【文/观察者网 潘昱辰 编辑/高莘】据《日本经济新闻》10月9日报道，由于全球市场电动汽车需求疲 软，日产、特斯拉、现代、福特、通用等跨国汽车巨头均选择大幅降价，以刺激消费。而在业内人士看 来，随着全球市场竞争的加剧，电动汽车的售价未来将持续下降。 更长续航，更低价格 就在10月9日，日产汽车宣布将于10月17日上市第三代聆风，并计划于今年年底和明年1月在美国和日本 开启交付。该车型在日本的起售价约为520万日元（约合人民币24.3万元）。若叠加政府补贴，其终端 价格将在430万日元（约合人民币20万元）左右。此外，日产计划于明年2月推出电池容量和价格更低的 版本，价格将在350万日元（约合人民币16.3万元）左右。 第一代日产聆风于2010年推出，是世界上第一款面向大众市场的电动汽车，迄今全球累计销量超过70万 辆。但日产首席营销经理寺西章表示，前两代聆风一直被认为续航里程过短，需要频繁充电，因此日产 必须努力改变客户的固有印象。 扣，使现代IONIQ 5的价格降至约300万日元（约合人民币14万元）；比亚迪则在9月提供高达117万日 元（约合人民币5.46万元）的折扣，并计划于明年在日本推出K-Car—— ...

Company Developments - Alibaba's Tongyi models dominate the global open-source model rankings, with Qwen3-Omni achieving the top position, showcasing capabilities in processing text, images, audio, and video, and accumulating over 300 models with 600 million downloads [3] - BYD reported September sales of 396,270 vehicles, with overseas sales of passenger cars and pickups reaching 70,851 units, marking a 107% year-on-year increase [4] - Xiaomi showcased its high-end electric vehicle SU7 Ultra in Japan, with plans to expand its retail presence for smartphones and home appliances [3] - WeRide launched Robotaxi and Robobus trial operations in Ras Al Khaimah, UAE, marking its entry into the local public transport system [5] - EVE Energy partnered with TSL Assembly to deploy a 1GWh energy storage project in Central and Eastern Europe between 2026 and 2030 [7] - CanSemi announced a global dealer network nearing 1,000, expanding its reach in various retail formats [8] Investment and Financing - Weiming Shiguang secured several million RMB in B+ round financing to enhance its AI technology platform and global business expansion [9] - Baixing Intelligent completed tens of millions RMB in Pre-A round financing to strengthen its AI foreign trade services [9] - Laonix raised several million in angel round financing to focus on product development and market expansion in Europe and North America [9] - TJ Biopharma completed nearly 600 million RMB in C2 round financing to advance its innovative drug pipeline [9] - Radiant Technology raised $77 million to support the development of its global radioactive drug pipeline and production facilities in Belgium [9] Market and Policy - Over 170 Chinese companies participated in the 2025 Tokyo Game Show, highlighting the significant presence of Chinese exhibitors in the global gaming industry [10]

Core Viewpoint - BYD is rapidly expanding its electric vehicle production in Europe, aiming to challenge established competitors like Tesla and traditional automotive giants, leveraging local manufacturing to avoid tariffs and enhance market presence [2][4][6]. Group 1: Expansion Plans - BYD's factory in Hungary is set to produce 150,000 compact electric cars annually starting in 2026, with plans to double that capacity to 300,000 by 2030 [3][6]. - The company aims to establish a significant presence in Europe, with a marketing slogan of "Made in Europe, for Europe" [3][6]. - BYD's sales in Europe have tripled year-over-year, reaching nearly 55,000 vehicles from January to May this year, although this still represents only 1% of the European market [8][9]. Group 2: Competitive Landscape - In the second quarter of this year, BYD sold approximately 607,000 electric vehicles globally, surpassing Tesla's sales of 384,000 units during the same period [8]. - BYD's rapid growth poses a significant threat to established automakers like General Motors, Toyota, Ford, and Volkswagen, which have historically dominated the market [4][6]. - The global electric vehicle market is projected to see over 70% of production coming from China by 2024, with BYD leading this charge [6][12]. Group 3: Strategic Advantages - BYD's vertical integration strategy allows it to control key components of electric vehicles, including batteries, which provides a cost advantage of at least 25% over competitors [13]. - The company has received substantial government subsidies, estimated at around €3.4 billion (approximately $3.76 billion) from 2018 to 2022, aiding its competitive positioning [13]. - BYD's pricing strategy, supported by Chinese government subsidies, enables it to offer vehicles at significantly lower prices than competitors, such as the Dolphin Surf priced under $8,000 [15]. Group 4: Leadership and Vision - BYD's executive vice president, Li Ke, emphasizes the importance of success in Europe as a stepping stone for global expansion [16]. - The company is actively recruiting talent from established European automotive firms to enhance its product offerings and market strategies [18]. - BYD's founder, Wang Chuanfu, transformed the company from a battery manufacturer to a competitive automotive player, attracting significant investment from Warren Buffett [12].

Industry Overview - 25 countries have suspended parcel shipments to the U.S. due to new regulations that require all packages valued at $800 or less to pay applicable taxes starting from August 29 [1] - China's trade with the Arab League reached a record high of 1.72 trillion yuan in the first seven months of the year, marking a 3.2% year-on-year increase [2] - The Ministry of Commerce in China is set to optimize the zero tax rate declaration process for service exports, aiming to enhance export tax rebate efficiency [3] Major Platforms - Mini version of Labubu has sold out in Australia, New Zealand, and Japan on AliExpress, indicating strong overseas demand [4] - JD.com's cross-border e-commerce brand Joybuy has officially launched in France and plans to enter the German market soon [5] - Temu topped the Brazilian e-commerce traffic rankings with 410 million visits in July, a 70% month-on-month increase [6] - Amazon plans to build over 800 logistics distribution points in Brazil by the end of 2025 to enhance delivery efficiency [7] Company Updates - BYD announced the construction of an assembly plant in Malaysia, expected to commence production in 2026 [8] - Leapmotor's European manufacturing base will be established in Zaragoza, Spain, with production set to begin in Q3 of next year [9] - Lucky Coffee, a brand under Mixue Group, opened its first overseas store in Malaysia, selling nearly 2,000 cups on the opening day [10] - Alibaba's international business revenue grew by 19% year-on-year, driven by strong performance in cross-border operations [11] - Didi's international business saw a 24.9% year-on-year increase in order volume, reaching an average of 1.196 million daily orders in Q2 [12] - Anker Innovations reported a 33.36% year-on-year increase in total revenue for the first half of the year, reaching 12.867 billion yuan [13] - Legg's revenue grew by 29.56% year-on-year to 3.145 billion yuan, with overseas warehouse business showing significant growth [14] - Zhiou Technology's revenue increased by 8.68% year-on-year, with 50% of its production capacity for U.S. shipments relocated to Southeast Asia [15]

Company Dynamics - Didi's Q2 orders increased by 15.2% year-on-year, with a total transaction value (GTV) of 109.6 billion yuan, reflecting a 15.9% growth at fixed exchange rates [2] - JD's cross-border e-commerce brand Joybuy officially launched in France, with plans to enter the German market soon [2] - Temu topped Brazil's e-commerce traffic with 410 million visits in July, a 70% increase month-on-month, surpassing competitors like Mercado Livre and Shopee [2] - TikTok Shop upgraded its logistics in Southeast Asia, implementing next-day delivery services across six countries, with over 170,000 merchants participating [3] - Leapmotor's European manufacturing base will be established in Zaragoza, Spain, with production expected to start in Q3 2026 [3] - BYD announced plans to build an assembly plant in Malaysia, expected to commence production in 2026 [3] Investment and Financing - Mech-Mind Robotics completed a nearly 500 million yuan financing round, with overseas business revenue accounting for 50% [6] - AI toy company Haivivi raised 200 million yuan in Series A financing, becoming the global leader in AI toy shipments [6] - Hefei Tianyao, a semiconductor materials developer, completed a multi-million yuan Series A financing to expand overseas markets [6] - Tianxing Exploration, focused on satellite internet, secured angel round financing for core technology development [6] - Weijian Intelligent, a chip packaging equipment developer, raised over 100 million yuan in Series B financing, with over 20% of orders coming from exports [6] Policy & Market - Amazon's Prime Day will globally launch on October 7-8, covering 16 countries, providing cross-border sellers with significant traffic opportunities [8] - The Ministry of Commerce announced measures to optimize the service export zero tax rate declaration process, enhancing export tax refund efficiency [8] - New US tariff regulations create uncertainty, with 25 countries suspending parcel shipments to the US due to changes in tax exemptions [8]

Core Insights - Chinese automaker BYD is significantly increasing its presence in the global market, with July sales reaching 344,296 vehicles, of which 80,178 were from overseas markets, marking a year-on-year growth of 159.5% [1] - BYD has achieved top sales positions in Brazil, Spain, and Italy, reflecting not only market enthusiasm but also a shift in the global automotive landscape [1] Sales Performance - In Brazil, BYD sold 9,691 vehicles in July, a 60% increase year-on-year, entering the top ten brands for the first time and maintaining the number one position in the new energy vehicle segment [5] - In Spain, BYD's sales reached 2,158 vehicles in July, a staggering 665% increase year-on-year, making it the leader in the new energy market [5] - In Italy, BYD sold 2,019 vehicles in July, capturing over 13% of the new energy passenger vehicle market, with plug-in hybrids holding 16% and pure electric vehicles 10% of their respective segments [8] Global Expansion - BYD's electric vehicles have entered 112 countries and regions, indicating a robust expansion strategy that goes beyond mere vehicle sales to include brand, channel, and technology integration [14] - The company is also making strides in various markets, with its factory in Brazil producing its first vehicle, the delivery of the 90,000th unit in Thailand, and showcasing at the Goodwood Festival of Speed in the UK [11] Industry Implications - BYD's achievements can be seen as a microcosm of the broader Chinese automotive industry's global expansion, highlighting the importance of long-term competitiveness and integration into local markets amidst fierce global competition [14]

Core Viewpoint - BYD is expanding its presence in Malaysia by launching the new BYD Seal and establishing a local assembly plant (CKD) expected to commence production in 2026 [1][2]. Group 1 - BYD held the launch event for the new BYD Seal in Malaysia on August 22, 2023, and announced plans for a local assembly factory [1]. - The opening of the 36th BYD Wing Hin store brings the total number of BYD and Tengshi brand stores in Malaysia to 43 [2]. - BYD has been the sales champion in Malaysia's pure electric vehicle market for three consecutive years, with the BYD Seal projected to be the best-selling electric sedan in 2024 [2]. Group 2 - In July 2023, BYD's total vehicle sales reached 344,296 units, with 341,030 units being passenger vehicles, including 177,887 pure electric passenger vehicles and 163,143 plug-in hybrid passenger vehicles [2]. - BYD exported a total of 80,737 new energy vehicles by July 2025 [3].

Domestic News - As of July 2025, the total number of electric vehicle charging infrastructure in China reached 16.696 million, a year-on-year increase of 53%. Public charging facilities accounted for 4.202 million, up 38%, while private charging facilities reached 12.494 million, increasing by 58.8% [4] - Hainan Province has adjusted its 2025 automobile replacement subsidy policy, adding conditions that new vehicles must be registered in Hainan and owned by the applicant during the subsidy application review period [5] - Jiangsu Province has implemented a price standard for vehicle-to-grid interactive discharging, promoting the commercial operation of this model [6] - Tesla has partnered with Doubao and DeepSeek to integrate their models into the new Model Y L through the Volcano Engine, enhancing voice command functionalities [7] - Xiaopeng Motors is set to launch the full-scene VLA (Vision-Language-Action) feature for its P7 and G7 models, enabling advanced environmental recognition and decision-making capabilities [9] - BYD announced plans to build an assembly plant in Malaysia, expected to commence production in 2026 [10] - Lantu Motors unveiled its self-developed "Lanhai Smart Hybrid" technology, achieving significant performance breakthroughs, including a pure electric range of 360-410 km and a comprehensive range exceeding 1400 km [11] - The first "Chocolate" battery swap station in Wuxi, Jiangsu Province, has officially commenced operations, marking a significant step in battery swap infrastructure [12] International News - Canada has canceled several retaliatory tariffs against U.S. products, but automotive tariffs remain in place, effective September 1 [13] - Tata Elxsi and Suzuki have launched a new engineering center in India, enhancing their collaboration in automotive technology [14] - Toyota plans to introduce its lowest-priced hybrid model in Thailand, the Yaris ATIV, with a target of 20,000 units in the first year [15] - Waymo has received its first permit to test autonomous vehicles in New York City, with a trained professional required to be present in the driver's seat during tests [16] Commercial Vehicles - Huawei has launched the world's first 100 MW heavy-duty truck supercharging station in Sichuan, promoting green development in the mining logistics industry [17] - Luoxiang Group's semi-trailer hybrid system has been recognized and included in the National Science and Technology Achievements Database [18] - Hefei will suspend the acceptance of applications for scrapping and updating old National IV standard trucks starting August 25, 2025 [19] - Chongqing and Hunan have initiated subsidies for the scrapping and updating of old operating trucks, with Chongqing allocating 132 million yuan for the second half of 2025 [20]

Group 1 - The United States has suspended tax exemptions for imported packages valued at $800 or less starting from August 29, leading to several European postal operators halting package services to the U.S. This move is expected to create uncertainty in global postal cooperation and impact cross-border logistics and small businesses [1] Group 2 - In the first seven months of 2025, China's import and export volume with Shanghai Cooperation Organization member countries reached 2.11 trillion yuan, a year-on-year increase of 3%, marking a historical high for the same period [2] - Shenzhen's total import and export volume for the first seven months of 2025 was 2.58 trillion yuan, remaining flat compared to the previous year, with exports at 1.56 trillion yuan and imports at 1.02 trillion yuan [3] Group 3 - Meituan's international food delivery brand Keeta has officially launched in Doha, Qatar, with plans to expand further into the Gulf Cooperation Council region and enter Brazil in the coming months [4] - Lenovo Group is accelerating its strategic expansion in the Middle East by establishing a regional headquarters in Riyadh, Saudi Arabia, and plans to start production in a new manufacturing facility by 2026 [5] Group 4 - Transsion Holdings ranked first in the African smartphone market with a shipment of 9.7 million units, capturing 51% market share, and ranked second in Southeast Asia with 4.5 million units shipped, representing an 18% market share and a year-on-year growth of 17% [6] Group 5 - AliExpress has launched a new marketing AI Agent called "New Product Lightning Push," which automates resource integration for merchants, resulting in a doubling of new products achieving sales within seven days compared to April [7] - Amazon has initiated the "Amazon Global Store Central China Four Provinces Industrial Belt Accelerator Project," focusing on local service upgrades and global opportunities for cross-border e-commerce businesses [8] Group 6 - Cha Bai Dao announced the opening of its first North American store in New York, following its expansion into Singapore and France earlier this year [9][10] - Great Wall Motors' factory in Brazil has officially commenced production, with an annual capacity of 50,000 vehicles, initially producing key models like the Haval H6 and H9 [11] Group 7 - NIO plans to enter Singapore, Uzbekistan, and Costa Rica markets between 2025 and 2026, collaborating with Wearnes Automotive for its first right-hand drive model in Singapore [12] - BYD announced plans to build an assembly plant in Malaysia, expected to start production in 2026, alongside the opening of its 36th store in the country [13] Group 8 - Pop Mart reported a revenue of 13.88 billion yuan in the first half of the year, a year-on-year increase of 204.4%, with expectations to expand its overseas store count to over 200 by the end of the year [14] - Miniso's overseas revenue increased to 19.4 billion yuan, a growth of 28.6%, while its total revenue reached 93.93 billion yuan, up 21.1% year-on-year [15] Group 9 - Aoji Co. expects a significant decline in net profit for the first half of 2025, projecting between 100 million to 130 million yuan, a drop of 50% to 62% year-on-year, attributed to increased costs from tariff policy changes and logistics [16] - Muyuan Foods has established an overseas business team to explore international markets, aiming to replicate its domestic advantages in high-growth potential regions [17][18]

Industry Overview - The U.S. will suspend tax exemptions on imported packages valued at $800 or less starting August 29, leading to several European postal operators halting package services to the U.S., creating uncertainty in global postal cooperation [1] - In the first seven months of 2025, China's trade with Shanghai Cooperation Organization member countries reached 2.11 trillion yuan, a year-on-year increase of 3%, marking a historical high for the same period [2] - Shenzhen's total import and export volume for the first seven months of 2025 was 2.58 trillion yuan, remaining stable compared to the previous year, with exports at 1.56 trillion yuan and imports at 1.02 trillion yuan [3] Company Developments - Meituan's international food delivery brand Keeta has officially launched in Doha, Qatar, with plans to expand into more Gulf Cooperation Council countries and Brazil in the coming months [3] - Lenovo announced the establishment of a regional headquarters in Riyadh, Saudi Arabia, and is set to begin production at a new manufacturing facility in 2026 [4] - Transsion ranked first in the African smartphone market with 9.7 million units shipped, holding a 51% market share, and second in Southeast Asia with 4.5 million units shipped, representing an 18% market share [5] - AliExpress launched a new marketing AI Agent to help merchants quickly sell new products, resulting in a doubling of new products achieving sales within seven days since July [6] - Amazon launched a project to accelerate the development of local service systems and brand innovation in four provinces in Central China [7] - Cha Bai Dao announced the opening of its first North American store in New York, following its expansion into Singapore and France earlier this year [8] - Great Wall Motors' factory in Brazil has officially commenced production, with an annual capacity of 50,000 vehicles [9] - NIO plans to enter Singapore, Uzbekistan, and Costa Rica markets between 2025 and 2026, marking its first right-hand drive model launch in Singapore [9] - BYD announced plans to build an assembly plant in Malaysia, expected to start production in 2026, alongside the opening of its 43rd store in the country [10] - Pop Mart reported a revenue of 13.88 billion yuan in the first half of the year, a 204.4% increase year-on-year, and plans to expand its overseas store count to over 200 by the end of the year [10] - Miniso's overseas revenue increased by 28.6% year-on-year, contributing to a total revenue of 93.93 billion yuan in the first half of 2025 [11] - Aoki Co. expects a 50% to 62% decline in net profit for the first half of 2025 due to increased costs from tariff policy adjustments and logistics [12] - Muyuan Foods has established an overseas business team to explore international markets, aiming to replicate its domestic success in high-growth potential regions [13]