乘着新能源的东风，中国汽车近年来取得长足进步，吸引了来自全世界的瞩目。

有预测表明，未来全球十大车企中，中国将占据三个席位。除了已经跻身其中的比亚迪之外，另外两家车企是谁呢？

1. 全球十大车企中国占三席

基于新能源赛道的换道超车，自主品牌一扫40年合资时代被压制的格局，不仅快速跃过国内市场50%的份额“红线”，而且在国际上也具有越来越大的影响力。

瑞银集团分析显示，在中国汽车的冲击下，西方车企将失去全球五分之一的市场份额。

预计到2030年，以比亚迪为代表的中国车企，其全球市场份额将增加近一倍，达到约33%。

今年年初，马斯克表示：“如果没有贸易壁垒，中国车企能干掉世界上其他大部分汽车公司。”

上述这些观点，也得到国际权威机构的认证。

世界级领先的全球管理咨询公司——麦肯锡今日发布了《驶向2030：全球新能源汽车产业发展格局与展望》。

其中明确表示，如今全球十大车企中只有一家来自中国，但是到了2030年，中国车企有机会在全球十大车企中占据两到三席，甚至突破三个席位。

三家车企上榜全球十大车企，这是中国从汽车大国变成汽车强国的重要标志。

2. 除了比亚迪还有

吉利汽车

有哪三家中国车企能够成为全球十大车企呢？

首先，比亚迪是毋庸置疑的，因为去年比亚迪已经以302万辆的成绩，位列全球第九，代表中国车企首次跻身全球十大车企行列，获得历史性突破。

基于核心技术、全产业链布局、规模效应等优势，比亚迪得以不断降低造车成本，产品竞争力更强。

而且，不断暴涨的海外销量，正成为比亚迪的“第二增长曲线”。有预测，今年比亚迪销量有望超越铃木和日产，攀升至全球第八。

除了比亚迪，吉利被认为是最有机会冲击全球前十的中国车企。

2023年，吉利控股集团总销量高达279万辆，同比劲增20%。在全球车企销量排行榜上，吉利排在铃木之后，位居全球第11名，距离跻身“十大”只有一步之遥。

吉利帝国旗下，拥有吉利汽车、几何、领克、极氪，以及沃尔沃、宝腾、路特斯、极星、伦敦电动车等十多个子品牌，不仅体量庞大，而且国际化程度较高，这都让吉利有望继比亚迪之后，跻身全球十大车企行列。

3. 华为和小米汽车都有机会

2023年全球车企20强榜单上，长安以195万辆排名第15，奇瑞以188万辆排名第16，上汽以178万辆排名第18。

不过上述三家车企，都有较大短板，它们大部分销量均依靠燃油车贡献，其电气化转型落后，在新能源汽车渐成主流的新时代，可能无法成为全球十大车企。

我们认为，轻装上阵没有燃油车时代包袱的华为和小米，更有可能继比亚迪、吉利之后，成为全球十大车企。

通过与赛力斯合作的问界，华为展现了自己在汽车行业，拥有构建新格局的能力。

2023年，问界将势头正猛的理想打残，今年前两个月再次超越理想，成为新势力销冠。虽未亲自下场造车，但是问界就是华为主导，市场只认华为这块牌子。

除了问界之外，华为的合作伙伴还有长安、北汽、奇瑞、江淮、东风等，朋友圈和影响力越来越大。

华为智驾水平等核心技术行业领先，叠加天然的高流量、大军团作战突击能力，华为汽车进入全球前十，并非难事。

宣布造车三年之后，小米汽车首款车SU7将在本月底正式上市。

虽然小米和雷军备受争议，但是我们不能忽视小米和雷军在手机行业的成功，以及小米拥有的庞大粉丝群。

而且，小米能够充分发挥生态优势，将手机、智能家居等业务与汽车产业相互融合，这是其最大杀手锏。

此外，雷军最擅长的就是产业链整合和布局，这非常有利于小米汽车进入规模化运营的良性循环。

上述这些优势，都将有助于小米汽车成为全球十大车企。

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