Group 1 - BYD plans to establish its European headquarters in Hungary to enhance its market presence and service efficiency, creating 2,000 jobs [1] - The European center will serve three main functions: a sales and after-sales service hub, testing facilities, and a base for developing localized vehicle models [1] - BYD has already launched three electric vehicle models in Hungary and opened two channel stores in Budapest [1] Group 2 - BYD's Tengshi brand is expected to enter dozens of European countries within two years, with projected sales exceeding 10,000 units across 14 European countries by April 2025, significantly outpacing Tesla's sales [2] - Xiaopeng Motors is also accelerating its European expansion, having launched three electric vehicle models and aiming for deeper localization in R&D and manufacturing [2] - Xiaopeng views Europe as a crucial market outside of China and plans to introduce multiple new models in the next three years [2] Group 3 - The EU's stance on high tariffs for Chinese electric vehicles is shifting, with recent communications indicating a willingness to negotiate and resolve trade issues [3] - The EU previously imposed anti-subsidy tariffs ranging from 7.8% to 35.3% on Chinese electric vehicles, but ongoing discussions aim to address these trade barriers [3] - The Chinese government expresses readiness to collaborate with the EU to enhance bilateral economic cooperation and reduce trade friction [3]

以丰田、本田为代表的日本汽车产业仍然焦虑，一方面是担心当地因为利率上升等因素对汽车总需求 有所下降。另一方面在泰国决心推动电动车发展之际，中国车企正积极实施本土化战略、更多受益于 这股顺风。 比亚迪泰国独家经销商是 Rever Automotive，后者是泰国著名汽车经销集团 Siam Motors Group 实控 家族成员设立的公司；上汽与泰国最大私营公司卜蜂集团合作。 中国车企与泰国更深的合作还在推进。长城汽车已经在泰国运营两条生产线，上汽要建新能源产业 园、还要带一部分产业链公司过去，比亚迪 2022 年 9 月签署土地认购协议、当地生产当地销售只是 时间问题。 在泰国，比亚迪挑战丰田 今年秋天，日本和东盟很可能首次在政府层面共同制定汽车生产和销售战略，而不是让各车企独自在 东盟地区开展业务。截至目前，日本政府拟加码产业政策的动机也比较清楚：为了应对在东盟存在感 迅速扩大的中国车企。 在泰国，比亚迪挑战丰田 Temu、Shein 合规压力变大 拼多多发起的《出道吧！科技小院》开播 上海伊势丹百货关门，一个消费时代的结束 关注《晚点财经》并设为星标，第一时间获取每日商业精华。 据市场研究公司 Marke ...