 million units in just four years [3] - The overall export volume of Chinese automobiles grew by 29.9% in 2025, with December alone witnessing a remarkable 73.2% year-on-year increase, reaching 994,000 units [5] Group 2: Market Trends - The export of Chinese new energy vehicles (NEVs) reached 3.43 million units in 2025, a 70% increase, reflecting a growing global acceptance of electric vehicles [8] - In Europe, electric vehicles accounted for a record 19% of the market share in 2025, with Germany producing 1.67 million electric passenger cars, marking a 23% year-on-year growth [10] - Chinese brands are increasingly gaining traction in international markets, with significant sales growth in Australia and Europe, where they are becoming more competitive against traditional automakers [10][12] Group 3: Strategic Developments - Chinese automakers are expanding their presence in North America and Latin America, with Mexico becoming the largest market for Chinese car exports in 2025 [14] - Agreements with Canada allow Chinese companies to export electric vehicles at a reduced tariff rate, indicating a favorable trade environment [16] - The establishment of local supply chains and partnerships in various regions is a strategic move to enhance competitiveness and market penetration [16][17]

Core Viewpoint - In 2025, China's automobile exports reached 8.324 million units, a year-on-year increase of 29.9%, with export value at $142.46 billion, up 21.4%, indicating a significant global presence of Chinese automobiles [2][3]. Group 1: Who is Selling - The leading exporters are the "Big Three": Chery, SAIC, and BYD, with Chery exporting over 1.34 million units, SAIC's MG brand selling 1.07 million units, and BYD surpassing 1 million units for the first time [3]. - The second tier includes Great Wall, Changan, and Geely, with Great Wall establishing factories in Russia and Thailand, and Changan making strides in Mexico and Chile [6]. - The third tier consists of new energy vehicle manufacturers and commercial vehicle producers, with NIO and Xpeng targeting high-end markets in Germany and Norway, while Yutong and BYD dominate the global electric bus market [6]. Group 2: Market Trends - Chinese automakers are diversifying their export strategies, avoiding political entanglements with the West by establishing local production in countries like Mexico and Hungary [6]. - The exported vehicles are often tailored to local markets rather than being the most expensive models from China, with plug-in hybrid vehicles making up 13% of total exports, indicating a shift towards practical solutions [6][7]. - The popularity of plug-in hybrids is attributed to the lack of fast-charging infrastructure in 90% of countries, making them a suitable transitional technology [7]. Group 3: Export Destinations - The export market is diversified, with Asia, Europe, and Latin America as the main regions, and Mexico, Russia, and the UAE being the top three destinations for Chinese vehicle exports [7]. - The U.S. tariffs on Chinese electric vehicles have led companies to establish production in Mexico to circumvent these barriers, allowing vehicles to be exported to the U.S. duty-free [8]. - In Russia, the exit of Western automakers due to the Ukraine conflict has created a market gap that Chinese companies are rapidly filling, capturing over 51% of the new car market share [8]. Group 4: Defining Future Standards - The narrative around automotive standards is shifting from traditional German and Japanese benchmarks to a new "Chinese standard," focusing on innovative solutions to global challenges [9].

Core Viewpoint - The Chinese automotive industry is accelerating its global expansion, with a projected export of 7.098 million vehicles by 2025, representing a year-on-year growth of 21.1% [3] Group 1: Industry Developments - The "2025 China Automotive Brand Going Global" seminar and documentary premiere took place on January 30, showcasing the industry's high-quality internationalization strategy [1] - The China Automotive Industry Association (CAAM) highlighted that the industry has achieved significant growth during the 14th Five-Year Plan, with exports and globalization being key highlights [3] - A new documentary series titled "National Car New Journey" will feature five representative brands, launching from May to December 2025 [5] Group 2: Globalization Strategies - The CAAM's Deputy Secretary-General emphasized the transition of China's automotive internationalization from a basic "going out" phase to a more advanced "going in" phase, requiring tailored approaches to different international markets [9] - The Kantar China Automotive Brand Research Report outlined a brand value system based on brand strength, premium capability, and long-term drive, aiding companies in their global strategies [11] - Industry leaders stressed the importance of moving from scale to value leadership, with a focus on technological innovation and quality as foundations for global branding [15] Group 3: Collaborative Efforts - Companies like BYD and Changan highlighted the need for industry collaboration to enhance the global presence of Chinese automotive brands, emphasizing that success is a collective effort rather than an individual pursuit [17] - The importance of cultural confidence and systematic solutions was underscored by BAIC Foton, advocating for a rooted global strategy [19] - Looking ahead to 2026, the "See China Automotive" initiative will continue with a new project honoring intelligent vehicles and their journeys [21]

Core Viewpoint - The event highlighted the significant progress of the Chinese automotive industry during the "14th Five-Year Plan" and set the stage for the "15th Five-Year Plan," focusing on the high-quality international expansion of Chinese automotive brands [4][16]. Group 1: Event Overview - The "See Chinese Cars" documentary premiered at a high-level seminar on the internationalization of Chinese automotive brands, attended by industry experts and representatives from major automotive companies [1][3]. - The documentary will be released online before the Spring Festival and is part of a broader initiative to promote the global presence of Chinese automotive brands [2][7]. Group 2: Industry Growth and Projections - According to the China Association of Automobile Manufacturers, by 2025, China's automotive production and sales are expected to exceed 34 million units, with new energy vehicles surpassing 16 million units and exports reaching approximately 7.1 million units, a year-on-year increase of 21.1% [3]. - The "14th Five-Year Plan" period saw a significant leap in the export growth and globalization of the Chinese automotive industry, marking it as a key highlight [4]. Group 3: Documentary and Brand Stories - The documentary features five representative brands—FAW Hongqi, Changan, Chery, BYD, and BAIC Foton—illustrating their stories of international expansion and the role of Chinese automotive brands in global industrial development [5][7]. - The documentary aims to enhance the global image and influence of "Chinese Cars" through a comprehensive media strategy [5]. Group 4: Industry Collaboration and Future Directions - The seminar included discussions on the transformation of China's automotive internationalization from basic market entry to deeper integration and value creation [8][9]. - Industry leaders emphasized the importance of collaboration among enterprises, government, and financial institutions to support the internationalization of the automotive sector [9][10]. Group 5: Brand Development and Strategy - The "See Chinese Cars" initiative has been ongoing since May 2021, focusing on enhancing the overall image and influence of Chinese automotive brands through various activities and collaborations [15]. - Future plans include a special project to honor the spirit of the Long March, showcasing the technological advancements and core competitiveness of Chinese automotive brands in the context of smart and new energy vehicles [16].

Core Viewpoint - The Chinese automotive industry is accelerating its internationalization efforts, aiming for significant growth in exports and global presence by 2025 [1] Group 1: Industry Development - The China Automotive Industry Association reported a substantial increase in exports and a rapid globalization process during the 14th Five-Year Plan period [1] - The industry is transitioning from the initial stage of "going out" to a more advanced stage of "going in," indicating a qualitative change in international development [1] Group 2: Strategic Initiatives - A special action plan titled "New Direction for National Cars, Expanding New Chapters" has been launched to promote the upward development of Chinese automotive brands [1] - The plan includes a documentary featuring five representative brands to showcase their stories and enhance the global image and influence of Chinese automobiles [1]

Group 1 - The article discusses various automotive companies' sales targets for 2026, highlighting aggressive and conservative strategies among different brands [2][4] - Xiaomi aims for a sales target of 550,000 vehicles in 2026, representing a 34% increase from last year's 410,000 deliveries, which had already exceeded its initial target of 300,000 [4][6] - BYD sets an ambitious overseas sales target of 1.5 to 1.6 million vehicles for 2026, reflecting over 50% growth compared to its 2025 sales of just over 1 million [8][10] Group 2 - The article notes that BYD's domestic sales have declined from 3.83 million in 2024 to 3.5 million last year, partly due to increased competition from brands like Geely [10][12] - NIO plans for a growth rate of 40-50% annually, building on last year's total sales of 326,000 vehicles, with a focus on upgrading existing models to a new platform [18][21] - Traditional luxury brands like Porsche, BMW, and Mercedes-Benz have faced significant sales declines in China, with Mercedes-Benz selling only 550,000 vehicles last year, a nearly 20% drop [23][28] Group 3 - The article highlights that the Chinese automotive market is becoming increasingly competitive, with domestic brands driving down prices and offering more attractive options for consumers [33][34] - Toyota has seen a rebound in sales, exceeding 1.78 million vehicles last year, and plans to introduce over five new models based on Chinese technology in the coming years [33]