Chinese Cars in Brazil巴西：中国汽车市场观察
Brazil is Latin America’s biggest market and the region’s manufacturing prize: BYD, GWM and SAIC are all investing in local production to serve the country and export across South America..巴西是拉美最大市场，也是区域制造高地：比亚迪、长城、上汽都在投资本地生产，既供应巴西也辐射南美。
Brazil is Latin America’s biggest market and the region’s manufacturing prize: BYD, GWM and SAIC are all investing in local production to serve the country and export across South America.巴西是拉美最大市场，也是区域制造高地：比亚迪、长城、上汽都在投资本地生产，既供应巴西也辐射南美。
From importer to #1 brand
Brazil is Latin America's biggest market and the region's manufacturing prize. Chinese brands reached around 10–11% of the passenger market in 2025, and BYD's rise has been extraordinary: roughly 112,900 units in 2025, up from about 76,700 in 2024 and just 260 in 2022. In April 2026 BYD became the first Chinese automaker to top Brazil's overall monthly retail brand chart, at nearly 15,000 units. GWM and Caoa Chery are the other two major players. BYD also leads Brazil's EV segment with well over half of it, and its Dolphin Mini (sold as the Seagull elsewhere) became Brazil's #1 retail model in February 2026.
Local production comes online
Two flagship plants opened in 2025. BYD's Camaçari complex in Bahia — a roughly $1 billion (R$5.5bn) conversion of a former Ford plant — began production on July 1, 2025, with 150,000 units a year of capacity, planned to double; the Dolphin Mini is its first local model. GWM's Iracemápolis plant in São Paulo state, a former Mercedes-Benz site, began production on August 15, 2025 with around 50,000 units a year of capacity, aiming to export across Mercosur by 2027.
The tariff clock
Local production is a direct response to a rising tariff schedule. Brazil is phasing out its EV tariff exemption: the BEV import duty rose to 25% in July 2025 and reaches the 35% Mercosur cap in July 2026, with hybrids and PHEVs climbing on similar tracks, and the preferential rate on assembly kits set to expire from January 2027. BYD front-loaded imports — shipping thousands of EVs ahead of tax deadlines — to bridge the gap. Chinese models supplied over 80% of Brazil's EV sales in early 2025, and the country started 2026 at roughly 9.8% electrified market share, with BYD targeting around 250,000 units and 10% of the total market.
Figures are 2025 full-year and early-2026 (sources: company releases, local media, industry trackers).
从进口商到第一品牌
巴西是拉美最大市场，也是区域制造高地。2025 年中国品牌约占乘用车市场 10–11%，而比亚迪的崛起堪称惊人：2025 年约 11.29 万辆，2024 年约 7.67 万辆，2022 年仅 260 辆。2026 年 4 月，比亚迪以近 1.5 万辆成为首个登顶巴西整体月度零售品牌榜的中国车企。长城与 Caoa 奇瑞是另外两大玩家。比亚迪还以过半份额领跑巴西电动车市场，其 Dolphin Mini（在他处即"海鸥"）于 2026 年 2 月成为巴西零售销量第一的车型。
本地生产投产
2025 年两座旗舰工厂投产。比亚迪位于巴伊亚州的 Camaçari 基地——由前福特工厂改造，投资约 10 亿美元（55 亿雷亚尔）——于 2025 年 7 月 1 日投产，年产能 15 万辆并计划翻倍，Dolphin Mini 为首款本地车型。长城位于圣保罗州的 Iracemápolis 工厂（前奔驰工厂）于 2025 年 8 月 15 日投产，年产能约 5 万辆，目标 2027 年向南方共同市场出口。
关税倒计时
本地生产是对关税上行时间表的直接回应。巴西正逐步取消电动车关税豁免：纯电进口关税 2025 年 7 月升至 25%，2026 年 7 月达到南方共同市场 35% 的上限，混动与插混沿类似路径攀升，组装件优惠税率也将于 2027 年 1 月起到期。比亚迪提前抢运——在加税节点前运入数千辆电动车——以过渡衔接。2025 年初中国车型供应了巴西逾 80% 的电动车销量，2026 年开年电动化份额约 9.8%，比亚迪目标约 25 万辆、占总市场约 10%。
数据为 2025 全年及 2026 年初（来源：企业公告、当地媒体、行业统计）。
Latest coverage最新报道
-
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。
-
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。