中国电动汽车市场的主导地位是否已成定局?中国车企正准备进军北美市场


2026年9月2日 美国东部时间上午10:39 / 哥伦比亚广播公司新闻(CBS News)

作者:钱·赵

北京电 — 在中国港口城市宁波郊外,连绵的翠绿山丘上矗立着巨型风力涡轮机,利用东中国海的强风发电,这里坐落着一家工厂,工厂管理层认为他们正在打造未来汽车。

中国最大电动汽车制造商之一的吉利汽车集团,在此生产其豪华品牌极氪(Zeekr)。该品牌名称融合了两个概念——“Zee”代表Z世代,“Kr”则是氪的化学元素符号。没错,就是那种能让超人失去超能力的氪星石元素。

这是否预示着未来的趋势?中国似乎正势不可挡地占据全球汽车市场的主导地位。

这座大型工厂于2023年投产,由人工智能引导的巨型机械臂协同作业,完成车辆组装。工厂自动化率高达99%,机器制造机器,仅有零星人类工人负责监控流程。

极氪制造副总裁赵春林曾任职于通用汽车。他在接受哥伦比亚广播公司新闻采访时表示,他钦佩并尊重美国车企,尤其谈及通用和福特拥有逾百年的历史积淀。

但赵春林以及中国着眼的是未来而非过去。他自信自己如今供职的国家,被许多人视为将主导汽车行业未来规则,甚至可能颠覆现有竞争对手。

赵春林称,中国消费者对卓越品质的需求,推动本国电动汽车行业跻身全球前列。
“我们之所以是最好的,是因为我们拥有全球最大的市场,因此消费者的要求极高——选择太多了,他们想要越来越好、越来越好,他们想要一切都完美!”

当被问及中国电动汽车是否优于美国制造的车型时,他毫不犹豫地给出了肯定回答。
“当然,”他说,“哪怕是中国制造的特斯拉,品质也要比美国制造的特斯拉更好。”

得益于加拿大总理马克·卡尼今年1月在北京与中国国家主席习近平会晤时签署的贸易协定,极氪汽车很快将在北美市场销售。

根据该协议,第一年将有总计4.9万辆中国电动汽车销往加拿大,加拿大对进口车辆的关税将从100%降至仅6%。

按照这一关税水平,中国进口电动汽车将占到加拿大去年电动汽车市场总销量的近25%。它们将与特斯拉、通用和福特等美国品牌争夺市场份额。但中国电动汽车拥有一项关键优势:价格显著更低,对众多消费者极具吸引力。

如果澳大利亚市场的情况可以作为中国企业在电动汽车领域站稳脚跟的参照,那么美国车企需要警惕:十年前中国产汽车在澳大利亚的市场份额为零,如今已超过30%。

欧洲市场也出现了类似趋势:尽管部分品牌面临更高关税,但中国电动汽车的市场份额持续扩大,今年已从去年的9%跃升至约14%。

这种情况会在加拿大重演吗?

现在下结论还为时过早。加拿大市场与其他地区截然不同,美国车企显然拥有地理优势,但中国车企在加拿大市场的立足,或许能为未来提供一个窗口,而这个窗口的景象,应该让美国及其位于底特律河对岸的汽车行业感到担忧。

迄今为止,美国政府一直拒绝中国汽车进入本国市场,以国家安全担忧和保护本土汽车产业为由,通过高额关税和禁令将中国汽车挡在门外。

在极氪工厂,赵春林表示,无论是美国还是其他地区,都不应将中国车企视为威胁。他说,尽管中国和吉利计划有朝一日在美国销售汽车,甚至可能在美国本土制造,但将以合作和合资的形式开展。
“完全没有必要感到恐惧。市场非常庞大,”他笑着补充道:“特朗普,别担心!”

赵春林表示,美国和全球各地的消费者都应该体验中国电动汽车带来的驾驶感受。为了证明这一点,他们允许哥伦比亚广播公司新闻的记者试驾极氪最豪华的顶级车型——9X插电混合动力版。

哥伦比亚广播公司新闻记者安娜·科伦在中国宁波郊外的极氪工厂试驾了极氪9X这款吉利汽车集团豪华品牌旗下的顶级SUV。哥伦比亚广播公司新闻

人们称这款车为“中国劳斯莱斯”。不过其设计明显借鉴了英国标志性的路虎揽胜SUV。吉利于2010年收购了瑞典汽车巨头沃尔沃,因此这款车融合了欧洲设计与中国技术。

一打开车门,就能感受到奢华氛围。从真皮内饰到柔软座椅,再到英国豪华品牌名雅音响(Naim Audio,同样搭载于宾利车型)的音响系统,以及包括高度自动驾驶功能在内的科技配置。

发动机几乎悄无声息,行驶过程异常平稳。这款混合动力车从0加速到100公里/小时(约62英里/小时)仅需4秒,加满油并充满电后的综合续航里程可达745英里。

另一大亮点:9X可以在车主站在车外时自动泊车——对于讨厌平行停车或倒车入库的司机来说,这可能是改变游戏规则的功能。

但最重要的是,它的零售价约为7万美元,仅为凯迪拉克凯雷德的一半左右。

仅仅十年前,中国汽车在大多数西方市场还未被认真看待。如今,许多人认为它们即便不比许多欧美品牌优秀,至少也不相上下,尤其是在性价比方面。

极氪目前已在全球50多个国家销售汽车,并将于本月开始向欧洲和中东地区出口9X车型。

塔克·里尔兹对本文亦有贡献。

Is China’s EV market takeover inevitable as Chinese automakers prepare to gain a foothold in North America?

2026-09-02 10:39 AM EDT / CBS News

By Qian Zhao

Beijing — On the outskirts of the Chinese port city of Ningbo, surrounded by lush green hills topped with giant wind turbines to harness the power of the gales off the East China Sea, is a factory where bosses believe they’re making the cars of the future.

It’s where the Geely Auto Group, one of China’s largest EV makers, produces its luxury brand Zeekr. The name is a merging of two concepts — Zee stands for Generation Z, and Kr is the chemical symbol for Krypton. Yes, the same element at the heart of the rock that drains Superman’s powers.

Is it a metaphor for what’s ahead, as China appears to be on course to dominate the global auto market?

Inside the massive plant, which started operating in 2023, giant mechanical arms guided by artificial intelligence work in unison to assemble the vehicles. The plant is 99% automated; machines building machines. The occasional human worker monitors the process.

Zeekr Vice President of manufacturing Zhao Chunlin used to work for General Motors. He told CBS News he admires and respects U.S. automakers, as he discussed the 100-year-plus legacies of GM and Ford.

But Zhao, and China, are focused on the future, not the past, and he was confident that he’s now working for a company in a country that many believe will dictate the future terms of the auto industry — and potentially obliterate the opposition.

Zhao said he believed Chinese customers’ demand for excellence had propelled his nation to the forefront of the EV industry.

“We are the best because we have the biggest market in the world, so customers’ requirements are very high because there is so much choice. They want it better, better, better. They want everything!!”

Asked if Chinese EVs are better than models made in the U.S., he didn’t hesitate.

“Yeah, sure,” he said. “Even Tesla made in China is better quality than Tesla made in America.”

Zeekrs will very soon be sold in North America, thanks to a trade deal that Canadian Prime Minister Mark Carney signed in January during a meeting in Beijing with Chinese President Xi Jinping.

A total of 49,000 Chinese EVs will be sold in the first year under the deal, with Canadian tariffs on the imports dropping from 100%, to just 6%.

At that level, Chinese imports will represent almost 25% of last year’s total EV market in Canada. They will be competing for market share against U.S. brands including Tesla, GM and Ford. But Chinese EVs have a key advantage: Significantly lower prices make them very appealing to many buyers.

If Australia is any guide to what can happen when Chinese companies gain traction in the EV market, then U.S. automakers, beware: Chinese-made vehicles have gone from zero market share 10 years ago, to over 30% today.

A similar trend is playing out in Europe where, despite higher tariffs on some brands, Chinese EVs are grabbing an ever larger share of the market, jumping from 9% to about 14% already this year compared to last.

Could it happen in Canada, too?

It’s too soon to say. It’s a very different market, and U.S. automakers obviously have a geographical advantage, but the Chinese foothold in the Canadian market could offer a window into the future, and the view should be of concern to America and its auto industry based, just over the Detroit River.

The U.S. government has so far refused to allow Chinese vehicles into the market, blocking them with prohibitive tariffs and bans, citing concerns about national security and protecting the domestic auto industry.

At the Zeekr factory, Zhao said nobody, in the U.S. or anywhere else, should view China’s automakers as a threat. He said that while China, and Geely, have plans to one day sell and potentially manufacture cars in the U.S., it would be in the form of collaborations and joint ventures.

“It’s not necessary to be fearful. The market is very huge,” he said, adding with a smile: “Trump, don’t worry!”

Zhao said consumers in the U.S. and around the world deserve the driving experience offered by Chinese EVs. To prove his point, they let CBS News test drive Zeekr’s most luxurious, top-of-the-line model, the 9X plug-in hybrid.

CBS News’ Anna Coren takes a test drive in the Zeekr 9X, the top of the line SUV made by the Geely Auto Group’s luxury brand, at the Zeekr factory on the outskirts of Ningbo, China. CBS News

They call it China’s Rolls Royce. The design, however, is a clear mimicking of the iconic British Range Rover SUV. Geely acquired Swedish autogiant Volvo in 2010, so the vehicle incorporates European design with Chinese technology.

As soon as you open the door, it exudes luxury. From the leather interior to the plush seats, the sound system — made by British luxury brand Naim Audio, which can also be found in Bentleys — and the technology, including a largely autonomous driving capability.

The engine is barely audible, and the drive is incredibly smooth. The hybrid can go from 0-100 kilometers per hour (about 62 mph) in just four seconds, and it has a combined range of 745 miles on one tank of fuel and charge.

Another highlight: The 9X can park itself while you stand outside and watch — a potential game changer for drivers who hate to parallel or reverse park.

But most importantly, it retails for about $70,000, about half the cost of a Cadillac Escalade.

Only 10 years ago, Chinese cars weren’t really taken seriously in most Western markets. Now, they’re considered by many to be just as good, if not better than many U.S. and European brands, especially for the price paid.

Zeekr is now selling its vehicles in more than 50 countries, and it will begin exporting the 9X to Europe and the Middle East this month.

Tucker Reals contributed to this report.

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