在中东市场，中国汽车企业也收获颇丰。今年4月，小鹏汽车正式进军巴林市场，与巴林知名汽车集团 Ebrahim K. Kanoo达成战略合作。后者在巴林汽车市场的丰富经验和强大的销售网络为小鹏汽车提供强 有力的支持，引入小鹏G6、小鹏G9、小鹏X9等车型，满足巴林消费者对高品质智能电动汽车的需求。 此次合作标志着小鹏汽车"出海2.0"战略在中东地区实现纵深突破，全球化布局版图进一步扩大。 但与此同时，中国新能源汽车出口仍面临一些挑战。欧盟对华电动汽车反补贴调查背后交织着贸易保护 主义、地缘政治博弈与产业竞争升级三重矛盾。9月10日，墨西哥总统公布了关税改革提案，其中针对 汽车整车和零部件的税率最高达50%。这些因素都将对中国新能源汽车出口产生一定影响。 对此，中国机电产品进出口商会汽车国际化专业委员会秘书长孙晓红表示，中国新能源汽车在全球市场 上的影响力正在不断扩大，这与中国汽车行业的国际化提速有关。虽然出口贸易仍然为当前的主流，但 头部车企纷纷加快了海外本地化生产的步伐，且对海外经营和品牌塑造的理解也日益深刻。（记者 刘 叶琳） 转自：国际商报 8月27日，比亚迪宣布正式进入阿根廷市场，并在阿根廷开启首轮独家预 ...

各品牌表现分化 1、比亚迪：订单环比增长30%以上，国庆期间订单预计13-15万辆；库存充足，多款新车型（如秦、海豹、唐、海狮06、元UP）上市；回归性价比路线，价格 低于预期，订单反响良好。 2、问界M7：订单占单店50%，同比增长60%以上；假期8天有望冲击3万辆。 3、理想：理想i6订单火爆，吸收竞品（如YU7、ModelY、智接R72.07）及部分L6/L8用户；国庆前五天新增约1.5万辆，预计周末累计锁单近7万辆；L系列10 月2日官宣降价后订单恢复良好。 4、极氪：极氪X展会期间每日订单十余台；极氪9X预售订单超6万，锁单率50-60%，用户预算多在50万以上； 5、小鹏：国庆前7天单店订单不足40台，全月预计维持4万辆。 6、特斯拉、小米、零跑：环比持平，但同比大幅增长。 7、上汽H5：产品力一般，定价偏高，稳态月销1万有压力。 数说新能源服务类型： 往 期推荐 主机厂电芯采购：兼顾性能和成本 本公众号基于分享的目的转载，转载文章的版权归原作者或原公众号所有，如有涉及侵权请及时告知，我们将予以核实并删除。 加入社群 添加半仙微信，备注"进群"，邀请你加入锂电行业社群，获得行业最新动态、行业干货报 ...

Group 1 - BYD conducted a specific audience research session at the Pentagon on September 19, revealing significant sales figures, with 373,626 vehicles sold in August 2025, including 371,501 passenger vehicles and 80,464 sold overseas, marking a year-on-year increase of 146.4% [1] - In the 2025 Fortune Global 500 list released on July 29, BYD ranked 91st, maintaining its position in the top 100 for four consecutive years, emphasizing its role as a global leader in the electric vehicle sector [1] - BYD's globalization strategy is accelerating, with over 470,000 passenger vehicles and pickups sold overseas in the first half of 2025, and significant milestones achieved, including the establishment of a European headquarters in Hungary and the launch of a factory in Brazil [1] Group 2 - On August 27, BYD announced its entry into the Argentine market, planning to launch a series of new energy vehicles and develop charging infrastructure, which will support the electrification of Argentina's automotive industry [2]

Sales Performance - In August 2025, BYD Group sold 373,626 vehicles, with 371,501 being passenger cars, and 80,464 passenger cars and pickups sold overseas, representing a year-on-year growth of 146.4% [1] - From January to August 2025, cumulative overseas sales of passenger cars and pickups reached 630,728 units [1] Global Positioning - BYD ranked 91st in the 2025 Fortune Global 500 list, marking its highest position to date and reflecting its commitment to technological innovation and global expansion [1] Global Expansion Strategy - In the first half of 2025, BYD's overseas sales of passenger cars and pickups exceeded 470,000 units, demonstrating strong growth [3] - The company has established a presence in 112 countries and regions, enhancing its local strategies and operations [3] South American Market Development - On August 27, 2025, BYD officially entered the Argentine market, aiming to support the country's automotive industry's transition to electric vehicles [4] - BYD plans to launch a series of energy-efficient, cutting-edge, and zero-emission vehicles in Argentina, alongside developing charging infrastructure [4] Model Launches in Argentina - BYD has initiated exclusive pre-sales in Argentina for the first batch of models, including Yuan UP, Song PRO DM-i, and Seagull [5]

Core Insights - Chinese automotive companies have significantly increased their presence at the 2025 Munich Auto Show, showcasing a larger and more active participation compared to previous years, effectively becoming the focal point of the event [1][2][5] Group 1: Participation and Exhibits - The 2025 Munich Auto Show featured 748 exhibitors, with 116 from China, accounting for nearly one-third of all overseas exhibitors, marking a 40% increase from 2023 [2] - Major Chinese automotive brands such as BYD, Xpeng, Changan, and others presented new models and technologies, positioning themselves as key players rather than mere participants [2][3] - Notable exhibits included BYD's new vehicles and fast-charging technology, Xpeng's advanced models and robotics, and Changan's new concept car, highlighting the innovation and competitiveness of Chinese brands [2][3] Group 2: Strategic Shifts - Chinese automotive companies are transitioning from simple product exports to localized production and ecosystem development in Europe, with five companies announcing plans to build factories in Europe by 2025, involving over €20 billion in investments [3][5] - Collaborations with major European automakers like Volkswagen and Stellantis are facilitating faster adaptation to local market demands for companies like Xpeng [3][4] Group 3: Supply Chain and Technology - Chinese supply chain companies are emerging as key technology providers, particularly in battery and smart technology sectors, with firms like CATL showcasing advanced battery solutions that meet significant European demand [4][5] - Innovations in smart technology were highlighted by companies such as Horizon Robotics and Heisai Technology, which presented cutting-edge products and established partnerships with global automakers [4][5] Group 4: Future Outlook - The shift towards localized production and ecosystem development is expected to enhance the long-term competitiveness of Chinese automotive companies in the global market, moving from product output to ecosystem output [5][6] - The competitive landscape between Chinese and German automotive companies is evolving, with a focus on strategic collaboration and understanding user needs as key to success in the future [6]

Core Insights - The event "Yuan UP Launch and Delivery Ceremony" was successfully held, showcasing the new Yuan UP model and emphasizing its appeal to young consumers [1][12] - Yuan UP aims to embody a "trendy new domain" and a youthful concept, reflecting the brand's vision of co-creating a better travel experience with users [1][12] Event Highlights - The event featured a vibrant atmosphere with numerous attendees engaging in interactive experiences, including creative zones like the "Starry Trunk Theater" and "DIY Hat Making" area [4][6] - A dance performance elevated the event's mood, leading to the unveiling of the Yuan UP, which received positive feedback for its design and performance [8][10] Product Features - Yuan UP is designed with a focus on technology, quality, and youthfulness, aiming to innovate the pure electric SUV market [12][15] - The vehicle boasts a comprehensive range of features, including a 301 km range, fast charging capabilities, and advanced smart technology such as the DiLink system and voice interaction [17][18] Market Positioning - The Yuan family has achieved global sales of over 1.5 million units, reflecting strong consumer trust in BYD's technology and quality [12] - Yuan UP is positioned as an ideal choice for first-time electric SUV buyers, enhancing the product lineup with its stylish design and practical performance [15][20]

Sales Performance - In August 2025, BYD Group sold 373,626 vehicles, with 371,501 being passenger cars, and overseas sales of passenger cars and pickups reached 80,464 units, marking a year-on-year increase of 146.4% [1] - From January to August 2025, cumulative overseas sales of passenger cars and pickups reached 630,728 units [1] New Product Launches - The new model, Fangchengbao Titanium 7, is the second vehicle in the Titanium series and the first hybrid SUV under the Fangchengbao brand, featuring dimensions of 4,999mm in length, 1,995mm in width, and 1,865mm in height, with a wheelbase of 2,920mm [1] - The Titanium 7 is designed to offer enhanced urban and family usability, focusing on space utilization, cabin comfort, and an open ecosystem [2] Global Sales Strategy - BYD has established a presence in over 112 countries and regions, achieving the top sales of new energy vehicles in Italy, Turkey, Spain, and Brazil in the first half of 2025 [2] - As of August 27, 2025, BYD officially entered the Argentine market, planning to launch a series of energy-efficient, cutting-edge, and zero-emission new energy vehicles while developing charging infrastructure [2] Export Performance - In the first half of 2025, China's total exports of new energy buses (over 3.5 meters) reached 7,629 units, representing a year-on-year increase of 52.86% [2] - BYD exported 2,082 new energy buses, achieving a year-on-year growth of 44.99% and capturing a market share of 27.29%, maintaining its position as the market leader [2]

Domestic News - Jinan has launched the third round of automobile consumption subsidies for the second half of 2025, with a total funding of 12 million yuan, available until September 30 [2] - Avita plans to launch a flagship six-seater model priced at over 1 million yuan in 2026, focusing on the 250,000 to 700,000 yuan price range for its new models [3] - Geely has signed a cooperation agreement with Wuhan Economic Development Zone to produce new models, including the Geely Galaxy, enhancing the local electric vehicle industry [4] - Beijing Automotive Manufacturing Plant has introduced the Ruisheng brand, focusing on MPVs, with plans to invest 20 billion yuan in R&D over the next five years [5] - BYD has officially entered the Argentine market, launching a series of energy-efficient and zero-emission vehicles while also developing charging infrastructure [7] - Seres has announced a patent for vehicle control based on sign language gestures, utilizing image processing technology for accurate recognition [8] - CATL's "Chocolate" battery swap business achieved significant growth in August, with over 100 new stations launched, totaling 512 across 34 cities [9] - WeRide's Robotaxi GXR has begun testing in Singapore, marking its first deployment in Southeast Asia [10] Foreign News - Japan's new car sales in August decreased by 8.3% year-on-year, totaling 301,221 units, continuing a downward trend for two consecutive months [11] - Spain's new car sales in August increased by 17.2% year-on-year, indicating a positive market trend [12] - The UK government has expanded its electric vehicle subsidy program to include six new models, allowing consumers to save up to £3,750 on purchases [13] - Renault Group announced management changes and organizational restructuring, effective immediately, to enhance operational efficiency [14] Commercial Vehicles - FAW Jiefang's Sichuan branch has successfully rolled off its 10,000th new energy vehicle, demonstrating strong manufacturing capabilities in the commercial vehicle sector [15] - Dongfeng Commercial Vehicle has signed a contract for 100 Dongfeng Tianlong KL gas tractors, enhancing its regional market presence [16] - The Ministry of Transport is set to implement a new policy on "Artificial Intelligence + Transportation," aiming to integrate AI into the transportation sector [17] - The launch of the Yuantong X-VAN in the Central China region has attracted significant interest from outdoor enthusiasts and media [18][19]

Core Viewpoint - The article discusses the sales performance and customer demographics of the small pure electric SUV, Yuan UP, highlighting its market position and competition with other models like Xingyuan and Dolphin [1][9][13]. Sales Performance - In August, the dealership sold nearly 30 units of Yuan UP, primarily in the first half of the month, with a noticeable drop in sales in the latter half due to the end of local subsidies [1][2]. - The most popular configuration was the 99,800 yuan "Vitality Version," accounting for 50% of sales, while the 401KM "Surpassing Type" was the least sold, with only one unit sold in a year [4][20]. Customer Demographics - The primary buyers of Yuan UP are small asset families or young professionals looking to upgrade or purchase a second vehicle [6][8]. - Customers often compare Yuan UP with models like Xingyuan and Dolphin, with a preference for SUVs over hatchbacks in smaller cities [9][14]. Competitive Analysis - The entry price of Xingyuan at 68,800 yuan significantly undercuts Yuan UP's previous starting price of 99,800 yuan, impacting its sales [13]. - Despite the price competition, customers have reported a better driving experience and larger space in Yuan UP compared to its competitors [14]. Customer Satisfaction and Complaints - Overall customer satisfaction is high, although some complaints include the absence of features like an electric tailgate in the top configuration, which competitors offer [20]. - Maintenance costs for Yuan UP are low, with annual maintenance priced at 165 yuan [21]. Recent Developments - The launch of the new "Navigator Version" has increased customer interest, although initial marketing efforts were limited [22].

Domestic News - The Central Committee of the Communist Party of China and the State Council have proposed to enhance the construction of convenient facilities such as parking spaces and charging piles to improve urban infrastructure [7] - Chengdu has launched its third round of automobile consumption incentive activities, running from August 29 to September 28, with approximately 37,000 reward slots available [8] - Volkswagen China and China FAW Group signed a cooperation agreement to develop four new energy vehicles for the entry-level market by 2028 [9] - BYD has officially entered the Argentine market, launching a series of new energy vehicles and plans to develop charging infrastructure [10] - Leapmotor's European manufacturing base will be established in Zaragoza, Spain, with production of the B10 electric SUV expected to start in Q3 next year [12] - Pony.ai's seventh-generation Robotaxi successfully completed summer testing in Turpan, demonstrating reliability in extreme heat conditions [13] - The 2025 Chengdu International Auto Show has opened, featuring over 1,600 vehicles with a focus on new energy models [14] - Horizon Robotics has begun mass production of its Journey 6E driver assistance chip, which will be used in various popular vehicle models [15] International News - In July, new car registrations in Europe increased by 5.9% year-on-year, reaching 1.09 million units, marking the largest growth in 15 months [17] - The UK saw a 5.6% increase in passenger car production in July, although overall vehicle production fell by 10.8% due to a significant drop in commercial vehicle output [18] - US electric vehicle sales are expected to rise slightly in Q3 as consumers rush to take advantage of the $7,500 tax credit before it expires [19] - Toyota achieved record highs in both production and sales in July, with global sales increasing by 4% to 963,796 units, driven by strong demand in North America and China [20] Commercial Vehicles - CATL has signed a strategic cooperation agreement with the Linfen municipal government to promote zero-carbon heavy-duty transport and plans to deploy 1,000 battery-swappable heavy-duty trucks by the end of the year [23] - Yutong Group has made significant progress, ranking 279th in the "2025 China Top 500 Private Enterprises" list, a jump of 113 places from the previous year [24] - The new generation Huanghe H7 series from China National Heavy Duty Truck Group was launched, featuring various models including fuel, gas, and hybrid options [25] - In the first seven months of the year, China's transportation fixed asset investment reached 1.95 trillion yuan, with steady growth in freight volume and port throughput [26]