Economy

Exploring new models for the automotive industry to go global

2025-06-30   

At present, the global automotive industry is accelerating its transformation, and international trade relations are becoming increasingly complex, bringing many uncertainties to the automotive industry chain and supply chain pattern. China's new energy vehicle industry is participating in global cooperation with an open and innovative attitude. How to strengthen the connection between China's automotive industry and the world, promote supply chain synergy, is crucial for the green transformation and innovative development of the global automotive industry. Under the drive of electrification and intelligence, the regional pattern of the global automotive industry has undergone profound changes by strengthening localized operations. The rise of China's new energy vehicle industry has established a relatively complete industrial chain system. The latest data shows that from January to May this year, China exported 2.49 million complete vehicles of automobiles, a year-on-year increase of 7.9%; The export of new energy vehicles was 855000 units, a year-on-year increase of 64.6%. At the recently held 2025 Global New Energy Vehicle Cooperation and Development (Shanghai) Forum, Zhang Yongwei, Vice Chairman and Secretary General of the China Electric Vehicle Hundred People's Association, stated that China's automotive industry needs to explore new development paths based on the new global situation of automobiles. The traditional mode of globalization cooperation is facing bottlenecks. On the one hand, the barriers to vehicle sales are constantly increasing and extending into the supply chain; On the other hand, the supply chain of new energy vehicles is highly complex and may be affected by geopolitical factors, technological barriers, and cross industry integration, posing potential risks. In this context, it is difficult to use the previous model of 'brand going global+vehicle investment' and it is necessary to reconstruct the logic and path of cooperation. ”Zhang Yongwei suggests promoting deep connections between Chinese vehicle companies and supply chains and the global automotive market. By relying on China's abundant vehicle models and a relatively complete incremental supply chain mainly focused on new energy intelligence, we empower the development of the global automotive industry, help other countries develop their local automotive industries, and even create local brands, achieving industry complementarity and resource win-win. At the same time, output a digital, intelligent, and standardized service system to accelerate integration into the global market. Brand globalization and localization of operations have gradually become new models for Chinese automotive companies to expand cooperation globally. Tang Zhikun, General Manager of the International Business Center of Guangdong Xiaopeng Automotive Technology Group Co., Ltd., introduced that Xiaopeng has explored four market models in Europe: direct agency, agency system, "subsidiary+dealer" and general agency, basically achieving full coverage of the European market. In terms of brand building, try cross-border marketing to help brands penetrate local communities and cultures. For example, Norwegian consumers prefer outdoor sports, and Xiaopeng Motors has sponsored local cycling events for three consecutive years, deepening consumers' recognition of the brand. According to the latest plan of Lantu Automobile, by 2026, Lantu Automobile will cover the mainstream new energy vehicle market, and by 2030, it will enter 60 national markets and lay out more than 500 stores. Gao Yuan, Senior Director of Overseas Business at Lantu Automotive Technology Co., Ltd., said, "Lantu Zhiyin Global Edition is adaptively developed for overseas markets, while integrating local service resources and financial supply chains to achieve a win-win situation of serving local users with local resources." With the internationalization of China's new energy vehicle enterprises, the export of batteries has become an important part of the coordinated development of the industry chain. The development of globalization should adhere to long-term principles and use technology to drive industrial development. ”Xiong Yonghua, Vice President of Strategic Operations at Guoxuan High Tech, introduced that the company's passenger car product line has developed to the fourth generation of battery cells, and has established 8 research and development centers and 20 production bases worldwide, applying for over 10000 global patent technologies. Several countries in Europe, America, and Southeast Asia have introduced policies related to localized battery production and carbon footprint, imposing higher requirements on enterprises. For example, the EU's "New Battery Law" requires battery producers to bear extended responsibilities, including the collection, treatment, recycling, and disposal of batteries. "We plan to build 99 recycling outlets this year by building a recycling supply chain by ourselves and a recycling system with overseas strategic partners." Xiong Yonghua said that the company has built a vertically integrated industrial chain from the mining of battery raw materials, material production, battery manufacturing, and the recycling of products used in batteries. The supply chain of the traditional automotive industry includes car companies, components, and service providers, while the new energy vehicle industry requires hardware manufacturers, energy service providers, and data service providers to jointly build the entire value network. Cheng Dandan, Deputy General Manager of Ruipu Lanjun Energy Co., Ltd.'s European subsidiary, believes that China is breaking the technological monopoly and achieving a strategic shift from "contract manufacturing" to "rule making" through innovation in new energy core technologies such as batteries, intelligent driving, and electronic control. The true green development of new energy vehicles cannot be achieved without a complete charging and swapping infrastructure, as well as a coordinated layout of the entire chain of vehicles, piles, networks, and storage. At present, with the penetration rate of electrification exceeding 40%, the supply chain is shifting from cost driven to ecological driven. Sun Maojian, Vice Chairman of Hunan Jingneng New Energy Technology Co., Ltd., believes that the new demand for global collaboration is forcing the entire supply chain to break through boundaries and restructure. Sun Maojian stated that during the company's overseas practice, it was found that the global supercharging standards are fragmented, and the rate of repeated testing for supercharging certification is relatively high. He called for the construction of a global high-quality intelligent supercharging network, promoting mutual recognition of testing results among China, Europe, and ASEAN, eliminating digital barriers to duplicate certification, and creating a technology sharing platform. To successfully enter markets such as Europe, Chinese companies need to focus not only on product competitiveness, but also on a deep understanding and adaptation to local markets, regulations, culture, and user habits. ”Luca Ford, Director and Executive Vice President of Eldor Group, stated that establishing charging infrastructure in Europe faces multiple obstacles such as urban land shortages and complex policies. This requires Chinese supply chain companies to strengthen cooperation with local governments and enterprises, and create infrastructure solutions that are suitable for the local area. Building an overseas service system, China has become the world's largest automobile exporting country, undergoing a transformation from selling products to providing services, and then to deeply cultivating the local market. From 'going global' to 'integrating', this places higher demands on local operations and innovation capabilities, requiring multiple parties to work together to build a comprehensive service system for the automotive industry's overseas expansion. In the era of digital transformation going global, automotive companies are facing new challenges. Security compliance is the first step of the overseas plan, and we cannot rush out and sell products. If the sales fail, we can return them, "said Shen Tao, General Manager of Amazon Web Services (China) Industry Cluster. In addition to regional compliance requirements, the automotive industry also needs to meet new requirements including generative AI applications and data privacy protection. Bai Hua, General Manager of the Solutions and Delivery Department of China Unicom Intelligent Network Technology, suggests that Chinese car companies should design a global compliance management platform that can identify risks, control processes, and trace responsibilities when establishing overseas branches, based on the internationalization experience of German and Japanese car companies, to ensure integration with local enterprises and laws and regulations. The overseas expansion of Chinese automobiles is not only a product expansion, but also an overall breakthrough in the global layout of the industry chain. ”Baihua believes that this needs to be combined with local culture, market, and industrial chain to achieve "one country, one policy". China Unicom Smart Network relies on the support capability of the digital base of the entire industry chain, rooted in localized operations, and deployed local car networking service platforms and service teams in Frankfurt, Riyadh, Singapore, and Mexico City. Next, the company will expand its overseas digital services from the Internet of Vehicles to the field of industry digitalization, integrating compliance solutions, overseas intelligent computing center solutions, digital manufacturing systems, and marketing systems. Driven by the dual wheels of intelligence and globalization, the automotive industry has shifted from "electrification going global" to "intelligent going global", promoting the continuous improvement of China's automotive international competitiveness. Xing Di, Vice General Manager of AI Automotive Industry at Alibaba Cloud Intelligent Group, introduced that the Alibaba Cloud Tongyi large model has full-size, full modal, and wide open source capabilities. The on-board application of the large model will further improve the experience of intelligent assisted driving and intelligent cockpit. Alibaba Cloud will continue to invest and accelerate the creation of a global cloud computing network, deploying full stack AI capabilities at every node worldwide to serve overseas enterprises. The automotive industry has a long chain and long service life. With the increasing number of new energy vehicles worldwide, the value of related enterprises overseas needs to continuously extend from research and development, production, and sales to the use and service links. Jiang Yongxing, founder and CEO of Kaisi Times Technology (Shenzhen) Co., Ltd., pointed out that new energy vehicle models have a fast iteration speed, multiple components, and complex technical support. Overseas car owners may face problems such as a lack of authorized repair shops nearby and different operating system ecosystems during use. Jiang Yongxing suggests that in the aftermarket of new energy vehicles going global, suppliers should jointly build a digital network to connect information such as host authorization, parts maintenance, and quality assurance traceability, providing better services to car manufacturers and owners worldwide. (New Society)

Edit:Yao jue Responsible editor:Xie Tunan

Source:Economic Daily

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