以下文章来源于霞光社 ，作者冯叶 霞光社 . 赋能企业全球化 在特朗普再次试图改写全球供应链格局之时，中国新能源车企并不慌乱。 将投中网设为"星标⭐"，第一时间收获最新推送 出海从无坦途。 作者丨 冯叶 编辑丨 李小天 来源丨 霞光社 "每一公里内，就能看到三到五辆比亚迪" 从市场格局看，比亚迪是巴西市场当之无愧的新能源汽车销量冠军。 最重要的原因是它们并不依赖美国市场，且早在第一轮贸易战开启时，就积极拓展了中东、东南亚、 拉美等新兴市场，其中， 距离中国大陆18000公里的巴西，成为了近年来 新能源 车企出海最火热 的战场。 据ABVE统计，2024年，巴西电动汽车和混动汽车总销量约为12.5万辆，其中，比亚迪占据了 61.2%的市场份额，其次则是长城汽车和沃尔沃。 巴西是全球第六大汽车市场，其中，新能源汽车的销量正在持续攀高。巴西电动汽车协会（下 称"ABVE"）数据显示，2024年1至6月，巴西全国大约销售出8万辆轻型电动型新车，较去年同期 增长146%。这个数字还将在今年保持乐观增长。 在霞光社的调研中，巴西市民纷纷现身说法。生活在坎皮纳斯的Felipe表示，"我已经购买了比亚迪 的混合动力汽车。我所 ...

Core Viewpoint - Chinese new energy vehicle (NEV) companies are expanding aggressively into Brazil, capitalizing on the country's growing market for electric vehicles, despite facing challenges such as labor disputes and insufficient charging infrastructure [3][4][5]. Market Overview - Brazil is the sixth largest automotive market globally, with NEV sales increasing significantly. In the first half of 2024, approximately 80,000 light electric vehicles were sold, marking a 146% increase year-on-year [4]. - BYD leads the Brazilian NEV market with a 61.2% market share, followed by Great Wall Motors and Volvo [6]. Competitive Landscape - Other Chinese brands like Chery, JAC, and Neta are also present in Brazil, each with different market strategies. Chery focuses on internal combustion and hybrid models, while JAC offers a 100% electric lineup [6][9]. - The Brazilian government has implemented policies to support NEV adoption, including the "Rota 2030" plan, which aims for electric vehicles to account for 30% of total vehicle sales by 2030 [9]. Challenges Faced - Despite strong sales, Chinese companies encounter labor issues, inadequate charging facilities, and competition from established automakers like Toyota and Volkswagen [4][10]. - The high cost of NEVs in Brazil, exacerbated by tariffs and local economic conditions, limits consumer purchasing power. For instance, the starting price of a BYD model is around 115,000 Brazilian Reais (approximately 148,000 yuan), while the minimum wage is only 1,518 Reais (about 1,900 yuan) [11][12][13]. Local Adaptation - The lack of charging infrastructure is a significant barrier, with a car-to-charging station ratio of 17:1, far from the EU's target of 10:1 by 2030 [15]. - Local labor laws and cultural differences pose challenges for Chinese companies, as seen in labor disputes at BYD's factory in Brazil [19][20]. Strategic Importance - Brazil serves as a gateway to the South American market, with Chinese NEVs already making inroads in countries like Chile and Colombia [22]. - Chinese companies like BYD plan to establish local manufacturing to create jobs and integrate into the Brazilian economy, with BYD aiming to create 20,000 jobs by the end of 2026 [22].