编者荐语： 日经中文网与36氪开展内容交换合作。将精选36氪的精彩独家财经、科技、企业资讯，与读者分享。 长安汽车董事长朱华荣出席长安汽车泰国工厂的投产仪式（5月16日，泰国罗勇，高桥铃摄影） 工厂产能后续将逐步拓展到20万辆/年。 文 ｜ 李安琪 编辑 ｜ 李勤 封面来源 ｜ 日经中文网 5月16日，长安汽车在泰国罗勇工厂正式投产，同时，长安汽车也迎来了全球累计产量2859万辆下线。这正式罗勇工厂下线的第 一台新车——深蓝S05右舵版。 这是长安汽车首个海外新能源整车工厂。工厂位于泰国东部一个叫罗勇的港口和工业城市，比亚迪、广汽、大陆汽车等也在此建 厂。 长安这座工厂从2023年11月开始建设，经历一年多时间，工厂正式投产。据长安表示，这座工厂初期产能为10万辆/年，总投资约 100亿泰铢（约人民币21.6亿元），后续将逐步拓展到20万辆/年。 以下文章来源于36氪 ，作者李安琪 李勤 36氪 . 36氪是服务中国新经济参与者的卓越品牌和开创性平台，提供新锐深度的商业报道，强调趋势和价值，我们的slogan是：让一部分 人先看到未来。 但长安试图瞄准更大的全球市场。"中国车企一定不能仅仅在中国争取3000万 ...

Core Viewpoint - Changan Automobile has officially launched its first overseas new energy vehicle factory in Rayong, Thailand, marking a significant step in its global expansion strategy, with plans to increase production capacity to 200,000 units per year in the future [1][2]. Group 1: Factory and Production Capacity - The Rayong factory has an initial production capacity of 100,000 units per year, with a total investment of approximately 10 billion Thai Baht (around 2.16 billion RMB), and plans to expand to 200,000 units per year [1]. - The factory will produce vehicles for Changan, Deep Blue, and Avita brands, with 12 new energy models set to be launched in the Southeast Asian market over the next three years [1]. Group 2: Global Market Strategy - Changan aims to transition from merely exporting products to establishing a comprehensive industrial presence abroad, targeting a global market that includes Southeast Asia, Central and South America, the Middle East, and Europe [2]. - The company has previously established a sales network in the Middle East and Africa, achieving cumulative sales of over 400,000 units in that region [2]. Group 3: Local Operations and Market Adaptation - The Rayong factory is positioned as a key outpost for Southeast Asia and Australia, producing both right-hand and left-hand drive vehicles to cater to local market needs [4]. - Changan has already launched seven new models in the Thai market, with significant demand evidenced by 6,589 orders received at the 2025 Bangkok Auto Show [4]. Group 4: Future Goals - Changan's target is to achieve global sales of over 5 million vehicles by 2030, with an overseas sales goal of 1.5 million vehicles, and plans to increase its overseas workforce from thousands to tens of thousands [5].

Core Insights - The report maintains a positive outlook on the electric vehicle (EV) sector, highlighting strong production and sales growth in April 2025, with year-on-year increases of 43.8% and 44.2% respectively for EVs [3][47] - The supply chain is experiencing a recovery in pricing, with a focus on optimizing capacity and supply to ensure profitability for companies within the industry [3][72] - The report emphasizes the importance of strategic investments in high-potential areas such as robotics, solid-state batteries, and battery materials, while maintaining a "recommended" rating for the EV sector [4][73] Market Tracking - The report notes that the new energy vehicle index and lithium battery index have shown positive performance, with weekly increases of 1.59% and 0.66% respectively [5][22] - Key companies such as Xingyun Co., BYD, and Zhonghua International have shown significant stock price increases, with gains of 22.1%, 7.1%, and 11.7% respectively [5][23] Price Tracking in Lithium Battery Supply Chain - The report provides a detailed overview of lithium prices, noting that lithium carbonate is priced at 64,500 CNY/ton, down 1.1% from the previous week, while cobalt prices have increased by 0.4% to 244,000 CNY/ton [31][29] - The report indicates that the overall price structure in the supply chain is at a low point, suggesting potential for price recovery [3][72] Production and Sales Data - In April 2025, the total production and sales of new energy vehicles reached 1.251 million and 1.226 million units respectively, with a significant market penetration of 47.3% for new energy vehicles [47][48] - Cumulative production and sales from January to April 2025 reached 4.429 million and 4.3 million units, reflecting a robust growth trend [47] Industry Dynamics - The report highlights advancements in solid-state battery technology, with Guoxuan High-Tech announcing the commencement of pilot production lines for solid-state batteries [63] - The report also notes the increasing global presence of Chinese automotive brands, exemplified by Changan Automobile's new production facility in Thailand [64] Key Company Announcements - The report mentions significant corporate developments, including Xin Hongye's successful bid for a nuclear power project worth approximately 101.88 million CNY [68] - Notable stock option plans and share buybacks from various companies are also highlighted, indicating active corporate governance and shareholder engagement [70]

编辑 | 李勤 文 | 李安琪 5月16日，长安汽车在泰国罗勇工厂正式投产，同时，长安汽车也迎来了全球累计产量2859万辆下线。 这正式罗勇工厂下线的第一台新车——深蓝S05右舵版。 这是长安汽车首个海外新能源整车工厂。工厂位于泰国东部一个叫罗勇的港口和工业城市，比亚迪、广 汽、大陆汽车等也在此建厂。 东南亚很大一部分市场，遵循右舵驾驶规则。而长安的罗勇新工厂，不仅生产右舵车型，也生产左舵车 型。在当地建厂与建立车辆备件仓库后，长安汽车无疑能更好地服务东南亚市场，甚至辐射更广的全球 市场。 长安最早进入的海外市场主要是中东非地区。从1994年开始，长安开始进入中东非洲市场，逐渐构建起 覆盖沙特、阿联酋等国的销售网络。截至目前，长安在该地区的销量累计突破40万辆。 但长安试图瞄准更大的全球市场。"中国车企一定不能仅仅在中国争取3000万辆的市场，必须要走出国 门，我们分析了一下，未来大概还有2500万的市场可以进入，长安的规划包括东南亚、中南美、中东、 非欧亚、欧洲五个区域市场。"朱华荣在接受采访时说道。 此前，长安在墨西哥、沙特、德国都召开了品牌发布会，并成立子公司。 而泰国工厂，则是东南亚、澳大利亚等市场的 ...