迈入2026年，随着新能源汽车渗透率突破50%关口，车市的存量博弈愈发明显。车企如何修炼内功是突 围的关键。 昊铂埃安BU的改革，始于一场彻底的组织架构重塑。不同于传统事业部"权责分散、决策链条长"的弊 端，BU作为拥有高度自主经营权的运营实体，被赋予了"全价值链决策权限"。根据市场判断，直接调 配研发、生产、销售、服务等资源，实现"让听见炮火的人指挥战斗"。这种权责对等的机制，大幅缩短 了决策周期，为快速响应市场需求奠定了基础。 近期，昊铂埃安BU首届经销商大会成功召开，以用户为中心、以技术为驱动、以共赢为目标的宏伟蓝 图全面铺开。张雄、杨龙、冯煜形成核心的"三位一体"管理团队，打通了"研发-营销-产品"的闭环，串 起全团队协同作战全链条。 作为广汽集团"番禺行动"战略的核心落子——昊铂埃安BU，正构建起一场以三大核心高层领衔的团队 攻坚战，围绕"以用户为中心"，持续推进产品矩阵、品牌渠道、服务体验的全维度升级。从市场的反映 看来，昊铂埃安BU改革的这步棋已经初显成效。 2026年1月，昊铂埃安BU交出了组建后首个完整运营月的成绩单：终端销量23591辆，同比增长63.9%。 当月，乘联会预计狭义乘用车零售 ...

迈入 2026 年，随着新能源汽车渗透率突破 50% 关口，车市的存量博弈愈发明显。车企如何修炼 内功是突围的关键。 作为广汽集团 " 番禺行动 " 战略的核心落子 —— 昊铂埃安 BU ，正构建起一场以三大核心高层领 衔的团队攻坚战，围绕"以用户为中心"，持续推进产品矩阵、品牌渠道、服务体验的全维度升级。 从市场的反映看来，昊铂埃安 BU 改革的这步棋已经初显成效。 2026 年 1 月，昊铂埃安 BU 交出了组建后首个完整运营月的成绩单：终端销量 23591 辆，同比 增长 63.9% 。当月，乘联会预计狭义乘用车零售市场规模约为 180 万辆，环比下降 20.4% ，同 比微增 0.3% 。这也意味着，昊铂埃安 BU 在汽车行业的销售淡季中实现了逆势突围。 同时，埃安聚焦打造 " 国民好车 " 战略成效显现，面向个人及家庭用户推出的 AION UT 、 RT 及 V 系列均实现年销 5 万辆，全新车型 AION i60" 上市即爆款 " ，首月销量超万辆，印证了埃安品 牌在私人消费市场的强大吸引力。后续随着全新车型埃安 N60 ，昊铂 A800 和 S600 的上市，昊 铂埃安将进一步丰富其产品矩阵。此 ...

Core Insights - GAC Group reported a total sales volume of 116,600 vehicles in January 2026, representing an 18.47% year-on-year increase, with self-owned brands achieving over 49,000 units sold, a remarkable 87.58% growth [2][3] - The sales performance in January 2026 serves as a positive signal for GAC Group's operational resilience, countering the negative impact of a projected net loss of 8 to 9 billion yuan for 2025 [2][3] Sales Performance - GAC Toyota's January sales exceeded 62,600 units, marking a 9.82% increase year-on-year, with several high-value models experiencing double-digit growth [2][3] - GAC Honda's January sales reached over 27,600 units, reflecting a significant decline compared to GAC Toyota [4] - AION V achieved record overseas sales in January, contributing to the overall growth of GAC Group's self-owned brands [2][3] Brand Performance - GAC Toyota's cumulative sales for 2025 reached 772,668 units, a slight increase of 0.3%, with new energy vehicles accounting for over 9% of total sales [3][4] - GAC Honda's total sales for 2025 were 351,926 units, down 25.22%, indicating a stark contrast to GAC Toyota's performance [4] - GAC Aion has emerged as a leader in the new energy segment, achieving 480,000 deliveries in 2023, significantly outperforming competitors [11][14] Strategic Adjustments - GAC Group initiated a comprehensive reform called "Panyu Action" aimed at increasing self-owned brand sales to 60% of total sales by 2027 [18][20] - The company has streamlined its new vehicle development cycle from 26 months to 18-21 months, reducing R&D costs by over 10% and improving overall business efficiency by approximately 50% [18][20] - GAC Group's collaboration with Huawei on the "Qijing" project is expected to enhance its technological capabilities and brand strength [21][24] Market Challenges and Opportunities - GAC Group faces challenges in enhancing brand recognition and market competitiveness in the personal consumer segment while continuing to optimize product offerings [18][24] - The overseas market is identified as a crucial growth engine, with GAC's self-owned brands achieving a 47% increase in overseas sales in 2025, nearing 130,000 units [24]

Core Viewpoint - The Japanese automotive market, historically dominated by local brands, is witnessing a significant shift as foreign electric vehicle (EV) manufacturers are beginning to penetrate this previously closed market, driven by the slow electrification of domestic brands and changing consumer preferences [4][5][6]. Group 1: Market Overview - Japan's automotive market has long been considered one of the most challenging for foreign brands, with local manufacturers holding over 90% market share [4]. - In 2025, Japan's total new car sales are projected to reach 4.5658 million units, with a 3.3% year-on-year increase, while foreign brands are starting to gain traction [5]. - The electric vehicle market in Japan is still in its infancy, with only 60,677 EVs sold in 2025, representing a mere 1.6% of total vehicle sales [5]. Group 2: Foreign Brands' Entry - The Japanese Imported Automobile Association reported a 7% increase in non-local brand vehicle sales in 2025, totaling 243,129 units, with pure electric imports surging by 26% to a record 30,513 units [6]. - Hyundai is making a comeback in Japan, with a 89% increase in sales in 2025, reaching 1,169 units, driven by the introduction of several electric models [8][10]. - Tesla's sales in Japan saw a remarkable 90% increase in 2025, reaching approximately 10,600 units, attributed to a shift in sales strategy towards physical stores [12][14]. Group 3: Chinese Brands' Expansion - BYD entered the Japanese market in 2023 and aims to establish 100 dedicated stores by 2025, achieving a 62% sales increase to 3,870 units in 2025 [15][18]. - Other Chinese brands, such as Zeekr and GAC, are also planning to enter the Japanese market, with unique offerings tailored to local consumer preferences [19][21]. Group 4: Domestic Brands' Response - Japanese automakers are not standing still; Toyota's new EV model bZ4X received over 10,000 orders within three months of its launch in late 2025, becoming the top-selling EV in Japan [24][27]. - Nissan and Honda are also launching new EV models to compete with foreign brands, with Nissan's new LEAF and Honda's N-ONE e: entering the market [27][28].

今天分享的是：2025中国企业出海年鉴 报告共计：27页 【2025中国企业出海年鉴】核心解读：全球化进入"韧性锻造"新阶段 2025年，中国企业的全球化征程并未因任何单一事件而骤然转向，却在多条轨迹的加速与交汇中，悄然完成了一次深层次的范式演进。这一年，出海的核心 逻辑正从过去追求规模与效率的清晰路径，转向一个更为复杂、分散且难以简单复制的现实。海外经营的成功，日益取决于深度本地化的能力、前瞻性的合 规布局以及超越产品本身的技术与体系输出。 整体图景：从"游击战"到"阵地战"的深刻转型 2025年，中国企业出海呈现出行业覆盖更广、目标市场更多元的鲜明特点。从AI、新能源汽车到跨境电商、文娱消费，几乎所有主要赛道均在加速全球化 步伐。市场布局上，东南亚作为成熟试验场地位稳固，而中东、拉美与非洲等"全球南方"地区正崛起为至关重要的增量来源，欧美市场则演变为高价值、高 门槛的战略竞争地。 更关键的变化在于出海模式的"由轻转重"。企业重心正从应用层下沉至云计算、人工智能算力等底层基础设施，头部公司通过重资产投入构建本地护城河， 将出海从试水行为转变为长期经营承诺。同时，全球范围内尤其是欧美市场日益严峻的合规挑战，将 ...

在整体市场承压的背景下，广汽集团2026年首月交出了一份"逆势开门红"的成绩单。 近日，广汽集团发布2026年1月产销公告。数据显示，1月全集团汽车销量为11.66万辆，同比增长 18.47%。其中，自主品牌销量超过4.9万辆，同比大幅增长87.58%；海外销量同比增长68.59%，多项核 心指标明显跑赢行业大盘。 从行业环境看，根据中国汽车流通协会汽车市场研究分会初步推算，2026年1月狭义乘用车零售市场规 模约180万辆，环比下降20.4%，同比仅微增0.3%。在行业"淡季+春节效应"叠加的情况下，广汽多品牌 实现同比双位数增长，显示其产品结构与经营韧性正在增强。 合资板块同样实现稳健增长。广汽丰田1月销量超过6.26万辆，同比增长9.82%，多款高价值车型表现亮 眼：凯美瑞终端销量同比增长17%至1.74万辆，赛那同比增长35%至9133辆。与此同时，铂智3X在《杰 兰路2025年下半年新能源NPS》调研中，获得超过1.2万名车主打出的83分以上成绩，位居合资品牌紧 凑型及以下SUV首位。 广汽本田1月终端销量超过2.76万辆，其中雅阁终端销量达1.40万辆，皓影达9426辆。1月15日上市的 2026 ...

中欧围绕纯电动汽车进口的价格承诺机制刚刚敲定，新的风波似乎又起苗头。近日，据欧洲媒体 Euractiv报道，欧盟委员会内部正在讨论一个可能显著影响中欧贸易的举动，即考虑将目前针对中国产 纯电动汽车的反补贴关税政策，扩大至自中国进口的混动车（包括插混车）。 欧洲销量快速增长以及关税壁垒的倒逼，正在加速中国车企欧洲本土化生产的实质性落地。除了奇瑞、 小鹏、广汽已经实现欧洲本土化生产组装外，按计划，比亚迪匈牙利乘用车工厂将于2026年第一季度试 生产，第二季度正式量产；零跑旗下车型同样将于2026年第三季度在Stellantis的西班牙工厂投产。再加 上供应链、研发、售后等环节的本土化布局，2026年中国车企在欧洲将从"产品出海"加速迈向"生态扎 根"。 插混车在欧销量激增 传出欧盟加税风声 据Euractiv报道，有欧盟官员向该媒体透露，欧盟委员会执行副主席、欧盟工业战略专员塞茹尔内多次 对中国产混动＼插混车在欧洲销量激增表达担忧。塞茹尔内质疑，中国产混动＼插混车与纯电动汽车并 无差别，为保障欧洲本土竞争者获得同等保护、维护公平的市场竞争环境，对纯电动汽车加征的反补贴 税也应延伸至混动＼插混车。 2026年1月1 ...

广汽集团副总经理 陈家才 2025年三大突破，海外销量同比增长47% 谈及2025年的海外业绩，陈家才用"全面跨越"来形容。广汽海外全年销量突破13万辆，同比增长47%，增速位居行业前列，为集团整体出口增长提供了坚实 支撑。这一成绩的取得，源于产品、市场、布局三大维度的同步突破。 产品矩阵持续丰富是核心驱动力。2025年，广汽在海外市场成功导入5款新车，覆盖不同细分领域，为全球消费者提供了更多元化的选择。市场版图的稳步 扩张同样亮眼，全年新开拓巴西、澳大利亚等16个市场，使业务覆盖范围扩展至全球86个国家和地区。渠道建设方面，新增海外网点281家，截至2025年底 全球网点总数达到630家，为用户提供了更便捷的服务触达。 2025年，中国新能源汽车出口延续高速增长态势，成为全球汽车产业变革中的重要力量。在这一浪潮中，广汽集团的国际化业务实现跨越式发展，从产品输 出到生态共建，书写了中国汽车品牌"走出去"的新篇章。近期，广汽集团副总经理陈家才在接受新华网专访时，详细解读了企业海外业务的年度成果、战略 布局与未来规划，展现了中国车企深耕全球市场的决心与底气。 发展逻辑从"规模扩张"迈向"质量引领"。随着国家对纯电 ...

2025年的中国新能源汽车市场，在渗透率持续突破新高的同时，一场残酷的淘汰赛悄然上演。曾经凭借独特路径迅猛崛起的"黑马"广汽埃安，正面临严峻考 验。最新数据显示，其2025年销量连续第二年同比下滑超过20%，昔日的增长光环已然褪色。 根据广汽集团发布的产销快报，广汽埃安2025年12月销量为42140辆，较2024年同期的67683辆大幅下滑37.74%。纵观全年，2025年累计销量为290081辆， 相比2024年的374884辆下降22.62%。这已是广汽埃安连续第二年出现销量滑坡。2024年其销量已从2023年48万辆的高点回落至37.5万辆，同比下滑21.19%。 从行业季军到连续下滑，广汽埃安的困境与其过度依赖B端市场的战略密切相关。2023年，广汽埃安凭借在网约车、出租车等B端市场的强势布局，年销量 一举突破48万辆，稳居行业前三。随着网约车市场逐渐饱和，这一增长引擎的动力明显减弱。更为严峻的是，在B端红利消退的同时，广汽埃安向C端家庭 消费市场的转型却步履维艰。 曾经月销稳定过万的支柱车型AION S和AION Y，在2025年已跌至月销万辆以下。而为开拓C端市场推出的AION V等新车型，市场 ...

Investment Rating - The report does not explicitly provide an investment rating for the industry. Core Insights - In 2025, Chinese companies' overseas expansion did not experience a singular turning point but rather accelerated along multiple changing trajectories, significantly impacting their overseas operations [6] - The focus of overseas market layout has shifted, with compliance and organizational setup becoming prerequisites, and localization evolving from a strategic option to a fundamental requirement [6] - The importance of 2025 lies not only in what occurred but in the changes that have begun to emerge, reshaping the decision-making logic of overseas enterprises and influencing their long-term choices [6] Summary by Sections Overall Changes in 2025 - The industry coverage for Chinese companies going abroad has expanded, encompassing retail e-commerce, tea drinks, entertainment, AI, automotive, and hardware, with Southeast Asia, the Middle East, Latin America, and Africa becoming significant growth sources [14] - The technological investment has increased, and compliance challenges have intensified, with a notable shift in export structure, as evidenced by a trade surplus exceeding $1 trillion for the first time in 2025 [19][21] Country-Specific Roles in Overseas Expansion - The Global South has emerged as a crucial growth source for Chinese companies, transitioning from a supplementary market to a core strategic depth [28] - The Gulf region is becoming a key node in the global AI capability competition, with significant investments in digital infrastructure and AI technologies [31] - Competition in the European and American markets has shifted towards regulatory and compliance aspects, with stringent measures impacting market access for Chinese firms [34] Industry-Specific Changes in Overseas Expansion - The automotive industry's focus has shifted from export expansion to deep localization, with significant investments in overseas manufacturing facilities [43][48] - The global AI landscape is being restructured, with Chinese AI capabilities transitioning from a follower to a leader in the market [49] - The competitive focus in cross-border e-commerce has shifted towards fulfillment and infrastructure capabilities, reflecting the need for robust operational frameworks [6] Strategic Responses of Companies and Service Systems - Chinese brands are entering a critical window for global reputation and brand premium, with the first generation of overseas experience beginning to systematically fail [4][10] - The overseas service system is evolving from a reactive response to customer needs to a proactive global service model, indicating a shift towards comprehensive service offerings [10]