At the end of 2023 --- the beginning of 2024, there are many voices for new energy vehicles, or electric vehicles, at this point in time.
As a result, many Chinese people have also wavered a little under the interference of external voices.
Meanwhile.
Even with the advantages of the whole industry chain of China's new energy vehicle industry, the new domestic car-making forces have not made "big money", which also deepens the impression that the future development of electric vehicles is worrying.
It is under the dual pressure of internal and external public opinion that China's automotive industry has handed over the answer sheet for the first quarter of 2024.
In the first quarter of 2024, China's automobile production and sales reached 6.606 million units and 6.72 million units, up 6.4% and 10.6% year-on-year, respectively, both hitting the highest values since 2019.
Among them, the production and sales of new energy vehicles in the first quarter were 2.115 million and 2.09 million units, respectively, an increase of 28.2% and 31.8% year-on-year, respectively, and the market share remained stable at 30%.
At the same time, exports have also increased significantly.
In the first quarter, China exported 1.324 million vehicles, reflecting a 33.2% y/y increase. NEV exports totaled 307,000 units in the first quarter, reflecting a 23.8% y/y increase.
Public opinion can not interfere with the development process of China's new energy vehicles, so the voice of the outside world has changed again......
Bloomberg reports that Chinese EV manufacturers are more efficient than their counterparts in advanced economies and do not have the so-called "overcapacity" problem.
In the field of electric vehicles, the capacity utilization rate of most of China's top auto exporters is at an internationally recognized normal level, and the problem faced by the United States and Europe is that their corporate efficiency is not as good as that of Chinese companies, rather than China's "overcapacity".
In addition, the "sound of interference" in the United States continues......
The United States has announced that it will impose tariffs on products such as electric vehicles in China.
Among them, the tariffs on electric vehicles in China will be increased from the current 25% to 100%.
Is it a big impact?
In 2023, China will export about 5 million finished vehicles, of which about 1.2 million will be new energy vehicles.
1.2 million vehicles, it was criticized as "overcapacity".
Ten years ago, in 2014, China helped the world eat (import) 1,425,900 vehicles, and no one mentioned overcapacity.
Of the 1.2 million new energy vehicles, about 12,400 pure electric vehicles were sold to the United States, amounting to 2.355 billion yuan.
Can't stand it?
The United States is indeed a bit of a mess.
First of all, China's automobiles are still dominated by oil vehicles, and the share of electric vehicles is about one-fifth of the total.
Secondly, the market for Russia is mainly in the Middle East, Southeast Asia, South America and other markets, and only 12,400 units are in the United States.
Therefore, the United States has raised tariffs on electric vehicles, and the "public opinion impact" is much greater than the "actual impact" in a short period of time.
It should not be the United States that should be "anxious", and it seems more reasonable for Japan to be in a hurry.
According to Japan's Kyodo News Agency, the sales of Japanese car companies in Chinese mainland have declined to varying degrees.
April.
Toyota sold 118,200 vehicles, down 27.3% year-on-year;
Honda sold 73,831 vehicles, down 22.2% year-on-year;
Nissan sold 54,921 vehicles, down 10.4% year-on-year.
At the same time, Nikkei Chinese Network issued an article.
Due to sluggish sales in China, Honda began recruiting voluntary leavers from local full-time employees. About 1,700 employees are employed in the production business at the plant, accounting for 14% of the total number of local joint ventures.
Japanese automakers expanded their production in the 2000s by forming joint ventures with Chinese companies, but are now forced to restructure their operations in China.
Mitsubishi Motors decided to withdraw from car production in China in 2023;
Nissan is considering reducing China's annual production capacity by 3%;
At its earnings briefing held in May, Toyota said that it would "endure for a few more years" regarding the business environment in China.
Personnel adjustment, production capacity adjustment, market layout adjustment, in addition to these, Japanese car companies have also come up with another trick.
"United".
According to Japanese media reports, a number of major Japanese car companies, including Toyota, Nissan, and Honda, will go beyond the boundaries between enterprises and cooperate in the development of a new generation of automotive software.
The Japanese automakers will share and collaborate on technologies in seven areas, including generative AI, semiconductors, simulation, radar, and high-precision 3D maps.
The advantage of this is that it is conducive to brainstorming, technology sharing, specification sharing, and low-cost research and development.
Japanese media said that the international competition around the digitalization of automobiles is becoming more and more fierce, and Japanese car companies will work together to compete with overseas rivals.
And this overseas rival is still dominated by fast-growing Chinese car companies.
This year's Beijing Auto Show is very lively.
The Associated Press says Chinese EV makers appear to be redefining the car in a never-ending motion......
Germany's Wirtschaftswortschaftsweek said that while German auto executives appeared confident in Beijing, Chinese competitors played a different level of "league" at the Beijing auto show. The showrooms of Chinese companies at the Beijing Auto Show are crowded more than ever. The aisles are too narrow and there are too many new cars.
A Hyundai official who visited the Beijing Auto Show said that it is difficult to see Hyundai and Kia cars on the streets of China now.
In the era of the rapid development of Chinese automobiles, Chinese car companies are dealing with civil war while thinking about overseas.
There are bound to be a lot of voices.
Or hold or step on.
These voices are influential in some ways, but they don't seem to be that important.
It's like ......
In 2024, China will lead the automotive industry into a new era. [1] [2]
1. The United States imposes tariffs......
2. Japan established an automobile alliance to deal with the Chinese automobile ......
That's right!
These discordant voices will surely become a footnote to China's next century of automotive transformation in the future.
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