岁序常易，新元肇启。回望2025年，中国汽车"出海"交出亮眼答卷。中国汽车工业协会 最新数据显示，2025年1～11月中国汽车出口634.3万辆，同比增长18.7％；其中新能源汽车 出口231.5万辆，同比增长高达102.9％。 与此同时，本地化运营向纵深延伸，车企针对不同市场需求优化产品配置，并积极构建覆盖 销售、售后、充电、金融的全生命周期服务体系，海外充电网络布局加速，二手车、汽车订 阅等新业务模式逐步落地，形成可持续的海外运营生态。这种生态"出海"模式，让中国汽车 产业从全球价值链的"参与者"向"主导者"转变，同时有望助推中国汽车全球市场份额进一步 提升。 当然，2026年中国汽车"出海"的道路不会一帆风顺，贸易壁垒、合规要求等挑战将持续升 级。以欧盟为例，其本土化要求日趋严苛，不仅对汽车碳排放、电池回收等制定了严格标 准，还在区域价值含量、技术专利等方面持续加码，倒逼车企必须在欧盟境内具备深度本土 化的研发、测试与生产能力，而非仅停留于简单的组装代工模式。 贸易保护主义带来的市场风险也愈发突出。墨西哥作为中国汽车"出海"的核心增量市场，其 关税政策调整将直接冲击中国品牌的竞争优势。该国明确自2026 ...

与此同时，本地化运营向纵深延伸，车企针对不同市场需求优化产品配置，并积极构建覆盖销售、售 后、充电、金融的全生命周期服务体系，海外充电网络布局加速，二手车、汽车订阅等新业务模式逐步 落地，形成可持续的海外运营生态。这种生态"出海"模式，让中国汽车产业从全球价值链的"参与 者"向"主导者"转变，同时有望助推中国汽车全球市场份额进一步提升。 岁序常易，新元肇启。回望2025年，中国汽车"出海"交出亮眼答卷。中国汽车工业协会最新数据显示， 2025年1~11月中国汽车出口634.3万辆，同比增长18.7%；其中新能源汽车出口231.5万辆，同比增长高 达102.9%。 进入2026年，这一增长势头有望延续，且行业将全面迈入"量稳质升"的关键转型期——出口规模持续扩 容，本土化布局向纵深推进，从单一产品输出向全产业链生态"出海"进阶。与此同时，贸易壁垒升级、 合规要求趋严等多重挑战仍将交织显现，考验中国车企的全球化运营与风险应对能力。 对于2026年中国汽车出口规模，多家组织和机构给出乐观预判。车百会理事长张永伟指出，"出海"已成 为中国汽车产业的重要增长极，预计2026年中国汽车出口有望达到800万辆，其中新能源汽 ...

Group 1 - In November, the retail sales of passenger cars in China reached 2.225 million units, a year-on-year decrease of 8.1% and a month-on-month decrease of 1.1%. Cumulatively, retail sales for the year reached 21.483 million units, an increase of 6.1% year-on-year [1] - Passenger car exports in November were 601,000 units, marking a year-on-year increase of 52.4% and a month-on-month increase of 9.1%. For the first 11 months of the year, exports totaled 5.151 million units, up 17.2% year-on-year [1] Group 2 - In November, the penetration rate of new energy vehicles (NEVs) in the domestic passenger car retail market reached 59.3%, an increase of 7 percentage points year-on-year, setting a new historical high. This growth is attributed to policies such as trade-in subsidies and exemption from purchase tax for NEVs [2][3] - The sales of pure electric vehicles have outpaced those of plug-in hybrid and range-extended models, primarily due to the impact of "two new" policies promoting high-cost performance pure electric models. In November, sales of plug-in hybrids and range-extended models declined [2] Group 3 - In November, BYD led the passenger car retail market with sales of 307,000 units, followed by Geely with 268,000 units, and FAW-Volkswagen with 138,000 units. Other brands like Chery, Changan, and SAIC-GM-Wuling also exceeded 100,000 units in sales [2] - Domestic brands accounted for nearly 70% of the market share this year, with German brands experiencing the fastest decline. BYD, Geely, and Chery ranked the top three in incremental sales, while brands like Leap Motor and Xpeng saw significant growth [3] Group 4 - The automotive market is not experiencing the typical seasonal sales increase at year-end, primarily due to the reduction of replacement subsidies, leading many consumers to purchase vehicles earlier [4] - In the high-end market, domestic brands have the potential to capture a larger share. For the mass market, overseas sales appear to be a key channel for profit growth [4] Group 5 - Chinese automotive brands are expected to see significant growth in emerging markets, particularly in Southeast Asia and Latin America, with brands like BYD leading in sales in Indonesia [5] - Localization of production is becoming essential for Chinese automotive companies as they expand globally. Starting in 2025, domestic brands will accelerate overseas production capacity, transitioning from single product exports to localized production and global services [6]