图片来源：视觉中国 5月下旬的一天，全球体量最大的一艘汽车运输船——比亚迪"深圳号"完成了它的跨洋首航。从江苏太仓港出发，"深圳号"搭载着7300台全新的比亚迪电 动汽车，历经30余天2万公里的航行后，停靠在了巴西东南部的伊塔雅伊港。 这艘缓缓入港的巨无霸令周围的船只相形见绌："深圳号"全长220米，船身漆成红白鲜明两色，印着巨大的"BYD"标志，上下共16层甲板，满载时可搭乘 9200辆车，相当于能一次把停满 20 个足球场的汽车海运到世界各地。 比亚迪在去年年底超越特斯拉，成为全球纯电动汽车销量冠军，而巴西是它最主要的出口市场之一。但不只比亚迪发现了巴西巨大的市场潜力。事实上， 中国车企正集体"卷"向这个南美国家，试图在竞争日益白热化的中国本土市场以外，找到新的产能出口。 而2025年的前六个月，中国产的新能源车如潮水般涌向巴西，更是为了抢在一项关税豁免政策到期之前，完成交付，抢滩市场。 在今年7月之前，巴西对插电式混合动力车（PHEV）和纯电动车（BEV）分别设有约1.69亿美元和2.26亿美元的免税进口额度。这项政策到期之后，中国 车企立即面对25%的进口关税，而巴西强大的汽车制造业游说团体还在呼吁政 ...

资料图。本文来源：界面新闻 巴西劳工部正式起诉比亚迪及承包商，索赔3.23亿 元 当地时间5月27日，巴西公共劳工部（MPT） 正式对 比亚迪 及其两家承包商（建筑公司中国金匠 建筑巴西有限公司、Tecmonta智能装备巴西公司）提起民事诉讼，指控其涉及"奴隶劳动"和"人口 贩卖"，并索赔2.57亿雷亚尔（约3.23亿人民币）。 巴西公共劳工部对此诉讼的说明 巴西反奴役劳动监察部代理负责人马特乌斯·维亚纳曾向路透社表示，监察人员没有提供任何证据 表明比亚迪知晓这些违规行为，但比亚迪"负有直接责任"，因为该汽车制造商要对其现场第三方承 包商的行为负责。 据中国汽车报，2024年巴西纯电动汽车销量为61615辆，其中41911辆来自比亚迪，市占率高达 71.3%。 这一系列事件使比亚迪在巴西的雄心勃勃的扩张计划蒙上阴影。 最早关于比亚迪巴西工厂劳工问题的报道出现在2024年11月。据巴西《公共新闻社》（Agência Pública）的调查，比亚迪在巴伊亚州卡马萨里市建设首家电动汽车工厂期间，近500名中国工人面 临恶劣的工作与生活条件。 报告描述了工人遭受身体攻击（包括踢打）、住宿环境肮脏拥挤且光线昏暗、男女混 ...

Group 1 - The easing of tariffs between China and the US is driving a new wave of enthusiasm for overseas expansion, with container shipping bookings from China to the US surging nearly 300% [1] - Maersk's CEO noted a shift of 20% of their capacity from China-US routes to other routes, indicating a potential "catch-up effect" in trade [1] - The global economic landscape is experiencing significant disruptions, with the US GDP contracting by 0.3% in Q1 2023, marking its worst performance since 2022 [4] Group 2 - The EU's GDP growth is lagging behind the US, with a projected annual growth of only 0.7% for 2024, primarily due to Germany's economic weakness [4] - Japan's GDP decreased by 0.2% in Q1 2025, contrasting sharply with a previous growth of 2.4% [5] - ASEAN countries are showing varied economic performances, with Vietnam's GDP growth at 6.93% in Q1 2025, the highest since 2020 [5] Group 3 - Chinese companies face a low success rate of less than 20% in overseas expansion, with "country selection" being the most critical factor [6] - The current international landscape is complex, requiring Chinese companies to adapt their strategies based on market changes [6][7] - The rise of emerging economies like India and Brazil is reshaping global economic dynamics, providing new opportunities for Chinese firms [7] Group 4 - ASEAN is becoming a preferred destination for Chinese companies due to its large market potential, strong economic growth, and supportive policies [9] - The region's population is projected to exceed 700 million by 2027, with a youthful demographic driving consumption [9] - The RCEP agreement has further facilitated economic integration and trade liberalization in the region [9] Group 5 - The success of J&T Express in Southeast Asia illustrates the importance of localizing operations and understanding market needs [11][15] - Transsion Holdings has become a leading smartphone brand in Africa by addressing local consumer preferences and needs [16][19] - Small countries present unique opportunities for Chinese companies due to less competition and favorable policies [20][21] Group 6 - Huawei's experience in Mauritius highlights the challenges and strategies for entering small markets, emphasizing the need for persistence and adaptability [23][24][26] - Companies should prioritize key markets for expansion rather than adopting a broad approach, as this can lead to more stable growth [33] - The choice between entering mature markets or emerging ones depends on the company's strengths and market conditions [34][35]