【文/观察者网 阮佳琪】 中国电动汽车企业正加大对海外工厂的投资力度，以加强与美国特斯拉及其他全球汽车制造商的竞争。 据美国消费者新闻与商业频道（CNBC）18日报道，美国咨询公司荣鼎集团（Rhodium Group）周一发 布的报告显示，中国电动汽车供应链企业去年海外投资约160亿美元，略高于国内投资的150亿美元的。 这是自2014年有记录以来，中国电动汽车企业的海外投资额首次超过国内投资额。 报告写道，中国相关企业依据自身所处的市场细分领域，采取了不同的对外直接投资（FDI）策略。其 中，电池制造商的国际化程度显著更高，是海外扩张的先行者。而电动车整车制造商的重心仍主要放在 国内市场。 报告写道，"中国国内的电池工厂通常在3至12个月内即可启动建设，而海外工厂则需要10至24个月。在 部分案例中，开工前的筹备流程甚至超过两年。" 中国零排 放汽车供应链已宣布的制造业投资规模，浅色为海外投资，深色为国内投资。报告截图 数据显示，中国在电动汽车供应链中的对外投资主要集中在电池领域，在海外投资中占比最大，高达总 投资的74%。报告指出，受高额运输成本和本地化供应需求的推动，宁德时代、远景集团、国轩高科等 主要 ...

Core Insights - The taxi market in Huizhou has reached saturation, leading to a significant decline in order volume and revenue due to supply-demand imbalance, resulting in increased industry risks [1][9] Market Overview - As of June 2025, there are 10 taxi companies operating in Huizhou with a total of 911 vehicles, a decrease of 77 vehicles compared to the end of the previous year. The number of taxi drivers has increased by 136 to 6,574 [4] - In contrast, the ride-hailing market has seen rapid growth, with 33,106 compliant ride-hailing vehicles, an increase of 1,970 in the past six months. The number of qualified drivers has risen by 5,246 to 72,188 [4] Operational Status - The operational data for Huizhou's taxi market is concerning, with traditional taxis averaging only 11 passengers per day and generating daily revenue of 312 yuan. Ride-hailing vehicles have an average of 16 orders per day, but over 17,037 ride-hailing vehicles have fewer than 10 orders daily, accounting for over 51% [5] - The revenue and business volume for both traditional taxis and ride-hailing services have shown a downward trend compared to the second half of 2024 [5] Compliance and Complaints - In the first half of 2025, Huizhou's transportation enforcement authorities handled 255 illegal operation cases and 130 operational violation cases. The top three taxi companies with the most operational violations are Huizhou Xinhui Transportation Group, Huizhou Automobile Transportation Group, and Huizhou Yunxing Small Passenger Car Company [6] - Among the 1,471 valid passenger complaints, the top three taxi companies with the highest complaint rates are Huizhou Baotong Transportation, Huizhou Daya Bay Shenhong Three-Dimensional Transportation, and Huizhou Jintong Taxi Transportation [8] Market Risks - The report highlights that the supply of ride-hailing services significantly exceeds demand, with drivers working longer hours but earning less, indicating severe challenges for the industry [9] - The Huizhou Transportation Bureau has issued multiple risk warnings to potential operators, emphasizing the high insurance costs for ride-hailing vehicles, strict vehicle scrapping conditions, and the volatility of income due to market dynamics [9] - The report also warns about potential contractual traps for new entrants, urging them to carefully review leasing contracts and platform agreements [9]