Group 1 - The core viewpoint of the collaboration between Geely and Renault is to establish a joint venture in Brazil, marking a significant step in their strategic partnership aimed at enhancing their presence in the South American electric vehicle market [2][3] - The newly formed Renault Geely do Brasil will invest 3.8 billion Brazilian Reais (approximately 5.1 billion RMB) to promote the implementation of new energy technology platforms and models in Brazil, significantly increasing the capacity utilization of the industrial park [2][3] - Brazil is becoming a key engine for the growth of new energy vehicles, with total car sales projected to reach 2.486 million units in 2024, a 14% year-on-year increase, and Chinese brands accounting for 91.4% of imported new energy vehicles [3] Group 2 - The partnership will focus on localizing production, with plans to launch two new models based on Geely's GEA new energy architecture in the Brazilian market by the second half of 2026 [3][4] - Geely's extensive investment in research and development, exceeding 250 billion RMB over the past 11 years, has established a strong foundation in new energy and intelligent technology, which will support the collaboration [5] - The joint venture aims to increase local production rates to 45%, fostering the expansion of Brazil's local supply chain and creating numerous manufacturing and service jobs [6]

Core Viewpoint - The strategic partnership between Geely and Renault marks a significant step in their collaboration, focusing on the Brazilian market for electric vehicles and local production [2][3]. Investment and Production Plans - Geely and Renault will invest 3.8 billion Brazilian Reais (approximately 5.1 billion RMB) to establish Renault Geely do Brasil, aimed at localizing production of two new models based on Geely's GEA electric architecture, set to launch in the second half of 2026 [2]. - A new electric vehicle technology platform will be developed, with a Renault model expected to be produced by 2027 [2]. Market Potential and Strategy - Brazil's automotive market is projected to reach approximately 2.486 million units in 2024, reflecting a 14% year-on-year growth, positioning it as a key market for Chinese electric vehicles [4]. - The partnership adopts a "light asset" model, which may serve as a reference for other Chinese companies looking to expand into international markets [4]. Collaborative Goals - The collaboration aims to integrate manufacturing capabilities, marketing networks, and advanced electric platforms to create a competitive product matrix and drive sales growth [3]. - Both companies emphasize the importance of exploring new markets and opportunities, aiming for a win-win situation through strategic collaboration and resource complementarity [3].

作者丨彭鑫 目前，吉利EX5和吉利EX2（星愿）已通过雷诺经销网络在巴西上市。接下来，双方将致力于构建完善的本地生态体系，进一步提升本地化制造、供应链、 销售与服务能力，推动品牌在巴西及拉美市场实现快速、可持续增长。此次投资是继双方携手推进韩国整车合作项目、共同成立全球动力总成公司浩思 （HORSE Powertrain）之后，吉利与雷诺战略合作的又一重要举措。 本月初，吉利控股集团与吉利汽车控股有限公司与雷诺集团正式签署巴西战略合作最终协议。双方将进一步深化合作，通过雷诺巴西公司生产和销售吉利与 雷诺的新能源车型。根据协议，吉利将收购雷诺巴西公司26.4%的股份，雷诺集团继续保持控股股东地位并合并财务报表。 据《中国汽车报》报道，巴西作为拉美地区最大的汽车市场，正成为全球新能源汽车竞争的重要区域。吉利与雷诺的合作将增强双方在巴西市场的竞争力： 雷诺可借助吉利的新能源技术扩展产品线，吉利则可通过雷诺的经销商网络快速进入巴西市场，形成"技术输出—产能共享—市场共创"的全球化梯度布局。 内容综合自中国汽车报、吉利官方资料等 图源：吉利官方 这是吉利与雷诺集团宣布成立雷诺-吉利巴西公司后取得的实质性进展。 根据投资 ...