中国汽车出海战略：从日本模式借鉴到电力时代的新机遇

中国汽车出海战略：从日本模式借鉴到电力时代的新机遇

China's Auto Export Strategy: Learning from Japan's Model to New Opportunities in the Power Era

在全球化浪潮中，中国汽车行业的"出海"战略正成为焦点。传统汽车出口稳步增长，彰显中国制造业竞争力，同时面临国际市场的挑战与机遇。

In the wave of globalization, China's auto industry "going global" strategy has become a focus. The steady growth of traditional auto exports demonstrates China's manufacturing competitiveness while facing challenges and opportunities in the international market.

一、海外市场潜力巨大 | Huge Potential in Overseas Markets

中国"出海"战略影响深远，不仅关系当前经济增长，更将重塑未来经济格局。随着中美博弈加剧，新能源车、锂电池、光伏等高端产业出口面临新挑战。

China's "going global" strategy has far-reaching impacts, not only related to current economic growth but also reshaping the future economic landscape. With intensified China-US competition, exports of high-end industries like new energy vehicles, lithium batteries, and photovoltaics face new challenges.

二、触及核心利益引发摩擦 | Touching Core Interests Causes Friction

中国产品正从低端向高端市场迈进，这触及了欧美国家核心利益，导致贸易摩擦加剧。过去单纯依靠努力的出海模式已不再适用。

Chinese products are moving from low-end to high-end markets, touching the core interests of European and American countries and leading to intensified trade frictions. The previous going-global model relying solely on effort is no longer applicable.

三、"农村包围城市"的海外策略 | "Rural Surrounding Cities" Overseas Strategy

中国产品遵循从边缘市场向核心区域渗透的路径，华为等企业的成功印证了这一战略。当前重点关注新能源车、锂电、光伏三大领域，同时推进服务贸易出海。

Chinese products follow a path of penetrating from peripheral markets to core areas, as evidenced by the success of companies like Huawei. Current focus is on three major areas: new energy vehicles, lithium batteries, and photovoltaics, while promoting service trade going global.

四、电力：未来竞争的核心 | Power: The Core of Future Competition

在AI时代，电力将成为关键资源。中国在特高压技术上的领先优势，为电力设备出海和海外电厂建设带来新机遇，尽管面临环保考量。

In the AI era, power will become a key resource. China's leading advantage in UHV technology brings new opportunities for power equipment exports and overseas power plant construction, despite environmental considerations.

五、借鉴日本汽车出海模式 | Learning from Japan's Auto Export Model

日本外向型经济发展经验值得借鉴。面对贸易保护主义，建立海外生产基地是可行方案。德国合作案例表明，合资模式仍是有效路径。

Japan's export-oriented economic development experience is worth learning from. Facing trade protectionism, establishing overseas production bases is a feasible solution. The German cooperation case shows that joint ventures remain an effective path.

作者简介：洪榕，中国资深投资导师，连续5年蝉联微博知名财经大V，上海交大高级金融学院MBA导师。

About the Author: Hong Rong, China's senior investment mentor, has been ranked as a well-known financial influencer on Weibo for five consecutive years, and serves as an MBA mentor at Shanghai Jiao Tong University's Advanced Finance Institute.