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中国の乗用車OEMとサプライチェーン企業の海外展開（2024年）

Research Report on Overseas Layout of Chinese Passenger Car OEMs and Supply Chain Companies, 2024

出版日
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英文 390 Pages
納期
即日から翌営業日
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中国の乗用車OEMとサプライチェーン企業の海外展開（2024年）
出版日: 2024年11月08日
発行: ResearchInChina
ページ情報: 英文 390 Pages
納期: 即日から翌営業日
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概要

乗用車の輸出：欧州はバッテリー電気自動車の最大の輸出市場であり、平均輸出単価は東南アジア向けの3.7倍です。

中国の自動車輸出は2022年以降、高成長を続けています。複雑で変化する外部環境の課題に直面し、これまで以上に多くのOEMが、海外市場展開計画を加速させながら、海外市場への慎重な展開を余儀なくされています。今後3年間は、中国のOEMにとって海外戦略を実行する重要な節目であり、内外の環境を綿密に把握する必要があります。

2024年8月の中国の自動車輸出は61万台で、前年同月比39%増、前月比10%増となっています。1月～8月の中国の自動車輸出は409万台で、27%急増しました。2024年に中国の自動車輸出を押し上げる主な要因は、やはり世界市場における新エネルギー車の高い普及率や、中国の自動車の競争力の向上、そして欧米の自動車市場の成長が小さいことです。特に、ロシア市場と中東市場では、中国の燃料自動車の競争力が高まり、輸出を押し上げます。

2024年1月～8月に、中国の乗用車輸出（新エネルギー車が42%）は自動車輸出全体の84.2%を占めました。ベルギーや英国などの欧州の先進国も中国の新エネルギー車の重要な輸出市場となっています。

2009年～2024年の中国自動車の5大輸出市場の変化から、以下のことがわかります。

2016年以前、中国は主に中東、東南アジア、ラテンアメリカに自動車を輸出していました。

2017年以降は、ベルギー、オーストラリア、サウジアラビア、英国などの経済先進国が中国の自動車輸出の主な輸出先となっています。General Administration of Customs of the People's Republic of Chinaが新エネルギー車を初めて統計に含め始めたのもこの年です。

中米貿易摩擦以前は、米国は中国の自動車輸出市場の上位5ヶ国にしばしばランクインしていましたが、2019年以降は名前がありません。2024年9月、米国政府は電気自動車への100%関税を含む中国からの輸入品への急な関税引き上げを正式に決定し、中国車の米国市場参入はより難しくなっています。

2021年以降、新エネルギー車の輸出拡大に伴い、先進国が中国の自動車の輸出先となることが多くなっています。新エネルギー車の開発により、中国の自動車輸出は製品輸出から技術輸出、サービス輸出、ブランド輸出へと全面的にアップグレードし転換する重要なウィンドウピリオドに入っています。

欧州は中国のバッテリー電気自動車にとって最大の輸出市場です。2023年、中国は欧州に1,325億元相当のバッテリー電気自動車を64万台輸出し、平均単価は20万8,000元で、東南アジア向けの3.7倍です。欧米への新エネルギー車の輸出は、「量的変化」だけでなく「質的変化」をもたらしました。中国のOEMは、海外生産から経営、販売、研究開発までの完璧なサービス体制を確立することで、体系的かつ組織的に海外市場に参入し始めています。

相殺関税調査、関税引き上げ、さらに厳しい市場参入政策の中で、中国の自動車輸出は課題に直面していますが、中国の自動車産業の堅固な基盤、完全なカーエレクトロニクスの産業チェーン、先進のインテリジェント車両接続性技術、成熟した産業労働者システムは、中国の自動車輸出が絶え間なく成長するための強固な基礎を築いています。

OEMの海外展開：新車工場はタイに集まり、欧州が今後の展開の焦点となります。

現在、中国は単に自動車を輸出するだけではなくなっています。海外にアフターセールスサービスシステムを構築するOEMはますます増えています。

SAICはオランダのアムステルダムにアフターサービスを提供する欧州部品センターを設立し、2024年夏にはフランスに2つ目の欧州部品センターを開設しました。SAICの販売サービス拠点は世界で2,800ヶ所以上、MGの欧州の販売サービス拠点は400ヶ所以上、部品センターはオランダとベルギーに2ヶ所あります。

当レポートでは、中国の自動車産業について調査分析し、中国の自動車輸出の現状、各国の自動車市場、海外の自動車産業の政策、各地域における中国ブランドの業績などの情報を提供しています。

目次

第1章 中国の自動車輸出の現状

  • 中国の自動車輸出の現状
  • 中国の自動車輸出の統計
  • 中国のOEMの海外進出に対する政策環境
  • 中国の自動車輸出の動向

第2章 主な海外市場

  • ロシアの自動車市場
  • メキシコの自動車市場調査
  • サウジアラビアの自動車市場
  • ドイツの自動車市場調査
  • タイの自動車市場
  • 日本の自動車市場
  • 韓国の自動車市場
  • チリの自動車市場
  • フランス
  • ベルギーの自動車市場

第3章 中国のOEMの海外展開

  • SAIC
  • Chery
  • Changan
  • Dongfeng Motor
  • Geely
  • Great Wall Motor
  • BYD
  • NIO
  • Neta
  • Xpeng
  • その他のOEM

第4章 中国の自動車サプライチェーン企業の海外展開

  • バッテリー企業の海外展開
  • CATL
  • CALB
  • FinDreams Battery
  • SVOLT Energy
  • Huizhou EVE
  • Gotion High-tech
  • Camel Group
  • カーエレクトロニクス企業の海外展開
  • Desay SV
  • ECARX
  • Hangsheng Electronics
  • Joyson Electronics
  • Neusoft Group
  • iMotion
  • 老舗部品メーカーの海外展開
  • Zhongding Group
  • Bohai Automotive Systems
  • Changzhou Xingyu Automotive Lighting Systems
  • Chinese Automotive Systems
  • CITIC Dicastal
  • FAWER Automotive Parts
  • Fuyao Glass
  • その他の企業
目次
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