Annual sales are expected to exceed 30 million units
Written by TrumanLooking back on the last working day of 2023, Chinese cars are finally out of breath.
This year's annual export volume surpassed that of JapanIt is a foregone conclusion that it will become the world's first
In 2009, China's production and sales exceeded 13.5 million vehicles, surpassing the United States for the first time and becoming the world's largest automobile production and sales country.
Compared with the domestic market, foreign countries need to compete with local giants for share, so the level of export volume in the usual sense can better explain the quality and reputation of the product.
This year, although involution is the background color of the industry, it also shows that Chinese car companies are not to be left behind, and they are constantly tempered in the mutual struggle. In just a few years, it has run through the road of overseas car companies for ten years or even longer.
The results are obvious, in 2023 we will see a different new energy vehicle, and the most important thing is that more and more Chinese brand trams have begun to drive to all corners of the world.
New energy vehicles are soaring
Yesterday, Japan's Kyodo News Agency reported that according to data released by the Japan Association (JAMA), this year's Chinese automobileExports are expected to surpass those of Japan, becoming the world's first for the first time.
According to data released by the Japan Association of *** (JAMA), China's automobile exports have reached in the first 11 months of this year441.20,000 units, a year-on-year increase of 651%, which is more than Japan's export volume of 3.99 million units in the same period.
This also means that China's automobile exports will be the first in the world.
In fact, back inQ1, China is 106The export volume of 90,000 units exceeded Japan's automobile exports of 104 units in the same period70,000 units, up 54% y/y, and became the world's largest exporter of automobiles for the first time.
At that time, South Korea lamented that it was very shocked by the changes in the reputation and market share of Chinese automobiles, and South Korea's "North Korea" wrote, "China's auto exports surpassed South Korea for the first time in 2021, and last year surpassed Germany to become the world's second largest exporter, in the first quarter of this year."It actually surpassed Japan
Not only in the first quarter, but after the end of the second quarter, the Nihon Keizai Shimbun published an article saying that China's auto industry surpassed Japan for the first time in the first half of 2023 to become the world's largest auto exporter, and the Japanese finally realized the seriousness of the problem.
Some Japanese industry insiders believe that while Chinese auto companies have expanded significantly in the international market, the overseas business of Japanese companies has stagnated, "China's auto exports have surpassed Japan."It's just a matter of time
Prior to this, China's exports remained at around 1 million units in 2020, and then exploded, reaching 201 in 202150,000 units, which doubled again to 311 last year10,000 units.
Why are China's car exports growing by leaps and bounds?
The Japanese attribute it toThe explosion of new energy vehicles, believes that the contribution of China's automobile exports this year is mainly from the export of electric vehicles.
According to the statistics of the China Association of Automobile Manufacturers, in the first 11 months of this year, the export volume of new energy vehicles was 10910,000 units. A year-on-year increase of 835%
In addition, in the context of international conflicts, many car companies have withdrawn from Russia, and our exports of fuel vehicles to Russia are growing rapidly.
Japanese media believe that the reason is that Chinese car companies are there**SupportThe company has continuously improved its technical capabilities and achieved export growth in low-cost and high-quality pure electric vehicles. At present, China's exports of "new energy vehicles" are not only growing in European markets such as Belgium and the United Kingdom, but also in Southeast Asia, which is regarded as an important market by Japanese companies.
It is true that some objective factors have provided favorable conditions for China's automobile exports, but such results are not accidental, but the inevitable development of China's automobile industry for many years.
Since 2009, the domestic new energy automobile industry has begun to grow savagely, although there have been falsehoods, fraud and other phenomena in the process, but also gave birth to new players such as Wei Xiaoli, Xiaomi, and Huawei. In the era of new energy, Chinese automobiles have completely achieved corner overtaking. BYD or Super Tesla
China has become the largest exporter of automobiles, and it is naturally inseparable from the help of domestic car companies.
According to the data disclosed by the China Association of Automobile Manufacturers, the largest contribution to vehicle exports from January to November this year isSAIC, to 10670,000 units topped the list, a year-on-year increase of 208%, which has exceeded SAIC's export volume for the whole of last year.
After SAIC is Chery, Changan, Great Wall, Geely and other independent car companies. Among them, Chery's export volume was 8370,000 units, a year-on-year increase of 11 times, the export volume of the Great Wall is 2830,000 units, a year-on-year increase of 848%。
From January to November this year, among China's vehicle export enterprises, SAIC, Chery Automobile, Changan Automobile, Great Wall Motor, Geely Automobile, Dongfeng Motor, BYD, etcThe main force
In terms of growth rate, BYD is the fastest, with a significant increase in exports, with a total of 21 new cars exported in the first 11 months60,000 units, a year-on-year increase of 36 times, you must know that BYD's export volume was only 5 last year360,000 units.
While the export volume has skyrocketed, BYD's volume is also growing rapidly. Bloomberg made on the 27th **, in the fourth quarter of 2023, BYD's electric vehicle salesIt may overtake Tesla and become the number one in the world
Bloomberg pointed out that compared to Tesla's higher selling price, BYD's high-selling models are more competitive than Tesla in terms of **.
This will be a symbolic turning point in the electric vehicle market and further confirmation of China's growing influence in the global automotive industry. ”
Business Insider also agreed with Bloomberg's **, and used data to prove that in the third quarter of this year, BYD sold electric vehiclesOnly 3,000 fewer than Tesla。Therefore, analysts believe that when the sales data for the fourth quarter of this year is announced, BYD is likely to surpass Tesla.
In China, data released by a third party on December 26 showed that in the sales list of new energy brands in the Chinese market from December 1 to December 24, 2023, BYD sold 180,000 units, much higher than Tesla (6., which ranked second020,000 units).
According to the sales volume from November 1 to November 26, BYD was 1780,000 units, and the wholesale volume in December may exceed that of November. If the current growth rate continues in the last week of December, there will be no problem in achieving the full-year sales target.
Bloomberg also believes that in terms of data such as revenue, profit and market capitalization,Tesla is still ahead of BYD for now
However, analysts at Bernstein, an American investment research institute, expect the gap to beSignificantly smaller next year。They expect Tesla's full-year 2024 sales to reach $114 billion, while BYD's $112 billion. Judging from these two ** data alone, the two are very close.
German News Channel** said that Tesla's strongest attacker is not German or Japanese car companies, but BYD, which is little known in Germany.
In 2009, China became the world's largest country in automobile production and sales for the first time. In 2015, China surpassed the United States to become the world's largest new energy vehicle market. In 2023, China will surpass Japan to become the world's largest exporter of automobiles.
The next competition is also obvious, that is, AI, more than one big man judges, the future of automobiles, will be AI and robots.
Bank of America Merrill Lynch has released a report saying that "by 2030, China is expected to surpass the United States."Become a world leader in AI
This also means that the potential energy of China's automobile growth will continue and will play an irreplaceable leading role in the global automotive industry.