Chinese Cars in Europe欧洲：中国汽车市场观察
Europe is the highest-stakes market for Chinese automakers: big EV demand, strong incumbent brands, and anti-subsidy tariffs that have pushed BYD, Chery, Leapmotor and others toward local production in Hungary, Spain and beyond.欧洲是中国车企风险与回报最高的市场：电动车需求大、本土品牌强势，反补贴关税正把比亚迪、奇瑞、零跑等推向匈牙利、西班牙等地的本地化生产。
Europe is the highest-stakes market for Chinese automakers: big EV demand, strong incumbent brands, and anti-subsidy tariffs that have pushed BYD, Chery, Leapmotor and others toward local production in Hungary, Spain and beyond. MG remains the best-selling Chinese badge; premium EV brands test the waters from Norway outward.欧洲是中国车企风险与回报最高的市场：电动车需求大、本土品牌强势，反补贴关税正把比亚迪、奇瑞、零跑等推向匈牙利、西班牙等地的本地化生产。MG 仍是销量最高的中国血统品牌，高端电动品牌则从挪威开始试水。
Scale and momentum
Europe is where Chinese automakers face their toughest competition and their biggest prize. In full-year 2025, Chinese brands sold roughly 811,000 vehicles across Europe — up about 99% year on year — for close to a 6.1% market share, according to JATO Dynamics. December 2025 was the first month Chinese-brand sales topped 100,000 units, briefly reaching around 10% share. That momentum carried into 2026: Chinese brands roughly doubled their EU registration share to about 6% in early 2026, and by mid-year had out-registered Mercedes in a single month and Ford over the first half. Chinese brands now account for roughly 11% of Europe's electrified (BEV + PHEV) market.
Who is winning
MG (SAIC) remains the volume leader, with roughly 307,000 units in 2025, and it briefly outsold Tesla in the first half of 2025. BYD is the fastest riser — about 187,000 units in 2025, up from under 50,000 in 2024 — with Q1 2026 registrations up nearly 170%. Chery (via Omoda and Jaecoo) and Leapmotor (through its Stellantis joint venture) both grew triple digits in H1 2026. Key models include the MG ZS, MG3 and MG4; the BYD Dolphin Surf budget EV (launched May 2025 from around €23,000–26,000), Atto 3 and Seal; the Omoda 5 and Jaecoo 7 PHEV; and the Leapmotor T03 and C10.
Tariffs and localisation
Trade policy is the defining variable. Since October 2024 the EU has levied definitive anti-subsidy duties — on top of the standard 10% import duty — of roughly 17.0% on BYD, 18.8% on Geely and 35.3% on SAIC, pushing total tariffs as high as about 45%. Brussels has been negotiating minimum-import-price undertakings as an alternative and is weighing extending measures to plug-in hybrids. The response is localisation: BYD's plant in Szeged, Hungary is ramping to mass production in 2026 (targeting 300,000 units a year), a Turkey plant is due around mid-2026, Leapmotor's T03 is built at Stellantis's Tychy plant in Poland, and Chery is restarting the former Nissan plant in Barcelona under its Ebro venture. Growth is increasingly tilting toward PHEVs and hybrids to sidestep the BEV-specific duties.
Figures reflect 2025 full-year and 2026 H1 data (JATO Dynamics, European Commission, company releases).
规模与势头
欧洲是中国车企竞争最激烈、也回报最高的战场。据 JATO Dynamics，2025 全年中国品牌在欧洲销量约 81 万辆，同比增长约 99%，市场份额接近 6.1%。2025 年 12 月首次单月突破 10 万辆，份额一度接近 10%。这一势头延续至 2026 年：中国品牌在欧盟的上牌份额较上年翻倍至约 6%，年中更曾单月超过奔驰、上半年累计超过福特。目前中国品牌约占欧洲电动化（BEV+PHEV）市场的 11%。
谁在领跑
MG（上汽）仍是销量冠军，2025 年约 30.7 万辆，并在 2025 上半年一度反超特斯拉。比亚迪增速最快——2025 年约 18.7 万辆，而 2024 年尚不足 5 万辆，2026 年一季度上牌量同比增长近 170%。奇瑞（经 Omoda、Jaecoo）与零跑（经 Stellantis 合资）在 2026 上半年均为三位数增长。主力车型包括 MG ZS、MG3、MG4；比亚迪 Dolphin Surf 入门电动车（2025 年 5 月起售，约 €2.3 万–2.6 万）、Atto 3、Seal；Omoda 5 与 Jaecoo 7 插混；以及零跑 T03、C10。
关税与本地化
贸易政策是决定性变量。自 2024 年 10 月起，欧盟在 10% 基准关税之上加征反补贴税——比亚迪约 +17.0%、吉利 +18.8%、上汽 +35.3%，使综合税率最高达约 45%。欧盟一直在谈判以"最低进口价"作为替代方案，并考虑将措施扩展至插电混动。车企的应对是本地化：比亚迪匈牙利 Szeged 工厂 2026 年进入量产（目标年产 30 万辆），土耳其工厂预计 2026 年年中投产，零跑 T03 在 Stellantis 波兰 Tychy 工厂生产，奇瑞则以 Ebro 品牌重启巴塞罗那前日产工厂。为规避针对纯电的关税，增长正日益向 PHEV 与混动倾斜。
数据为 2025 全年及 2026 上半年（来源：JATO Dynamics、欧盟委员会、企业公告）。
Latest coverage最新报道
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2026-07-22China Auto Overseas Daily | 2026-07-22: BYD Hits 100,000 EVs in Brazil and Enters Japan's Kei-Car Market as XPeng Launches the L03 in Munich中国车企出海日报 | 2026年7月22日:比亚迪巴西第10万辆下线、进军日本微型车市场,小鹏L03慕尼黑全球首发
BYD built its 100,000th EV in Brazil on July 16, signed a PSG sponsorship and will enter Japan's kei-car market with the Racco on July 28, while XPeng launched the L03 globally from Munich and the EU moved closer to taxing Chinese PHEVs.7月16日比亚迪巴西工厂第10万辆EV下线,签约冠名PSG,并将于7月28日以Racco微型车进军日本K-car市场;小鹏L03慕尼黑全球首发;欧盟对华插混反补贴税迫近。
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2026-07-09China Auto Overseas Daily | 2026-07-09: Exports Carry June, UK Shows Chinese Model Pull中国车企出海日报 | 7月9日：6月出口继续托底，英国市场验证中国车型拉力
China exported 877,000 vehicles in June as domestic demand stayed weak; in the UK, MG HS and Jaecoo 7 entered June's top-10 registrations while Finland showed BYD's trust barrier.6月中国汽车出口达87.7万辆，继续对冲国内需求疲弱；英国6月榜单中MG HS与Jaecoo 7进入前十，芬兰则暴露比亚迪在西欧面临的信任门槛。
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2026-07-08Mazda EZ-60 / CX-6e Global Sales and Market Strategy Report (2026)Mazda EZ-60 / CX-6e 全球销量与市场战略研究报告
A full research report on Mazda EZ-60 / CX-6e global sales, covering China sales data, Europe and Australia launch strategy, overseas forecasts, manufacturing, supply chain and strategic risks.本报告完整梳理 Mazda EZ-60 / CX-6e 全球销量与市场战略，覆盖中国销量数据、欧洲与澳洲上市策略、海外销量预测、制造供应链与关键风险。
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2026-07-07DELIVAN Deep Research: Chery Commercial Vehicle's Electric Van Export PlaybookDELIVAN（得利凡）深度研究报告：奇瑞商用车的纯电商用车出海样本
A structured research brief on DELIVAN, Chery Commercial Vehicle's new electric light-commercial-vehicle brand, covering brand strategy, product technology, Europe entry, partners, manufacturing, tariffs and competition.本报告聚焦奇瑞商用车旗下全新纯电轻型商用车品牌 DELIVAN（得利凡），从品牌战略、产品技术、欧洲市场进入、关键合作伙伴、制造与关税、竞争格局及展望七个维度展开分析。
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2026-07-07BYD Hits 175K Overseas in June, Korea Cuts Subsidies; XPeng Launches Mona L03 in Munich July 16比亚迪6月海外交付17.5万辆创纪录、韩国取消补贴；小鹏Mona L03定档7月16日慕尼黑全球首发
BYD posted a record 175,349 overseas deliveries in June (+94.7%) even as South Korea stripped it of EV subsidies, while XPeng chose Munich for its first-ever overseas world premiere and Leapmotor set a new monthly record of 93,376 units.比亚迪6月海外交付17.5万辆创纪录（同比+94.7%），同日韩国取消其EV补贴资格；小鹏首次在海外举行新车全球首发，零跑6月以93,376辆再破月度纪录。
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2026-07-06What EU Tariffs Mean for Chinese EV Makers欧盟关税对中国电动车企意味着什么
The EU's anti-subsidy duties were meant to slow Chinese EVs. Eighteen months on, the real effect is visible: not retreat, but localisation, PHEV substitution and a premium pivot.欧盟反补贴税本意是给中国电动车减速。十八个月过去，真实效果清晰可见：不是撤退，而是本地化、插混替代与高端化转向。
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2026-07-06Chinese Plug-in Hybrids: Why PHEVs Are Gaining Attention中国插混：PHEV 为什么突然成了主角
Pure EVs made the headlines, but plug-in hybrids and EREVs are becoming China's stealth export weapon: no charging anxiety, no EV tariffs in Europe, and 1,000-plus kilometres of combined range.纯电抢走了头条，但插混和增程正在成为中国的隐形出口武器：没有补能焦虑、不在欧盟电动车关税范围内、综合续航动辄 1,000 公里以上。
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2026-07-06Changan's Overseas Strategy: From SUVs to Smart EVs长安的出海战略：从 SUV 到智能电动车
The quietest of China's big state-owned groups is running one of the most methodical globalization plays: Thai-built EVs for Europe, 22 overseas manufacturing bases, and a 1.5–1.8 million overseas target by 2030.中国大型国有集团里最低调的一家，正在执行最有章法的全球化打法之一：泰国造电动车供欧洲、22 个海外制造基地、2030 年海外 150-180 万辆目标。
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2026-07-06BYD Hits 792K Overseas H1, XPeng Debuts in Munich, GAC Exports Surge 132%BYD上半年海外销量达79.2万辆，小鹏慕尼黑首发，广汽出口增132%
Chinese automakers logged a historic overseas half-year in 2026: BYD's H1 exports hit 792,256 units (+70.7%), GAC surged 132%, and XPeng chose Munich—not Beijing—for the Mona L03 world premiere.2026年上半年中国车企出海创历史：BYD海外销量达79.2万辆（+70.7%），广汽出口激增132%，小鹏选择慕尼黑而非北京作为Mona L03全球首发地。
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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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2026-07-05Chery'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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2026-07-05BYD Hits 792K Overseas in H1, Geely Breaks 100K Monthly, XPeng Goes to Munich比亚迪上半年海外79万辆、吉利单月破10万、小鹏赴慕尼黑全球首发
BYD delivered 792,256 vehicles overseas in H1 2026 (+70.7%), Geely crossed 100K monthly exports for the first time, and XPeng will globally launch the Mona L03 in Munich on July 16 across 64 countries.比亚迪2026年上半年海外交付79.23万辆（+70.7%），吉利6月出口首破10万辆，小鹏Mona L03定于7月16日在慕尼黑向64国同步全球首发。
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2026-07-04BYD, Geely Hit Export Records in June as XPeng Takes Mona L03 to 64 Markets比亚迪、吉利6月出口双双破纪录，小鹏Mona L03剑指全球64国
BYD's June overseas deliveries hit an all-time high of 175,349 units (+94.7%), Geely first crossed 100,000 monthly exports (+157%), and XPeng will globally launch the Mona L03 in Munich on July 16 across 64 markets.比亚迪6月海外交付17.53万辆创历史新高（+94.7%），吉利首破月度出口10万辆大关（+157%），小鹏Mona L03将于7月16日在慕尼黑向全球64国同步上市。