本报记者 刘钊 在全球汽车产业深刻变革的浪潮中，中国汽车品牌正以前所未有的速度和力度走向世界舞台。 当地时间10月23日，伦敦格林威治泰晤士河畔，在外媒的聚光灯下，吉利汽车集团（以下简称"吉利"） 宣布首款全球战略车型EX5正式登陆英国市场。 从马来西亚丹戎马林的电动汽车工厂揭幕，到在巴西市场与雷诺的产能协同，再到欧洲千家渠道网络的 蓝图，吉利的全球化步伐正以前所未有的速度推进。数据显示，2025年1月份至10月份，吉利新能源汽 车出口同比增长达218%，成为全球增长最快的车企之一。 从"走出去"到"走进去"再到"走上去"，吉利究竟是怎样成功"出海"、造就中国汽车全球化新样本的？近 日，《证券日报》记者走进吉利，深入解读公司全球化发展路径及其对中国汽车产业的启示。 先补短板再拓市场 吉利国际化征程始于2003年，当时50辆吉利豪情轿车销往海外，实现了吉利出口零的突破。这一历史性 时刻开启吉利全球化发展的序幕。2005年，吉利开始在海外投资建厂，陆续在印尼、乌拉圭、埃塞俄比 亚、埃及、白俄罗斯建立装配基地，覆盖东南亚、北非、中东、东欧等地区。 "吉利的国际化战略始终体现出一种长期主义的坚守。"吉利汽车控股有限公 ...

Group 1 - New BYD Summer launched with a price range of 206,800 to 269,800 yuan, featuring four models and enhanced electric range and energy efficiency [4][12] - New Mazda EZ-6 launched with a price range of 119,800 to 162,800 yuan, offering both pure electric and range-extended versions with a total of 11 models [13][20] - New Zhiji LS9 available for pre-sale with a price range of 346,900 to 376,900 yuan, featuring advanced design and high-end configurations [21][29] - New Aion i60 available for pre-sale with a price range of 119,800 to 126,800 yuan, offering both range-extended and pure electric versions [30][39] - Geely acquires 26.4% stake in Renault Brazil, enhancing its market presence in Latin America [40][42] Group 2 - BYD Summer features fifth-generation DM hybrid technology, with a 110kW 1.5T engine and 200kW motor, offering a pure electric range of 100/218 km [10][12] - Mazda EZ-6's range-extended version includes a 70kW 1.5L range extender and offers a maximum comprehensive range of 1301 km [18][20] - Zhiji LS9 utilizes a "Star" super range-extending system with a maximum power of 390kW and a 0-100 km/h acceleration time of 4.9 seconds [27][29] - Aion i60's range-extended version features a 74kW 1.5L range extender and a comprehensive range of 1240 km [37][39] - Geely's partnership with Renault allows shared access to production capacity and market networks in Brazil, facilitating the expansion of both companies in the electric vehicle market [40][42]

再度联手雷诺，吉利加速海外布局。11月3日，吉利控股集团和吉利汽车控股有限公司（以下统称"吉 利"），与雷诺集团正式签署巴西战略合作最终协议（以下简称"协议"），双方将深化战略合作，通过 雷诺巴西公司生产及销售吉利和雷诺的新能源车型。 协议显示，吉利收购雷诺巴西公司26.4%的股份，雷诺集团继续保持控股股东地位并合并财务报表。作 为少数股东，吉利可共享雷诺巴西公司的工厂产能和市场网络，加速拉美地区汽车市场的拓展。此外， 雷诺巴西公司将成为吉利旗下新能源汽车产品在巴西的经销商，在销售、金融和售后服务方面开拓新增 长机会。而吉利电动SUV车型EX5通过雷诺的品牌经销商渠道全网销售。 同时，吉利的技术和新能源产品也将帮助雷诺进一步打开巴西市场。协议显示，通过双方的合作，雷诺 可利用先进的新能源技术扩展产品线，满足巴西市场电动化需求。雷诺位于巴西南部的埃尔顿•塞纳工 业园区，除生产雷诺车型外，还将生产吉利品牌产品，助力雷诺巴西公司提高产能利用率，进一步提升 园区竞争力。中国汽车流通协会专家委员会成员颜景辉认为，双方合作后，有助于推动吉利汽车产品国 际化，借助雷诺在巴西的渠道与工厂，以更低成本顺利地打开巴西市场，进一步 ...

（文/观察者网 张家栋 编辑/高莘） 11月3日，雷诺集团官网发文称，该集团已经与吉利汽车签署了一系列协议。这些协议将双方的战略合 作扩展至雷诺巴西公司在巴西生产和销售零排放、低排放汽车。 路透社 根据协议内容，吉利将正式收购雷诺巴西公司26.4%的股份，雷诺集团仍为控股股东，并继续将该公司 纳入其财务报表。 作为股东之一，吉利可以利用雷诺巴西公司的工业和商业资源，加速其在该地区汽车市场的扩张。目 前，吉利EX5已经通过雷诺旗下品牌的专属经销商网络在巴西市场销售。 吉利EX5已经在巴西上市 CPG 吉利集团董事长李书福表示，"与雷诺的继续合作，（能够帮助吉利）探索新市场和新机遇，这将实现 双赢，因为雷诺和吉利都能够利用全球技术规模优势，将最好的产品推向市场。" 雷诺方面表示，通过在巴拉那州圣若泽杜斯皮尼亚伊斯市的艾尔顿·塞纳工厂同时生产吉利汽车品牌的 车辆和雷诺汽车，雷诺巴西公司将能够提高产能，并进一步提升这座工业园区的竞争力。 雷诺集团首席执行官福兰（François Provost）称："与吉利在巴西建立合作伙伴关系，标志着我们在国 际战略上迈出了决定性的一步。它建立了一种基于卓越工业和技术领先地位的灵活 ...

Core Insights - Geely Auto has launched its first global electric vehicle, the Geely International EX5, in the UK, marking a significant step in its strategy to establish its main brand in the European market after years of leveraging its subsidiary brands [2][3] - The company emphasizes its long-term presence in the UK, positioning itself as a "returning" brand rather than a newcomer, aiming to connect with local consumers [2][3] Group 1: Market Presence and Strategy - Geely's presence in the UK began in 2006 through investments in the London Electric Vehicle Company, and it has since built a market share of 4.2% in the UK automotive market and 7.4% in the electric vehicle segment as of mid-2023 [3] - The EX5 is designed with Chinese aesthetics, drawing inspiration from Song Dynasty porcelain, and aims to appeal to UK consumers who may not have a strong brand preference for electric vehicles [3][4] - Geely plans to achieve annual sales of 100,000 units in the UK by 2030 and aims to establish 100 sales and service outlets by the end of 2026 [5] Group 2: Product Development and Localization - The EX5's design team has a global background, and the company is focused on localizing its operations by utilizing local talent and resources [4] - The EX5 features technology from Arm, a UK-based chip design company, and its chassis has been tuned by Lotus to meet European consumer expectations for performance [4] - Geely's smart driving products will be introduced gradually in Europe, with a focus on safety features that align with local regulations and consumer needs [6][7] Group 3: Production and Capacity Management - Geely has no plans to build new production facilities due to global overcapacity issues and is instead focusing on improving efficiency at existing plants [7][8] - The company is actively utilizing idle capacities from other manufacturers to address the overcapacity challenge in the global automotive industry [8]

Core Insights - The article highlights the significant advancements in the safety performance of Chinese-made electric vehicles, particularly in the context of Euro NCAP testing, where 13 out of 18 five-star rated vehicles are from China [2][3][4] Group 1: Euro NCAP Testing Results - Euro NCAP's latest report indicates that among the 28 models tested in 2025, 18 achieved the highest five-star safety rating, with Chinese brands dominating the list [2][3] - A total of 11 electric vehicles received five-star ratings, showcasing the strength of Chinese brands in this category [3][4] - The top-rated model is the Tesla Model 3 (manufactured in China), followed by several models from Geely, including Lynk & Co 02 and Polestar 3 [4][5] Group 2: Safety Performance Metrics - In adult occupant protection, several Chinese models scored above 90%, outperforming traditional international brands [4][5] - In child occupant protection, the Tesla Model 3 and Polestar 3 achieved the highest scores of 93% [4] - The report emphasizes the effectiveness of active safety technologies in Chinese vehicles, which contributed to their high scores [5][6] Group 3: Industry Perception and Market Impact - The article notes a dramatic shift in perception regarding Chinese automobiles in Europe, moving from skepticism to recognition of their safety and quality [6][7] - The ADAC report corroborates Euro NCAP findings, highlighting the significant progress made by Chinese manufacturers in safety and manufacturing quality [6][7] - The increasing number of five-star ratings is helping to reshape consumer trust in Chinese vehicles in the European market [8][9] Group 4: Sales and Market Share - In the first half of the year, SAIC Group's sales in Europe reached 153,000 units, marking an 18.6% increase, contrasting with the slight decline in sales from European and Japanese manufacturers [9] - Chinese brands' market share in Europe nearly doubled to 5.1%, with BYD showing remarkable growth, achieving sales of 70,500 units, a year-on-year increase of over 300% [9] - The article suggests that the recognition from Euro NCAP ratings serves as a significant endorsement for Chinese brands in the competitive European market [8][9]

Core Viewpoint - The article discusses the significant growth and strategies of Chinese automotive companies in the global market, highlighting their export achievements and unique approaches to internationalization in the first half of 2025 [3][4]. Group 1: Overall Industry Trends - In the first half of 2025, China's automotive exports reached 3.083 million units, marking a year-on-year increase of 10.4% [3]. - Chinese automakers are no longer focused solely on sales numbers but are embedding capital, production capacity, and supply chains into global markets through methods such as Hong Kong IPOs, overseas factories, and joint ventures [4]. - The global expansion of Chinese car manufacturers has entered a new phase, with a shift from merely selling cars to establishing production facilities abroad [3][4]. Group 2: Chery Automotive - Chery maintained its position as the top exporter, with an export volume of 548,000 units, accounting for 17.8% of total exports [6]. - Chery's overseas sales revenue was approximately 29.1 billion RMB in 2022, representing 35.3% of total revenue, and is projected to approach 50% by 2024 [6][8]. - The company has established a global sales network with 1,075 dealers and 2,541 sales outlets outside China, leading in several international markets [7]. Group 3: BYD - BYD's exports surged by 130% year-on-year to 470,000 units in the first half of 2025, becoming the second-largest exporter among Chinese automakers [10][11]. - In Europe, BYD's electric vehicle sales surpassed Tesla for the first time in April, with registrations reaching 7,231 units [11]. - BYD is expanding its global production and supply chain network, with a new factory in Brazil marking its third overseas production line [12]. Group 4: Great Wall Motors - Great Wall Motors achieved overseas sales of 198,000 units, with 30,083 units of pickup trucks sold, representing a 24.3% increase [15][16]. - The company has a long history of exporting pickups, having entered the international market in 1998 [16]. - Great Wall's high-end brand WEY is also accelerating its internationalization efforts [16]. Group 5: Geely - Geely's overseas export volume reached 184,000 units in the first half of 2025, with a strong performance in the electric vehicle segment [18]. - The company is expanding its dealer network in Australia and New Zealand, aiming to establish 100 dealerships in the next three years [20]. - Geely's high-end brand Zeekr has entered over 40 countries, with a significant presence in the luxury vehicle market [20]. Group 6: XPeng Motors - XPeng Motors achieved overseas sales of approximately 19,000 units, expanding its business to 46 countries and regions [21][26]. - The company is focusing on Southeast Asia and Europe, with plans to establish a localized production facility in Indonesia [25]. - XPeng aims to cover 60 countries and regions by the end of 2025, with a goal of being among the top three global exporters of new energy vehicles by 2027 [25][26]. Group 7: Leap Motor - Leap Motor's overseas sales reached approximately 20,000 units in the first half of 2025, aided by a partnership with Stellantis [27][31]. - The company has established over 100 sales outlets in Germany, achieving a market share of over 1% in the pure electric vehicle segment [28]. - Leap Motor is also planning localized assembly projects in Malaysia to enhance its market presence [28]. Group 8: Seres - Seres submitted its IPO application to the Hong Kong Stock Exchange and has established operations in multiple countries across Europe, the Middle East, and Africa [33][35]. - The company is focusing on localized manufacturing in Indonesia and has plans for expansion in the Middle East and Africa [37][38]. - Seres aims to enhance its overseas sales channels and delivery capabilities through diverse partnerships and local manufacturing [38].

Core Insights - The Chinese automotive industry is experiencing a significant global expansion, with companies like Chery, BYD, and Great Wall Motors leading the charge in exports and establishing production facilities abroad [2][3][4]. Group 1: Export Performance - In the first half of 2025, China's automotive exports reached 3.083 million units, marking a year-on-year increase of 10.4% [2]. - Chery maintained its position as the top exporter with 548,000 units, accounting for 17.8% of total exports [4][6]. - BYD's exports surged by 130% to 470,000 units, making it the second-largest exporter [7][9]. - Great Wall Motors sold approximately 30,000 pickup trucks overseas, with a total overseas sales figure of 198,000 units [10][12]. - Geely's overseas exports reached 184,000 units, with a strong focus on electric vehicles [13][14]. - Xpeng Motors achieved overseas sales of about 19,000 units, expanding its presence in 46 countries [15][18]. - Leap Motor exported around 20,000 units, leveraging its partnership with Stellantis to enter the European market [19][21]. Group 2: Strategic Initiatives - Chery is pursuing a dual strategy of capital and production globalization, with plans for a Hong Kong IPO to fund further expansion [4][6]. - BYD is establishing a European headquarters and a new R&D center in Hungary to enhance its market presence [7][9]. - Great Wall Motors is focusing on its pickup truck segment, which has seen a 24.3% increase in overseas sales [10][12]. - Geely is expanding its production capabilities in key emerging markets like Egypt and Indonesia [14]. - Xpeng is prioritizing Southeast Asia and Europe for its global strategy, with plans to establish a local production facility in Indonesia [15][18]. - Leap Motor is implementing localized production in Malaysia to cater to the Southeast Asian market [19][21]. Group 3: Market Positioning - Chery's global strategy includes a multi-brand approach tailored to different market needs, with a strong presence in over 100 countries [4][6]. - BYD has outperformed Tesla in the European market for electric vehicles, particularly in Spain [7][9]. - Great Wall Motors is leveraging its historical strength in the pickup truck segment to establish a foothold in various international markets [10][12]. - Geely is focusing on high-end markets with its Zeekr brand, achieving significant sales in multiple countries [14]. - Xpeng is rapidly building a service network in Indonesia, aiming to cover 70% of core urban areas by the end of the year [15][18]. - Leap Motor's collaboration with Stellantis is facilitating its entry into high-potential markets, enhancing its brand recognition and distribution channels [19][21].

【文/观察者网 潘昱辰 编辑/高莘】据路透社报道，长安汽车欧洲营销、销售和服务主管尼克·托马斯 （Nic Thomas）7月2日在伦敦的深蓝S07试驾活动时表示，长安汽车计划在欧洲建立一家汽车工厂，以 支持其未来在欧洲大陆的销售，并已在权衡工厂可能的选址地点。 "我们致力于在欧洲，为欧洲，并正在研究本地生产解决方案。"托马斯说。他表示，目前无法讨论欧洲 汽车工厂建设的具体时间安排，但表示长安汽车相信能够达到预期的销量，因此已经处于规划阶段。 对此传言，长安汽车相关人士对观察者网表示，不是很清楚相关情况，无法回答这个问题。 今年3月，长安汽车举行欧洲品牌发布会，展示了长安汽车旗下长安、深蓝、阿维塔三大品牌共9款新 车，首款在欧洲推出的车型即为深蓝S07。 今年3月，长安汽车在欧洲举行发布会 长安汽车 同样在7月2日，吉利汽车也表示，将在英国推出吉利品牌，首款在英国上市的车型为将是电动SUV吉利 EX5，即吉利银河E5的海外版车型。 本文系观察者网独家稿件，未经授权，不得转载。 按照计划，长安汽车在2025年底前扩展至至少10个欧洲区域市场，并通过循序渐进的方式，于2028年在 整个欧洲建立起全面的业务布局。此外 ...

Core Viewpoint - The global electric vehicle (EV) industry is entering a highly competitive phase in 2025, with companies like Tesla and BYD leading the charge, while Zeekr Technology showcases impressive financial results, marking a significant milestone in China's EV sector's high-end and global expansion [1][14]. Financial Performance - In Q1 2025, Zeekr Technology reported total revenue of 22 billion yuan (approximately 3.04 billion USD), with vehicle sales revenue dominating at 19.1 billion yuan, reflecting a year-on-year growth of 16.1% [3]. - The company achieved a gross profit of 4.213 billion yuan (about 580 million USD), up 18.8% from the previous year, and a comprehensive gross margin of 19.1%, the highest in its history [3][4]. - Zeekr's net loss decreased by over 60% year-on-year, achieving a profit of 510 million yuan under Hong Kong accounting standards, marking three consecutive quarters of profitability [3][4]. Cost Management and Efficiency - Total costs for Q1 2025 were 17.8 billion yuan (approximately 2.54 billion USD), down 2.4% year-on-year and 38.6% from the previous quarter [4]. - Sales and marketing expenses were 2.645 billion yuan (around 364 million USD), a decrease of 9.2% year-on-year [4]. - The integration of Zeekr and Lynk & Co has led to significant cost reductions and improved operational efficiency [4][6]. Strategic Developments - The merger of Zeekr with Lynk & Co and its planned integration into Geely Auto is a strategic move aimed at enhancing market competitiveness and operational synergy [6][7]. - Zeekr and Lynk & Co are adopting differentiated competition strategies, with Zeekr focusing on the luxury market above 300,000 yuan and Lynk & Co targeting the market above 200,000 yuan [8]. Global Expansion - As of April 2025, Zeekr has entered over 60 international markets and established more than 1,200 stores, gaining the trust of over 1.9 million global users [11]. - Geely Auto is also expanding its overseas presence, with plans to launch multiple models in key markets like the Middle East and Europe [11][12]. Technological Advancements - Zeekr is innovating with its "three 800" ecosystem solution, including the V4 ultra-fast charging station capable of delivering peak power of 1.3 megawatts [9]. - The company is also enhancing its technology capabilities through shared R&D efforts between Zeekr and Lynk & Co, focusing on intelligent driving solutions and smart cockpit technologies [8][9]. Conclusion - Zeekr's Q1 2025 financial performance reflects the effectiveness of its "technology-driven high-end" strategy, showcasing growth in both scale and profitability while breaking the trend of "burning cash for volume" typical of new entrants in the EV market [14].