According to data released by Japan's first meeting on the 28th, Japan's cumulative automobile exports from January to November approached the 4 million mark, reaching 3.99 million, an increase of about 15 over the same period last year4%, down 26 percent from the all-time high of 6.3 million units in 20087%。Japanese media predict that Japan's annual automobile exports in 2023 will be about 4.3 million units, which will be surpassed by China. Japan lost the top spot in auto exports for the first time since 2016 and was overtaken by a developing country, and Japan was slightly unwilling.
China's auto exports have shown a blowout development this year, and the data in different aspects are slightly different. According to the data issued by Cui Dongshu, secretary general of the passenger association, in the first 10 months of this year, China's automobile exports reached 4.24 million units, a year-on-year increase of 58%. In other words, according to the statistics of the China Passenger Car Association, China's automobile exports in the first 10 months exceeded Japan's automobile exports in the first 11 months, and it is appropriate to surpass Japan throughout the year.
According to statistics from the China Association of Automobile Manufacturers, China's auto exports in the first 11 months of this year were 44120,000 units, with an export growth rate of about 60%, which is already more than Japan's own estimate of full-year exports.
Whether it is the data of the Japan Association, or the data of the China Passenger Association or the China Automobile Association, it is recognized that China's automobile exports will surpass Japan this year and rank first in the world.
China's auto exports are mainly due to the development of electrification, and local car manufacturers and Tesla are the main exporters. Tesla's gigafactory in Shanghai, China, has a huge production capacity, not only in the domestic market, but also in exports from January to November60,000 cars to Europe and North America.
In the first 11 months, BYD, a local company, exported a total of 21 automobiles60,000 units, a year-on-year increase of 360%;Chery exported a total of 8370,000 units, a year-on-year increase of 110%;Great Wall Exit 2830,000 units, a year-on-year increase of 848%；SAIC Motor exported 970,000 units and Geely exported 370,000 units80,000 units, Changan exports 3260,000 units, Dongfeng exports 2040,000 units, BAIC exported 1630,000 units, Jiangqi exports 1550,000 units.
At present, Chinese car companies are relying on new energy corners to overtake, improve their technical capabilities, and achieve the same price of gasoline and electricity, impacting the global Japanese car market. Chinese automakers have surpassed Japan in Western Europe and are regarded as the representative of Asian car manufacturing. In the Southeast Asian market, where Japanese automakers are "backyard", Chinese automakers are the first to overtake Japanese cars in Thailand, and they are also challenging the monopoly of Japanese cars in Indonesia.
Unlike China, Japanese automakers currently mainly export fuel vehicles, which are already "backward" products. With the further improvement of power facilities in Southeast Asia, China's new energy will be a dimensionality reduction blow to Japanese fuel vehicles. That's why the Japanese said that strengthening the EV strategy "is a top priority for Japanese automakers." The Japanese media also shouted: "It's a miserable loss, another field has been surpassed by China, what are Japanese companies doing?".The torture of the soul. However, Japanese car companies do not seem to be in a hurry on the surface, for example, the president of Toyota said that he is not optimistic about electric vehicles that rely on batteries.
Well, that's fine, Japan just keep indulging in fuel technology and hydrogen technology, and don't develop electric vehicles.
According to the China Association of Automobile Manufacturers, China's auto industry will become the main driving force for industrial economic growth in 2023. From January to November 2023, domestic car sales were 269380,000 units, the annual production and sales of automobiles are expected to reach 30 million, of which the production and sales of new energy vehicles will exceed 9 million, and the export of automobiles is expected to reach 5 million.
This year, the first export of this pearl, China picked it from Japan.