Analysis深度分析
Longer reads on why, how and where Chinese automakers are going global.关于中国车企为什么出海、如何出海、去哪里的长篇解读。
Beyond the daily news cycle: structural pieces on supply chains, business models and strategy that explain China auto globalization to international readers.跳出每日新闻循环：从供应链、商业模式与战略层面，向国际读者解释中国汽车全球化的结构性文章。
Feature stories深度故事
- How China Built the World's Best EV Battery Supply Chain中国如何打造全球最强的电动车电池供应链
CATL and BYD together produce more than half the world's EV batteries. The story of how that dominance was engineered, mine to module.宁德时代与比亚迪合计生产全球过半电动车电池。从矿山到模组，这是这场主导力如何被构建的故事。
- NIO's Battery Swap Bet蔚来的换电豪赌
Three minutes, full charge. Why NIO built 3,000 stations — and why CATL and Geely joined in.三分钟满电。蔚来为何建了 3,000 座换电站——宁德时代与吉利又为何入局。
- Why Xiaomi's SU7 Looks Familiar为什么小米 SU7 看起来眼熟
Inside the design language borrowing from Porsche — and where it diverges.解析其向保时捷靠近的设计语言——以及它真正独立的地方。
Latest coverage最新报道
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2026-07-06Geely's Global Brand Portfolio Explained一文看懂吉利的全球品牌矩阵
Volvo, Polestar, Lotus, Zeekr, Lynk & Co, Proton, the Galaxy line — no Chinese group globalized through ownership like Geely. Here is how the pieces fit, and why exports just hit a record.沃尔沃、极星、路特斯、极氪、领克、宝腾、银河——没有哪家中国集团像吉利这样靠股权完成全球化。本文拆解各块拼图，以及出口为何刚创纪录。
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2026-07-06Chinese Cars in the Middle East: Why Demand Is Rising中国汽车在中东：需求为什么在上升
The Gulf went from skeptical to one of the fastest-adopting regions for Chinese cars in five years. Petrol SUVs opened the door; EVs and flagship showrooms are walking through it.五年之间，海湾从怀疑者变成中国汽车渗透最快的区域之一。燃油 SUV 敲开了门，电动车和旗舰展厅正鱼贯而入。
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2026-07-06Chery's Overseas Growth: Why Emerging Markets Matter奇瑞的海外增长：新兴市场为什么是胜负手
China's export champion for 23 straight years built its lead the unfashionable way: petrol SUVs, emerging markets, and local assembly — long before the EV wave. Now that base is funding a push into Europe.连续 23 年的中国出口冠军用最不时髦的方式建立领先：燃油 SUV、新兴市场、本地组装——远早于电动车浪潮。如今这个基本盘正在为进军欧洲输血。
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2026-07-05Why Chinese Automakers Are Expanding Faster Overseas中国车企为什么在海外越跑越快
Price war at home, fatter margins abroad, and a closing tariff window: the three forces pushing every major Chinese automaker to accelerate globalization at the same time.国内价格战、海外高毛利、正在关闭的关税窗口：三股力量让所有主要中国车企同时踩下全球化油门。
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2026-07-05Why Chinese Automakers Are Building Overseas Plants中国车企为什么在海外建厂
From Thailand to Hungary to Brazil, Chinese automakers are racing to manufacture where they sell. The logic: get inside the tariff wall before it rises further.从泰国到匈牙利再到巴西，中国车企正在赶工"销地制造"。逻辑只有一条：赶在关税墙进一步抬高前进到墙内。
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2026-07-05Chinese EVs in Europe: Opportunity, Tariffs and Competition中国电动车在欧洲：机会、关税与竞争
Europe is the hardest market Chinese EV makers have entered — and the one they refuse to give up. Tariffs reshaped the strategy from exporting cars to building them inside the wall.欧洲是中国电动车企进入过的最难市场，也是它们拒绝放弃的市场。关税把战略从"出口整车"改写为"墙内造车"。
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2026-07-05China's Car Exports: Why Global Markets Are Paying Attention中国汽车出口：全球市场为何开始认真对待
China has been the world's largest car exporter for three straight years, and the first half of 2026 shows the machine accelerating: record brand-level shipments, overseas plants multiplying, and exports becoming the industry's profit engine.中国已连续三年蝉联全球第一大汽车出口国，2026 年上半年这台机器仍在加速：品牌出口纪录、海外工厂遍地开花、出口成为行业利润引擎。
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2026-07-05BYD's Global Expansion Strategy: Key Markets to Watch比亚迪全球扩张战略：值得盯住的关键市场
BYD went from exporting almost nothing in 2021 to targeting 1.5 million overseas sales in 2026. Its strategy rests on three pillars: ships, plants, and a product ladder from the Seagull to Yangwang.比亚迪从 2021 年几乎零出口，到 2026 年瞄准 150 万辆海外销量。它的战略立于三根支柱：船队、工厂，和从海鸥到仰望的产品阶梯。