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市场调查报告书
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1613808

中国的小客车OEM和供应链企业海外展开(2024年)

Research Report on Overseas Layout of Chinese Passenger Car OEMs and Supply Chain Companies, 2024
出版日期: | 出版商: ResearchInChina | 英文 390 Pages | 商品交期: 最快1-2个工作天内

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简介目录

乘用车出口：欧洲是纯电动车最大出口市场，平均出口单价是东南亚的3.7倍。

2022年以来，中国汽车出口持续高速成长。面对复杂多变的外部环境的课题，越来越多的整车厂在加速国际扩张的同时，也不得不谨慎拓展海外市场。未来三年是中国主机厂实施海外策略的重要转捩点，需要密切关注国内外环境。

2024年8月中国汽车出口61万辆，较去年同月成长39%，较上月成长10%。 1-8月我国汽车出口总量409万辆，大幅增加27%。 2024年推动中国汽车出口的主要因素将是新能源汽车在世界市场的高渗透率、中国汽车竞争力的增强以及欧美汽车市场的小幅增长。特别是在俄罗斯和中东市场，中国燃油汽车将更具竞争力，带动出口。

2024年1月至8月，中国乘用车出口（新能源汽车42%）占汽车出口总量的84.2%。比利时、英国等欧洲已开发国家也是中国新能源汽车的重要出口市场。

从2009年至2024年中国五大汽车出口市场的变化可以看出：

2016年以前，中国汽车出口主要销往中东、东南亚、拉丁美洲地区。

2017年以来，比利时、澳洲、沙乌地阿拉伯、英国等经济发达国家已成为中国汽车出口的主要目的地。这也是中华人民共和国海关总署首次将新能源车纳入统计的一年。

中美贸易衝突之前，美国经常位居中国汽车出口市场前五名的国家，但自2019年以来一直没有上榜。 2024年9月，美国政府正式决定大幅提高从中国进口的关税，其中包括对电动车加征100%的关税，使中国汽车进入美国市场变得更加困难。

2021年起，随着新能源汽车出口的扩大，已开发国家将越来越成为中国汽车的出口目的地。随着新能源汽车的发展，我国汽车出口正进入从产品出口到技术出口、服务出口、品牌出口全面升级转型的重要窗口期。

欧洲是中国纯电动车最大的出口市场。 2023年，中国将向欧洲出口纯电动车64万辆，价值1325亿元，平均单价20.8万元，是向东南亚出口的3.7倍。新能源汽车出口欧美带来的不仅是量的变化，更是质的变化。中国整车厂开始系统化、有组织地进军海外市场，建立了从海外生产到管理、销售、研发的完善服务系统。

在反补贴调查、加征关税以及更严格的市场准入政策的影响下，中国汽车出口面临课题，但凭藉中国汽车工业的坚实基础、完整的汽车电子产业链以及先进的智能汽车互联技术，成熟的产业劳动力体系为我国汽车出口持续成长奠定了坚实的基础。

主机厂海外扩张：新车工厂将聚集泰国，欧洲将是未来扩张的重点。

目前，中国不再只是出口汽车。越来越多的整车厂在海外兴建售后服务体系。

上汽已在荷兰阿姆斯特丹建立了欧洲零件中心，提供售后服务，并将于 2024 年夏季在法国开设第二个欧洲零件中心。上汽在全球拥有2800多个销售和服务网点，名爵在欧洲拥有400多个销售和服务网点，在荷兰和比利时拥有两个零件中心。

本报告针对中国汽车产业进行调查分析，提供中国汽车出口现状、各国汽车市场、国外汽车产业政策、中国品牌在各地区的表现等资讯。

目录

第1章 中国的汽车出口的现状

  • 中国的汽车出口的现状
  • 中国的汽车出口的统计
  • 中国的OEM的向海外发展的政策环境
  • 中国的汽车出口趋势

第2章 主要海外市场

  • 俄罗斯的汽车市场
  • 墨西哥的汽车市场调查
  • 沙乌地阿拉伯的汽车市场
  • 德国的汽车市场调查
  • 泰国的汽车市场
  • 日本的汽车市场
  • 韩国的汽车市场
  • 智利的汽车市场
  • 法国
  • 比利时的汽车市场

第3章 中国的OEM海外展开

  • SAIC
  • Chery
  • Changan
  • Dongfeng Motor
  • Geely
  • Great Wall Motor
  • BYD
  • NIO
  • Neta
  • Xpeng
  • 其他的OEM

第4章 中国的汽车供应链企业海外展开

  • 电池企业海外展开
  • CATL
  • CALB
  • FinDreams Battery
  • SVOLT Energy
  • Huizhou EVE
  • Gotion High-tech
  • Camel Group
  • 汽车电子产品企业海外展开
  • Desay SV
  • ECARX
  • Hangsheng Electronics
  • Joyson Electronics
  • Neusoft Group
  • iMotion
  • 老舖子零件製造商海外展开
  • Zhongding Group
  • Bohai Automotive Systems
  • Changzhou Xingyu Automotive Lighting Systems
  • Chinese Automotive Systems
  • CITIC Dicastal
  • FAWER Automotive Parts
  • Fuyao Glass
  • 其他的企业
简介目录
Product Code: ZXF010

Research on overseas layout of OEMs: There are sharp differences among regions. The average unit price of exports to Europe is 3.7 times that to Southeast Asia.

The Research Report on Overseas Layout of Chinese Passenger Car OEMs and Supply Chain Companies, 2024 analyzes the status quo of China's automobile exports, overseas data, overseas automotive industry policies and other macro-environments; the status quo the automotive markets, tariff and subsidy policies, and performance of Chinese brands in key countries and regions such as Russia, Mexico, Saudi Arabia, Germany, Thailand, Japan, South Korea, Chile, France, Belgium, etc.; the overseas performance, expansion strategies, and factory construction and layout of OEMs such as SAIC, Chery, Changan, Dongfeng, Geely, Great Wall Motor, BYD, NIO, Neta, and Xpeng; the overseas production, R&D, and market layout of automotive supply chain companies such as CATL, CALB, FinDreams Battery, SVOLT Energy, EVE, Gotion High-tech, Desay SV, Ecarx, Hangsheng Electronics, Zhongding Group, Bohai Automotive Systems, Xingyu Automotive Lighting Systems and Fuyao Glass.

Passenger car exports: Europe is the largest export market of battery-electric vehicles, with the average export unit price 3.7 times that to Southeast Asia.

China's automobile exports have continued to grow at a high rate since 2022. Facing challenges from complex and changing external environments, ever more OEMs also have to make cautious deployments in overseas markets while accelerating their overseas market layout plan. The next three years are an important time node for Chinese OEMs to implement overseas strategies, and they need to closely track the internal and external environments.

In August 2024, China exported 610,000 vehicles, a year-on-year upsurge of 39% and a month-on-month growth of 10%. From January to August, China exported 4.09 million vehicles, surging by 27%. The main boosters to China's automobile exports in 2024 are still the higher penetration rate of new energy vehicles in the global market, the greater competitive edges of Chinese automobiles, and the small growth in the European and American automotive markets. In particular, the more competitive Chinese fuel-powered vehicles in the Russian and Middle Eastern markets boost the exports.

From January to August 2024, China's passenger car exports (42% of were new energy vehicles) swept 84.2% of the total automobile exports. Developed European countries such as Belgium and the United Kingdom also became important export markets for Chinese new energy vehicles.

From the changes in the five major export markets of Chinese automobiles from 2009 to 2024, it can be seen that:

Before 2016, China mainly exported automobiles to Middle East, Southeast Asia, and Latin America;

After 2017, economically developed countries such as Belgium, Australia, Saudi Arabia, and the United Kingdom became the main destinations for China's automobile exports. It was also this year that the General Administration of Customs of the People's Republic of China began to include new energy vehicles in statistics for the first time.

Before the Sino-US trade friction, the United States often ranked among China's top five automobile export markets, but it has not been shortlisted since 2019. In September 2024, the US government officially locked in steep tariff hikes on Chinese imports, including a 100% duty on electric vehicles, which makes it more difficult for Chinese vehicles to enter the US market.

Since 2021, with the growth of new energy vehicle exports, developed countries have begun to become export destinations of Chinese automobiles frequently. The development of new energy vehicles has brought China's automobile exports into a critical window period of all-round upgrading and transformation from product export to technology export, service export, and brand export.

Europe is the largest export market for Chinese battery-electric vehicles. In 2023, China exported 640,000 battery-electric vehicles valued at RMB132.5 billion to Europe, with the average unit price of RMB208,000, 3.7 times that (RMB56,000) to Southeast Asia. The export of new energy vehicles to Europe and the United States has not only brought about "quantitative changes" but also "qualitative changes." Chinese OEMs have begun to enter overseas markets in a systematic and organized manner by establishing a perfect service system from overseas production to operations, sales, and R&D.

Amid countervailing investigations, increased tariffs, and even more stringent market access policies, China's automobile exports face challenges, but the solid foundation of China's automotive industry, complete automotive electronics industry chain, leading intelligent vehicle connection technology, and mature industrial worker system lay a firm foundation for the constant growth of China's automobile exports.

Overseas layout of OEMs: New vehicle factories gather in Thailand, and Europe will be the future layout focus.

Today, China is no longer simply exporting automobiles. Ever more OEMs begin to build after-sales service systems overseas.

SAIC established a European parts center in Amsterdam, the Netherlands, to offer after-sales services; it opened a second European parts center in France in the summer of 2024. SAIC has more than 2,800 marketing and service outlets around the world, of which MG has over 400 marketing and service outlets in Europe and 2 parts centers in the Netherlands and Belgium.

In September 2024, BYD announced that it had entered into an agreement with Hedin Mobility Group (BYD's dealer in Germany and Sweden) to acquire Hedin Electric Mobility GmbH and transfer the distribution activities of BYD vehicles and spare parts in the German market to BYD Automotive GmbH. The transaction also includes a business transfer of the two pioneer stores in Stuttgart and Frankfurt which are operated by Hedin Mobility Group. Therefore, BYD will no longer rely on German importers and will directly contact local dealers instead.

NIO has built the NIO Power Europe Plant in Pest, Hungary. The factory will serve as the operational fulcrum of the European strategy and will mainly produce swap stations that provide battery swap services for electric vehicles. It specializes in battery swap station manufacturing and after-sales services, NIO's European power-up business training, and the R&D of power-up products.

Some OEMs have begun to deploy their automotive technologies overseas.

In 2023, SAIC announced that it would cooperate with Audi to jointly develop technology. Audi and SAIC have decided to jointly develop new models built on a China-specific platform named "Advanced Digitized Platform" for the next generations of premium intelligent, connected vehicles (ICV).

At the end of 2023, Stellantis acquired an about 20% stake in Leapmotor for EUR1.5 billion. Through this acquisition, Leapmotor will provide electrification technology to Stellantis which will produce electric vehicles at its Turin plant in Italy.

Starting in 2024, Xpeng may earn corresponding fees by providing technical services to Volkswagen.

Of course, the establishment of overseas factories by OEMs has always been on the agenda of OEMs as the main measure to deal with tariffs and trade barriers. From the perspective of the overseas factory layout of Chinese OEMs:

The KD production model of cooperating with local factories in overseas markets has become relatively mature, but new cooperative manufacturers are still joining. In September 2024, Dongfeng Motor Corporation and Sudan G Group officially signed a contract to launch a new automobile assembly model dubbed "Made in China + Sudan". In September 2024, Geely inked an agreement with Vietnam-based Tasco to co-fund an automobile assembly plant in Thai Binh, Vietnam that assembles automobiles in the form of CKD. In January 2024, Great Wall Motor officially signed a contract on CKD with EP Manufacturing Berhad (EPMB), a large listed manufacturing group company in Malaysia, starting the assembly and production of GWM's automobiles.

Chinese OEMs prefer to build overseas factories in Asia. Many of the new energy vehicle factories are planned to be built sin Europe, but with pending locations. New factories planned in Thailand, Indonesia, Brazil and other places will be constructed faster. The new factory planned by Changan in Thailand is located in an industrial park in Rayong Province. The BYD factory there was put into production in July 2024. There are also factories of SAIC MG, Chery, Great Wall Motor GAC and Neta in this province. See the Chinese OEMs (Passenger Car) Going Overseas Report, 2024 - Thailand for details.

Differing from SAIC's acquisition of MG and Geely's acquisition of Volvo for the purpose of quickly deploying overseas markets, some Chinese OEMs have directly took over some factories transferred by other OEMs overseas to achieve overseas deployment at the lowest cost and fastest time. For example, BYD is set to revamp a defunct Ford factory in Camacari, Bahia, Brazil, which closed in 2021, and start production at the plant in 2025. Great Wall Motor took over the GM factory in Thailand on November 2, 2020. Chery's Spanish factory was originally owned by Nissan Motor Iberica. The joint venture factory between JSW Group and SAIC in India was formerly the Indian factory of GM.

In general, Chinese OEMs have begun to accelerate the construction of their own overseas factories, especially in Southeast Asia and Latin America; but they are relatively more cautious in the layout of factories in Europe and the United States. Despite difficulties, they still take this step unhesitatingly.

Supply chain companies going overseas: In the early days, they mainly acquired traditional parts companies. Now battery companies plan to build their own factories around the world

Chinese auto parts companies have also begun to accelerate their overseas layout. Chinese suppliers such as CATL, Gotion High-tech, Desay SV, and Joyson Electronics all have factories in Europe and have entered the supply chain of local European OEMs.

Traditional auto parts companies, such as automotive glass, interior parts, seals and die-casting parts suppliers, have already made layout overseas early. Some companies have expanded their overseas markets by way of acquiring overseas auto parts companies. Examples include Desay SV's acquisition of Germany-based ATBB, Joyson Electronics' acquisition of Germany-based Preh and QUIN, and Zhongding Holding's acquisition of Germany-based AMK and KACO. There are also multiple companies that have built their own factories overseas, for example, Xingyu Automotive Lighting Systems in Serbia, CITIC Dicastal in Germany, the Czech Republic and other European and American countries, and Tuopu Group in Poland.

Compared with OEMs which prefer to build their own factories in Southeast Asia, auto parts companies tend to build factories in Europe, especially in Germany maybe because they can serve the European automotive industry conveniently, and Germany boasts a mature automotive industry and abundant talents and its local governments support the investment and development of Chinese companies. See the Chinese OEMs (Passenger Car) Going Overseas Report, 2024 - Germany for details.

Chinese companies have advantages in cost and technology for mass production of batteries. As European OEMs speed up the electrified transformation in their local markets, Chinese battery companies are accelerating their plans to build factories in Europe to meet the European market's surging demand for power batteries. Hungary has become one of the most popular export destinations for Chinese battery companies. CATL, EVE, BYD, and SEVB have all planned to build factories in Hungary. Chinese battery companies frequently invest in Hungary mainly because of the country's complete automotive industry chain and its location as the center of Europe. The Hungarian government also hopes to turn the country into a manufacturing hub for electric vehicles, batteries and other new technologies with the help of Chinese investors.

While electric vehicle and parts companies are expanding overseas markets, Chinese intelligent driving solution suppliers have also made their foray into overseas markets by setting up overseas R&D centers and launching overseas market projects. Pony.ai plans to establish a regional R&D center in Luxembourg to focus on the exploration and R&D of cutting-edge fields of autonomous driving. Pony.ai has already built cooperation on autonomous driving technology and application in South Korea, Luxembourg, Saudi Arabia, the United Arab Emirates and more. iMotion positions its German subsidiary as a European engineering and technology center to fully meet challenges from regulations, policies, traffic environments, and R&D processes. WeRide has successfully commercialized autonomous driving in the United States, the United Arab Emirates, France, Singapore, and other places, involving robobuses, robotaxis, and sanitation vehicles.

Table of Contents

1 Status Quo of Chinese Automobile Exports

  • 1.1 Status Quo of Chinese Automobile Exports
    • 1.1.1 Status Quo of Chinese Automobile Exports: Fast-growing Export Volume
    • 1.1.2 Status Quo of Chinese Automobile Exports: New Energy Vehicle Exports Are Mainly Passenger Cars
    • 1.1.3 Status Quo of Chinese Automobile Exports: Russia and the European Union Are the Largest Automobile Export Markets for China
    • 1.1.4 Status Quo of Chinese Automobile Exports: High-frequency Changes in China's Top Automobile Export Markets in the Past Fifteen Years
  • 1.2 Statistics of Chinese Automobile Exports
    • 1.2.1 China's Automobile Export Volume (by Month), 2020-2024
    • 1.2.2 China's Automobile Export Volume (by Energy Type), 2019-2024
    • 1.2.3 China's New Energy Vehicle Export Volume (by Vehicle Type), 2019-2024
    • 1.2.4 China's Passenger Car Export Volume, 2019-2024 (by Displacement)
    • 1.2.5 China's Automobile Export Volume (by Region), 2019-2024 (1)
    • 1.2.5 China's Automobile Export Volume (by Region), 2019-2024 (2)
    • 1.2.5 China's Automobile Export Volume (by Region), 2019-2024 (3)
    • 1.2.5 China's Automobile Export Volume (by Region), 2019-2024 (4)
    • 1.2.6 China's Automobile Export Volume (by Country), 2019-2024
    • 1.2.7 China's New Energy Vehicle Export Volume (by Region), 2019-2024
    • 1.2.8 Battery-electric Passenger Car Exports by Country/Region, Proportion and Unit Price
  • 1.3 Policy Environment for Chinese OEMs to Go Overseas
    • 1.3.1 Automotive Incentive Policies and Certifications in Countries (1)
    • 1.3.1 Automotive Incentive Policies and Certifications in Countries (2)
    • 1.3.1 Automotive Incentive Policies and Certifications in Countries (3)
    • 1.3.1 Global Automotive Carbon Footprint/Battery Recycling Regulations (1)
    • 1.3.1 Global Automotive Carbon Footprint/Battery Recycling Regulations (2)
    • 1.3.2 Europe: Main Automotive Regulations (1)
    • 1.3.2 Europe: Main Automotive Regulations (2)
    • 1.3.3 Europe: New Battery Law (1)
    • 1.3.3 Europe: New Battery Law (2)
    • 1.3.3 Europe: New Battery Law (3)
    • 1.3.4 Europe: New Emission Regulations (1)
    • 1.3.4 Europe: New Emission Regulations (2)
    • 1.3.5 Europe: Vehicle Certification Regulations (1)
    • 1.3.5 Europe: Vehicle Certification Regulations (2) - Amendments
    • 1.3.5 Europe: Vehicle Certification Regulations (3) - Amendments
    • 1.3.5 Europe: Vehicle Certification Regulations (4) - New Requirements
    • 1.3.6 Europe: Implementation of Additional Tariffs
    • 1.3.7 Southeast Asia: New Energy Vehicle Subsidy Regulations
    • 1.3.7 Southeast Asia: Automotive Certification Regulations
    • 1.3.8 Eurasian Economic Union: Automotive Technical Standard System
    • 1.3.8 Eurasian Economic Union: Vehicle Certification Process
    • 1.3.8 Eurasian Economic Union: Vehicle Certification Document
    • 1.3.8 Eurasian Economic Union: Vehicle/Parts Certification Test Project
    • 1.3.9 Persian Gulf: GSO
    • 1.3.9 Persian Gulf: Standards and Regulations of GSO (1)
    • 1.3.9 Persian Gulf: Standards and Regulations of GSO (2)
    • 1.3.9 Persian Gulf: Automobile Standards in Saudi Arabia
    • 1.3.9 Persian Gulf: Automoe Access Regulations
    • 1.3.10 North American Free Trade Agreement (NAFTA) 2.0
    • 1.3.10 North America: Automotive Rules of Origin
    • 1.3.11 South America: Automotive Market Access Regulations
  • 1.4 Trends of Chinese Automobile Exports
    • 1.4.1 Automobile Development Plans of Major Countries in the World (1)
    • 1.4.1 Automobile Development Plans of Major Countries in the World (2)
    • 1.4.2 Overseas Models of Chinese OEMs: Products, Industrial Chains and Technologies
    • 1.4.2 Overseas Models of Chinese OEMs: Capital and Trade
    • 1.4.3 OEMs Make More Efforts to Explore More Flexible Sales Models (1)
    • 1.4.3 OEMs Make More Efforts to Explore More Flexible Sales Models (2)
    • 1.4.3 OEMs Make More Efforts to Explore More Flexible Sales Models (3)
    • 1.4.4 The Overseas Expansion of OEMs Will Promote The Global Layout of Parts Companies (1)
    • 1.4.4 The Overseas Expansion of OEMs Will Promote The Global Layout of Parts Companies (2)
    • 1.4.5 Overseas Strategies of Chinese OEMs
    • 1.4.6 Overseas Capacity Layout of OEMs (1)
    • 1.4.6 Overseas Capacity Layout of OEMs (2)
    • 1.4.7 Ten Major Trends in China's New Energy Vehicle Exports in 2024 (1)
    • 1.4.7 Ten Major Trends in China's New Energy Vehicle Exports in 2024 (2)

2 Main Overseas Markets

  • 2.1 Russian Automotive Market
    • 2.1.1 Russian Automotive Market Environment
    • 2.1.2 Russia's Automobile Access Policy
    • 2.1.3 Sales Volume of Chinese OEMs in Russia (by Brand), 2018-2023
    • 2.1.4 Sales Volume of Chinese OEMs in Russia (by Brand), Jan-Aug 2024
    • 2.1.5 Russia's New Regulations for Automobile Imports in 2024
  • 2.2 Mexican Automotive Market Research
    • 2.2.1 Mexican Automotive Industry Structure
    • 2.2.2 Mexican Automotive Market Environment
    • 2.2.3 Mexico's Free Trade Agreements (1)
    • 2.2.3 Mexico's Free Trade Agreements (2)
    • 2.2.4 Mexico's Automobile Access Policy
    • 2.2.5 Mexico's Automotive Supply Chain Landscape
    • 2.2.6 Sales Volume of Chinese OEMs in Mexico (by Brand), 2018-2023
    • 2.2.7 Sales Volume of Chinese OEMs in Mexico (by Brand), Jan-Aug 2024
    • 2.2.8 Sales Volume of Chinese New Energy Vehicles in Mexico (by Model), 2021-2024
  • 2.3 Automotive Market in Saudi Arabia
    • 2.3.1 Automotive Market Environment in Saudi Arabia
    • 2.3.2 Saudi Arabia's Access Policy
    • 2.3.3 Sales Volume of Chinese OEMs in Saudi Arabia (by Brand), 2018-2023
  • 2.4 German Automotive Market research
    • 2.4.1 Germany's Main Automotive Regulations (1)
    • 2.4.1 Germany's Main Automotive Regulations (2)
    • 2.4.1 Germany's Main Automotive Regulations (3)
    • 2.4.2 Germany's Network/Data Security Regulations and Policies
    • 2.4.3 Implementation and Impact of EU Tariff Policies
    • 2.4.4 Germany's Tax Incentives/Car Purchase Subsidy Policies: Cancellation of Electric Vehicle Subsidies
    • 2.4.5 Germany's Charging Infrastructure Accounts for 19% of the EU's
    • 2.4.6 Charges for Charging Facilities in Germany
    • 2.4.7 Germany Plans to Have 15 Million Electric Vehicles on the Roads and Build 1 Million Charging Stations by 2030
    • 2.4.8 Sales Volume of Chinese OEMs in Germany (by Brand), 2018-2023
    • 2.4.9 Sales Volume of Chinese OEMs in Germany (by Brand), Jan-Aug 2024
    • 2.4.10 Layout Strategies of Chinese OEMs in Germany: Accelerated Localized Factory Construction
    • 2.4.11 Layout Strategies of Chinese OEMs in Germany: Direct Sales & Distribution & Direct Sales Agents
    • 2.4.12 Sales Volume of Chinese New Energy Vehicles in Germany (by Model), 2021-2023
    • 2.4.12 Sales Volume of Chinese New Energy Vehicles in Germany (by Model), 2024
  • 2.5 Thailand Automotive Market
    • 2.5.1 Development of Automobile Production Bases in Thailand
    • 2.5.2 Factory Layout of Chinese OEMs in Thailand
    • 2.5.3 Thailand: Automotive Industry Regulations (1)
    • 2.5.3 Thailand: Automotive Industry Regulations (2)
    • 2.5.3 Thailand: Automotive Industry Regulations (3)
    • 2.5.4 Thailand's Electric Vehicle Development Planning
    • 2.5.5 Thailand's Electric Vehicle Subsidies/Tax Incentives (1)
    • 2.5.5 Thailand's Electric Vehicle Subsidies/Tax Incentives (2)
    • 2.5.6 China's Automotive Industry Supply Chain Layout in Thailand (1) - Batteries/Charging Piles
    • 2.5.6 China's Automotive Industry Supply Chain Layout in Thailand (2) - LiDAR
    • 2.5.6 China's Automotive Industry Supply Chain Layout in Thailand (3) - Powertrain
    • 2.5.6 China's Automotive Industry Supply Chain Layout in Thailand (4) - Interiors
    • 2.5.6 China's Automotive Industry Supply Chain Layout in Thailand (5) - Parts
    • 2.5.6 China's Automotive Industry Supply Chain Layout in Thailand (6) - Processing Technology/Others
    • 2.5.7 Sales Volume of Chinese OEMs in Thailand (by Brand), 2018-2023
    • 2.5.8 Sales Volume of Chinese OEMs in Thailand (by Brand), Jan-Aug 2024
    • 2.5.9 Sales Volume of Chinese New Energy Vehicles in Thailand (by Model), 2021-2023
    • 2.5.10 Sales Volume of Chinese New Energy Vehicles in Thailand (by Model), 2024
  • 2.6 Japanese Automotive Market
    • 2.6.1 Japan's Automobile Access Policy
    • 2.6.2 Japan's New Energy Vehicle Subsidies/Access Regulations
    • 2.6.3 Japan's Automobile Access Regulations (1)
    • 2.6.3 Japan's Automobile Access Regulations (2)
    • 2.6.3 Japan's Automobile Access Regulations (3)
    • 2.6.3 Japan's Automobile Access Regulations (4)
  • 2.7 South Korean Automotive Market
    • 2.7.1 South Korea's Automobile Access Policy
    • 2.7.2 South Korea's Automotive Certification System (1)
    • 2.7.2 South Korea's Automotive Certification System (2)
    • 2.7.2 South Korea's Automotive Certification System (3)
    • 2.7.3 South Korea's Automobile Subsidy Regulations
    • 2.7.4 South Korea's New Energy Vehicle Promotion Regulations
  • 2.8 Chilean Automotive Market
    • 2.8.1 Chilean Automotive Market Environment
    • 2.8.2 Chile's Automobile Access Policy
    • 2.8.3 Chile: Vehicle Approval (1)
    • 2.8.3 Chile: Vehicle Approval (2)
    • 2.8.3 Chile: Vehicle Approval (3)
  • 2.9 France
    • 2.9.1 France's New Energy Vehicle Promotion Policy
    • 2.9.2 France's New Energy Vehicle/Charging Station Equipment Planning
    • 2.9.3 France's Electric Vehicle Subsidy
  • 2.10 Belgian Automotive Market
    • 2.10.1 Belgian Automotive Market environment
    • 2.10.2 Belgium's Automobile Access Policy

3 Overseas Business Layout of Chinese OEMs

  • 3.1 SAIC
    • 3.1.1 Overseas Factory Layout (1): Overall Layout
    • 3.1.1 Overseas Factory Layout (2): Taiwan, China and Indonesia
    • 3.1.1 Overseas Factory Layout (3): Indonesia and Thailand
    • 3.1.1 Overseas Factory Layout (4): Vietnam and India
    • 3.1.2 Overseas Automobile Production (by Brand and Region), 2018-2023
    • 3.1.3 Overseas Automobile Production (by Brand and Region), Jan-Aug 2024
    • 3.1.4 Overseas Automobile Sales Volume (by Brand and Region), 2018-2023
    • 3.1.5 Overseas Automobile Sales Volume (by Brand and Region), Jan-Aug 2024
    • 3.1.6 Overseas Sales Volume of New Energy Vehicles (by Model), 2021-2024
  • 3.2 Chery
    • 3.2.1 Overseas Factory Layout (1): Overall Layout
    • 3.2.1 Overseas Factory Layout (2): Russia, Malaysia and Indonesia
    • 3.2.1 Overseas Factory Layout (3): Pakistan and Brazil
    • 3.2.1 Overseas Factory Layout (4): Italy and Uzbekistan
    • 3.2.1 Overseas Factory Layout (5): Vietnam, Egypt and Spain
    • 3.2.2 Overseas Layout of Main Models
    • 3.2.3 Overseas Automobile Production (by Brand and Region), 2018-2024
    • 3.2.4 Automobile Sales Volume (by Brand and Region), 2018-2023
    • 3.2.5 Automobile Sales Volume (by Brand and Region), Jan-Aug 2024
    • 3.2.6 Overseas Sales Volume of New Energy Vehicles (by Model), 2021-2024
  • 3.3 Changan
    • 3.3.1 Overseas Factory Layout (1): Overall Layout
    • 3.3.1 Overseas Factory Layout (2): Malaysia and Other Regions
    • 3.3.2 Overseas Strategy - Vast Ocean Plan
    • 3.3.3 Automobile Export Planning 2025-2030
    • 3.3.4 Overseas Layout of Main Models
    • 3.3.5 Overseas Automobile Production (by Brand and Region), 2018-2024
    • 3.3.6 Overseas Automobile Sales Volume (by Brand and Region), 2018-2023
    • 3.3.7 Overseas Automobile Sales Volume (by Brand and Region), Jan-Aug 2024
    • 3.3.8 Overseas Sales Volume of New Energy Vehicles (by Model), 2024
  • 3.4 Dongfeng Motor
    • 3.4.1 Overseas Factory Layout (1): Overall Layout
    • 3.4.1 Overseas Factory Layout (2): Russia
    • 3.4.1 Overseas Factory Layout (3): Malaysia and Indonesia
    • 3.4.1 Overseas Factory Layout (4): Vietnam, Pakistan, Uruguay
    • 3.4.2 Overseas Layout of Main Models
    • 3.4.3 Overseas Automobile Production (by Brand and Region), 2018-2024
    • 3.4.4 Overseas Automobile Sales Volume (by Brand and Region), 2018-2023
    • 3.4.5 Overseas Automobile Sales Volume (by Brand and Region), Jan-Aug 2024
    • 3.4.6 Overseas Sales Volume of New Energy Vehicles (by Model), 2021-2024
  • 3.5 Geely
    • 3.5.1 Overseas Factory Layout (1): Overall Layout
    • 3.5.1 Overseas Factory Layout (2): Sweden
    • 3.5.1 Overseas Factory Layout (3): United Kingdom
    • 3.5.1 Overseas Factory Layout (4): Spain and Turkiye
    • 3.5.1 Overseas Factory Layout (5): Slovakia, Portugal and Belgium
    • 3.5.1 Overseas Factory Layout (6): Romania, the United States, and Brazil
    • 3.5.1 Overseas Factory Layout (7): Argentina, Chile and South Korea
    • 3.5.1 Overseas Factory Layout (8): Malaysia
    • 3.5.1 Overseas Factory Layout (9): Pakistan
    • 3.5.1 Overseas Factory Layout (10): India
    • 3.5.2 Main Overseas Models (1)
    • 3.5.2 Main Overseas Models (2)
    • 3.5.3 Overseas Automobile Sales Volume (by Brand and Region), 2018-2023
    • 3.5.4 Overseas Automobile Sales Volume (by Brand and Region), Jan-Aug 2024
    • 3.5.5 Overseas Sales Volume of New Energy Vehicles (by Model), 2021-2023
    • 3.5.6 Overseas Sales Volume of New Energy Vehicles (by Model), 2024
  • 3.6 Great Wall Motor
    • 3.6.1 Overseas Factory Layout (1): Overall Layout
    • 3.6.1 Overseas Factory Layout (2): Russia, Uzbekistan, Egypt and Germany
    • 3.6.1 Overseas Factory Layout (3): Indonesia, Malaysia, Pakistan and Thailand
    • 3.6.1 Overseas Factory Layout (4): Brazil and Ecuador
    • 3.6.2 Overseas Layout of Main Models
    • 3.6.3 Overseas Automobile Production (by Brand and Region), 2018-2024
    • 3.6.4 Overseas Automobile Sales Volume (by Brand and Region), 2018-2023
    • 3.6.5 Overseas Automobile Sales Volume (by Brand and Region), Jan-Aug 2024
    • 3.6.6 Overseas Sales Volume of New Energy Vehicles (by Model), 2021-2024
  • 3.7 BYD
    • 3.7.1 Overseas Factory Layout (1): Overall Layout
    • 3.7.1 Overseas Factory Layout (2): Thailand, Indonesia and India
    • 3.7.1 Overseas Factory Layout (3): United States, Mexico, Hungary and Turkiye
    • 3.7.1 Overseas Factory Layout (4): Brazil and Egypt
    • 3.7.2 Overseas Channel Construction
    • 3.7.3 Main Overseas Models
    • 3.7.4 Overseas Automobile Sales Volume (by Brand and Region), 2018-2023
    • 3.7.5 Overseas Automobile Sales Volume (by Brand and Region), Jan-Aug 2024
    • 3.7.6 Overseas Sales Volume of New Energy Vehicles (by Model), 2021-2024
  • 3.8 NIO
    • 3.8.1 History of Automobile Exports
    • 3.8.2 Overseas Automobile Factory Layout
    • 3.8.3 Overseas Automobile Sales Layout
    • 3.8.4 Automobile Layout in Europe
    • 3.8.5 Overseas Automobile Subscription Model
    • 3.8.6 Overseas Automobile Sales Volume (by Brand and Region), 2018-2024
  • 3.9 Neta
    • 3.9.1 Overseas Factory Layout
    • 3.9.2 Main Export Model Layout and Market Promotion Model
  • 3.10 Xpeng
    • 3.10.1 Overseas Factory Layout
    • 3.10.2 Ways of Going Overseas and Overseas Sales Model
    • 3.10.3 Export Strategy for European Market
    • 3.10.4 Technical Services for EU OEMs
    • 3.10.5 Overseas Automobile Sales Volume (by Brand and Region), 2018-2023
  • 3.11 Other OEMs
    • 3.11.1 FAW's Overseas Factory Layout
    • 3.11.2 BAIC's Overseas Factory Layout (1)
    • 3.11.2 BAIC's Overseas Factory Layout (2)
    • 3.11.2 BAIC's Overseas Factory Layout (3)
    • 3.11.2 BAIC's Overseas Factory Layout (4)
    • 3.11.3 GAC's Overseas Factory Layout
    • 3.11.4 JAC's Overseas Factory Layout (1)
    • 3.11.4 JAC's Overseas Factory Layout (2)
    • 3.11.4 JAC's Overseas Factory Layout (3)

4 Overseas Deployment of Chinese Automobile Supply Chain Companies

  • Overseas Business Layout of Battery Companies
  • 4.1 CATL
    • 4.1.1 Current Operation
    • 4.1.2 Product Types and Proportion
    • 4.1.3 Customer Distribution and Proportion
    • 4.1.4 Production Bases, Capacity and Overseas Layout
    • 4.1.5 Business and Overseas Markets
    • 4.1.6 Key Overseas Factories
    • 4.1.7 Distribution of Overseas Subsidiaries
  • 4.2 CALB
    • 4.2.1 Current Operation
    • 4.2.2 Product Types and Proportion
    • 4.2.3 Customer Distribution and Proportion
    • 4.2.4 Business and Overseas Markets
    • 4.2.5 Production Bases, Capacity and Overseas Layout
  • 4.3 FinDreams Battery
    • 4.3.1 Current Operation
    • 4.3.2 Product Types and Proportion
    • 4.3.3 Customer Distribution and Proportion
    • 4.3.4 Production Bases and Capacity Layout
  • 4.4 SVOLT Energy
    • 4.4.1 Current Operation
    • 4.4.2 Product Types and Proportion
    • 4.4.3 Production Bases, Capacity and Overseas Layout
  • 4.5 Huizhou EVE
    • 4.5.1 Current Operation
    • 4.5.2 Product Types and Proportion
    • 4.5.3 Customer Distribution and Proportion
    • 4.5.4 Production Bases, Capacity and Overseas Layout
    • 4.5.5 Business and Overseas Markets
  • 4.6 Gotion High-tech
    • 4.6.1 Current Operation
    • 4.6.2 Product Types and Proportion
    • 4.6.3 Customer Distribution and Proportion
    • 4.6.4 Production Bases, Capacity and Overseas Layout
    • 4.6.5 Key Overseas Factories (1)
    • 4.6.5 Key Overseas Factories (2)
    • 4.6.6 Distribution of Overseas Subsidiaries
  • 4.7 Camel Group
    • 4.7.1 Current Operation
    • 4.7.2 Business and Overseas Markets
  • Overseas Layout of Automotive Electronics Companies
  • 4.8 Desay SV
    • 4.8.1 Current Operation
    • 4.8.2 Key Overseas Factories
    • 4.8.3 Business and Overseas Markets
    • 4.8.4 Distribution of Overseas Subsidiaries
  • 4.9 ECARX
    • 4.9.1 Overseas Layout
    • 4.9.2 Overseas Business Strategy
    • 4.9.3 Transnational Cooperation/Overseas Dynamics, 2023-2024
  • 4.10 Hangsheng Electronics
    • 4.10.1 Products and Overseas Customers
    • 4.10.2 Layout of Overseas Subsidiaries
    • 4.10.3 Transnational Cooperation/Overseas Dynamics, 2023-2024
  • 4.11 Joyson Electronics
    • 4.11.1 Current Operation
    • 4.11.2 Overseas Business Acquisition
    • 4.11.3 Distribution of Overseas Subsidiaries (1)
    • 4.11.3 Distribution of Overseas Subsidiaries (2)
    • 4.11.3 Distribution of Overseas Subsidiaries (3)
    • 4.11.3 Distribution of Overseas Subsidiaries (4)
    • 4.11.3 Distribution of Overseas Subsidiaries (5)
  • 4.12 Neusoft Group
    • 4.12.1 Overseas Products
    • 4.12.2 OneCoreGo
    • 4.12.3 Global Navigation Products
  • 4.13 iMotion
    • 4.13.1 Overseas Smart Driving Cases - Overseas Mass Production
    • 4.13.2 Overseas Smart Driving Cases: Smart Driving Solutions
    • 4.13.3 Smart Driving Overseas Cases: European Compliance Review Rules (1)
    • 4.13.4 Smart Driving Overseas Cases: European Compliance Review Rules (2)
  • Overseas Layout of Traditional Parts Companies
  • 4.14 Zhongding Group
    • 4.14.1 Current Operation
    • 4.14.2 Business and Overseas Markets
    • 4.14.3 Distribution of Overseas Subsidiaries (1)
    • 4.14.3 Distribution of Overseas Subsidiaries (2)
    • 4.14.3 Distribution of Overseas Subsidiaries (3)
    • 4.14.3 Distribution of Overseas Subsidiaries (4)
  • 4.15 Bohai Automotive Systems
    • 4.15.1 Current Operation
    • 4.15.2 Distribution of Overseas Subsidiaries
  • 4.16 Changzhou Xingyu Automotive Lighting Systems
    • 4.16.1 Current Operation
    • 4.16.2 Distribution of Overseas Subsidiaries
  • 4.17 Chinese Automotive Systems
    • 4.17.1 Current Operation
    • 4.17.2 Distribution of Overseas Subsidiaries
  • 4.18 CITIC Dicastal
    • 4.18.1 Business and Overseas Markets
    • 4.18.2 Distribution of Overseas Subsidiaries
  • 4.19 FAWER Automotive Parts
    • 4.19.1 Operation and Overseas Markets
    • 4.19.2 Business and Overseas Subsidiary Distribution
  • 4.20 Fuyao Glass
    • 4.20.1 Current Operation
    • 4.20.2 Production Bases, Capacity and Overseas Layout
    • 4.20.3 Distribution of Overseas Subsidiaries
  • 4.21 Other Companies
    • 4.21.1 Hasco's Overseas Layout and Markets
    • 4.21.2 Overseas Layout and Markets of Jiangnan Moulding Technology
    • 4.21.3 Overseas Layout and Markets of Johnson Electric (1)
    • 4.21.3 Overseas Layout and Markets of Johnson Electric (2)
    • 4.21.4 Overseas Layout and Markets of Minth Group (1)
    • 4.21.4 Overseas Layout and Markets of Minth Group (2)
    • 4.21.5 Overseas Layout and Markets of NBHX
    • 4.21.6 Overseas Layout and Markets of Ningbo Tianlong
    • 4.21.7 Overseas Layout and Markets of Tuopu Group (1)
    • 4.21.7 Overseas Layout and Markets of Tuopu Group (2)
    • 4.21.8 Overseas Layout and Markets of Tianhai Auto Electronics
    • 4.21.9 Overseas Layout and Markets of Weichai Power
    • 4.21.10 Overseas Layout and Markets of Broad-Ocean Motor (1)
    • 4.21.10 Overseas Layout and Markets of Broad-Ocean Motor (2)
    • 4.21.11 Overseas Layout and Markets of Inovance
    • 4.21.12 Main Overseas Capacity Layout of Chinese New Energy Auto Parts Companies