节点：下游（终端消费/应用）位置：下游情绪：利好参考度：8/10
在中国—东盟博览会展厅内，上汽通用五菱微型新能源车吸引众多东南亚客商。近年来，中国新能源汽车在海外受青睐，在东南亚街道常见。汽车产业全球化程度高，全球供应链重构、贸易保护主义抬头时，中国新能源汽车能“链通”东南亚，秘诀在于从“产品出海”向“生态共建”转型。上汽通用五菱带领17家中国产业链企业“走出去”，开发超100家印尼本土供应商；比亚迪泰国工厂投产，涵盖全生产流程。
中国新能源汽车企业从“整车出口”到“构建生态”，从跨国建厂到跨国建“链”，从“产品输出”转向“产业链协同出海”，属地化生产满足当地需求，推动东南亚汽车产业发展。如今，中国与东盟汽车产业链合作从简单整车和零部件出口，升级为上下游各环节深度融合。这条...
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