20多年来一直位居首位的日本汽车降至第2位。中国汽车2025年的全球销量预计同比增长 17%，增至约2700万辆。日本车企合计销量约为2500万辆。另一方面，中国国内的供应过 剩迹象增强…… 从2025年新车销售来看,中国车企的全球销量将首次跃居首位，20多年来一直位居首位的日 本汽车降至第2位。中国的汽车出口已居首位，确立汽车大国地位。为了对抗价格竞争力较高 的中国企业，各国将在关税和新标准方面设置壁垒。世界范围摩擦加剧，保护本国企业的保 护主义有可能加强。 日本经济新闻根据2025年1～11月各企业发布的资料和标普全球汽车（S&P Global Mobility）的数据进行了统计。销量包括商用车。包括本国市场和出口等海外市场的销售。国 家分类以出资比例为准，各出资一半的情况下定为销售时品牌名称的制造商所属的国家。 中国汽车制造商正在转向出口寻找出路。将国内剩余的EV销售到海外市场的情况增加，也有 观点认为是"通缩出口"。 在日本车占据压倒性优势的东盟（ASEAN），中国汽车销量大幅增长49%，增至约50万辆。 丰田的泰国法人表示，截至11月泰国新车销量中日本车所占的比例为69%，与5年前的约9成 相比急剧 ...

Core Viewpoint - The financial reports of seven major Chinese photovoltaic (PV) battery companies for the fiscal year 2024 show a combined loss of 27 billion yuan, marking the first loss since 2017 due to overproduction and deteriorating market conditions [1][2][3]. Group 1: Financial Performance - The seven listed Chinese PV battery companies reported a total loss of 27 billion yuan for the fiscal year 2024, a stark contrast to a total profit of 41.8 billion yuan in the previous fiscal year [2]. - Five of these companies, including Longi Green Energy, experienced significant losses, while the largest, JinkoSolar, saw a 98% reduction in profits [2][3]. Group 2: Market Dynamics - The rapid decline in performance is attributed to overproduction by Chinese companies, leading to a market downturn [3]. - The price of PV battery panels has dropped nearly 70% since early 2022, with prices reaching 9 cents per watt by the end of 2024 [3]. Group 3: Global Market Position - Chinese companies dominate the global PV battery market, holding over 80% of the production capacity and accounting for nine out of the top ten global PV panel manufacturers [2][3]. - Despite being a major demand country for new PV installations, China faces challenges in absorbing its domestic supply, resulting in excess products being exported [3]. Group 4: International Trade Issues - The influx of low-priced PV products from China has weakened local manufacturers in Europe, leading to increased international friction [2][4]. - The European Solar Manufacturing Council has urged the EU to implement trade protection measures to safeguard local businesses [5].