中国最大汽车出口商奇瑞在7月收购了日产位于南非比勒陀利亚附近的罗斯林工厂[1]。该工厂将用于生产插电混动车、纯电动汽车和捷途品牌车型[1]。此举标志着中国汽车制造商战略调整,从单纯出口模式转向在非洲本地建立生产基地,以应对国内需求放缓和欧美贸易壁垒上升的压力[1]。
南非、摩洛哥、肯尼亚、埃塞俄比亚和加纳被列为最适合吸引中国电动汽车投资的国家[1]。埃塞俄比亚已禁止进口化石燃料车,鼓励本地生产[1];南非则采取关税优惠、生产挂钩贷款、直接现金投资和税收减免等措施吸引投资[1]。此外,非洲首个大规模电池超级工厂已计划在摩洛哥建设[1]。
Chinese automaker Chery, the nation's largest vehicle exporter, purchased Nissan's Rosslyn factory near Pretoria, South Africa in July [1]. The acquisition marks a strategic shift as Chery plans to produce plug-in hybrid vehicles, battery electric vehicles, and models under its Jetour brand at the facility [1]. This move reflects broader efforts by Chinese automakers to transition from export-focused operations toward establishing local manufacturing capacity in Africa, driven by slowing domestic demand and rising trade barriers in Europe and North America [1].
South Africa, alongside Morocco, Kenya, Ethiopia, and Ghana, has been identified as among the most attractive destinations for Chinese electric vehicle investment [1]. Ethiopia has already banned fossil fuel vehicle imports while encouraging domestic production [1], while South Africa has implemented tariff incentives, production-linked loans, direct cash investment, and tax reductions to encourage manufacturing investment [1]. The region is also poised for battery production expansion, with Africa's first large-scale battery megafactory planned for construction in Morocco [1].