Core Insights - The International Energy Agency's report recognizes China's leading position in the electric vehicle (EV) market and highlights the significant role of Chinese EV exports in expanding into emerging markets, particularly in Thailand, where Chinese products hold a 75% market share [4][5][8] - Despite the high production capacity of over 500,000 EVs planned in Thailand, the annual registration of EVs is only around 70,000, indicating a potential oversupply issue for Chinese automakers in the Thai market [4][8][9] Industry Overview - Thailand is solidifying its status as a major EV manufacturing hub in Southeast Asia, with production capacity exceeding 500,000 units, largely due to the active investments of Chinese automakers [5][6] - The Thai government has implemented various incentives, including the EV 3.0 policy, which reduces import tariffs by up to 40% to encourage local production and aims for 30% of vehicle production to be electric by 2030 [5][6] Company Developments - Several Chinese automakers, including BYD, Neta, GAC Aion, Changan, and Great Wall, have established manufacturing facilities in Thailand, with planned capacities exceeding 600,000 units [5][6][7] - BYD's factory in Thailand is set to produce 150,000 units, primarily the Dolphin model, while GAC Aion's facility will start with a capacity of 50,000 units, expanding to 100,000 [6][7] - Changan's factory has an initial capacity of 100,000 units, with plans to increase to 200,000, and it will also produce various models including hybrids and fuel vehicles [6][7] Market Challenges - The Thai automotive market is experiencing a decline, with a projected 2024 vehicle sales drop of 26.09% to 572,700 units, and a 20% decrease in production, marking a four-year low [8][9] - The electric vehicle registration in Thailand is expected to decline by 8.1% in 2024, marking the first drop since 2020, despite the strong performance of Chinese brands like BYD [8][9] Future Outlook - Industry experts warn of a potential oversupply crisis in the Thai EV market, with production capacity expected to exceed market demand by over 60% [9][10] - However, there is optimism regarding the long-term potential of the Thai and Southeast Asian markets, with predictions of a 1.5% to 2.5% growth in automotive production and sales in 2024 [9][11] - Chinese automakers are encouraged to deepen localization efforts beyond just establishing factories, focusing on long-term strategies that include product planning and supply chain development [11][12]

（原标题：百年生活观察之"行"系列 | 50+重学驾驶） 经了解，山居附近的长坂驾校的暑期班报名人数已经满员，再迟就要到10月份以后了。由于我计划8月 份就接父母前往山居康养居住，因此等不到那么晚。于是，2023年7月，我请了10天年假，加上2个周末 ——一共14天——参加了长坂驾校举办的为期2周的住宿培训课程。 培训班里的其他同学都比我年轻——最小的一位才18岁，刚刚高中毕业，和我女儿差不多大；其余几位 也都比我小1、2轮。每次上课前我都暗示自己："日本有那么多老年人都在开车，比他们年轻的我一定 没有问题。" 但是，一进入实操环节,我就会全身紧张。一轮实操下来，已然是身心俱疲；然而，每次结束时，还要 按照教练的要求把车开到指定的位置，停好车后，开门下车前要先确认前后是否有行人或车辆通过，下 车关上门后，又要进行各项确认。一天之中，几轮实操完成后，要跟教练鞠躬致谢；教练则会观察并记 录学员的每一步操作；最后，由学员本人将教练的记录交给服务台的接待员，一天的课程才算结束。 每次下课后，走过通往宿舍的过街天桥，我都仍在紧张得小腿肚发抖。 14天之中有10天是极度紧张的，并且还有点发低烧。7点多吃完晚饭，回到宿舍倒 ...