In the first 11 months of this year, China's cumulative automobile exports were 44120,000 units, an increase of 584%, and the annual export is expected to exceed 5 million units, surpassing Japan to become the world's No. 1 company.
In 2023, exports will become one of the biggest highlights of the automotive industry, and in the "first year" of new energy vehicles, China's manufacturing will accelerate to the world stage and show a "new" business card.
This year, China's contribution to global economic growth is about 30 percent, and it is still the largest engine of the world economy, and the share of China's exports in the international market remains at a slightly higher level of 14 percent. With the support of a complete industrial system, strong supporting capacity, and leading technological innovation, automobile exports are becoming an important economic pillar.
New energy opens up a new territory.
I like the whole car, but what I like the most is the hybrid system that can use both oil and electricity. Gabro, who was ready to pick up the car at a GWM dealership in São Paulo, the largest city in South America, said that with the strong recommendation of his father's friend, it only took him one month from the beginning of learning about Chinese car brands to the final decision to buy.
According to the statistics of the General Administration of Customs, in the first eight months of 2023, the top ten countries (regions) in China's automobile exports were Russia, the United States, the United Kingdom, Belgium, Australia, Germany, Japan, Thailand, the United Arab Emirates and Saudi Arabia. This fully shows that China's automobile export market has gradually presented a local market dominated by developing countries, and has comprehensively expanded to Europe, Asia and Africa.
In this process of deepening the diversified market, "new energy" has become a new label for Chinese automobiles.
In the first 11 months of this year, the export of new energy vehicles was 10910,000 units, a year-on-year increase of 835%。The export growth rate of new energy vehicles not only exceeded the overall automobile exports, but also successfully exceeded 1 million units for the first time, with a year-on-year growth rate far exceeding the first, opening a new window for the growth of automobile exports, and taking over the responsibility of the main export force.
In the statistics of the main vehicle export markets released by the China Automobile Association from January to August, among the top ten countries in terms of cumulative export volume, half of the country's export auto products are dominated by new energy vehicles, and the top three markets for new energy vehicle exports are Belgium, Thailand and the United Kingdom, and the Spanish market is dominated by new energy vehicles, and China's automobiles have achieved a year-on-year increase of 65 times the growth, ranking tenth.
Among them, the advantages of self-owned brand new energy vehicles are obvious. Among the top 10 vehicle exports, SAIC, Chery, Changan, Geely, Great Wall, BYD and other companies have been on the list, and most of them are independent brands. The key lies in the substantial improvement of the competitiveness of brand products, the narrowing of the gap with joint ventures, and even the surpassing of joint venture brands in terms of intelligent technology, highlighting the competitiveness of China's new energy vehicles.
Gold content" breakout.
The GAC store on Sheikh Zayed Avenue in Dubai, back-to-back with Tesla's directly operated stores, has seen a 40% year-on-year increase in orders over the past month, and the store has become crowded due to high customer traffic. Ms. Ghie, who bought Yingsu, said that Chinese car brands are becoming popular in her circle of friends and family.
Unlike the previous "going overseas", China's auto exports are no longer satisfied with the low-quality competition model, and gradually abandon the simple "first-class" operation, and pay more attention to the "brand" operation.
Since Great Wall Motors opened its overseas expansion in Thailand last year, the first overseas dealer conference held abroad has determined Great Wall Motor's latest globalization strategy - "One GWM", which will take a GWM brand as the core and create an aggregation channel with the GWM parent brand leading the category. In the Brazilian market, Great Wall Motors has completed the channel upgrade and introduced domestic innovation models to the local market, such as the supermarket model and online car purchase, to build a new brand.
In July this year, GAC International set up a parts transit warehouse in Dubai to create a 7 24-hour all-weather ** mode to meet the after-sales service needs of the Middle East market, covering Saudi Arabia, Qatar, Oman and other surrounding countries, laying the foundation for brand localization in the future.
The transformation from product to brand means from a single sales to the system support of the whole life cycle of service, and the systematic ability and brand reputation are an important guarantee for conquering overseas, and the user and product positioning should be globalized, and the same is true for the development pattern of the brand. If in the early years, China's automobile exports focused on "cost performance", then in recent years, the export of new energy vehicles has gradually developed to high-end models with high added value, promoting the continuous improvement of product "gold content". According to the statistics of the Passenger Association, the average export price of new energy passenger vehicles in China has increased from 0$30,000 units, all the way to 2$20,000 per vehicle.
The entry of high-end models, coupled with the enhancement of premium ability, is a major highlight of new energy vehicle exports. The overseas pricing of some models of domestic new energy vehicles is significantly higher than that in China, with a range of 30%-50%. The price of the BYD Tang in Norway is close to that of the BMW ix3. In addition to BYD, the overseas pricing of some models of brands such as MG, Xiaopeng and Ora is also higher than that in China, which is of course due to the additional costs of overseas business operation and shipping, but the best-selling of China's new energy vehicles in many markets also proves its "gold absorption" level.
In the face of the great changes in the automobile industry unseen in a century, China's automobile firmly grasps the new opportunities in the global market, relying on the new technological advantages of electrification, intelligence and networking, and the whole value chain of technology, brand and talent goes to sea, helping Chinese manufacturing to enter a new process of globalization.
"Volume" is the best annotation of the current automobile industry. From the "table-lifting" battle to the extremely differentiated market trend, China's auto industry is full of challenges. This year, the market has unexpectedly "opened low" in a longing, and has experienced an unprecedented "involution", and it is difficult to "pick up" under the care of policies. From now on, South+ will launch the "Answer 'Sheet' 2023" year-end summary report, reviewing the new challenges and opportunities faced by the automotive industry and showing new answers.
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Written by] Southern + reporter Wei Hongquan.
Co-ordinator] Guo Xiaoge, Shao Yumei.
Author] Wei Hongquan;Guo Xiaoge;Shao Yumei.
*] Southern Press Media Group Nanfang + client.