（文/观察者网 张家栋 编辑/高莘） 此举正值中国汽车出海持续增长与国际贸易摩擦愈演愈烈之际，由于美国政府加征关税所引起的全球贸 易摩擦，国际汽车贸易正在经历新一轮变革，而中国汽车在智能与电动化的加持下，则正在寻求新的海 外市场突破。 相较于逐渐稳步的东南亚市场，以及趋于缓和的中欧贸易关系，南美以及非洲等区域也成为中国汽车出 海的全新落脚点。 比亚迪南非展厅 路透社 路透社表示，有比亚迪高管透露，该公司计划到明年将其在南非的经销商网络扩大近两倍，以扩大其在 南非的市场份额。奇瑞则在当地时间6月5日在南非推出了欧萌达C9与Jaecoo J7两款混动车型。 比亚迪南非汽车公司总经理张恩齐表示，到今年年底，比亚迪将在南非拥有约20家经销店。明年的目标 是将该数字扩大到约30家或35家。 比亚迪在南非销售的汽车产品 路透社 目前，比亚迪在南非市场共推出六款车型，其中插电混动皮卡Shark、混动轿车海狮6、纯电SUV海狮7 等车型于今年4月上市，进一步完善了其新能源双动力并行战略。 据路透社报道，6月5日，比亚迪与奇瑞均透露，将进一步加大对南非市场的投入力度。 有关报告预计，2027年非洲电动汽车市场规模将达到214亿 ...

Core Insights - The electric vehicle (EV) wave is rapidly transforming the global automotive industry, with Chinese automakers accelerating their overseas expansion, particularly in Malaysia, which is becoming a key market for them [2][3] Group 1: Market Dynamics - Stellantis and Leap Motor are launching a local assembly project in Malaysia with an initial investment of €5 million, aiming to produce the Leap C10 model by the end of 2025 [3] - Malaysia's new car sales reached a record high of 816,700 units in 2024, surpassing both 2022 and 2023 figures, while Thailand's sales dropped by 26% to approximately 570,000 units [3] - The Malaysian automotive market is characterized by strong local brands, Proton and Perodua, which hold about 60% market share, while Japanese brands account for around 30% [4] Group 2: Chinese Automakers' Strategies - Chinese automakers like Geely and BYD have made significant inroads into the Malaysian market, with Geely acquiring a 49.9% stake in Proton in 2017 and expanding its presence through technology sharing [4][7] - BYD's Atto 3 has quickly become a best-seller since its launch in late 2022, indicating strong demand for Chinese EVs in Malaysia [8][9] - Chery has also re-entered the Malaysian market, launching multiple models and establishing a new factory in Shah Alam, which is expected to enhance its local production capabilities [8] Group 3: Government Initiatives and Market Potential - Malaysia aims to increase the share of electric vehicles to 15% by 2030 and 38% by 2040, supported by tax incentives for EV manufacturers [6] - The country has introduced various tax exemptions for electric vehicles, including a 70%-100% income tax reduction and exemptions from import duties and sales taxes for locally assembled EVs [6] - The presence of Chinese automakers is driving significant growth in Malaysia's EV sales, which doubled to 21,789 units in 2024 compared to 10,159 units in 2023 [9] Group 4: Supply Chain and Local Production - Chinese automakers are establishing a comprehensive supply chain in Malaysia, with local production facilities for battery manufacturers and parts suppliers [11] - Companies like EVE Energy have begun operations in Malaysia, supporting local production with battery supply [11] - The local assembly of vehicles, such as the Leap C10, will leverage Stellantis's existing facilities, enhancing cost efficiency and market reach [10]