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 ...

Core Viewpoint - The article emphasizes the strategic transformation of GAC Group's Aion BU, focusing on user-centric approaches and comprehensive upgrades in product matrix, brand channels, and service experiences, which have led to significant sales growth despite a challenging market environment [1][2][23]. Market Performance - In January 2026, Aion BU achieved a total sales volume of 23,591 vehicles, marking a year-on-year increase of 63.9% [1]. - The narrow passenger car retail market size was estimated at approximately 1.8 million units, reflecting a month-on-month decline of 20.4% but a slight year-on-year increase of 0.3% [1]. Strategic Initiatives - Aion BU is implementing a "National Good Car" strategy, successfully launching models like AION UT, RT, and V series, each achieving annual sales of 50,000 units [2]. - The new model AION i60 became a bestseller with over 10,000 units sold in its first month, showcasing the brand's strong appeal in the personal consumer market [2][10]. Organizational Restructuring - Aion BU has undergone a significant organizational restructuring, granting it full decision-making authority across the value chain, which allows for rapid resource allocation and market responsiveness [4][9]. - The management team, consisting of Zhang Xiong, Yang Long, and Feng Yu, has established a closed-loop system connecting R&D, marketing, and product development [5][7]. Brand Positioning - Aion BU has adopted a dual-brand strategy with Aion targeting the mainstream market (10-20 million yuan) and Haobo focusing on the high-end market (20-30 million yuan), creating a complementary market coverage [9][10]. Product Development - Aion BU plans to launch at least five new models this year, including the A800 flagship sedan and S600 SUV, with over 30 new and updated models expected in the next three years [10][14]. - The A800 will feature Huawei's HarmonyOS and advanced driving systems, targeting tech-savvy elite users, while the N60 will focus on family users with its spacious and energy-efficient design [12][14]. Technological Advancements - Aion BU is pursuing a dual approach of self-research and collaboration, achieving significant advancements in battery technology with energy density reaching 350Wh/kg and drive efficiency exceeding 97% [14]. - Collaborations with Huawei and other tech giants are enhancing Aion BU's capabilities in smart driving and cockpit technology, positioning it for competitive advantages in the intelligent vehicle market [15][14]. Channel Strategy - Aion BU has integrated sales and service channels for both Aion and Haobo brands, covering 147 cities with 254 stores, enhancing resource sharing and reducing internal competition [18][19]. - The new channel strategy has improved dealer performance, with increased customer conversion rates and optimized inventory levels [19]. Customer Trust and Service - Aion BU has introduced a "three responsibilities" service commitment to address customer concerns regarding vehicle quality and safety, enhancing user trust [21][22]. - The company has established a robust charging infrastructure with 24,000 self-operated charging stations and high customer satisfaction ratings in after-sales service [22]. Conclusion - The reforms at Aion BU reflect a shift towards agile organization, brand collaboration, and efficient channels, demonstrating significant sales growth and setting a foundation for future success in the competitive automotive market [23].

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]