Nio Inc enters the Middle East, North Africa, and Li Bin speaks out!

来源：证券时报
作者：聂英好

10月5日上午， $蔚来 (NIO.US)$ / $蔚来-SW (09866.HK)$ 官微发文宣布，10月4日，蔚来和公司战略投资者CYVN签署战略合作协议，将在阿联酋阿布扎比建立先进技术研发中心，专注智能驾驶与人工智能技术研发，蔚来与CYVN还将联合研发一款针对当地市场的全新车型。

同时，蔚来宣布将正式在中东和北非地区开展业务。该业务运营工作将通过蔚来与CYVN联合成立的合资企业——蔚来中东北非公司开展。

据悉，阿联酋将成为蔚来中东北非公司的首发市场，根据计划，蔚来将于今年四季度全体系在阿联酋开展业务。

蔚来全球化布局再下一城

此前在今年8月，蔚来汽车阿联酋官网和社交媒体平台就已上线，并公布当地商务经理的任命。彼时，此举标志着蔚来正式开启了在中东市场的布局，蔚来方面也向媒体确认，该账号由新成立的蔚来阿联酋团队负责运营。

蔚来创始人、董事长、CEO李斌表示：“我们看好智能电动汽车在中东与北非市场的发展前景。作为蔚来的重要战略投资者与合作伙伴，CYVN在当地拥有丰富资源，将助力蔚来在该地区业务获得持续成长。蔚来与CYVN的合作将进一步推进公司全球化与技术创新战略，加速蔚来全球化进程，为中东和北非地区用户带来创新的智能电动汽车技术与体验。”

据悉，CYVN是一个由阿联酋阿布扎比政府拥有多数股权的投资机构，其战略重点是智能出行产业。该基金成立于2022年，目标是投资于该领域的全球行业领导者。2023年，蔚来与CYVN达成战略合作，后者现已成为蔚来第一大股东。

近年来，蔚来正在加速全球扩张步伐。早在2021年，蔚来汽车就已进军欧洲市场，2021年5月，蔚来在挪威市场推出了ES8车型，并同步启动了换电站建设；随后在2022年8月，蔚来在德国首都柏林举行了发布会，开始全面进军欧洲市场。

目前蔚来已全体系进入5个欧洲国家市场。截至2024年9月底，EL8（中国市场ES8）、ET7、EL7（中国市场ES7）、ET5、ET5T、EL6（中国市场ES6）等6款量产车型已进入欧洲市场；蔚来已在欧洲布局56座换电站、接入超60万根第三方充电桩，建成8家蔚来中心、10家蔚来空间、45家蔚来服务中心。

车企争相开拓中东市场

走向中东市场并非蔚来汽车独有的出海方向，而是车企出海共同的“必争之地”。近年来，中东地区的汽车行业经历蓬勃的增长和转型。作为新兴市场之一，中东地区已成为全球汽车制造商寻求增长空间的焦点。

中东地区对电动汽车及配套设施有着较大需求，普华永道发布的《2024年电动汽车展望：阿联酋篇》报告显示，预计到2030年，电动汽车在阿联酋新型乘用车和轻型商用车新车销售中的市场份额将超过15%（约5.8万辆），而到2035年，这一份额将增至25%（约11.05万辆）。

其中，中国电动汽车在中东市场备受欢迎。当前车企出海成为行业性趋势，中东地区则成为各大车企争相开拓的重要市场，2023年前10个月，中国汽车中东出口量为57.81万辆，同比增长32.61%，其中新能源汽车超11万辆，同比增长66.44%。

电动汽车已成为中国品牌汽车在中东地区的一张新名片，中国电动汽车凭借高性价比和美观设计，受到越来越多中东消费者的青睐。2023年联合国气候变化大会（COP28）在迪拜召开，为大会提供服务的电动大巴中，来自 $宇通客车 (600066.SH)$ 、$比亚迪 (002594.SZ)$/ $比亚迪股份 (01211.HK)$ 和金龙等中国制造商的电动大巴占一半以上。

2023年9月， $吉利汽车 (00175.HK)$ 旗下另一个电动汽车品牌$极氪 (ZK.US)$汽车分别与阿联酋、沙特、卡塔尔、巴林经销商签署了国家级总代协议，共建销售服务网络；2024年3月，极氪001和极氪X两款电动汽车在阿联酋、沙特开启销售。

比亚迪从2023年开始进军中东市场，进入阿联酋、沙特、约旦、卡塔尔、以色列等国。2024年5月，比亚迪在沙特首都利雅得首家门店正式开业。2024年6月，比亚迪在阿联酋完成了第1000次交付。比亚迪已在中东地区确立了电动汽车品牌的领先地位。

其他中国电动汽车企业如 $长城汽车 (02333.HK)$ / $长城汽车 (601633.SH)$ 、 $北京汽车 (01958.HK)$ 、 $长安汽车 (000625.SZ)$ 、 $小鹏汽车 (XPEV.US)$/ $小鹏汽车-W (09868.HK)$ 、创维等也纷纷开拓中东市场。

普华永道全球和中东电动汽车负责人海科·塞茨预计，未来几年将会在阿联酋看到更多来自中国公司的电动汽车车型。不过也有业内人士分析，欧美、日韩汽车在中东市场知名度、接受度及市场份额高，仍然占据主导地位，想要改变这种市场格局，中国车企仍需作出更多努力。

编辑/jayden

Source: Securities Times.
Author: Nie Yinghao

On the morning of October 5th, $NIO Inc (NIO.US)$ / $NIO-SW (09866.HK)$ The official WeChat account announced that on October 4th, NIO and the strategic investor CYVN signed a strategic cooperation agreement to establish an advanced technology R&D center in Abu Dhabi, UAE, focusing on intelligent driving and artificial intelligence technology research and development. NIO and CYVN will also jointly develop a new vehicle model tailored for the local market.

At the same time, NIO announced that it will officially start operations in the Middle East and North Africa region. The operation will be carried out through a joint venture established by NIO and CYVN—NIO Middle East and North Africa Company.

It is reported that the United Arab Emirates will become the debut market for nio inc in the Middle East and North Africa region. According to the plan, nio will operate its entire system in the United Arab Emirates in the fourth quarter of this year.

Nio's globalization strategy takes another step forward.

Earlier in August of this year, nio's official website and social media platforms in the United Arab Emirates were already launched, with the appointment of a local business manager announced. At that time, this move marked nio's official launch of its presence in the Middle East market, and nio also confirmed to the media that this account is managed by the newly established nio United Arab Emirates team.

Nio's founder, director, and CEO, Li Bin, said: "We are bullish on the development prospects of smart electric vehicles in the Middle East and North Africa markets. As an important strategic investor and partner of nio, CYVN has rich resources in the region, which will help nio's business achieve sustainable growth in that area. The cooperation between nio and CYVN will further advance the company's global and technological innovation strategies, accelerate nio's globalization process, and bring innovative smart electric vehicle technology and experiences to users in the Middle East and North Africa."

It is reported that CYVN is an investment institution majority-owned by the Abu Dhabi government of the United Arab Emirates, with a strategic focus on the smart mobility industry. Established in 2022, the fund aims to invest in global industry leaders in this field. In 2023, nio reached a strategic cooperation with CYVN, which has now become the largest shareholder of nio.

In recent years, nio has been accelerating its global expansion. As early as 2021, nio had entered the European market. In May 2021, nio launched the ES8 model in the Norwegian market, simultaneously commencing the construction of battery swap stations. Then, in August 2022, nio held a press conference in Berlin, the capital of Germany, marking the full-scale entry into the European market.

Currently, nio has entered the markets of five European countries with the entire system. By the end of September 2024, 6 production models including EL8 (ES8 in the Chinese market), ET7, EL7 (ES7 in the Chinese market), ET5, ET5T, and EL6 (ES6 in the Chinese market) have entered the European market. Nio has established 56 battery swap stations, connected to over 0.6 million third-party charging piles, and built 8 nio centers, 10 nio spaces, and 45 nio service centers in Europe.

Automakers are racing to expand into the Middle East market.

Heading to the Middle East market is not a unique overseas direction for Nio Inc, but a common 'battleground' for car companies to go overseas. In recent years, the automotive industry in the Middle East has experienced vigorous growth and transformation. As one of the emerging markets, the Middle East has become the focus for global auto manufacturers seeking growth space.

The Middle East has a great demand for electric cars and supporting facilities. According to the report '2024 Electric Car Outlook: UAE Edition' released by PwC, it is expected that by 2030, the market share of electric cars in the sales of new passenger cars and light commercial vehicles in the UAE will exceed 15% (about 0.058 million vehicles), and by 2035, this share will increase to 25% (about 0.1105 million vehicles).

Chinese electric cars are very popular in the Middle East market. Currently, car companies going overseas have become an industry trend, and the Middle East has become an important market that major car companies are striving to develop. In the first 10 months of 2023, the export volume of Chinese cars to the Middle East was 0.5781 million vehicles, a year-on-year increase of 32.61%, with new energy vehicles exceeding 0.11 million vehicles, a year-on-year increase of 66.44%.

Electric cars have become a new business card for Chinese brand cars in the Middle East region. Chinese electric cars, with high cost performance and attractive designs, are increasingly favored by Middle Eastern consumers. In 2023, the United Nations Climate Change Conference (COP28) was held in Dubai, where electric buses serving the conference came from Yutong Bus Co.,Ltd. $Yutong Bus Co.,Ltd. (600066.SH)$N/A.$BYD Company Limited (002594.SZ)$/ $BYD COMPANY (01211.HK)$ Electric buses from manufacturers like Yutong bus co.,ltd. in China account for more than half.

In September 2023, $GEELY AUTO (00175.HK)$ Another electric vehicle brand under its umbrella$ZEEKR (ZK.US)$The cars separately signed national distributor agreements with dealers in the UAE, Saudi Arabia, Qatar, and Bahrain to jointly build sales and service networks; in March 2024, the Zeekr 001 and Zeekr X electric cars started sales in the UAE and Saudi Arabia.

Since 2023, BYD company limited has entered the Middle East market, entering countries like the UAE, Saudi Arabia, Jordan, Qatar, and Israel. In May 2024, BYD officially opened its first store in Riyadh, the capital of Saudi Arabia. In June 2024, BYD completed its 1000th delivery in the UAE. BYD has established a leading position for electric vehicle brands in the Middle East region.

Other Chinese electric vehicle companies such $GWMOTOR (02333.HK)$ / $Great Wall Motor (601633.SH)$Please use your Futubull account to access the feature.$BAIC MOTOR (01958.HK)$Please use your Futubull account to access the feature.$Chongqing Changan Automobile (000625.SZ)$Please use your Futubull account to access the feature.$XPeng (XPEV.US)$/ $XPENG-W (09868.HK)$ Skyworth and others are also actively expanding into the Middle East market.

Haike Setz, global and Middle East electric vehicle leader at PwC, predicts that in the coming years, more electric vehicle models from Chinese companies will be seen in the UAE. However, some industry analysts point out that European, American, Japanese, and Korean cars still dominate the Middle East market in terms of recognition, acceptance, and market share. To change this market landscape, Chinese car companies still need to make more efforts.

Editor / jayden

The translation is provided by third-party software.

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蔚来进军中东北非，李斌发声！

Nio Inc enters the Middle East, North Africa, and Li Bin speaks out!

蔚来全球化布局再下一城

车企争相开拓中东市场

Nio's globalization strategy takes another step forward.

Automakers are racing to expand into the Middle East market.

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