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去年，中國汽車出口量超越日本，登頂全球第一；今年上半年，出口量再增 65.3%，全年有望突破千萬輛大關。呢個數據好有衝擊力，但光鮮背後，一個尷尬嘅現實正在浮現：車係越賣越多，但面對嘅規則之牆亦越來越高。
歐盟對中國產純電動汽車加徵最高 35.3% 嘅反補貼稅，綜合稅率突破 45%；巴西自 7 月 1 日起將進口電動車關稅統一上調至 35%；泰國實施「產能對賭」機制，要求每進口 1 輛車須喺本地生產 2 輛；南非亦喺考慮將中印整車進口關稅提升至 50%。
從歐洲到拉美，從東南亞到非洲，中國汽車正喺遭遇四面合圍。靠國內生產、銷往外國嘅輕資產模式，天花板已經觸手可及。
2026 年 7 月 3 日，奇瑞喺南非比勒陀利亞落下一子，正式接管日產營運咗近六十年嘅羅斯林工廠。呢睇落只係日產止蝕、奇瑞擴產嘅一筆普通交易，但如果喺「中國車企點樣真正喺海外扎根」呢個命題嚟睇，分量就唔一樣啦。
日產甩包袱，奇瑞接產能
羅斯林工廠嘅出售，係日產全球重組計劃「Re:Nissan」嘅一部份。2024 同 2025 兩個財年，日產合計虧損超過 1.2 兆日元。按照重組計劃，日產將喺 2027 財年前關閉全球 7 間工廠、裁員約 2 萬人，全球生產基地由 17 間縮減至 10 間。
呢座工廠曾生產 Navara 皮卡、NP200 等車型，產品輻射四十多個非洲國家。但近年產能利用率持續走低。NP200 於 2024 年 3 月停產後，Navara 成為工廠唯一在產車型，然而月銷量只係數百臺。2025 年 5 月，日產宣布 Navara 本地生產亦將終止。呢座工廠對日產而言，已經由資產變成咗包袱。
對奇瑞嚟講，接手現成工廠比從零開始建廠更有效率。奇瑞自 2021 年進入南非市場，增長曲線陡峭。喺快速擴張嘅節點上，本地產能意味著規避匯率同關稅風險，亦能為下一步擴大份額提供硬件基礎。
更加重要係，呢筆收購係奇瑞「體系出海」棋局當中的一子。今年以嚟，奇瑞唔再只係賣車出去，而係將研發、製造、運營、標準一整套產業根系深植海外市场。
喺歐洲，西班牙巴塞羅那嘅歐洲運營中心同研究院已經啟用，同 EBRO 嘅合資工廠亦已投產運營；喺東南亞，越南 8 億美元嘅新工廠正喺推進。南非羅斯林工廠則定位為輻射南部非洲嘅綜合性汽車樞紐。
三地佈局，互相策應，一個全球製造網絡正喺成型。
南非呢局嘅真正挑戰
工廠交接完，真正嘅考驗或許先至開始。
奇瑞承諾保留全部 692 名員工，計劃 2027 年中投產，遠期單班產能 5 萬輛，並力爭 2028 年前實現 40% 嘅本地化率。而呢 40%，先至係核心難題。
目前南非對整車進口徵收約 25% 嘅關稅，政府正醞釀將稅率提高至 WTO 允許嘅上限 50%。一旦落實，以中國同印度品牌為主嘅進口車型將面臨直接成本壓力。
這對奇瑞嚟講反而係利好。不過亦有隱憂，一旦本地化進度跟唔上，零件進口成本會快速拉升整車製造成本。
更現實係，南非本土市場規模有限，年新车銷量約 55 萬輛，遠唔足以支撐大規模產能嘅消化。如果羅斯林工廠嘅產能打滿，奇瑞必須將南非作為出口基地，把車賣到南部非洲乃至更遠嘅市場。但非洲大多數國家嘅汽車市場規模極細、基礎設施薄弱，出口通道並唔順暢。
與此同時，南非本地零部件產業基礎並唔樂觀。南非汽車工業協會數據顯示，2025 年只有 33% 嘅車輛喺南非本地製造，較此前超過 50% 嘅水平大幅下滑。
南非本地零部件產業長期依賴跨國車企嘅訂單生存，隨著通用、福特、日產等品牌陸續撤出或縮減本地生產，零部件供應商體系已經出現萎縮。
奇瑞要喺三年內把本地化率做到 40%，意味著需要從零搭建或恢復一整套供應鏈，引入中國零部件供應商，並完成本地化認證同生產準備，時間表相當緊迫。
結語
羅斯林工廠呢顆棋子落咗下去，棋盤上面嘅格局就開始變咗。呢係中國汽車出海由「貿易型」轉向「扎根型」嘅一個標誌性節點。
喺關稅壁壘四面合圍嘅背景下，靠整車出口嘅輕資產模式已難以為繼。奇瑞揀咗一條更可持續嘅路，把研發、製造、供應鏈、標準一整套產業根系，深植喺海外市场。
呢條路並非坦途。40% 嘅本地化率、脆弱嘅零部件體系、有限嘅市場容量，每一道都係需要跨越嘅門檻。但奇瑞並非從零開始。
二十多年喺海外摸爬滾打積累嘅運營經驗，仲有中國汽車供應鏈嘅全球競爭力提供咗成本同技術支撐，佢喺西班牙、越南、南非三地佈局正喺形成網絡效應。
用奇瑞自己喺社交媒體上嗰句說話作結或許最合適「一個新時代即將來臨。從此刻起，奇瑞汽車將自豪地為南非服務，喺南非製造。」
呢句話講嘅唔止係一座工廠嘅命運，亦係中國汽車出海正喺經歷嘅一次根本性轉變，從賣一輛車到紮一處根，先至係真真正正意義上嘅全球化。
In the Malaysian SUV market, many buyers compare Perodua Ativa and Proton X70 when choosing a car. These two cars are quite close in price and positioning, today we will make a detailed comparison from multiple aspects to help you save time on research.
The OTR price of the Perodua Ativa in Malaysia is RM 62,500 - 73,400, with a total of 3 versions, including 1.0L Turbo X (RM 62,500), 1.0L Turbo H (RM 67,300), 1.0L Turbo AV (RM 73,400) etc.
The OTR price of the Proton X70 in Malaysia is RM 106,800 - 122,300, with a total of 3 versions, including 1.5L Standard 2WD (RM 106,800), 1.5L Executive 2WD (RM 115,800), 1.5L Premium 2WD (RM 122,300) etc.
In terms of price, the starting price of the Perodua Ativa is indeed RM 44,300 cheaper than the Proton X70. If your budget is limited, the entry-level version of Perodua can already meet daily needs. However, note that the savings of a few thousand ringgit might involve compromises in features, depending on your specific requirements.
The Perodua Ativa is equipped with 1.5L 4-cyl, 105 hp. Official fuel consumption 6.0 L/100km.
The Proton X70 is equipped with 1.5L Turbo, 140 hp. Official fuel consumption 7.0 L/100km.
In terms of power, the Proton X70's 1.5L Turbo has 35 more horsepower than the Perodua Ativa's 1.5L 4-cyl. However, for daily driving in the city, the power of both cars is sufficient and won't feel underpowered.
The Perodua Ativa body length is 4400 mm, trunk capacity 400 L.
The Proton X70 body length is 4400 mm, trunk capacity 400 L.
The dimensions of both cars are almost identical, and interior space difference is not large. For this class of car, daily use is completely sufficient.
The Perodua Ativa adopts FWD drive mode.
The Proton X70 adopts FWD drive mode.
Both cars use the same drive mode, both are FWD, daily driving experience will not have a huge difference.
Perodua Ativa warranty 5 years/150,000km, service interval every 10,000km or 6 months.
Proton X70 warranty 5 years/150,000km, service interval every 10,000km or 6 months.
Both cars warranty conditions are same, no need to worry about this aspect. Actual maintenance costs still depend on brand service network and parts prices, suggested to ask real owner experience in car owner groups.
Overall, Perodua Ativa and Proton X70 are both very good models in the Malaysian market. Choosing which one, key still depends on your personal needs and budget. It is recommended to do homework, compare quotes from several dealerships, then test drive to make final decision. Buying a car is a big matter, spending time doing homework will never be wrong.
Folks, today let's talk about big news on going global—not selling cars, but selling "drivers". On June 2, WeRide and Uber jointly announced a plan: to launch the country's first commercial Robotaxi pilot service in Madrid, Spain. In other words: Spanish residents will soon be able to hail a driverless taxi via Uber. This is the first time WeRide and Uber are partnering to enter the European market. Madrid also becomes the 12th city globally where WeRide's Robotaxi arrives.
According to official news, with the support of the Madrid regional government, this service will officially launch within this year. At that time, friends in Madrid can open the Uber App and call WeRide's Robotaxi with one click. It's just like calling an ordinary ride-hailing service, the difference is the arriving car has no driver—at least initially, there is still a difference. In the initial operation phase, a professionally trained safety monitor will be on board, as it's just launched, safety comes first.
This company, WeRide, you might have heard of it, or you might not. A brief introduction: Established in 2017, it has been dedicated to Robotaxi technology R&D and commercialization. Currently, its Robotaxis cover Guangzhou, Beijing, Singapore, Abu Dhabi, Dubai, Riyadh, Zurich... plus Madrid now, totaling 12 cities. Spain is also the 5th European market WeRide has entered—previously entered Switzerland, France, Belgium, Slovakia. According to the plan agreed by WeRide and Uber in May 2025, they plan to deploy Robotaxi services in 15 new international cities within five years, deploying tens of thousands of Robotaxis globally. With the Madrid launch, the deployment in 4 cities has been completed, and 11 more will be covered successively before 2030.
To be honest, it's not the first time Chinese autonomous driving companies are going global, but the combination of Chinese technology + global mobility platform + European market is quite interesting. Madrid is one of the European Robotaxi markets with the most commercial potential, with a large population, high travel demand, and friendly local policies. Being able to take root in this market is a significant milestone for WeRide. For Uber, introducing Robotaxis is also a way to reduce costs—after all, drivers don't need salaries. For Madrid residents, hailing a taxi might be cheaper in the future.
