[Bright**].
Author: Zhou Xiangzhi (Special Researcher, Hunan Provincial Center for Contemporary Chinese Marxism).
Electric manned vehicles, lithium batteries, and solar cells are known as the "new three" products of China's foreign trade. Statistics from the General Administration of Customs show that in 2023, China's "new three" products will be exported in total06 trillion yuan, breaking through the trillion mark for the first time, an increase of 299%。The release of this brilliant report card demonstrates the resilience and vitality of China's economy, and strongly boosts people's confidence in future development.
In the past, clothing, furniture, home appliances and other "old three" were exported in large quantities and became popular overseas, and now the "new three" sail to the sea and ship to the world, showing that China's new export momentum is gradually moving forward from Made in China to Created in China. From the point of view of the best export products, the coverage is also very wide, and a total of 27 provinces and cities have achieved growth in the export of "new three" products. Among them, the export volume of the Yangtze River Delta region reached 5419200 million yuan, an increase of 197%, accounting for 51 of the total2%；Guangdong province grew by 337%；As a major new energy province in China, Fujian Province has a total export of 1,365 "new three" commodities600 million yuan, an increase of 498%；Hunan Province, located in the central part of the country, will also have an export growth rate of 28 percent in 20235%, a new high in recent years.
At present, the rise of emerging markets is accelerating, the global chain is re-arranged, and the world's most advanced structural development is undergoing profound changes. Over the past decade, green and low-carbon transformation has become the focus of the world's major economies, and all countries are exploring feasible ways to achieve a "green premium". The reason why the "new three" can become a new driving force for China's "troika" and take the lead in the world industrial competition track is closely related to China's accurate grasp of the general trend of global economic development, advanced planning, advance layout, and vigorous promotion.
China has successively issued policy documents such as the "14th Five-Year Plan" for scientific and technological innovation in the energy field and the "New Energy Vehicle Industry Development Plan (2021-2035)". The demand advantage of China's super-large-scale market also provides a broad space for the rapid formation of economies of scale and strong market competitiveness of the "new three", and the investment cost of photovoltaic modules and photovoltaic power plants in China has dropped by more than 80% in 10 years.
Up to now, China's "new three" export value has maintained double-digit growth for 14 consecutive quarters, and it is unique in the global market, but to further release the growth potential and steadily maintain the "new business card" of China's exports, it is not to be taken lightly. Entering the new year, the challenges of protectionism, economic "decoupling" and "de-risking" and market contraction caused by the global economic slowdown will still exist, especially the "carbon fortress" faced by the "new three" and related raw material exports needs to be paid great attention to. The EU's New Battery Law stipulates that from July 2024, power batteries must declare the carbon footprint of the product and meet the relevant carbon footprint limit requirements by July 2027. Countries such as France and South Korea have put forward strict requirements on the carbon footprint of imported photovoltaic products, which has adversely affected the sustained and stable growth of the "new three" exports.
Based on this, China's lithium-ion battery companies have built the world's first battery "zero-carbon factory", building a solid "moat" for themselves. We must comply with the requirements of the trend, effectively enhance the sense of worry, closely rely on green energy, high-tech and existing advantages, adjust the industrial structure in a timely manner, vigorously develop green manufacturing, green logistics, green equipment, and effectively respond to the challenge of first-class barriers with "deep green energy level", and win the strategic initiative.
The reason why China's "new three" is in the world depends on technology, cost and quality in the final analysis. In order to continue to maintain this strong export momentum in the future, we cannot only focus on the expansion of quantity and ignore the improvement of quality. Adhere to the driving force of innovation, continuously improve the level of science and technology and technology, build a strong matrix of leading enterprises and core products, seize the commanding heights of development, and effectively consolidate the position in the global value chain. At any time, we must take the reduction of operation and maintenance costs as a weapon to win export orders, and strive to deepen the cooperation between the upstream and downstream of the whole industrial chain. In this regard, the experience of new energy vehicle OEMs in the Yangtze River Delta region in matching all parts within a four-hour drive is worth learning from.
Market demand in driving the rapid growth of the "new three" exports at the same time, it will also lead to the brutal expansion of production capacity and excessive competition in the market, if not properly adjusted, some low-end production capacity "swarm" on the horse, will inevitably cause new overcapacity. It is necessary to strengthen the construction of the monitoring and early warning system of related industries, adhere to the direction of high-end, intelligent and green development, and set the access conditions for industry technology, quality, energy consumption, emissions, investment scale, etc., so as to avoid industrial convergence, volume increase and price decline, and vicious competition with scientific supervision and close tracking.
To eliminate the uncertainty of the "new three" export, it is necessary to go both ways with the market. Relevant departments should focus on market access, access to factors, fair law enforcement, protection of rights and interests, etc., listen to the opinions of enterprises, help solve problems, and further stimulate the vitality of market entities. Promote the implementation of market diversification strategies to prevent over-reliance on a single market. Strengthen international cooperation, speed up the overseas layout of the industry, transfer part of the processing links to some emerging market countries and developing countries, and share the opportunities and dividends of China's large market with all countries and parties, so that the "new three" has always become a stabilizer of China's foreign trade exports.
Bright**" 2024-02-05 02 edition).
*: Guangming Network - "Bright **".