中国电动汽车征战东南亚，突围日系车防线
<!----><style type="text/css">html{font-size:375%}</style><link href="https://pic.app.58cammp.com/static/publish/css/style.css?v=20240712" rel="stylesheet" position="1" data-qf-origin="/static/publish/css/style.css?v=20240712"><!-- 付费贴--> <div class="preview_article "> <!----> <section class="mp_profile_iframe_wrp" style="letter-spacing: 0.578px; text-wrap-mode: wrap;"></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; text-indent: 0em; letter-spacing: 0.578px; outline: 0px; background-color: #ffffff; min-height: 1em; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; text-align: right; line-height: 1.5em;"></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; text-indent: 0em; letter-spacing: 0.578px; outline: 0px; background-color: #ffffff; min-height: 1em; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; text-align: right; line-height: 1.5em;"></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; text-indent: 0em; letter-spacing: 0.578px; outline: 0px; background-color: #ffffff; min-height: 1em; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.5em; text-align: left;"><span style="outline: 0px; background-color: #ffffff; line-height: 1.75em; font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;">中国新能源汽车的攻势不仅仅在国内，在东南亚的势头同样很猛。</span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; text-indent: 0em; letter-spacing: 0.578px; outline: 0px; background-color: #ffffff; min-height: 1em; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.5em; text-align: left;"><span style="outline: 0px; background-color: #ffffff; line-height: 1.75em; font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"> </span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; text-indent: 0em; letter-spacing: 0.578px; outline: 0px; background-color: #ffffff; min-height: 1em; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.5em; text-align: left;"><span style="outline: 0px; background-color: #ffffff; line-height: 1.75em; font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;">2025年第一季度，中国品牌汽车在印尼、马来西亚、泰国和菲律宾等东南亚四大主要市场的销量较去年同比增长了58%以上。</span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; text-indent: 0em; letter-spacing: 0.578px; outline: 0px; background-color: #ffffff; min-height: 1em; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.5em; text-align: left;"><span style="outline: 0px; background-color: #ffffff; line-height: 1.75em; font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"> </span></section><section style="text-align: center; margin: 0px 16px;"><img class="rich_pages wxw-img" style="width: 100%;" src="https://pic.app.58cammp.com/FiynbR0BYAsDWyQn5L9VNxuBDRVa" /></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; text-indent: 0em; letter-spacing: 0.578px; outline: 0px; background-color: #ffffff; min-height: 1em; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.5em; text-align: left;"><span style="outline: 0px; background-color: #ffffff; line-height: 1.75em; font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"> </span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; text-indent: 0em; letter-spacing: 0.578px; outline: 0px; background-color: #ffffff; min-height: 1em; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.5em; text-align: left;"><span style="outline: 0px; background-color: #ffffff; line-height: 1.75em; font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;">与之形成鲜明对比的是，日系品牌汽车在东南亚持续下滑。据彭博社报道，自2019年以来，日本汽车在马来西亚的销量下降了5%，在印度尼西亚下降了6%，在泰国下降了12%，在新加坡更是暴跌了18%。</span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; text-indent: 0em; letter-spacing: 0.578px; outline: 0px; background-color: #ffffff; min-height: 1em; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.5em; text-align: left;"><span style="outline: 0px; background-color: #ffffff; line-height: 1.75em; font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"> </span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; text-indent: 0em; letter-spacing: 0.578px; outline: 0px; background-color: #ffffff; min-height: 1em; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.5em; text-align: left;"><span style="outline: 0px; background-color: #ffffff; line-height: 1.75em; font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;">毫不夸张地讲，新能源汽车正在东南亚市场，向日系车企发起一场战略攻势。来自易车统计数据也显示，东南亚的泰国新能源汽车市场，以比亚迪为代表的中国品牌霸榜前五，且前十名80%的销量由中国品牌贡献。</span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; text-indent: 0em; letter-spacing: 0.578px; outline: 0px; background-color: #ffffff; min-height: 1em; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.5em; text-align: left;"><span style="outline: 0px; background-color: #ffffff; line-height: 1.75em; font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"> </span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; text-indent: 0em; letter-spacing: 0.578px; outline: 0px; background-color: #ffffff; min-height: 1em; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.5em; text-align: left;"><span style="outline: 0px; background-color: #ffffff; line-height: 1.75em; font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;">而这仅仅只是中国电动汽车出海东南亚，突围日系车防线的一个历史缩影。</span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"> </span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"> </span></section><section style="-webkit-tap-highlight-color: transparent; margin: 0px 16px 8px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; overflow-wrap: break-word !important; color: rgba(0, 0, 0, 0.9); font-family: PingFang SC, system-ui, -apple-system, BlinkMacSystemFont, Helvetica Neue, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; font-size: 17px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; letter-spacing: 0.578px; text-align: center;"><img class="rich_pages wxw-img js_insertlocalimg" style="-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; vertical-align: bottom; box-sizing: border-box !important; overflow-wrap: break-word !important; width: 645px !important; visibility: visible !important; height: auto !important;" src="https://pic.app.58cammp.com/FlF-SBEAZ0Cn4xh_bJQ2bByx5Kdj" alt="图片" /></section><p style="clear: both; min-height: 1em; font-variant-ligatures: normal; orphans: 2; widows: 2; white-space: normal; background-color: #ffffff; line-height: 1.75em; -webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-weight: bold; caret-color: #000000; color: #000000; font-size: 21px; font-style: normal; font-variant-caps: normal; text-align: justify; text-indent: 0px; text-transform: none; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; letter-spacing: 0.5px; box-sizing: border-box !important; overflow-wrap: break-word !important;"><strong><strong><span style="font-size: 23px;">突围东南亚</span></strong></strong></p><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"> </span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"> </span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"><span style="font-weight: normal;">东南亚市场是亚太地区的主要经济区域实体，总人口超过6亿，是全球重要的汽车消费市场，不过这一市场过去数十年来却一直被日系车品牌牢牢占据。</span></span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"> </span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"><span style="font-weight: normal;">1963年，丰田汽车公司在泰国设立了第一家海外工厂，开启了日系品牌占据东南亚市场的历史，随着时间的推移，日系车几乎成为东南亚各国消费者购买频率最多的品牌。</span></span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"> </span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"><span style="font-weight: normal;">以泰国这一东南亚汽车产销重镇为例，过去5年里，日系车的新车销量占比均超过70%，其中单是“两田”合计就超过50%，其中2022年时，丰田更以28.27万的销售量占据接近45%的市场份额，排名第一。换句话说，在</span><span style="color: #22943e; font-weight: bold;">2022年泰国每卖出两辆新车，几乎就有一辆来自丰田。</span></span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"> </span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"><span style="font-weight: normal;">然而，随着中国新能源汽车技术和产品的进步，出海的中国品牌汽车日渐在东南亚地区崛起，成为与日系车分庭抗礼的“华系车”阵营。</span></span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"> </span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"><span style="font-weight: normal;">最好的例子同样是在泰国，泰国工业联合会的数据显示，在2024年1-10月销量排名前10的汽车品牌中，出现了比亚迪、上汽名爵和长安汽车三个中国品牌。其中比亚迪以4.9%的市场份额挤进销量TOP4车企之列，相比上一年进步明显。</span></span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"> </span></section><section style="text-align: center; margin: 0px 16px;"><img class="rich_pages wxw-img" style="width: 100%;" src="https://pic.app.58cammp.com/FiOtYt7BqihdUtCjOciLIT49xXnL" /></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"> </span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"><span style="font-weight: normal;">回过头来看，中国车企在东南亚的布局并非一朝一夕，而是历经了漫长历程，这其中，上汽是最先打头阵的，早在2012年，上汽就联手泰国正大集团，进入当地市场。</span></span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"> </span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"><span style="font-weight: normal;">接下来几年，长城、比亚迪、长安等传统主机厂以及一众新势力先后涉足东南市场，例如，2022年7月5日，长城汽车马来西亚子公司正式开业；长安阿维塔11在进入泰国市场三个月的时间里，连续两个月获得豪华新能源SUV交付量第一；在今年4月举行的2025曼谷车展上，深蓝汽车订单突破6589辆；新势力方面，小鹏、哪吒等品牌纷纷布局。</span></span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"> </span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"><span style="font-weight: normal;">中国新能源车出海东南亚，有着深刻的全球化产业趋势背景。</span></span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"> </span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"><span style="font-weight: normal;">国际能源署（IEA）近日发布的年度《全球电动汽车展望》报告显示，2024年全球电动汽车销量突破1700万辆，市场份额首次突破20%。</span><span style="color: #22943e; font-weight: bold;">今年一季度，全球电动汽车销量更同比激增35%，其中，东南亚市场电动汽车销量增长近50%，市场占有率达9%。</span></span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"> </span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"><span style="font-weight: normal;">在此背景下，泰国往往成为大多国产品牌布局东南亚市场的首站。这主要得益于当地较好的汽车工业基础和政府对新能源汽车的重视、扶持。</span></span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"> </span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"><span style="font-weight: normal;">例如，从20世纪60年代开始，泰国逐渐发展为汽车生产国和出口国，到了近几年，泰国政府为外资企业提供了便利化的投资津贴和税收优惠等措施，2024年1—10月，中国出口泰国新能源汽车达到9.74万辆。</span></span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"> </span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"><span style="font-weight: normal;">当然，东南亚其他国家大多也对新能源汽车秉承支持态度，其中，印尼政府明确提出到2030年拥有1300万辆电动两轮车和 220 万辆电动汽车的发展目标，并从2023年8月开始实施了一系列的购车补贴。</span></span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"> </span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"><span style="font-weight: normal;">加之近年来中国品牌在造车工艺、技术底蕴和品牌势能方面得到有目共睹的持续提升，多种因素交织下来，中国汽车品牌在东南亚各国的市场品牌份额明显上升，</span><span style="color: #22943e; font-weight: bold;">尤其是在泰国，2022年，中国汽车品牌正式超越美系品牌，并站稳市场第二的位置，一改当地多年不变的品牌竞争格局。</span></span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"> </span></section><section style="text-align: center; margin: 0px 16px;"><img class="rich_pages wxw-img" style="width: 100%;" src="https://pic.app.58cammp.com/Ft45-j6Q75j4DJp8ttlId5yHTVGq" /></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"> </span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"><span style="font-weight: normal;">而在印尼市场，2024年日系车的市场份额相比2019年也有下滑6%，在马来西亚则下滑4个百分点，与之形成鲜明对比的，是中国车渗透率的攀升。</span><span style="color: #22943e; font-weight: bold;">甚至，据路透社报道，本田汽车计划到2025年停止位于泰国阿瑜陀耶府工厂的汽车生产，此前，铃木汽车、斯巴鲁汽车双双宣布将关闭泰国工厂。</span></span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"> </span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"><span style="font-weight: normal;">由此，国产品牌在东南亚市场逐渐站稳脚跟，构建了强势的品牌竞争力。</span></span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"> </span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"> </span></section><section style="-webkit-tap-highlight-color: transparent; margin: 0px 16px 8px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; overflow-wrap: break-word !important; color: rgba(0, 0, 0, 0.9); font-family: PingFang SC, system-ui, -apple-system, BlinkMacSystemFont, Helvetica Neue, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; font-size: 17px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; letter-spacing: 0.578px; text-align: center;"><img class="rich_pages wxw-img" style="-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; vertical-align: bottom; width: 100%; box-sizing: border-box !important; overflow-wrap: break-word !important; visibility: visible !important; height: auto !important;" src="https://pic.app.58cammp.com/FtxJdL7MID5KOtFDtRmTji7BcRab" /></section><p style="clear: both; min-height: 1em; font-variant-ligatures: normal; orphans: 2; widows: 2; white-space: normal; background-color: #ffffff; line-height: 1.75em; -webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-weight: bold; caret-color: #000000; color: #000000; font-size: 21px; font-style: normal; font-variant-caps: normal; text-align: justify; text-indent: 0px; text-transform: none; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; letter-spacing: 0.5px; box-sizing: border-box !important; overflow-wrap: break-word !important;"><strong><strong><span style="font-size: 23px;">饱和攻势</span></strong></strong></p><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="outline: 0px; background-color: #ffffff; line-height: 1.75em; font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;">中国汽车品牌在东南亚的扎根，正从早期的销售迈向深度供应链建设，也就是说，通过采购原材料、建厂等打通制造生产全流程，实现经营效率和规模化量产的同步提升。</span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="outline: 0px; background-color: #ffffff; line-height: 1.75em; font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"> </span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="outline: 0px; background-color: #ffffff; line-height: 1.75em; font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"><span style="color: #22943e; font-weight: bold;">同日系车在当地采用的CKD生产模式不同，中国车企在东南亚各国大多采用的是全链条整车生产制造的模式。</span></span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="outline: 0px; background-color: #ffffff; line-height: 1.75em; font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"> </span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="outline: 0px; background-color: #ffffff; line-height: 1.75em; font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;">例如，吉利投资的宝腾马来西亚生产基地，以及长城在泰国罗勇的生产基地，都在整车生产制造上形成端到端的流程闭环，成为各自品牌快速下沉当地终端市场和辐射整体区域的重要支撑。目前，长安、上汽、长城、哪吒、比亚迪等多数车企也都在东南亚建造了工厂。</span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="outline: 0px; background-color: #ffffff; line-height: 1.75em; font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"> </span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="outline: 0px; background-color: #ffffff; line-height: 1.75em; font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;">往深层次看，过去欧美车企之所以难以在东南亚市场立足并形成与日系车的竞争对抗之势，很大一部分原因在于欧美车企在当地缺乏零部件配套，但中国新能源汽车品牌的出海则与之不同，一大批中国汽车产业链上下游企业正在当地持续落户扎根。</span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="outline: 0px; background-color: #ffffff; line-height: 1.75em; font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"> </span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="outline: 0px; background-color: #ffffff; line-height: 1.75em; font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;">早在2023年4月15日，全球动力电池龙头宁德时代宣布拟通过子公司在印尼投资近40亿美元建设动力电池产业链项目。</span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="outline: 0px; background-color: #ffffff; line-height: 1.75em; font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"> </span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="outline: 0px; background-color: #ffffff; line-height: 1.75em; font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;">另据泰国工业部数据显示，<span style="color: #22943e; font-weight: bold;">2025年第一季度在泰注册的中国汽车零部件企业达420家，较2020年增长3倍，占外资企业比例从7%跃升至22%，</span>与日系企业主导的1400家传统供应商形成鼎立之势。</span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="outline: 0px; background-color: #ffffff; line-height: 1.75em; font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"> </span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="outline: 0px; background-color: #ffffff; line-height: 1.75em; font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;">目前，东南亚各国政府对招揽中国企业投资建厂有着强烈的意愿，其逻辑在于，外来供应链可以带来更先进的技术、资金和就业，也符合价格比较优势的市场经济规律，对促进当地新能源汽车工业发展具有重要推动作用，同时这也成为中国新能源汽车品牌能在当地市场立足的重要因素。</span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="outline: 0px; background-color: #ffffff; line-height: 1.75em; font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"> </span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="outline: 0px; background-color: #ffffff; line-height: 1.75em; font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;">但相比建厂和打造供应链，中国新能源汽车品牌更全面的进攻态势还在于深度本土化。</span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="outline: 0px; background-color: #ffffff; line-height: 1.75em; font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"> </span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="outline: 0px; background-color: #ffffff; line-height: 1.75em; font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;">中国车企在东南亚大多偏向招聘能了解当地本土语言文化、洞悉新能源行业态势的相关人才，由此组建本地化团队，负责市场、技术、交付、售后等全生命周期管理；而在营销端，中国车企也试图将品牌心智和用户体验深刻融入当地消费者心中，以便更好适应当地市场竞争。</span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="outline: 0px; background-color: #ffffff; line-height: 1.75em; font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"> </span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="outline: 0px; background-color: #ffffff; line-height: 1.75em; font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;">种种迹象表明，中国新能源汽车品牌在东南亚市场已经取得了阶段性胜利，但成绩背后亦有隐忧。</span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="outline: 0px; background-color: #ffffff; line-height: 1.75em; font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"> </span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"> </span></section><section style="-webkit-tap-highlight-color: transparent; margin: 0px 16px 8px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; overflow-wrap: break-word !important; color: rgba(0, 0, 0, 0.9); font-family: PingFang SC, system-ui, -apple-system, BlinkMacSystemFont, Helvetica Neue, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; font-size: 17px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; letter-spacing: 0.578px; text-align: center;"><img class="rich_pages wxw-img" style="-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; vertical-align: bottom; width: 100%; box-sizing: border-box !important; overflow-wrap: break-word !important; visibility: visible !important; height: auto !important;" src="https://pic.app.58cammp.com/FiSGqhBuILExzUznRWp2Tq5CK2PM" /></section><p style="clear: both; min-height: 1em; font-variant-ligatures: normal; orphans: 2; widows: 2; white-space: normal; background-color: #ffffff; line-height: 1.75em; -webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-weight: bold; caret-color: #000000; color: #000000; font-size: 21px; font-style: normal; font-variant-caps: normal; text-align: justify; text-indent: 0px; text-transform: none; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; letter-spacing: 0.5px; box-sizing: border-box !important; overflow-wrap: break-word !important;"><strong><strong><span style="font-size: 23px;">持久战役</span></strong></strong></p><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;">一个不能忽略的事实是，东南亚与中国一样，在新能源车方面依然属于逐渐渗透型市场，只不过相比中国近50%的渗透率，它则显得要小得多，燃油车依然是当地的主流车型。</span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"> </span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;">但这并不是中国新能源汽车品牌所面临的主要挑战，在各国政府推动下，燃油车过渡到新能源车只是时间问题，日系车的下行也成了掩不住的趋势。</span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"> </span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"><span style="color: #22943e; font-weight: bold;">真正的挑战是传统品牌带来的产业政策影响，产业政策等因素造成的市场壁垒确实要比商业竞争大得多。</span></span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"> </span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;">曾有汽车行业人士对媒体表示，“丰田对东南亚国家的渗透已经到了一种什么样的程度？举个具体的例子，在东南亚各国退休了的日本外交官，他们很多人都不是回国任职，而是变成日本车企的本地顾问，可以影响到这些国家的产业政策。</span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"> </span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;">比如在泰国，他们可以决定什么样的车型可以拿到比较低的税额；这些日本车企有很多诸如此类的操作，可以直接在立法层面确立产品的竞争优势。另外还有他们对当地媒体和舆论的影响颇为深远，新入局的品牌想在很短的时间内颠覆舆论对于丰田的认可，也是不现实的。”</span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"> </span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;">这意味着，中国新能源汽车品牌不仅要打造极致的产品体验，还需要在产业政策和市场规则上突破桎梏，至少在舆论上要率先取胜，以此赢得更多用户的认可。</span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"> </span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;">除此以外，价格战的影响同样不能忽视，甚至一些品牌已经开始了内卷。例如，比亚迪在泰国将2024款ATTO 3（比亚迪元PLUS）的新改款价格降至89.99万泰铢（约合人民币18万元），下调幅度接近20%；哪吒、五菱、丰田、铃木和日产也开始推出不同形式的价格优惠或者促销活动……</span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"> </span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"><span style="color: #22943e; font-weight: bold;">车企们在国内早已被价格战打得遍体鳞伤，如果这一现象在东南亚市场重复上演和持续发酵，影响的不仅仅是品牌的盈利水平，对国产品牌在当地的向上突围亦不会有益。</span></span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"> </span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;">对于车企来说，真正的价值应是在技术向上和品牌向上方面推动中国汽车工业产品的持续升级，即便是在海外，这也应成为车企不约而同的契约。</span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;"> </span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;">长远来看，中国新能源汽车品牌对日系车发起的这场战略反攻尚在进行时，征战东南亚市场的故事，也还远未结束。</span></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"></section><section style="margin-right: 16px; margin-bottom: 0px; margin-left: 16px; outline: 0px; letter-spacing: 0.544px; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: 1.75em;"><span style="font-family: PingFangSC-light; font-size: 16px; letter-spacing: 0.544px;">来源：增长工场</span></section><section class="mp_profile_iframe_wrp" style="letter-spacing: 0.578px;"></section><p style="display: none;"> </p> <!----></div> 早晚的事儿 放心吧，以我们的企业文化，超过两家，就要血拼价格，然后开始减品质，然后倒闭，没有一个能走出这个规律的。 66666666666 又乱又卷 日期顺延。 {:7_308:}{:7_308:}{:7_308:} 国家对于国产商品卷价格，不卷质量的现象要进行正确的引导！才能让中国商品走的更深远。 越来越好 加油。
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