In 2025, China's electric vehicle exports will face multiple challenges: the EU has imposed additional tariffs on pure electric vehicles, and the US has indirectly restricted the layout of Chinese automakers through Mexico, resulting in a significant slowdown in export growth. The core problem lies in the rise of global industrial chain competition and trade protectionism. The shortcomings of a domestic chip production rate of less than 25% and reliance on imported high-end materials further weaken international competitiveness.

The path to break the deadlock has emerged: First, technological output has established an advantage. Byd's Blade battery and NIO's battery swapping technology have already been recognized in Europe. Secondly, to avoid barriers through localized production, Chery and Geely are accelerating the construction of factories in Southeast Asia. Thirdly, the standards are integrated into the global market. By adapting to the EU's CBAM mechanism, the charging compatibility of export models has been enhanced by 65%. In addition, exploring emerging markets such as Latin America and the Middle East has also become an important means to relieve the pressure on the European and American markets.