本报记者 杨沙沙 "中国汽车出口的激增正在重塑世界各地汽车市场，向各国提供负担得起的汽车。"彭博社近日报道称， 在南美洲的部分地区，中国制造的汽车正逐渐占据街头巷尾；而在欧洲，来自比亚迪等车企的价格亲民 且品质卓越的电动汽车，也正赢得成千上万消费者的青睐。 瑞银（UBS）16日发布的最新研报称，凭借电动车技术优势、日益完善的分销网络和不断提升的品牌知 名度，中国车企有望在2030年占据全球汽车市场1/3的份额，较今年的1/4显著增长。在发给《环球时 报》的上述报告中，瑞银分析称，在经历5年海外销量从100万辆至600万辆的增长后，中国车企正进 入"全球化战略2.0阶段"，随着主流品牌认知强化和海外本土化制造扩大，海外销售有望成为中国车企 2026年的关键增长动力。 越来越多海外家庭购买中国汽车 近些年，海外部分市场针对中国汽车的限制政策持续加码。但据瑞银分析，中国车企的全球市场份额仍 将显现增长态势。瑞银报告分析称，对中国汽车制造商来说，到2030年，预计美国市场仍将无法进入； 可能在日本、韩国和印度市场取得小突破，但预计不会超过2%；对于西欧市场，瑞银预期中国汽车制 造商将从目前约5%的市场份额增长至15% ...

Core Insights - UBS predicts that Chinese automakers are expected to capture one-third of the global automotive market by 2030, up from one-fourth this year, driven by advantages in electric vehicle technology, an improving distribution network, and increasing brand recognition [1][2] Market Share Projections - By 2030, Chinese automakers' global market share is projected to rise from below 20% in 2022 and 25% this year to over 33% [2] - In Western Europe, the market share of Chinese automakers is expected to grow from approximately 5% to 15% [2] - Chinese automakers are anticipated to achieve a 25% market share in other global markets [2] Globalization Strategy 2.0 - Chinese automakers are entering a "Globalization Strategy 2.0" phase, focusing on enhancing brand recognition and expanding localized manufacturing [4] - The overseas sales currently account for 20% of the total sales in the Chinese automotive industry, contributing 40%-50% of revenue for some companies [4] Competitive Landscape - Chinese electric vehicle manufacturers are increasingly comparable to typical Western brands, with significant growth in market share despite rising protectionism in developed markets [6] - The retail price of Chinese electric vehicles in overseas markets has reached around $30,000, aligning with mid-range brands [6] Future Outlook - By 2030, the market share of Chinese domestic brands in the local market is expected to rise from approximately 50% in 2022 to 85% [6] - The report emphasizes the need for Chinese automakers to build brand trust, expand sales channels, and accelerate local production overseas to navigate market volatility and competition [6]