海南自贸港助中国新能源汽车"出海"提速

中国新能源汽车出口增长势头迅猛。2026年前8个月，中国新能源汽车出口343.5万辆，同比增长1.2倍，出口占比上升至48%，成为拉动汽车外贸增长的核心引擎。1 全球市场前景广阔，预计全球新能源市场渗透率有望从2025年的25%提升至2030年的超过40%。1

在海南举办的2026世界新能源汽车大会上，业界聚焦如何实现高质量全球化布局。1 海南自贸港凭借零关税、数据跨境试点等政策优势，正逐步成为车企对接东盟、验证海外适配的战略支点。1 多家企业集中落地海南开展出海业务，其中程力汽车集团计划投资3.8亿元人民币建设新能源专用车产业园。1 企业可在海南自贸港享受"双15%"税收优惠，进口零部件开展"两头在外"业务，同时叠加热带高温高湿测试场景开展产品验证。1

China's new energy vehicle exports are surging at an unprecedented pace, with 3.435 million units shipped in the first eight months of 2026, representing a twofold increase year-on-year 1. New energy vehicles now account for 48% of China's total automotive exports, establishing themselves as the primary engine driving growth in the country's automotive trade 1. The 2026 World New Energy Vehicle Conference, held in Hainan, has brought industry focus to strategies for achieving high-quality global market expansion 1.

Hainan's free trade port is emerging as a strategic hub for automakers seeking to strengthen ties with ASEAN markets and validate products for overseas deployment 1. Leveraging policy advantages including zero tariffs and cross-border data pilot programs, alongside tropical high-temperature and high-humidity testing environments, the port has attracted multiple enterprises to establish export operations 1. Notably, Chengli Automotive Group has committed 380 million yuan in investment to construct a dedicated new energy commercial vehicle industrial park in the region 1. Companies operating in Hainan can benefit from dual 15% tax incentives and import components for "foreign input-foreign output" business models 1.

Looking ahead, the global new energy vehicle market is poised for substantial growth, with penetration rates expected to climb from 25% in 2025 to over 40% by 2030 1.