为了征服欧洲这块汽车业的高地，中国企业正在合作一切可以合作的力量，以减少进入欧洲的阻力，快速在欧洲组建中国汽车品牌生态链条。 作者：刘晓林 封图：视觉中国 过去20天，欧洲汽车业的危机感再次达到峰值。以刚结束的慕尼黑车展为标志，中国汽车企业的入欧计划进入相继落地期。9月25日，地平线宣布募资58 亿元，首要用途是扩大海外市场业务；9月26日，小鹏汽车宣布正式进入欧洲五国市场。近几日新消息更多：小米官宣在慕尼黑设立研发中心，宁德时代 被传出准备输送2000人到欧洲造电池…… 在欧洲高关税的倒逼下，中国车企的欧洲本土化在今年全面加速。目前，从生产到销售各环节，各种形式的合作都在快速达成，包括与有着"代工皇帝"之 称的麦格纳达成合作、与博世等全球一级零部件供应商联合开发，以及与欧洲各国头部经销商集团合作进行市场推广等等。为了征服欧洲这块汽车业的高 地，中国企业正在合作一切可以合作的力量，以减少进入欧洲的阻力，快速在欧洲组建中国汽车品牌生态链条。 这些合作，在以轻资产模式打通中国汽车品牌入欧通道的同时，也将开启中国电动智能产品向欧洲市场的输出。与此同时，对欧洲市场的用户教育和技 术"孵化"过程也将正式展开。是接受欧洲 ...

为了征服欧洲这块汽车业的高地，中国企业正在合作一切可以 合作的力量，以减少进入欧洲的阻力，快速在欧洲组建中国汽 车品牌生态链条。 作者：刘晓林 封图：视觉中国 过去20天，欧洲汽车业的危机感再次达到峰值。以刚结束的慕尼黑车展为标志，中国汽车企业的入欧计划进入相继落地期。 9月25日，地平线宣布募 资58亿元，首要用途是扩大海外市场业务；9月26日，小鹏汽车宣布正式进入欧洲五国市场。近几日新消息更多：小米官宣在慕尼黑设立研发中心， 宁德时代被传出准备输送2000人到欧洲造电池…… 在欧洲高关税的倒逼下，中国车企的欧洲本土化在今年全面加速。目前，从生产到销售各环节，各种形式的合作都在快速达成，包括与有着"代工皇 帝"之称的麦格纳达成合作、与博世等全球一级零部件供应商联合开发，以及与欧洲各国头部经销商集团合作进行市场推广等等。为了征服欧洲这块汽 车业的高地，中国企业正在合作一切可以合作的力量，以减少进入欧洲的阻力，快速在欧洲组建中国汽车品牌生态链条。 这些合作，在以轻资产模式打通中国汽车品牌入欧通道的同时，也将开启中国电动智能产品向欧洲市场的输出。 与此同时，对欧洲市场的用户教育和 技术"孵化"过程也将正式展开。是 ...

合作网落地 轻资产入欧 考虑到整车出口到欧洲的高成本和合规性风险，本土化生产已成为中国新能源车的必然选择。不过，并 非每家车企都选择在在欧洲自建工厂，最新披露的两起欧洲投产计划都是"借腹生子"的轻资产模式。 其中，零跑借助金主兼合资伙伴斯特兰蒂斯（Stellantis）集团的西班牙工厂进行生产，计划2026年就开 始投产零跑电动车型。小鹏则与欧洲零部件巨头麦格纳合作，利用其奥地利工厂生产小鹏电动车，今年 就将投产G6和G9。有消息称，广汽也正在寻求由麦格纳代工的可能性。 在本土化生产的支持下，小鹏汽车将同时进入欧洲五国，除了将在10月进入的奥地利市场，还将通过与 Hedin集团的合作，进入瑞士。同时，小鹏还将进入匈牙利、斯洛文尼亚和克罗地亚三国，计划通过与 AutoWallis集团和Salvador Caetano集团成立的合资公司来运营。 值得一提的是，小鹏选择的这些合作对象并非首次接触中国品牌，其中，瑞典经销商集团Hedin自2022 年起就与比亚迪合作，在瑞典、德国进行销售。去年8月，Hedin还将其德国子公司出售给比亚迪，包括 多家门店。而AutoWallis和Salvador Caetano也都是深 ...

Core Viewpoint - The Ora brand of Great Wall Motors, which has not launched new models in the past three years, is re-entering the A-class pure electric SUV market with the introduction of the "Ora Cat" model, aiming to regain market presence and boost sales [1][2][3]. Group 1: New Model Launch - The "Ora Cat" is a new A-class pure electric SUV with a wheelbase of 2720 mm, featuring a lithium iron phosphate battery from Honeycomb Energy and optional laser radar [1]. - The Ora brand plans to launch two new models globally in the second half of this year, indicating a strategic shift to re-enter the mainstream market [1][3]. - The "Ora Cat" is not the final name for the new SUV, as a naming poll is being conducted, with "ORA 5" currently leading [3]. Group 2: Market Positioning and Competition - The A-class pure electric SUV market is currently dominated by BYD and Geely, with the top three models in sales being BYD Yuan PLUS, Song PLUS New Energy, and Geely Galaxy E5 [2]. - The Ora brand's previous models, including the "Cherry Cat," have not been successful in driving sales, with the "Good Cat" series contributing over half of the brand's sales in the first eight months of this year [2][7]. Group 3: Channel Strategy - The Ora brand is establishing independent channels and expanding its channel recruitment efforts, particularly in southern provinces such as Jiangsu, Guangzhou, and Sichuan [1][5]. - Despite the new channel strategy, the existing sales model that combines Ora and Haval brands remains in place for the time being [4][5]. Group 4: Sales Performance - The Ora brand's sales have shown signs of recovery, with August sales reaching 5,223 units, a year-on-year increase of 1.4% [6][7]. - The brand's focus on enhancing mainstream models and expanding overseas markets is part of a broader strategy to revitalize sales [6].

当比亚迪海豚以颠覆性价格登陆澳洲、当中国新能源车在当地销量榜位列前列时，几乎所有人都认为，中国新能源汽车的出海之路已经踏上了正轨。成熟 的三电技术、富有竞争力的价格和远超同级传统燃油车的智能化体验，正在快速攻占这片被誉为"发达国家汽车市场活化石"的大陆。 但最近，一场突如其来的调查，给这股高歌猛进的势头浇上了一盆冷水。 01 事件回顾：到底什么是"维修权"？ 据澳大利亚媒体的报道，澳大利亚竞争与消费者委员会（ACCC）已经宣布，将对比亚迪、极氪、小鹏、smart和零跑等多家中国新能源汽车厂商展开调 查。而指控的核心，既不是产品质量问题，也不是安全标准，而是一个国内消费者或许还不太熟悉，但在海外成熟市场却异常敏感的话题——"维修权"。 根据报道，比亚迪、极氪、小鹏、smart和零跑等中国新能源汽车厂商，被控未能遵守《机动车服务与维修信息制度》（MVIS）的要求。也就是说，这些 厂商没有及时将维修所需的核心技术资料、诊断软件和参数提供给独立维修厂。这样一来，消费者在车辆出现故障时，必须将车送到品牌授权的4S店， 而非选择更具价格优势且距离较近的独立维修店。 这种行为被认为构成了维修市场的垄断，不仅限制了消费者的选 ...

Core Viewpoint - The A0 electric vehicle market in China is experiencing a significant revival, driven by a combination of declining battery costs, enhanced product capabilities, and supportive policies, marking a transformation from low-end alternatives to mainstream choices [1][2][5]. Group 1: Market Dynamics - The A0 electric vehicle segment is seeing an influx of brands such as Extreme Fox, Wuling, MG, and Chery, indicating a comprehensive market recovery by mid-2025 [1][5]. - The revival is characterized by a shift in perception, with A0 electric vehicles now offering features like over 500 km of range and advanced smart configurations, moving away from being seen as merely low-cost transportation [2][9]. Group 2: Historical Context - The A0 electric vehicle market has experienced two previous peaks, first from 2014 to 2017 due to high subsidies, and again from 2020 to 2021 driven by Wuling's electric push [3]. - However, from late 2022 to early 2023, the market faced a downturn, with A0 electric vehicle sales dropping by 58% year-on-year in January and February 2023, while higher segments saw growth [3][4]. Group 3: Cost and Policy Influences - Rising raw material costs, particularly lithium carbonate, which surged from 44,000 yuan/ton to over 460,000 yuan/ton between late 2020 and early 2022, significantly impacted the A0 segment due to its thin profit margins [3][4]. - The reduction of government subsidies by 30% in 2022 further exacerbated the challenges faced by A0 electric vehicle manufacturers [4]. Group 4: Future Trends - The A0 electric vehicle market is projected to improve post-2024, with leading brands like BYD and Geely launching new models [5]. - By mid-2025, A0 vehicles are expected to surpass B-class vehicles as the fastest-growing segment in the new energy market, with a year-on-year sales growth rate of 107.3% [7]. Group 5: Technological Advancements - New A0 electric vehicles are equipped with advanced technologies, such as AI integration and enhanced battery performance, which align with new regulatory requirements [9][10]. - The introduction of policies promoting vehicle upgrades and trade-ins is expected to further stimulate demand in the A0 segment [8]. Group 6: Market Segmentation and Opportunities - The A0 electric vehicle market is anticipated to diversify, with the emergence of various body styles like SUVs and sedans to cater to different consumer preferences [12]. - International markets, particularly in Europe, present significant growth opportunities for A0 electric vehicles, which could capture a larger share of the market as they transition to electric [12].

Core Viewpoint - The revival of the A0-level electric vehicle market in China is not just a short-term rebound but reflects a significant transformation in the country's new energy vehicle market, driven by factors such as cost reduction, policy support, and enhanced product capabilities [3][5][12]. Group 1: Market Recovery - By mid-2025, brands like Arcfox, Wuling, MG, and Chery are expected to flood the A0-level electric vehicle market, indicating a comprehensive recovery of this segment [3][9]. - The A0-level electric vehicle market is experiencing a resurgence due to declining battery costs, increased policy support, and improved product capabilities, with several brands launching new models in a short period [5][9]. - The market share of A0-level electric vehicles has been increasing, with A0-level cars becoming the fastest-growing segment in the new energy market by mid-2025 [9][15]. Group 2: Historical Context - The A0-level electric vehicle market has experienced two previous "high points," first from 2014 to 2017 and again from 2020 to 2021, but faced a downturn in 2022 due to rising battery material costs and subsidy reductions [7][8]. - The price of battery-grade lithium carbonate surged from 44,000 yuan/ton in Q4 2020 to over 460,000 yuan/ton by February 2022, significantly impacting the profitability of A0-level electric vehicles [7][8]. Group 3: Policy and Economic Factors - The decline in subsidies for new energy vehicles, which dropped by 30% in 2022, further exacerbated the challenges faced by the A0-level electric vehicle market [8][11]. - The introduction of policies promoting vehicle trade-ins and subsidies for purchasing new energy vehicles is expected to stimulate demand in the A0-level segment [11][12]. Group 4: Product Evolution - The new generation of A0-level electric vehicles has shed the "cheap and low-end" label, now offering features previously found only in mainstream and high-end vehicles, thus attracting more consumers [12][13]. - Recent models feature enhanced dimensions, with the new MG4 offering a length of 4395mm and a wheelbase of 2750mm, providing a spacious experience comparable to B-class vehicles [12]. - A0-level electric vehicles are now entering the 500km+ range for battery life, with models like the MG4 and Wuling Bingguo S offering various range options [12][13]. Group 5: Market Dynamics and Future Trends - The A0-level electric vehicle market is witnessing a significant penetration rate of 68.7% in the passenger vehicle market, indicating strong demand [15]. - The market is expected to further diversify, with the introduction of different body styles such as SUVs and sedans to meet varying consumer needs [16]. - The potential for growth in overseas markets, particularly in Europe, where A0-level vehicles hold a substantial market share, presents additional opportunities for expansion [16].

Core Viewpoint - The A0-level small electric vehicle market in China is experiencing a significant revival driven by declining battery costs, increased policy support, and enhanced product capabilities [2][3][8]. Group 1: Market Trends - The A0-level electric vehicle market has seen three notable peaks, with the most recent resurgence beginning in 2023 after a decline in 2022 due to rising costs and reduced subsidies [3][6]. - In the first two months of 2023, A0-level electric vehicle sales dropped by 58% year-on-year, while higher segments saw growth [3][4]. - By mid-2025, major brands like Extreme Fox, Wuling, MG, and Chery are expected to enter the A0-level market, indicating a full recovery of this segment [7]. Group 2: Cost and Policy Factors - The price of lithium carbonate, a key battery material, surged over tenfold from late 2020 to early 2022, significantly impacting the profitability of A0-level electric vehicles [3][5]. - The reduction of subsidies by 30% in 2022 further exacerbated the challenges faced by A0-level electric vehicles, with per-vehicle subsidies decreasing by thousands of yuan [5][9]. - In 2023, lithium carbonate prices began to decline, allowing manufacturers to adopt a "low-cost, no-loss" business model in the A0-level market [8]. Group 3: Product Development - New A0-level electric vehicles are now equipped with advanced features, breaking away from the "cheap transportation" image, with ranges exceeding 500 kilometers and enhanced smart configurations [2][10]. - The latest models, such as the MG4 and Wuling Bingguo S, offer competitive dimensions and battery performance, appealing to a broader consumer base [10][11]. - Recent policy changes have mandated higher technical standards for electric vehicles, pushing manufacturers to improve battery performance and technology [11]. Group 4: Market Dynamics - The A0-level electric vehicle segment is becoming increasingly competitive, with a penetration rate of 68.7% in the passenger vehicle market by 2024, second only to the fully electrified A00 segment [12]. - Leading brands are showing significant sales growth, with BYD's Dolphin and Seagull models leading the market [12][13]. - The market is expected to diversify further, with the introduction of various body styles such as SUVs and sedans to meet different consumer needs [13].

（原标题：通用汽车将于今年在巴西组装生产电动SUV） 巴西《经济价值报》9月9日报道，通用汽车宣布将于今年在巴西塞阿拉州原福特工厂进行SDK（半散装）整车组装，生产Spark EUV电动 SUV，售价159,990雷亚尔，与入门级电动车比亚迪海豚展开直接竞争。目前，该工厂装配能力将满足公司每周销售100辆该车型的预期。 ...

Group 1: Autonomous Driving Initiatives - Baidu is launching its autonomous driving business in Europe, starting with an office in Zurich and plans to operate in Switzerland and Europe by next year, initially with safety drivers in vehicles [1] - Pony.ai is planning to deploy a fleet of autonomous taxis in Hong Kong after overcoming regulatory hurdles, while downplaying competition from Tesla [2] Group 2: Automotive Industry Developments - ZhiMi Technology has officially announced its entry into the automotive sector, aiming to produce a luxury electric vehicle comparable to Bugatti, with a team of nearly 1,000 people and a patent portfolio of 6,379 applications [4] - BYD's vehicle registrations in the EU doubled in July, surpassing Tesla's registrations, with 13,503 units sold across the EU and additional countries [9] - BYD has launched the Atto 1 in Indonesia, with two models priced at 2.09 billion and 2.49 billion Indonesian Rupiah [10] - BYD announced plans to build an assembly plant in Malaysia, expected to start production in 2026 [12] - BYD's Thailand factory has produced and exported over 900 Dolphin electric vehicles to Europe, marking a significant milestone for the company [14] Group 3: Consumer Brands Expansion - Mixue Group reported a revenue of 14.87 billion yuan in the first half of 2025, with a net profit of 2.72 billion yuan and a global store count of 53,014 [5] - Lucky Coffee has opened its first overseas store in Malaysia, offering a localized menu alongside classic products [7] - Xiaomi has established around 200 stores overseas, with a target of over 100 stores in Southeast Asia by 2025 [8] Group 4: Investment and Financing Activities - JD.com is planning to establish a real estate investment trust (REIT) in Singapore, with assets potentially exceeding $1 billion [18] - Chery Automobile has made significant progress towards its IPO in Hong Kong, with plans to issue up to 699 million shares [19]