中汽中心资深首席专家、中国汽车战略与政策研究中心总工程师吴松泉在2025中国汽车论坛上表示，中 国车企出海需要聚焦大型海外市场，通过本地化生产提高增量，抓住新能源汽车出海机遇。同时，建议 中国车企正视出海中遇到的困难和挑战，行稳致远。 ...

以下文章来源于36氪出海 ，作者施忆 巴西是全球第六大汽车市场，新能源市场增速可观、同时还能够辐射拉美区域，正成为中国新能源汽车的主要出口市场之一。 据巴西电动汽车协会（ABVE）数据，2024年巴西电动汽车销量177360辆，增长达90%；据乘联会数据，2025年1-5月中国新能源汽车出口总量的前三分别 为比利时119678辆、巴西105513辆和墨西哥84862辆。 出海车企中，比亚迪在巴西市场已经领先一个身位，在纯电领域占据优势，插混车型也强势增长。2024年，比亚迪巴西分公司全年共计售出汽车76713辆， 同比增长超300%；今年5月，巴西纯电动汽车（BEV）销量达到了6969辆，其中比亚迪达到5596辆，占所有纯电动汽车销量的80%以上。 36氪出海 . 36氪出海（letschuhai.com）是关注出海的行业媒体，为企业跨境提供海外咨询及专业服务，同时运营着超万人的出海生态社群。 今年7月，巴西新能源汽车进口关税将迎来再一次上涨。 文 ｜ 施忆 编辑 ｜ Jason 来源｜ 36氪出海（ID：wow36krchuhai） 封面来源 ｜ Unsplash 5月底，历经约一个月的航行后，搭载7000 ...

"当今世界汽车工业存在严重的产能过剩。"近日，吉利控股集团董事长李书福在一次公开活动中发 出警告，并表示吉利决定不再建设新的汽车生产工厂，不搞重复建设。将通过资源重组盘活全球过剩产 能。 国际市场调研机构的报告预测，2028年全球汽车产能利用率为65％；如果出现需求疲软，产能利用率可 能降至60％。全球汽车主要市场，无一例外都存在产能利用率下降的问题，在新旧动能转换的时期，如 何优化旧产能，成为行业共同思考的课题。对于车企来说，这一时期充满了挑战，也蕴含了机遇。正如 李书福所说，主动参与全球资源组合，不仅可以利用成熟资源，也能赢得更多掌声。 全球汽车产能利用率在下降 数据表明，近两年，由于进入"后疫情时代"及贸易壁垒、局部冲突等因素，世界经济增长乏力，使得一 些地区汽车市场需求下降，全球汽车产量从2023年的约9400万辆下降到2024年的约9300万辆，叠加部分 地区新能源汽车普及速度不及预期，甚至一些跨国车企出现了关闭工厂、大幅裁员的现象，随之而来的 产能过剩问题浮出水面。 Wind援引美联储最新数据显示，从去年10月以来，美国汽车及零部件产能利用率只有今年3月达到 70％，其他时间均低于70％的"国际健 ...

Core Viewpoint - BYD is aggressively expanding its global presence and has surpassed Tesla in monthly or quarterly sales in several key markets, including Brazil, Australia, and multiple European countries [1][3][4]. Group 1: Sales Performance - In May, BYD exported approximately 89,000 vehicles, achieving a record high, with a cumulative export total of 374,200 vehicles from January to May, representing a year-on-year growth of 112% [1][3]. - In April, BYD's pure electric vehicle sales in Europe reached 7,231 units, surpassing Tesla's 7,165 units, marking a year-on-year increase of 169% [3][4]. - In Brazil, BYD's first-quarter sales exceeded 20,000 units, leading the local market, with May sales accounting for over 80% of the total pure electric vehicle sales [4]. Group 2: Strategic Goals - BYD's chairman, Wang Chuanfu, stated that the company's sales target for 2025 is 5.5 million vehicles, with 800,000 expected to come from overseas markets [3][4]. - The company is focusing on stable pricing in overseas markets to enhance profitability, positioning overseas expansion as a critical strategy [3]. Group 3: Market Dynamics - The competition between BYD and Tesla reflects a broader shift in the global automotive landscape, moving from vehicle exports to a more integrated supply chain approach [1][8]. - Chinese automakers are increasingly establishing local production and supply chains in foreign markets, as seen with BYD's plans to build a production base in Hungary and establish a European headquarters [9][10]. Group 4: Industry Trends - The global automotive industry is witnessing a transition from traditional vehicle exports to localized production and supply chain development, driven by increasing barriers to vehicle sales and the desire of host countries to develop their own automotive industries [8][9]. - Other Chinese automakers, such as Xpeng and Changan, are also investing in local production facilities in key overseas markets, indicating a consensus among Chinese companies to localize operations [10]. Group 5: Supply Chain Developments - Chinese component manufacturers, including CATL and Fuyao Glass, are also expanding their overseas production bases, contributing to the overall growth of China's automotive export sector [11]. - In the first quarter of 2025, China's rubber tire exports reached 2.24 million tons, with a year-on-year increase of 6.2%, highlighting the growth of the automotive supply chain [11].

Core Insights - BYD is aggressively competing with Tesla in global markets, with monthly or quarterly sales surpassing Tesla in key regions such as Brazil, Australia, and several European countries [1][3] - BYD's export figures show significant growth, with 89,000 vehicles exported in May and a total of 374,200 vehicles exported from January to May, marking a 112% year-on-year increase [1][2] - Tesla's CEO Elon Musk acknowledges the intense competition in the Chinese EV market but claims to focus on product perfection rather than competitors [1][2] Market Expansion - BYD's strategic goal for 2023 includes expanding its overseas market presence, with a target of 5.5 million total sales by 2025, of which 800,000 are expected to come from international markets [2][7] - In Europe, BYD's electric vehicle sales in April exceeded Tesla's for the first time, with 7,231 units sold, a 169% increase year-on-year, while Tesla's sales were 7,165 units [3][5] - In Brazil, BYD led the market with over 20,000 units sold in Q1, capturing more than 80% of the pure electric vehicle sales in May [3][4] Local Production and Supply Chain - Chinese automakers are transitioning from vehicle exports to establishing local production and supply chains in target markets, marking a shift to a 2.0 export model [6][7] - BYD is building its first European production base in Hungary and has established a complete industrial chain in Europe, including a headquarters and R&D center [7][8] - Other Chinese automakers, such as Xpeng and GAC, are also investing in local production facilities to better meet local consumer demands [8] Industry Growth - China's automotive exports reached 6.4 million units last year, with projections of 7 million units for this year, and a potential target of 10 million units by 2030 if growth continues at over 10% [8] - The supply chain for Chinese automotive parts is also expanding internationally, with companies like CATL and Fuyao Glass establishing overseas production bases [8]

导读：中国汽车产业的国际化是一个需要耐心的长期过程。 日经中文网称，俄罗斯政府在2024年10月大幅提高的对进口汽车的汽车回收利用费，实质上就是在发挥 关税功能。进口车的实际价格上涨1成以上，而俄罗斯还在研究到2030年分阶段继续提高的方案。这种 高额的回收利用费使中国企业在俄罗斯的销售成本大幅增加，竞争力被削弱。 无独有偶，6月20日，路透社以《中国廉价电动汽车涌入巴西，引发强烈反对》为题，称比亚迪的一艘 汽车载运船停靠在伊塔雅伊港，"但并不是所有人为此感到高兴"。报道引述巴西汽车行业官员和工会领 袖的观点，"比亚迪和其他中国汽车制造商的大量汽车涌入阻碍巴西国内汽车产业和就业"。 文章中还称，巴西行业和劳工组织正在游说巴西政府将一项计划提前一年实施，该计划旨在将所有电动 汽车进口关税从10%提高到35%，而不是逐步提高税率。 但是其实，中国车企并非只进口不投资。以比亚迪为例，其在巴西投建的是生产基地综合体，位于巴伊 亚州卡玛萨里市，占地468万平方米，总投资额55亿雷亚尔（折合人民币约75亿）。综合体不但包括新 能源乘用车整车生产厂，还包括一座动力电池模组组装工厂，以及一座商用车生产工厂。 今年4月27日， ...

5月底，历经约一个月的航行后，搭载7000多台新车的比亚迪汽车运输船"深圳号"，抵达巴西苏阿佩港口。航线轨迹，搭载着中国新能源汽车驶向世界的步 伐。 巴西是全球第六大汽车市场，新能源市场增速可观、同时还能够辐射拉美区域，正成为中国新能源汽车的主要出口市场之一。 据巴西电动汽车协会（ABVE）数据，2024年巴西电动汽车销量177360辆，增长达90%；据乘联会数据，2025年1-5月中国新能源汽车出口总量的前三分别为 比利时119678辆、巴西105513辆和墨西哥84862辆。 但这一增长势头，也在面临新的挑战。 巴西一度对电动汽车免征关税，2023年为推动生产本地化，巴西工贸部宣布将自2024年起恢复征收纯电动、插电式和油电混动汽车等新能源汽车的进口税， 并逐步提高税率，直至到2026年7月，相关税率将升至35%。 而今年7月，巴西新能源进口关税将迎来再一次上涨，纯电动升至25%，混合动力和插电混动分别升至30%和28%。这或许也是开头载满新车的船，扬帆起航 的原因。 | | | 巴西新能源汽车进口税率调整时间表 | | | --- | --- | --- | --- | | 时间 | 纯电动车 (BEV ...

不仅自身难以获得补贴，还影响了中国汽车品牌在海外的信誉。 陷入困境的哪吒汽车再一次迎来不利消息，6月19日，企查查显示，哪吒汽车关联公司即合众新能源汽车股份有限公司被申请破产一案更新，6月19日新增 破产案件，管理人机构为浙江子城律师事务所，经办法院为浙江省嘉兴市中级人民法院。 而就在不久前的6月11日，网络流传的多段视频显示，哪吒汽车创始人方运舟在上海新总部被员工围堵讨薪。次日，哪吒汽车总部内部突然宣布：员工即 日起居家办公，办公室门禁失效。员工若要搬离个人物品，需由行政部门向属地相关部门和物业报备。 哪吒汽车连累中国品牌 近期，据当地媒体报道，泰国政府计划对纯电动汽车（BEV）制造商的补贴规则进行修改，此举主要是为应对中国合众新能源汽车公司旗下哪吒汽车品牌 在泰国子公司面临的一系列问题。 合众汽车当下正处于艰难处境，不仅在中国面临破产审查，全球销量也持续下滑。为改善现金流，该公司不得不采取削减成本的措施，并寄希望于即将进 行的E轮融资来筹集资金。 而其泰国子公司Neta Auto Thailand也因未能履行在泰国的生产承诺，失去了获得泰国政府EV3.0激励计划补贴的资格。为提升当地销量，近几个月来，该 ...

Core Insights - BYD achieved significant sales growth in Europe, selling 10,199 vehicles in May, surpassing Tesla by 6,619 units, marking a notable advancement for Chinese automotive brands in mature markets [1][3] Group 1: European Market Performance - In May, BYD's sales in the UK reached 3,025 units, a year-on-year increase of 408%; Germany saw sales of 1,857 units, a month-on-month growth of 18.6% and a year-on-year surge of 824%; Italy's sales approached 2,000 units with a month-on-month increase of 15.6%; Spain sold 2,434 units; and France recorded 938 units [3] - BYD launched the "Seagull," a small electric vehicle tailored for European consumers, across 15 countries in May, targeting the rapidly growing market segment [3] - The high-end brand Tengshi announced its entry into Europe during the Milan Design Week, enhancing BYD's product lineup and brand image [3] Group 2: Asian Market Performance - In Singapore, BYD sold 825 vehicles in May, maintaining its position as the market leader; it was the top-selling passenger car brand from January to May [5] - Sales in Malaysia reached 1,148 units; Thailand saw 5,787 units; Japan's registrations exceeded 400 units, placing BYD among the top ten imported car brands [5] Group 3: Strategic Initiatives - BYD's success in Europe is attributed to its strategic initiatives, including local production to overcome tariff barriers, with plans to establish a passenger vehicle production base in Hungary by the end of 2023 [7] - The company is also building its own shipping fleet to ensure supply chain autonomy, currently operating 8 vessels, including the world's largest car transport ship, "Shenzhen" [7] - BYD has rapidly introduced a diverse range of models in Europe, including ATTO 3, Dolphin, Seal, and Seagull, to meet mainstream demand [7] Group 4: Market Growth and Future Outlook - BYD's registration numbers in Europe rose from over 1,000 in 2021 to nearly 60,000 in 2024, with sales in the first four months of 2025 reaching approximately 55,000 units, nearing the total for 2024 [9] - In April, BYD's market share in the European new energy vehicle sector surpassed 6% [9] - The company's overseas success provides a replicable model for other Chinese automotive brands looking to expand internationally, showcasing the potential of Chinese vehicles on the global stage [9]

据央视新闻报道，当地时间6月19日早间，以色列本土守备司令部发布消息称，监测到有导弹从伊朗向以色列发射。 小鹏汽车进入以色列市场以来，取得了不错的成绩。据新华社报道，以色列汽车进口商协会日前公布的数据显示，今年前五个月，中国品牌在以色列共售出 纯电动汽车1.92万辆，其中，小鹏汽车在以色列共售出3650辆纯电动汽车，在出口至以色列市场的中国品牌中排名第二，仅次于比亚迪的3813辆。名爵汽车 和奇瑞汽车分别以1694辆和1675辆的销量位列该榜单的第三和第四位。 6月20日，网络上流传的一段视频显示，有一枚导弹进入以色列掉落至地面的过程中，零部件恰好砸中了停在路边的汽车，该车辆正是小鹏汽车出口至以色 列的小鹏G6。现场除了巨大的撞击力外，没有发生起火或爆炸情况。 公开资料显示，在2023年7月10日，小鹏汽车宣布与以色列当地汽车经销商Freesbe达成战略合作伙伴关系，以拓展以色列市场。Freesbe将在以色列各地发展 小鹏汽车的销售和服务网络。 每经记者｜孙磊 每经实习编辑｜余婷婷 图片来源：小鹏汽车官网 据悉，中东地区虽油气资源丰富，但也需要大力推进能源转型。当前中东各国正在积极推动电动汽车发展，例如沙特明 ...