According to the data released by the China Automobile Association on January 11, China's automobile production and sales will both exceed 30 million units in 2023, with 3,016 respectively10,000 and 300940,000 units, a year-on-year increase of 116% and 12%, both production and sales have refreshed record highs.
To be honest, it is not easy to achieve such impressive results, you must know that at the beginning of 2023, due to the multiple adverse effects such as the purchase tax incentives for traditional fuel vehicles and the withdrawal of new energy vehicle subsidy policies, major car companies have resorted to killer price cuts, in the hope of "exchanging volume for price". I never thought that because the price reduction of some models was too large, it aggravated the wait-and-see mood of consumers, and the bad start of the year is a true portrayal of the auto industry in 2023.
In order to prevent the continuation of "vicious competition" and affect the healthy development of the industry, on July 6, 2023, the China Automobile Association organized 16 car companies to engage in a "no price reduction alliance". The "No Price Reduction Alliance", which survived for less than 48 hours, was forced to disband, which attracted ridicule from the majority of netizens.
It shows that the situation in the first half of the year is indeed very unoptimistic.
Due to the good results of the year, the domestic car sales in 2023 will naturally show a trend of "low before and high after".
The achievements of the automotive industry in 2023 are still impressive, not only in the ups and downs of the first half of the year. More importantly, China's automobile industry has come out of a five-year trough.
The last peak of production and sales was in 2017, when the sales volume was 28.88 million units, and it can be said that before that, the sales volume of China's automobile industry has been showing a steady growth trend. And this adjustment has been adjusted for 5 years.
In 2018, due to the impact of the Sino-US war, China's annual car sales shrank to 28.08 million; In 2019, it further shrank to 25.77 million units, and the impact of the war deepened; In 2020, superimposed on the impact of the new crown pandemic, the sales volume of that year was only 25.31 million units, and the sales volume in the two years began to gradually recover, with sales of 26.27 million and 26.86 million units respectively, but it still did not return to the level of 2017.
Therefore, the production and sales data of the national automobile industry in 2023 is a qualitative leap, not only to refresh the historical record, but more importantly, to get rid of the impact of the first war and the new crown pandemic, and to get out of the 5-year trough period.
According to the law of industry development, it is inferred that China's automobile industry will once again maintain the development momentum of steady sales for many years, and the industry situation is very good.
In 2009, China's automobile production and sales exceeded 13.5 million for the first time, becoming the world's largest automobile production and sales country, however, it is not until 2023 that China will become the world's largest automobile exporter for the first time, which is another milestone.
Of course, although Japan's auto export data has not yet come out, international experts believe that "China's auto exports will definitely surpass Japan's" in 2023, because in the first 11 months of 2023, China's auto exports will be 4.76 million units while Japan's 3.99 million units, and it is unlikely that Japan will achieve a full-year overtake in the last month.
In other words, China's automobile exports will surpass South Korea in 2021, Germany in 2022, and Japan in 2023, surpassing the three global automobile export powers in 3 years, which is also extremely rare in the history of world automobile development.
So, the question then arises, why did it not become the world's largest exporter of automobiles until the 15th year of the world's largest automobile production and sales?
This can only be said that in the past, China's first country was only in the stage of "big but not strong", and the main force was multinational groups investing and producing in China, of course, there was no need to export. With the rise of the strength of the domestic automobile industry chain, especially the overtaking of new energy vehicles, domestic automobiles have more say in the world, and exports have jumped to the first place.
We might as well review the data of the past three years, in 2021, China's new energy vehicle exports will be 310,000 units, a year-on-year increase of 3046%；In 2022, the export of new energy vehicles was 6790,000 units, a year-on-year increase of 12 times; In 2023, the export of new energy vehicles will be 12030,000 units, a year-on-year increase of 776%！
In other words, the strong growth rate of China's new energy vehicle exports in three years is the driving force behind China's becoming the world's largest automobile exporter.