"奇瑞喜欢'吹牛'，但从来不'瞎吹牛'。"在10月18日举行的2025奇瑞全球创新大会上，奇瑞汽车股份有限公司董事长尹同跃的这句发言，引发了全场 会心的笑声与掌声。笑声或许是因为"不客气"渐成奇瑞的标签，掌声则是源自对奇瑞能兑现"不客气"目标的认可。 这已是奇瑞第4次举办这样的全球科技盛会，而此次大会的规模与规格再创新高：20多场高规格活动，汇聚来自全球的3000多位嘉宾，汽车业界共同 见证了奇瑞从"新能源不客气"、"智能化不客气"向"全球化创新体系不客气"的战略升级。 尹同跃指出，当前中国汽车在集体"出海"过程中暴露出"水土不服"、安全质量、本地化配套等问题，这些问题正警示着中国车企在全球化过程中不能 只追求规模和速度，关键要实现可持续。而实现可持续国际化的核心，在于构建一个真正全球化的创新体系。 正是在这一背景下，奇瑞提出了第3次"不客气"目标，这不仅是奇瑞发展的战略升级，更是中国汽车产业从技术追随向全球引领转变的重要信号。 全球化创新体系筑牢技术自信 具体来看，奇瑞的全球化创新体系建立在3大核心支柱之上，即技术创新体系、文化创新体系及管理创新体系。这三者相辅相成，共同构筑奇瑞从传 统车企向全球化高科技生 ...

Core Insights - Chinese automotive companies have significantly increased their presence at the 2025 Munich Auto Show, showcasing a larger and more active participation compared to previous years, effectively becoming the focal point of the event [1][2][5] Group 1: Participation and Exhibits - The 2025 Munich Auto Show featured 748 exhibitors, with 116 from China, accounting for nearly one-third of all overseas exhibitors, marking a 40% increase from 2023 [2] - Major Chinese automotive brands such as BYD, Xpeng, Changan, and others presented new models and technologies, positioning themselves as key players rather than mere participants [2][3] - Notable exhibits included BYD's new vehicles and fast-charging technology, Xpeng's advanced models and robotics, and Changan's new concept car, highlighting the innovation and competitiveness of Chinese brands [2][3] Group 2: Strategic Shifts - Chinese automotive companies are transitioning from simple product exports to localized production and ecosystem development in Europe, with five companies announcing plans to build factories in Europe by 2025, involving over €20 billion in investments [3][5] - Collaborations with major European automakers like Volkswagen and Stellantis are facilitating faster adaptation to local market demands for companies like Xpeng [3][4] Group 3: Supply Chain and Technology - Chinese supply chain companies are emerging as key technology providers, particularly in battery and smart technology sectors, with firms like CATL showcasing advanced battery solutions that meet significant European demand [4][5] - Innovations in smart technology were highlighted by companies such as Horizon Robotics and Heisai Technology, which presented cutting-edge products and established partnerships with global automakers [4][5] Group 4: Future Outlook - The shift towards localized production and ecosystem development is expected to enhance the long-term competitiveness of Chinese automotive companies in the global market, moving from product output to ecosystem output [5][6] - The competitive landscape between Chinese and German automotive companies is evolving, with a focus on strategic collaboration and understanding user needs as key to success in the future [6]

Core Viewpoint - Despite efforts from Europe and the US to impose tariffs on Chinese imported cars due to alleged "unfair subsidies," the rapid development cycle and shortened R&D times are the primary factors enabling Chinese automotive brands to dominate the market [1][3]. Group 1: R&D Speed and Market Dynamics - Chinese brands have an average vehicle age of 1.6 years for electric and hybrid models, compared to 5.4 years for foreign brands, indicating a significant advantage in R&D speed [3]. - From 2020 to 2024, the top five foreign car manufacturers in China saw their annual passenger car sales plummet from 9.4 million to 6.4 million, while the top five Chinese manufacturers doubled their sales from 4.6 million to 9.5 million [4]. - Executives from major global automakers acknowledge the threat posed by Chinese competitors and express a desire to learn from their rapid R&D processes [6]. Group 2: Competitive Strategies - Many foreign automakers are collaborating with fast-growing Chinese manufacturers to adopt their operational methods, as seen with partnerships like Volkswagen and Xpeng, Stellantis and Leap Motor [6]. - Chinese automakers have shifted from merely imitating foreign designs to developing unique, faster product release strategies [6]. - The intense competition has led to a market where 93 out of 169 existing Chinese manufacturers hold less than 0.1% market share, indicating a brutal landscape [6]. Group 3: Unique Chinese Speed - Since Tesla launched the Model Y in 2020, BYD has introduced over 40 new models and 139 updates, showcasing an impressive pace of innovation [7]. - The flat organizational structure in Chinese companies allows for quick decision-making, enhancing flexibility and speed in development [7]. - Chinese engineers often work longer hours, contributing to the rapid pace of development compared to their global counterparts [7]. Group 4: Digital Development and Quality - Chinese automakers increasingly rely on digital R&D, enabling parallel deployment of global teams, which can significantly reduce development time [12]. - Despite shorter review processes, Chinese brands consistently achieve high safety ratings, such as five stars in the Euro NCAP tests, challenging the perception of lower quality [12]. - Standardized platforms and components across models help Chinese manufacturers save time and costs, with companies like Zeekr utilizing extensive databases to optimize parts selection [12]. Group 5: Agile Product Development - Companies like Chery propose multiple digital design options for each new model, allowing for rapid iteration based on market feedback [14]. - If a model fails to resonate with consumers, it can be quickly redesigned and reintroduced within two years, demonstrating agility in product development [14].