Entering South America, exporting new energy vehicles will lead to the next 100 billion track

In an environment where the global growth rate of new energy vehicles is slowly slowing down, South America has in turn grown significantly. In the first quarter of 2026, sales of new electric vehicles in this region will increase significantly by 75% year-on-year, and the annual growth rate is expected to be above 45%. There are few places in the world with good growth. In 2025, sales of new energy vehicles in South America will exceed 350,000 units, with an overall penetration rate of about 8%. Compared with the penetration rate of more than 40% in Europe and the United States, The next five years will usher in a period of rigid demand for fuel vehicle replacement. By 2030, the regional new energy vehicle market will exceed 100 billion yuan, and China brands will seize more than half of the share by virtue of the entire industry chain (Caixinwang).

Brazil (South America's largest market) sells more than 2.6 million new cars a year. The MOVER Green New Deal has been continuing to support new energy sources. Hybrid vehicles are also adapted to local ethanol fuel. China's plug-in and hybrid models exclusively occupy the blank track

Argentina has lifted the annual zero-tariff import quota limit of 50,000 new energy vehicles. The cost advantage of affordable trams is particularly obvious. China's scooters are sold out immediately after being transported to the port in batches

Chile, Peru, and Colombia: Car purchase subsidies + mandatory electrification of operating vehicles, centralized collection of online ride-hailing and taxis, and steady increase in volume in small and medium-sized countries

2. China's trump card advantage overtakes established overseas car companies

Products accurately adapt to local consumption

The mainstream car purchase budget in South America is concentrated at 50,000 - 130,000, with seagulls, compact SUVs, and plug-in and hybrid models perfectly matched; Brazil's ethanol energy is popularized, domestic PHEVs are used for dual purposes, European and American car companies have no similar competing products, and the China brand share in Brazil's new energy market exceeds 80%.

1. Cost barriers for the entire industry chain

With a complete supply chain of domestic third power companies and chassis, the ex-factory price of the entire vehicle is about 30% lower than that of European and American competing products. The price advantage under the same configuration directly drives terminal sales.

2. Taking shape of a maritime logistics hub

The Port of Ciancai in Peru has opened up direct domestic routes to South America, shortening the voyage by nearly 1/3 and reducing shipping costs by 20%. R-ro ships are shipped in batches and radiating distribution throughout South America.

The third and third stages of landing play, from vehicle trade to localized nuggets

Short-term: The gross profit margin of vehicle trade is 18%-28%, and the profits of bicycles in duty-free countries are three times better than those in domestic countries; mid-line: After SKD component assembly avoids tariffs, the terminal selling price drops by 15%, sales doubles and profits increase; In the long term, after the implementation of localized mass production, relying on MERCOSUR to radiate the entire South America, the annual revenue of a single brand can easily reach 10 billion yuan. Clustering can build an industrial scale of 100 billion yuan.

Source: Xiong Yu, digital automobile export

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