奇瑞汽车：汽车出口第一的真正底色，是全球品牌还是中国制造系统？｜EP38

from 投研随身听 · host 慢研播客

奇瑞的全球化始于2001年出口到叙利亚的十辆风云。到2026年，它已经连续二十三年保持中国品牌乘用车出口第一。本期从出口增长72%、海外单车确认收入下降12.2%的反差出发，拆解奇瑞出海系统的四层能力：宽产品谱系、可切换的制造方式、二十三年积累的认证与渠道，以及愿意替它承担工厂、库存和终端风险的伙伴资本。节目也会比较奇瑞与吉利两条镜像的全球化路线，讨论OMODA、JAECOO是否已经开始形成品牌溢价，以及一千三百万辆燃油车保有量能否进一步变成售后和复购收入。信息截止：2026-08-25。本节目不构成投资建议。

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奇瑞汽车：汽车出口第一的真正底色，是全球品牌还是中国制造系统？｜EP38

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