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继吉利后,奇瑞或将与雷诺“牵手”在南美生产汽车
Jing Ji Guan Cha Bao· 2025-10-10 13:21
记者 周菊 近日,彭博社援引知情人士的消息称,奇瑞汽车正与雷诺汽车洽谈在南美开展制造和销售合作,以扩大 双方在该地区的业务。据透露,双方谈判聚焦于哥伦比亚和阿根廷的合作计划,雷诺将允许奇瑞使用其 在当地的工厂设施,而奇瑞将投入资本并提供产品设计。 针对该消息,经济观察报分别向雷诺和奇瑞方面进行求证,但双方均表示暂无相关的信息可以分享。 对于双方的合作细节,上述知情人士透露,奇瑞计划利用雷诺在哥伦比亚恩维加多的工厂生产燃油车, 其中大部分将挂上雷诺车标销售,少部分继续使用奇瑞品牌。在雷诺的阿根廷科尔多瓦工厂,奇瑞考虑 投资插混皮卡生产线,由雷诺负责总经销。简而言之,若合作达成,奇瑞将提供产品和技术,雷诺则提 供工厂和销售渠道。 当前,国内汽车市场增速放缓,几乎所有中国车企都加快了全球化步伐,积极布局海外市场。其中,南 美洲因市场潜力大、新能源汽车市场空白,成为众多车企的出海热门地,此前奇瑞、比亚迪、长城汽车 均已在巴西建厂,为开拓南美市场打下基础。 在中国车企中,奇瑞汽车的出口销量长期位居榜首。2024年,奇瑞汽车海外销量达114.5万辆,同比增 长21.4%,居中国自主品牌乘用车出口第一,与上汽成为唯二海外销 ...
继吉利后,奇瑞也将与雷诺“牵手”在南美生产汽车? 雷诺中国:确有沟通
经济观察报· 2025-10-09 10:41
简而言之,若合作达成,奇瑞将提供产品和技术,雷诺则提供 工厂和销售渠道。 作者: 周菊 封图:图虫创意 近日,彭博社援引知情人士的消息称, 奇瑞汽车与雷诺 洽谈在南美开展制造和销售合作,以扩大双方在该 地区的业务。据透露,双方谈判聚焦于哥伦比亚和阿根廷的合作计划,雷诺将允许奇瑞使用其在当地的工 厂设施,而奇瑞将投入资本并提供产品设计。 对雷诺而言,与奇瑞合作有助于借助奇瑞在技术及新能源汽车方面的优势,加速开拓南美市场。当前,南 美新能源汽车市场增速迅猛,但雷诺作为老牌车企,转型速度相对滞后。通过与奇瑞合作,雷诺可在短期 内拓展产品线、降低成本,增强市场竞争优势,在南美市场取得更大突破。 前述知情人士表示,奇瑞与雷诺的合作不会影响现有雷诺与吉利的项目。 数据显示,今 年 1—8月 奇 瑞汽车已销售新车172.7万辆,同比增幅超14%,有望达成300万辆的年度目 标。其中出口汽车79.88万辆,同比增长10.8%。今年9月25日,奇瑞汽车在港交所正式挂牌上市,以 30.75港元/股的招股价上限定价,募资规模91.4亿港元,成为年内港股市场规模最大的车企IPO。前述知 情人士表示,奇瑞汽车成功IPO后,与雷诺合作的 ...
新大航海时代,车企出海的“云”选择丨创新场景
Tai Mei Ti A P P· 2025-09-16 14:42
本文摘自《云栖战略参考》,这本刊物由阿里云与钛媒体联合策划。目的是为了把各个行业 先行者的技术探索、业务实践呈现出来,与思考同样问题的"数字先行者"共同探讨、碰撞, 希望这些内容能让你有所启发。 从"红海厮杀"转向"蓝海开拓",中国汽车出海已成为行业共识。 2025 年,中国新能源汽车出口预计达到 140 万辆,中国将有望继续蝉联出口第一大国。"加速出海", 也成为今年各大车企重要的"KPI"。 以广汽为例,广汽制定的出海目标是:"未来三年,进 入 100 个国家和地区,卖出 50 万辆车,将整个 海外业务占比拉升到 20%"。 具体来说,中国车企出海要在营销、制造、服务及运营上建立全球化体系;要进行全球合规管理,充分 融入本地治理体系,可持续发展;同时,还要建立全球高效、韧性、透明、协同的供应链体系,产业融 入本地区生态。 为支持全球化战略,广汽规划了广汽国际数字化底座,这其中涵盖了营销服务、研产供管、合规安 全"三大领域" 的八项数字化举措。王麒钧坦言,像 ERP(Enterprise Resource Planning,企业资源计划)、 OA(Office Automation,办公自动化)系统,以及国 ...
车企出海、黑科技首发!车企“西进”成都,除了“吸金”还为啥?
Zhong Guo Jing Ji Wang· 2025-09-05 01:46
Core Insights - The 28th Chengdu International Auto Show has become a key platform for technology validation and commercialization in the context of the automotive industry's transition to new energy and smart technologies [1][3][5] Group 1: Industry Trends - Automotive companies are showcasing innovations in low-carbon and smart technologies, transforming the Chengdu Auto Show from a traditional product display to a practical verification platform for global automotive smart technologies [3][4] - The Zeekr 9X, a 900V hybrid SUV, received over 42,667 orders within an hour of its launch, highlighting strong market interest in innovative vehicle designs [3] - Changan's new model, the Qiyuan E07, features a self-developed SDA architecture that allows for hardware upgrades, extending vehicle lifecycles and reducing future replacement costs for consumers [3] Group 2: Market Expansion - Many automotive companies are pursuing overseas markets to seek new growth opportunities, with Chery's overseas revenue reaching 26.289 billion yuan, accounting for 38.5% of total revenue in Q1 [6] - BYD's overseas sales in the first half of the year exceeded 470,000 units, a 130% year-on-year increase, indicating a strong trend in international sales [6] - In the first half of 2024, China's automotive exports are projected to reach 5.86 million units, with a 10.4% year-on-year growth in exports [6] Group 3: Local Industry Development - The Chengdu International Auto Show has facilitated partnerships, such as the collaboration between FAW, Volkswagen Group (China), and the Chengdu Economic and Technological Development Zone to establish a new Jetta brand company [8] - The establishment of the Toyota Hydrogen Energy Technology Company in Chengdu marks a significant step in the localization of hydrogen energy projects [8] - Chengdu is recognized as a major automotive production base, with over 1,000 automotive industry chain enterprises and a significant increase in automotive production and value in 2023 [9][10]
中国汽研信息智能事业部副总经理张强:车企出海需建设本地化服务能力
Core Viewpoint - The development of intelligent connected vehicles in China is heavily reliant on the promotion of policies and standards, particularly in the area of autonomous driving safety standards [1] Group 1: Policy and Standards - The establishment of a comprehensive standard system for autonomous driving, especially safety standards, is essential for the automotive industry's development [1] - There is a need for collaboration between the standardization efforts and the automotive industry's growth [1] Group 2: Export Strategy - Product export is identified as a necessary direction for Chinese automotive companies to expand internationally [1] - A strategic emphasis on "one country, one policy" is crucial for precise positioning, taking into account the differences in regulations, environmental characteristics, and consumer preferences in target overseas markets [1]
出口只是上半场,车企们的巴西战事刚开始|36氪出海·关注
36氪· 2025-07-01 10:22
Core Viewpoint - Brazil is becoming a significant export market for Chinese electric vehicles, particularly for BYD, which has seen substantial growth in sales despite upcoming challenges from rising import tariffs [3][4][6]. Group 1: Market Overview - Brazil ranks as the sixth largest automotive market globally, with a notable growth rate in the electric vehicle sector, projected to sell 177,360 electric vehicles in 2024, marking a 90% increase [4]. - In the first five months of 2025, the top three destinations for Chinese electric vehicle exports were Belgium (119,678 units), Brazil (105,513 units), and Mexico (84,862 units) [4]. Group 2: BYD's Performance - BYD has established a leading position in the Brazilian market, selling 76,713 vehicles in 2024, which represents over a 300% year-on-year increase [4]. - In May 2023, BYD accounted for 5,596 units sold in Brazil's pure electric vehicle segment, capturing over 80% of the total sales [4]. Group 3: Import Tariff Changes - Brazil's government announced a phased increase in import tariffs for electric vehicles, with rates set to rise to 25% for pure electric vehicles and 30% for hybrid vehicles by July 2024, eventually reaching 35% by July 2026 [6][7]. - The adjustment in tariffs is expected to directly impact the export strategies of automotive companies [7]. Group 4: Local Production Initiatives - The Brazilian government is launching the National Green Mobility and Innovation Program in 2024 to encourage global automotive companies to establish local production, aiming to revitalize the domestic automotive industry [9]. - Several automotive companies, including Toyota, General Motors, Stellantis, and various Chinese manufacturers, are planning investments in Brazil to enhance local production capabilities [9][10]. Group 5: Competitive Landscape - Chinese automotive companies are deepening their presence in Brazil, facing competition from established players like Toyota, Renault, and Volkswagen, while also needing to navigate local economic and regulatory environments [10][11]. - The year 2026 is anticipated to be a pivotal moment for Chinese electric vehicle manufacturers in Brazil, as they will need to integrate more deeply into the local economy and industry [10][11]. Group 6: Company Investments - GAC announced plans to sell 100,000 vehicles in Brazil over the next five years, with an investment of 6 billion Brazilian Reais (approximately 78 billion RMB) to establish a factory by Q4 2026 [14]. - Great Wall Motors is set to launch its first factory in Brazil, with an initial capacity of 50,000 vehicles, aiming to increase to 100,000 units [14]. - BYD is planning to build a large production complex in Brazil, although there have been delays due to labor disputes [14]. - Geely has entered Brazil through a joint venture with Renault to produce and sell vehicles under both brands [14].
泰国预警,哪吒破产连累中国汽车
3 6 Ke· 2025-06-24 01:31
Core Viewpoint - Neta Auto, a subsidiary of Neta Automobile, is facing bankruptcy and operational challenges, impacting its credibility and the reputation of Chinese automotive brands abroad [1][3][4]. Group 1: Company Situation - Neta Auto is undergoing bankruptcy proceedings, with a recent update indicating a new bankruptcy case filed on June 19, managed by Zhejiang Zicheng Law Firm [1]. - The company has been struggling with cash flow issues, leading to cost-cutting measures and reliance on upcoming financing rounds to raise funds [4]. - Neta Auto's Thai subsidiary has lost eligibility for government subsidies due to failure to meet production commitments, resulting in significant operational setbacks [4][6]. Group 2: Government Response - The Thai government plans to modify subsidy rules for electric vehicle manufacturers in response to Neta Auto's issues, which could affect other Chinese automotive companies operating in Thailand [4][8]. - The EV3.0 incentive program offers substantial subsidies, but companies must meet production commitments to qualify, which Neta Auto has failed to do [6][8]. - The Thai Ministry of Finance has confirmed that adjustments to subsidy rules aim to formalize and clarify processes for future compliance [8]. Group 3: Industry Implications - The challenges faced by Neta Auto highlight the risks of Chinese automotive brands expanding overseas without solid domestic foundations, potentially damaging the overall reputation of Chinese brands [11][13]. - Industry experts suggest that establishing consumer trust and brand influence in new markets is crucial for success, emphasizing the need for a strategic approach to international expansion [13]. - The call for setting export thresholds for automotive brands aims to ensure that only capable companies venture abroad, reducing risks associated with hasty expansions [13].
汽车视点 | 5月汽车销量出炉:新势力三强再“洗牌”,传统车企分化加剧
Core Viewpoint - The automotive industry is experiencing a significant divergence in sales performance among various brands, with domestic brands showing strong growth while joint venture brands face challenges [1][4]. Group 1: Sales Performance - BYD achieved a May sales figure of 382,500 units, a year-on-year increase of 15.28%, maintaining its position as the top-selling brand [5]. - Chery Group also reported strong performance with May sales of 205,700 units, reflecting a 19.10% increase [2]. - Geely's new energy brand saw a remarkable growth of 135.20% in May, with sales reaching 138,000 units [2]. - SAIC's total vehicle wholesale sales in May reached 366,000 units, a 10.2% year-on-year increase, with its self-owned brands accounting for 64% of total sales [9]. Group 2: New Energy Vehicles - New energy vehicle brands are leading the market, with Li Auto and Xpeng Motors reporting significant year-on-year growth in May, with Xpeng achieving a 230% increase [14]. - The new energy vehicle segment is expected to benefit from government policies aimed at promoting rural sales, with a new catalog released that includes multiple brands [19]. Group 3: Export Performance - BYD exported 89,000 new energy vehicles in May, accounting for nearly a quarter of its total sales, with significant growth in European markets [20]. - Chery Group's exports reached 100,700 units in May, marking a 7.7% increase [21]. - Geely's overseas exports exceeded 30,000 units in May, with a total of over 140,000 units in the first five months [22]. Group 4: Market Trends and Challenges - The automotive industry is witnessing a shift towards increased exports as domestic competition intensifies, with companies facing challenges such as complex regulations and resource allocation [22][23]. - The need for a unified database to enhance competitiveness in overseas markets has been highlighted as essential for Chinese automotive brands [23].
中国车企“出海大军”逐渐壮大,上汽等“二剑客”霸榜
Ge Long Hui· 2025-05-19 01:25
Core Viewpoint - The trend of "going global" has become a significant development direction for Chinese automotive companies, with substantial growth in exports and unique strategies adopted by leading firms like SAIC and BAIC [1][3]. Group 1: Export Growth - In September, China's automotive exports reached 444,000 units, a month-on-month increase of 9% and a year-on-year increase of 47.7% [1]. - From January to September, total automotive exports amounted to 3.388 million units, reflecting a year-on-year growth of 60% [1]. Group 2: SAIC Group's International Strategy - SAIC Group's MG brand has achieved significant success, ranking first in overseas sales among Chinese single brands for four consecutive years [3]. - In September, SAIC's overseas wholesale sales reached 105,000 units, maintaining a steady performance above 100,000 units for two consecutive months [3]. - MG's sales in Europe reached 28,000 units in September, doubling year-on-year, and the MG4 EV has become the best-selling Chinese electric vehicle in over 30 countries [3][5]. - SAIC's MG brand is projected to sell over 800,000 units this year, contributing to the group's goal of reaching 1.2 million overseas sales [5]. Group 3: BAIC Group's International Strategy - BAIC's Magic Cube model has been a key product in its South African market strategy, officially launched under the name "BEIJING X55" [6]. - The BAIC Magic Cube features advanced technology, including an L2.5 level autonomous driving assistance system and a 540-degree transparent chassis [6]. - In the first three quarters of 2023, BAIC's passenger car exports approached 30,000 units, marking a year-on-year increase of 142% [8]. Group 4: Challenges in Overseas Markets - The overseas market presents both opportunities and challenges for Chinese automotive brands, with economic conditions, tight logistics, high tariffs, and unfavorable policies posing significant hurdles [8].