文 | 电厂，做则会 | 花子健、翟芳雪，编辑 | 高宇雷 2023年，中国汽车出口量达到522万辆，同比增长57.4%，首次超越日本成为全球第一大汽车出口国。 2024年保持了19%的年增长，巩固了全球第一汽车出口大国的位置。今年前10个月，汽车出口量已达 561.6万辆，同比增长15.7%，预计全年处于680-700万辆之间。 但是2025年，在整体增长的情况下，中国汽车对俄罗斯的出口出现了难以逆转的下滑。 今年前4个月，中国向俄罗斯的汽车出口量只有15.1万辆，同比减少超过50%。而今年前3个月的降幅是 39%。扩大到今年前三个季度，中国车企对俄罗斯出口量减少到只有35.77万辆，降幅进一步扩大到 58%。 在2024年，俄罗斯是中国汽车出口的最大市场。今年，排名前两位的变成了墨西哥和阿联酋，俄罗斯下 滑至第三位。 除了政策转向，中国汽车品牌在俄罗斯售后服务体系的缺失以及产品可靠性问题也成了影响出口的重要 因素。 俄罗斯渴望重建汽车工业 自2022年俄乌冲突爆发以来，欧洲、日韩在俄罗斯的合资车企先后撤出，俄罗斯汽车市场出现真空，也 破坏了俄罗斯的汽车工业体系。 随着俄乌冲突出现结束的曙光，俄罗斯从202 ...

Core Insights - Renault and Geely's joint investment of 3.8 billion Brazilian Reais (approximately 5.1 billion RMB) in Brazil marks a significant milestone in their strategic partnership, focusing on the localization of new energy vehicle technology and models [1][3] - The collaboration aims to produce two new models based on Geely's GEA new energy architecture, with plans for market launch in the second half of 2026, and a new Renault model projected for production in 2027 [3][10] - This partnership reflects a broader trend of Chinese automotive companies transitioning from followers to leaders in the global market, showcasing their development and globalization journey [3][14] Investment and Production Plans - The investment will facilitate the establishment of a new energy technology platform in Brazil, enhancing local production capabilities [3][10] - The joint venture will leverage Renault's existing production facilities in Brazil, which include two vehicle plants and a workforce of 5,000 employees, aiming for a local production rate of 45% [10][12] Technological Advancements - Geely has invested over 250 billion RMB in research and development over the past 11 years, leading to significant technological breakthroughs, including the GEA platform, which supports the upcoming Brazilian projects [6][14] - The company has developed a comprehensive range of power solutions, including pure electric and hybrid systems, positioning itself competitively in the global market [6][7] Global Collaboration and Market Strategy - The partnership between Geely and Renault exemplifies a deep collaborative model that emphasizes resource sharing and long-term mutual benefits, moving beyond traditional capital alliances [9][10] - Geely's global strategy includes a multi-brand approach, with brands like Geely, Zeekr, and Lynk & Co targeting diverse market segments, enhancing its presence across Asia, Europe, and South America [12][13] Industry Transformation - The collaboration signifies a shift in the Chinese automotive industry's development philosophy, moving from merely seeking market share to creating value through integration and collaboration [13][14] - The partnership is expected to position Brazil as a key hub for Geely's South American strategy, facilitating the large-scale deployment of Chinese new energy technologies in the region [13][14]