In 2023, it is not uncommon for Chinese brand cars to gallop on the wide road in Southeast Asia, Australia, Latin America and Europe, and China's new energy vehicles have quietly entered the international market, and their competitiveness in the above regions has grown steadily.
From the ** war provoked by Tesla and BYD at the beginning of the year, to the release of the SU7 by Xiaomi, the Chinese auto market in 2023 can be described as ups and downs. However, the most interesting thing is that China's car exports have become "the brightest star in the night sky".
According to the China Passenger Car Association, the overseas market environment for China's automobile exports is still relatively good, and the overseas sales of China's new energy passenger vehicles have continued to strengthen recently, forming the characteristics of simultaneous strengthening of the domestic and foreign new energy markets. In recent years, China's automobile exports have achieved successive breakthroughs. Following 2021 and 2022, it will become the world's first.
3. After the second, in the first quarter and the first half of 2023, China's automobile exports ranked first in the world.
According to the latest data from the China Association of Automobile Manufacturers, from January to November, the export of new energy vehicles was 10910,000 units, a year-on-year increase of 835%。Among the top 10 enterprises in vehicle exports, BYD exports 2160,000 units, up 360% y/y, and Chery exported 8370,000 units, up 110% y/y, and Great Wall exports 2830,000 units, a year-on-year increase of 848%。In addition, SAIC, Changan and other brands have bright data.
It is worth mentioning that in 2023, BYD will win the sales championship in many countries one after another: as of September this year, BYD has defended the sales champion of pure electric vehicles in Thailand for 8 consecutive months;In Singapore, BYD won the cumulative pure electric vehicle sales championship from January to AugustAt the same time, BYD won the top spot in total sales of new energy vehicles in Brazil in August, and took the top three ...... in the sales list of pure electric models
Under the general trend of going overseas, China's new energy vehicles have been recognized all over the world. According to the data of the China National Association, the production, sales and ownership of new energy vehicles in China account for more than 50% of the world. In Europe, one out of every 10 new energy vehicles comes from ChinaIn the Middle East and Southeast Asia, driving China's new energy vehicles has become a fashionable ......
From the perspective of the three stages of going to sea, in the first stage, a small number of vehicle products go to sea and sell reputation;The second stage is to stabilize the overseas market and sell the quantity;In the third stage, the local factory will be built to form a first-class chain system to sell technology and brand. Next, the localization and localization of Chinese enterprises going overseas will become very important.
According to incomplete statistics, in the past decade, Chinese car companies such as SAIC, BYD, JAC and Great Wall Motors have a presence in overseas countries. Of JAC's 19 overseas parts assembly plants, 15 are located in the Belt and Road countries.
Back in November 2022, the Chery delegation traveled to Barcelona to establish a large electric vehicle assembly plant, and finally chose to establish a foothold in Spain. In July this year, SAIC Motor officially announced that it is planning to build a vehicle plant in Europe to better promote the development of SAIC in Europe and other overseas markets.
In the past year, Great Wall Motor's overseas localized production layout has accelerated, and has successively promoted the signing and production of new projects in Pakistan KD factory, Ecuador KD factory, and Malaysia KD factory, and in Uzbekistan and other markets, Great Wall Motors has also joined hands with partners to actively promote localized production, and has embarked on a new route of "vehicle manufacturing + ** chain system" to go to sea. Great Wall Motors is also considering the location of its first plant in Europe, including Germany, Hungary or the Czech Republic.
Recently, BYD announced that it will build a new energy vehicle production base in Szeged, Hungary, which will be built in phases and is expected to create thousands of local jobs. According to the Financial Times, the plant is expected to be close to the Belgrade-Budapest railway line, which is a joint venture between Chinese and local companies.
From products going overseas, to building an overseas sales system, and then to building factories overseas, China's new energy vehicles have already gone through the stage of "simple export", and will face new challenges of deep integration with local politics, economy and human feelings. It is more difficult and risky, and the new journey of China's new energy vehicles to go overseas is worth looking forward to.
Cui Dongshu, Secretary-General of the Passenger Association, said, "With the scale advantage of China's new energy and the demand for market expansion, more and more Chinese made new energy product brands are going abroad, and their recognition overseas continues to increase, and the new energy export market is still promising." ”
From the perspective of the export pattern, 2023 is basically "two supers + many strong", two supers refer to SAIC and Chery, according to the latest data, in the first 11 months of this year, SAIC Group's cumulative overseas sales were 106690,000 units, Chery Group's annual exports were 9370,000 units. It accounts for almost half of the exports.
The Great Wall, Chang'an, BYD, Geely, etc., are also eyeing each other. The 2024 "Love and Kill" game is also about to start. After BYD achieves sales of 3 million units in China, it will definitely break out overseas in 2024. This will be a big variable for the export pattern. It seems inevitable that a new round of overseas "** war" will start in 2024.
It is worth noting that Huawei will build its first telecommunications equipment factory in Europe, which is located in France, which will start construction in 2024 and start operations by the end of 2025, with an expected annual production capacity of 1 billion devices. Industry insiders believe that with Huawei's 5G settlement in Europe, Huawei, which has a certain say in the domestic auto market, is likely to lay out its automotive business in Europe.
At the same time, we must also see that the overseas target market demand for automobile exports fluctuates greatly, and the WTO and the International Monetary Organization are relatively conservative in economic growth and expectations for 2024, that is, the risk of future exports still exists. For example, France's measures to link subsidies to electric vehicles to carbon footprint, and the European Union's launch of a countervailing investigation.
Not only the European Union, but also future automobile exports may face the most advanced frictions in countries and regions, including Turkey, Brazil, India, Mexico and other countries.
As an inevitable concomitant phenomenon of "involution", the development of Chinese car companies going overseas is a fierce game. It will also be a painstaking process of reshaping Chinese products for overseas countries. Therefore, Chinese automakers should be well prepared. Don't take it lightly. But at the same time, because exports have also become "congested", Chinese companies can not stage a "nest fight" abroad, but need to "hold together" even more.