2025年奇瑞汽车多项核心指标均创下历史新高，其中海外销量达到134.4万辆，同比增长17.4％，连续多年位居中国品牌乘用车出口第一。海 外销量占比为47.8％，接近50％。 2026年，奇瑞剑指320万辆总销量，海外销量占比有望进一步提升。不过，奇瑞方面并未透露具体的海外销量目标，若以海外销量占比近 50％推算，2026年奇瑞汽车海外销量在150万～160万辆之间。 编前： 随着国内车市进入存量竞争的深水区，海外市场成为中国汽车品牌的主要增长引擎。 2020 ～ 2025 年，中国汽车出口量从 100 万辆飙升 至 700 万辆，头部车企的海外销量屡创新高，销量占比也不断提升。 2026 年，这场全球化征程迈入 " 体系出海 " 的新阶段，多家中国车企正以 " 品牌 ＋渠道＋本土化 " 三位一体的模式，在欧洲、东南亚、南美等核心市场扎根。在此背景下，各大车企如何规划 2026 年的海外扩张蓝图？其海外销 量目标及占比预期如何？重点市场又有哪些？本报进行系统梳理。 奇瑞汽车 海外销量目标： 150 万～ 160 万辆 上汽集团 海外市场同样处于奇瑞增长极中的支柱地位。在东南亚市场，奇瑞已经在泰国建厂；2026 ...

Core Viewpoint - The 2025 Munich IAA Auto Show marks a significant turning point in the global automotive industry's transition to electric vehicles, highlighting the tension between traditional European automakers and the aggressive strategies of Chinese manufacturers [1][2][18]. Group 1: European Automakers' Challenges - European automakers face a complex dilemma of slow transition and high costs, with electric vehicle prices remaining high and manufacturing costs, particularly for batteries, difficult to reduce quickly [19][33]. - The European Automobile Manufacturers Association (ACEA) warns that mandatory electric vehicle transitions could lead to a hollowing out of the supply chain, potentially impacting over 800,000 jobs [4][5]. - The shift to electric vehicles is complicated by a lack of charging infrastructure and consumer anxiety over range, which may drive consumers to purchase more fuel vehicles before the 2035 ban on combustion engines [6][27]. Group 2: Competitive Landscape - Traditional giants like BBA (BMW, Benz, Audi) are experiencing pressure from both internal and external competition, particularly from rapidly advancing Chinese electric vehicle manufacturers [7][9]. - Data shows that LGES remains the largest battery supplier for Volkswagen, providing 14.8 GWh of batteries, while Panasonic and SK On also have significant supply agreements with major automakers [11][12][13]. - A complex competitive landscape is emerging, with Japanese and Korean battery manufacturers holding significant existing and new orders, while Chinese companies are still establishing their foothold [17]. Group 3: Strategic Responses - Volkswagen is actively responding to market pressures by showcasing new entry-level electric vehicles at the IAA, aiming for a 70% share of electric vehicles in Europe by 2030 and investing €20 billion in battery factories [23][21]. - Mercedes-Benz is reevaluating its luxury strategy due to a 56% drop in profits, indicating a need to balance market share and cash flow while investing in various drive technologies [26][27]. - BMW is focusing on technological advancements with its "Neue Klasse" platform, investing over €10 billion to enhance its competitive edge in the electric vehicle market [28][31]. Group 4: Chinese Manufacturers' Strategies - Chinese brands are making unprecedented inroads into the European market, with a record 5.7% market share in the UK and Europe, and 10.7% in the electric vehicle segment [35][36]. - BYD is implementing a differentiated strategy in Europe, targeting both high-end and budget segments while committing to local production in Hungary and Turkey [40][41][42]. - Other Chinese manufacturers, such as Leap Motor and GAC, are also establishing local production and distribution networks, indicating a broad and deep penetration strategy in the European market [44][45].