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伊朗战争推高海外需求,中国电动汽车出口激增145%China’s EV exports surge 145% as Iran war drives up overseas demand

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中国电动汽车(EV)出口在10月连续第二个月创下历史新高,该国汽车制造商乘着中东能源冲击推动的海外需求激增之势。

China’s electric vehicle (EV) exports hit an all-time high for a second straight month in October, as the country’s carmakers rode a surge in overseas demand driven by the Middle East energy shock.

据中国乘用车联席会议(CPCA)数据,中国品牌上月向中国大陆以外地区销售纯电动汽车和插电式混合动力汽车共计58.2万辆,同比增长144.7%。

Chinese brands sold a total of 582,000 pure electric and plug-in hybrid vehicles outside mainland China last month, a 144.7 per cent jump from a year earlier, according to data from the China Passenger Car Association (CPCA).

这一数字打破了9月创下的55.8万辆的月度纪录,包括从中国出口的汽车以及中国品牌海外工厂组装的电动汽车。

The figure – which broke the previous monthly record of 558,000 set in September – includes cars exported from China and EVs assembled by Chinese brands’ overseas plants.

CPCA数据显示,特斯拉上海超级工厂向中国以外市场交付的汽车同比激增66.3%。该工厂10月出口了59012辆Model 3和Model Y汽车,占其当月总交付量的87%。

Tesla’s Shanghai Gigafactory also recorded a 66.3 per cent year-on-year surge in deliveries to markets outside China, according to the CPCA. The facility exported 59,012 Model 3 and Model Y cars in October, which represented 87 per cent of its total deliveries that month.

“所有中国电动汽车制造商现在都在追逐海外市场的增长,”浙江省一家汽车电路板工厂老板钱康说。“月度交付量将继续创下新高。”出口量飙升之际,中国国内市场需求仍在下降,政府削减电动汽车补贴,给已经感受到经济放缓影响的市场增添了更多逆风。

“All Chinese EV makers are now chasing growth in overseas markets,” said Qian Kang, the owner of a vehicle circuit board factory in eastern China’s Zhejiang province. “Monthly delivery figures will continue to set new highs.”The skyrocketing exports came even as demand continued to fall in China’s domestic market, where government cuts to electric car subsidies have added further headwinds to a market already feeling the effects of an economic slowdown.

CPCA数据显示,上月在中国大陆交付给客户的汽油和电动汽车共计164万辆,同比下降27.1%。

A total of 1.64 million petrol and electric cars were handed over to customers in mainland China last month, down 27.1 per cent year on year, according to the CPCA.

今年前10个月,国内汽车交付量同比下降22.3%,降至1598万辆。

For the first 10 months of this year, domestic car deliveries fell 22.3 per cent from a year earlier to 15.98 million units.

9月,CPCA预测,海外中国车辆销量(包括乘用车、巴士和卡车)2026年可能超过1200万辆,较去年的830万辆增长44%。

In September, the CPCA predicted that overseas Chinese vehicle sales – which comprise passenger cars, buses and lorries – could top 12 million units in 2026, up 44 per cent from last year’s 8.3 million.

这一预测数字比中国汽车工业协会今年早些时候作出的1000万辆估计高出20%。

The projected figure is 20 per cent higher than an estimate of 10 million made by the China Association of Automobile Manufacturers earlier this year.

分析人士表示,受美国和以色列对伊朗的战争推动,近期高昂的汽油价格在全球范围内推高了对中国电动汽车的需求,消费者认为这些中国品牌比许多国际竞争对手更具性价比。

High petrol prices driven by the US-Israel war on Iran have boosted demand for Chinese electric cars around the world in recent months, with consumers seeing the Chinese brands as offering better value for money than many international rivals, according to analysts.

根据比亚迪本月早些时候发布的一份公司声明,这家全球最大的电动汽车制造商10月份在海外售出17,0194辆汽车,较去年同期增长102.8%。在2026年的前10个月里,该公司的出口量较去年同期增长93.8%。

BYD, the world’s largest EV maker, sold 170,194 cars abroad in October, up 102.8 per cent from a year earlier, according to a company statement published earlier this month. For the first 10 months of 2026, the company’s exports are up 93.8 per cent year on year.

中国第二大汽车制造商吉利最近报告称,其1月至10月的出口量同比增长167.9%,达到90.5万辆。

Geely, China’s second-largest carmaker, recently reported that its exports from January to October had jumped 167.9 per cent year on year to 905,000 units.

据中国新闻媒体新浪科技报道,在过去一年里作为特斯拉在中国市场最大挑战者之一的小米,已经成立了国际业务部,以加速其全球化进程。报道还称,小米汽车业务副总裁于立国已被任命领导新部门。

Xiaomi, one of Tesla’s biggest challengers in the Chinese market over the past year, has set up an international business department to accelerate its go-global drive, according to Chinese news outlet Sina Tech. Yu Liguo, vice-president of Xiaomi’s automotive division, had been appointed to lead the new department, the report added.

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