2025中国汽车全球化战略白皮书
飞书深诺 Meetsocial
2025年5月8日 May 8, 2025
2024年，中国连续保持全球第一大汽车出口国地位，燃油车仍为出口主力，新能源车成为推动出口增长的重要力量。全球主要区域市场呈现显著差异：欧洲新能源渗透率高，关税机制调整为中国车企创造市场切入窗口；东南亚以燃油车为主，但新能源增长迅速，本地化生产要求不断提高；拉美和中东在新能源转型及基础设施建设方面潜力突出；中亚依托“一带一路”政策利好，适合通过合作建厂方式进入。
关税政策变动、技术革新与高性价比优势构成中国车企全球扩张的核心驱动力。通过产能本地化、渠道多元化、品牌差异化及参与大型赛事和文化活动等营销方式，中国车企在重点海外市场加速渗透。未来需兼顾短期市场机会与长期品牌建设，持续增强竞争力与市场适应性。
In 2024, China remained the world’s largest automobile exporter, with fuel-powered vehicles as the primary export segment and new energy vehicles emerging as a key growth driver. Distinctive market characteristics exist across regions: Europe’s high NEV penetration and adjusted tariff mechanisms create a window for Chinese automakers; Southeast Asia is still dominated by fuel-powered vehicles, yet NEV adoption is accelerating alongside stricter localization requirements; Latin America and the Middle East hold strong potential in NEV transition and infrastructure development; Central Asia, supported by the Belt and Road Initiative, is well-suited for joint-venture manufacturing.
Changes in tariff policies, technological advancements, and cost-performance advantages are the core drivers of China’s global expansion. By localizing production, diversifying sales channels, differentiating brands, and engaging in major sports and cultural events, Chinese automakers are accelerating their presence in key overseas markets. Looking forward, balancing short-term opportunities with long-term brand building will be essential to strengthening competitiveness and adaptability worldwide.