Core Viewpoint - The article discusses the slowdown in the export growth of Chinese automobiles, particularly electric vehicles (EVs), and highlights the strategic shift of companies like BYD towards plug-in hybrid vehicles (PHVs) in response to changing market conditions [2][10][11]. Group 1: Export Growth Trends - From 2021 to 2024, the annual growth rate of Chinese automobile exports reached between 20% and 100%, but it is expected to drop to 6% in 2025 [2][10]. - In 2024, the export growth of fuel vehicles is projected to be 23.5%, while the growth for new energy vehicles (NEVs) is only 6.7% [10]. - The total export volume of Chinese automobiles in 2025 is forecasted to reach 6.2 million units, marking a 6% year-on-year increase, significantly lower than previous years [10]. Group 2: Market Challenges - The demand for EVs in Europe and Southeast Asia is declining, prompting companies to reassess their export strategies [2][10]. - In Southeast Asia, particularly Thailand, concerns over rising household debt have led to stricter approval processes for car loans, impacting sales [10][11]. - The European Union plans to impose additional tariffs on Chinese EVs starting in October 2024, which could further complicate market entry for Chinese manufacturers [11]. Group 3: Strategic Shifts by Companies - BYD is shifting its focus from EVs to PHVs in Europe, hiring executives from local companies to lead its market strategy [11][12]. - NIO plans to launch a high-end pure electric small car brand called "Firefly" in 16 countries by 2025, indicating a continued commitment to international expansion despite market challenges [5][6]. - Other companies, such as Xiaomi and GAC Group, are also exploring overseas markets, with plans to establish R&D bases and introduce new vehicle models [7][12].

路透社报道称 ，比亚迪正在推进欧洲业务的战略转型，从EV转向重视PHV。中国汽车工业协会的数据 显示，2024年新能源汽车出口仅增长6.7%，2025年全年出口量将同比增长6%。这将明显低于2024年之 前的增长率…… 中国汽车企业的出口增长不断放缓。2021年至2024年期间，年增长率曾达到20%至100%，但预计2025 年将降至6%。这是因为中国厂商在欧洲和东南亚具有优势的纯电动汽车（EV）需求不振所致。比亚迪 （BYD）等企业正在从纯电动汽车转向更加重视插电式混合动力车（PHV），各家车企被迫重新审视 出口战略。 在5月2日闭幕的全球最大车展——上海国际汽车展上，虽然面临出口逆风，但各大车企仍接连发布瞄准 海外市场的战略车型，表面上看不出任何颓势。 新兴纯电动汽车制造商上海蔚来汽车(NIO)宣布，将在2025年内在16个国家推出高端纯电小型车品牌"萤 火虫（firefly）"。还将推出首款右舵车，出口到东南亚和欧洲。在中国的售价为11.98万元起。负责海 外业务的总裁秦力洪表示，今后将在世界主要右舵车市场拓展业务。 上海车展上的蔚来"萤火虫"（4月26日，中国上海，泽井慎也摄影） 在国内竞争日益激烈的 ...