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Overseas part of the 2022 car market inventory: vehicle exports will rise by 54.4% in 2022, ranking second in the world China's intelligent manufacturing "increase the electric door" rushes forward

author:Finance

Cai Lian News Agency on January 12 (Reporter Liu Yang) In 2022, Chinese cars have opened a new chapter in going overseas.

According to the latest data from the China Association of Automobile Manufacturers, in 2022, due to the shortage of overseas supply and the significant enhancement of the export competitiveness of Chinese car companies, exports exceeded 3 million units to 3.111 million units, a year-on-year increase of 54.4%, effectively driving the overall growth of the industry.

"The domestic automotive industry chain is relatively complete and has differentiated competitive advantages." Pacific Securities Research Report said that in the context of the shortage of chip supply leading to pressure on global car companies, the excellent performance of China's automobile exports highlights the advantages of the domestic complete industrial chain, "With the advancement of domestic brands in the field of new energy and intelligence, the further consolidation of product strength and brand image will be conducive to the sale of Chinese-made cars to more countries and regions." ”

Regarding the export performance of domestic automobiles in the past two years, Cui Dongshu, Secretary-General of the Passenger Association, said, "Since 2021, the advantages of strong resilience of China's automotive industry chain have been fully reflected, and China's automobile export market has shown super growth in the past two years. ”

Eye-catching performance and repeated new records

In 2022, independent brands are refreshing their respective "going overseas" records. Among them, the five major major automakers, including SAIC Motor and Chery Group, have achieved double-digit year-on-year growth in export sales in the past year. In addition, companies such as BYD and NIO have also emerged in overseas battles.

"In the sales structure of SAIC and Chery, the export share has reached 20% to 40%, which is an unprecedented achievement." In the eyes of the industry, thanks to the strengthening of the domestic automobile industry, the relative integrity of the industrial chain and the cost-effective advantages, in recent years, domestic automobiles have formed a strong influence in the market segments of some countries and regions, and more and more car companies are moving from "Chinese car companies" to "world-class car companies".

On January 12, Wang Jun, President of Changan Automobile, announced at the 2023 Changan Automobile Global Partner Conference that Changan Automobile Group aims to sell 2.8 million units in 2023, including 220,000 units overseas.

New energy vehicles have become a well-deserved growth engine. According to the data, in December 2022, the export volume of new energy passenger vehicles was 82,000 units, a year-on-year increase of 3.6 times, and the export volume of new energy passenger vehicles in 2022 was 679,000 units, a year-on-year increase of 1.2 times. Taking BYD as an example, in 2022, BYD will sell 1.86 million passenger cars for the whole year, a year-on-year increase of 155.1%, of which export model sales reached 55,900 units, a year-on-year increase of 307.2%, exceeding the agency's previous target of 50,000 units, while conducting business layouts in Europe, India, Malaysia, Jordan, the Philippines, Cambodia, Thailand, Japan, Australia and other countries or regions.

In addition to the self-owned brand "self-strengthening", the support of the state has added new momentum to China's automobile exports, which have been soaring in the past two years. In June 2022, at the regular policy briefing held by the State Council Information Office, Vice Minister of Commerce Wang Shouwen said that the new round of stable foreign trade policies highlights the pertinence and timeliness, faces the current difficult problems facing the development of foreign trade, and puts forward 13 specific measures from four aspects. Among them, for the automobile industry, foreign consumers will be supported to purchase Chinese brand cars, and more regions will be supported to carry out second-hand car export business.

"The state has been working policies to support foreign consumers to buy Chinese brand cars." Cui Dongshu said that the mainland's export tax rebate policy is very strong, and exporting a car can get a 13% tax refund. "The [policy] advantages are positive, which is the most important measure and the method commonly used by countries. It will drive the growth of the auto industry, complementing the recent 'gift package' released by the state and local governments to boost automobile consumption. ”

Blossoming on all sides, pointing to new markets

In the past year, in addition to more than a dozen Chinese automobile brands such as BYD, SAIC, NIO, Lantu, WEY and other Chinese automobile brands announced plans to export to Europe, the ASEAN market represented by Thailand and Malaysia is becoming the main "window" for Chinese car companies to go global with considerable population consumption potential and market prospects.

"We plan to further achieve full coverage of ASEAN markets such as Vietnam, the Philippines, Cambodia and Singapore in 2023." Great Wall Motor said that in order to maintain its leading position in the Thai market, the company plans to double its investment in Thailand, "aiming to make the Rayong plant an electric vehicle production center in ASEAN and launch four new electric vehicles in Thailand in 2023." ”

Jing Hua, senior vice president and secretary of the board of directors of Leap Technology, told reporters that at present, Leap has 3 stores in Israel, and the company has also landed in Europe this year. Jiang Feng, vice president and president of Nezha Motors' marketing company, revealed that in 2023, Nezha Automobile's globalization strategy is based on the world, starting from Thailand, radiating ASEAN, opening up the EU market, and deeply cultivating overseas markets.

The future, skyrim, etc. are "involving" Saudi Arabia. In February last year, Qiantu Auto reached a strategic cooperation framework agreement with Saudi local companies Diyar Alwatan Trading & Cont.Co. and Xingen Capital to jointly promote the development, vehicle development and sales of Qiantu Auto in the Saudi Arabian market. In December, Tianji Automobile, a new domestic automaker, and Sumou Holding, a local Saudi company, established a joint venture to jointly invest approximately USD 500 million in two phases in Saudi Arabia to establish a manufacturing and R&D base for new energy vehicles, with an annual production capacity of approximately 100,000 new energy vehicles.

According to the exclusive information of CaiLian News Agency, WM Motor is also conducting various forms of cooperation negotiations with the Saudi government and Saudi PIF sovereign wealth fund to discuss capital cooperation and industrial landing plans, radiating the Middle East, Africa and European markets.

"Chinese automobiles have entered a new stage from 'quantitative change' to 'qualitative change'." Dong Yang, chairman of the China Automotive Power Battery Industry Innovation Alliance, pointed out that since 2021, China's automotive industry has opened a formal chapter in the sea, and the front is in the preparation stage, such as in the past, it was mainly parts, supplemented by complete vehicles, and dominated by some enterprises. Of course, the current work of going overseas has not been fully carried out, for example, it is still mainly based on products going out, and the next step should be based on production and manufacturing. "China has the world's most complete industrial chain, the best engineer team, the highest quality labor force, comprehensive capacity and cost are the best in China, these are the advantages of promoting China's electric vehicles to go global."

Cui Dongshu believes that for a long time, the strong automobile industry is regarded as a symbol of industrial power, and the current opportunities for independent brand exports are very good, and the demand for new energy vehicles is very large, which is a good opportunity for mainland automobile exports, "At present, China is already the world's second largest automobile exporter, although the road ahead is not small, but the future potential is still huge." ”

This article originated from CaiLian News Agency reporter Liu Yang

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