The joy and worry of the high -speed growth of car exports

"China Economic Weekly" reporter Shi Qingchuan | Chongqing report

China seems to be experiencing a reform of the global automotive industry.

According to the data released by the China Automobile Association, the export of automobiles in my country in 2021 reached 2015,000, which turned over 10 years ago. At the same time, the export volume was second only to Japan and Germany, ranking third in the world.

Immediately after the first half of 2022, China ’s automobile exports were 1.218 million, a year -on -year increase of 47.1%. Among them, passenger vehicles exported 945,000 units, an increase of 49.7%year -on -year; commercial vehicles exported 274,000 units, an increase of 38.8%year -on -year. In addition, new energy vehicles exported a total of 202,000 units, an increase of 1.3 times year -on -year, accounting for 16.6%of the total exports of the vehicle.

Data continued to grow in July. The export of cars was 290,000 units, an export volume increased by 16.5%month -on -month, an increase of 67%year -on -year. Among them, the export of passenger vehicles was 242,000, an increase of 22%month -on -month, and a year -on -year increase of 73.1%; the export of commercial vehicles was 49,000 units, a decrease of 5.1%month -on -month, an increase of 42.2%year -on -year. New energy vehicles exported 54,000 units, an increase of 89.9%month -on -month, an increase of 37.6%year -on -year, showing a rapid growth momentum.

Although the data is growing rapidly, there are hidden concerns behind the happiness. How can we rationally treat the high -speed growth of Chinese cars?

Changan Automobile Pakistan Factory Changan Group | Figure Conferry

Chongqing Well -off Import and Export Co., Ltd.

Changan Automobile's factory in Pakistan Changan Group | Figure Supply

Chinese car brand overseas

On the Shanghai Rolling Wharf, a row of white cars in the salty sea breeze, wearing red flowers, ready to go. These 100 Selis 3 is an electric vehicle preparing to send to Spain. This is the most memorable scene of Zhang Xingyan, general manager of Chongqing Xiaokang Import and Export Co., Ltd. last year. It was also last year that China's automobile exports began to grow at a high speed.

According to data from the China Automobile Association, from January to July 2022, Chinese automobile companies exported 1.509 million units, an increase of 50.6%year -on -year. Exports throughout the year will be expected to exceed 2.4 million units, in line with expectations at the beginning of the year. From the perspective of the division, the export of passenger vehicles was 1.186 million, a year -on -year increase of 54%; commercial vehicles exported 323,000 units, an increase of 39.2%year -on -year.

Zhang Xingyan revealed to the "China Economic Weekly" reporter that Selis Group DFSK and Seres Automobile Brands have been exported in batches since 2005. They have exported more than 70 countries and regions, and currently exported cars have reached 400,000 vehicles. The main export models include commercial models K, C series microcard cards and micro passenger, passenger model scenery 580, scenery IX5, scenery 560, new energy model Seres 3, EC31, EC35, etc.

The relevant person in charge of Changan Automobile's overseas business also revealed to the "China Economic Weekly" reporter that Changan Automobile began to go abroad since 1991, and its development is better. As of the first half of this year, Changan Automobile exported more than 600,000 vehicles, and has entered more than 70 countries overseas. Southeast Asia, CIS and other important economies and market areas, among which the sales volume of Changan Automobile ranked first in Chinese brands in Saudi Arabia, Pakistan and other markets.

Domestic car brands are in full swing overseas. In the report, the China Automobile Association stated that in recent years, with the continuous improvement of China's comprehensive competitiveness in my country's automotive products, Chinese brands have been more recognized in the international market. At the same time, enterprises also actively seize opportunities and vigorously develop the international market, especially new energy vehicles have become current export highlights. Some cars have successfully entered developed countries and regions such as Europe.

Yang Jing, director of the Asia -Pacific Enterprise Research, also analyzed to the reporter of China Economic Weekly that in the past two years, many European countries have accelerated the electricization of vehicles and the market demand for new energy vehicles in Europe. When the factors are unstable, if the supply of new energy vehicles in China can maintain stability, it has a certain export advantage. Due to the rapid development and iteration of the local market, the competitiveness of China's independent brand electric vehicles in the global market has also improved significantly.

Yang Jing said that from the perspective of the automotive market alone, the proportion of Chinese automobile exports accounts for less than 10%of the overall output, and there is a lot of room for rise.

New energy vehicles help domestic brands to high -end

Due to the complete supporting facilities of the new energy vehicle industry, new energy vehicles exported overseas from China have grown rapidly. According to the data of the Federation of Federation, China's new energy vehicle exports increased by nearly 150%in 2021, and the growth rate of 100%in the first July this year was significantly faster than the overall market. The export of fuel vehicles has also increased significantly, but the increase is not as good as new energy vehicles.

New energy vehicles are becoming a engine that drives Chinese cars to go to sea. In the era of fuel vehicles, Chinese automobile exports are based on developing countries and regions, including countries in Asia, South America, Africa and other regions. Due to the low price of China's fuel vehicles and the weak brand, it is cost -effective overseas. So is the new energy vehicle on the old road of fuel vehicles?

The answer may be negative. The relevant person in charge of Changan Automobile's overseas business revealed to reporters that Changan Automobile firmly occupied markets such as Saudi Arabia, Chile, Peru, Pakistan, and Kuwait. In the Middle East, Changan used in -depth analysis of local users' car habits and local hot use environments. In 2021, it won the first Chinese brand sales in the Saudi market and the fourth world brand sales. The Selis Group began to try to go to Europe. In addition to exporting to Spain in 2021, Zhang Xingyan told reporters that the country with outstanding exports of Selis turned out to be a relatively leading German industry.

He said that the German market is a recognized high -end market in the automotive industry, with strict certification regulations and high requirements for product quality. In 2007, DFSK (Selis's brand) conducted in -depth research on the EU standards and the German market requirements. In 2008, it became the first Chinese auto brand to be certified by the European Union. The DFSK brand first entered the German market with a micro -commercial vehicle in batches. In 2018, the first batch of passenger vehicle SUV scenery IX5 entered Germany and the first electric vehicles in 2020 entered the German market. Through more than 10 years of deep cultivation in the German market, the three major categories of commercial vehicles, passenger cars, and smart electric vehicles in Selis Group have all entered Germany in batches, and have become the highest Chinese car brand in German markets in various market segments.

New energy vehicles are becoming an important breakthrough in China's automobile industry's transformation and upgrading, from large to strong, and high -quality development in the international market.

Selis's 4S store well -off import and export company in Germany | Figure supply confession

Selis Group's most market -based DFSK brand well -off import and export company in Germany | Figures

Why can domestic cars successfully break through?

Some opinions believe that the opportunity of Chinese electric vehicles may mainly from the iterative upgrade of Chinese automobile products and the rapid rise of smart new energy vehicles.

Song Shuang, the general manager of Changan Automobile International Company, analyzed the reporter of "China Economic Weekly" that the opportunity to gradually occupy the global market by Chinese automobiles has not been fully recovered from the production order of foreign car brands. At the same time Growth space. Chinese automobile brands are gradually turning from "physical output" to "intellectual output", and the advantages of independent brands have further strengthened the advantages of differentiated competition.

Song Shuang said that the continuous improvement of products has allowed Chinese brands to launch high -end luxury brands, which can attack the high -end market and make up for the shortcomings of the brand. The export of new energy vehicles has a significant role. The wave of electricization of automobiles has provided Chinese automobile brands with the opportunity to "exchanges lanes". The continuous improvement of new energy vehicle demand provides a broad and persistent growth momentum for Chinese automobile brands.

Zhang Xingyan also believes that with the gradual iterative upgrade of automobile products, China's new energy vehicles have risen rapidly. Under the trend of new four -in automotive (electrification, intelligence, networking, sharing), China's smart new energy vehicles have achieved Gettocks have made Chinese brands stand at the forefront of the world stage.

In addition to the brand effect, there are other revenue of Chinese automobile brands. Yang Jing said: "Increased export volume represents the diversified increase in the terminal market, which is conducive to the risk of Chinese car companies decentralized from a single region market; at the same time, some independent brands can increase sales scale and enhance brand value by going out to sea. But on the other hand, In terms of, the financial situation of some enterprises will also be affected by the fluctuation of market exchange rate fluctuations in export destinations. "

The future of the car goes to the sea

In addition to the income, Yang Jing said that there are also hidden concerns of Chinese automobile exports. For example, in terms of competitors, "some countries with regional cost advantages and the endowment of battery raw material resources, such as Southeast Asia, South America, Eastern Europe, Mexico, India and other places may be possible China has potential competitors on the automotive industry chain. "

There are bottlenecks in exports. Yang Jing said that the short -term export bottleneck may come from domestic supply chain bottlenecks, such as epidemic, extreme climate, and shortage of raw materials. In addition, in the context of weakening global economic prospects, decreased consumer confidence, and rising energy and electricity costs in some areas, weakening demand may also affect the prospects of Chinese automobile exports.

In addition, many car companies have mentioned to reporters more than once -technology and brand.

Zhang Xingyan said that there are currently three major hidden dangers in Chinese automobile exports. One is that the market competition is more fierce, and the comprehensive competitiveness of Chinese automobile brands is insufficient. "Japanese car brands have been refined in the Southeast Asian market for nearly half a century. It has established a solid market advantage in terms of industrial facilities, manufacturing, quality control, after -sales service, and brand building. Chinese automobile brands need to work hard to comprehensively improve the brand and products through comprehensive improvement of brands and products , Technology, quality, and services to enhance market competitiveness. "

Second, the foundation of overseas markets is not stable enough. He said that Chinese car brands cannot take the old road of motorcycles in Southeast Asia, avoiding the vicious competition method of simply fighting for prices, resulting in low -quality products.

Third, the requirements of various countries and market regulations are different, which means that Chinese automobile brands need to carry out corresponding technical development and certification, and require a certain period of time cycle and expenses. Chinese brand car companies have to plan in advance. test.

The above -mentioned Changan Automobile Overseas Business Related Responsibility also holds the same view. He revealed to reporters that at present, Chinese automobile companies are looking forward to the government can lead some standards, which can strengthen China's output on new energy vehicle design and detection standards, reduce enterprises' overseas to sea to go to sea. Adaptive development and certification costs and time costs. At the same time, we should also formulate standards for new energy vehicles and battery transportation management standards to promote exports, and to establish a special budget for vehicle enterprises, universities, and scientific research institutes to promote the development of new energy and intelligent technology to accelerate China's new energy vehicles Overseas exports overseas. The person in charge is also worried that the automotive industry has formed a global supply system. European and American technology companies have mastered a large number of technical patents, and the supply chain in the high -tech field is currently dominant. Affected by Sino -US relations, the US government has begun to restrict Nvidia and Intel exports high -performance GPU chips to China. In the future, the automotive supply chain will also face such risks. "We hope to accelerate the joint company with domestic chip companies and scientific research institutions, accelerate the development of its own chip technology's alternative technology on Chinese brand cars, and break the technical barriers as soon as possible."

(This article was published in "China Economic Weekly", No. 17, 2022)

The cover of the 17th issue of 2022 "China Economic Weekly"

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