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出海从“选修”变为“必修”,商用车新力量如何破局?| 头条
第一商用车网· 2025-11-26 13:45
Core Viewpoint - The commercial vehicle industry is focusing on overseas markets as a new opportunity for growth, particularly in the context of the green transition and the advantages of China's industrial chain [4][7][28]. Group 1: Opportunities - In the first ten months of this year, China's new energy commercial vehicle sales increased by 54%, with exports reaching 70,000 units, a year-on-year growth of 130% [4]. - The global demand for green transition, especially in commercial vehicles, is urgent, and Chinese brands are becoming preferred choices for international users [7]. - The rapid recognition of new energy trucks by overseas customers indicates a shift in market dynamics, pushing Chinese companies to explore international markets [5][7]. Group 2: Challenges - The export of new energy commercial vehicles faces significant challenges, including inadequate charging infrastructure and financial support, as well as uncertainties related to tariffs [13][17]. - The complexity of exporting new energy vehicles is highlighted, as it requires more than just selling vehicles; it involves establishing a comprehensive support system [9][13]. - The need for collaboration among various sectors, including energy, finance, and supply chain, is emphasized to overcome these challenges [19][21]. Group 3: Solutions - A consensus among participants is that collaboration across the entire supply chain is essential for successful international expansion [19]. - Localizing operations in foreign markets is crucial to navigate high tariff barriers and ensure product integration with local needs [21][23]. - The importance of product quality and technology is underscored as key factors for entering high-end markets in Europe and North America [25].