Exporting innovation in August!See how to break the waves for the car "going to the sea"?

Recently, Taizhou Port completed its first ticket export business. The second batch of 900 Great Wall cars exported will also be transferred from the Taizhou Port to Taicang Port through the waterway, and the international container board will reach the destination. Since the beginning of this year, the export business of Lianyungang Port has reached a record high for 8 consecutive months. From January to August, 124,000 vehicles exported vehicles, an increase of 30.89%year -on -year.

Right now, cars are becoming a phenomenal format for the development of my country's automobile industry. Statistics from the China Automobile Industry Association show that from January to August this year, automobile companies exported 1.817 million units, an increase of 52.8%year -on -year; in August, the first time in the history of automobile exports exceeded 300,000 units.

Under the epidemic, why does the export volume of cars hit a record high? What are the opportunities and challenges to go to sea? Xinhua Daily · Jiaojiao reporter found out.

Under the epidemic, more brokerage is made, and more car companies are going to the world level

In September, under the wet sea breeze blowing, two 170 -meter -long rolling boats were moored in the west operating area of ​​Lianyungang Port. More than a month later, they will reach the destination -Turkey.

The Lianyungang Port Rolling Business Operation Zone can stop at the world's largest, 260 -meter -long rolling boat, and also has a professional site that can park 8,000 cars. However, in the face of the growth of automobile export explosives this year, it has to "collect" warehouses that originally placed other export products to park cars waiting for a car waiting to go to sea.

"Now we are full of cars in our dwelling. Vehicles from Chengdu, Chongqing, Wuhan, Changsha, Taizhou and other places have vehicles exported from Lianyungang Port, of which 70%are transported here through railway." Oriental Port Affairs Branch Deputy Deputy Company Deputy Deputy Company of China According to the general manager Peng Qiao, according to the current development trend, the export volume of automobiles will definitely continue to rise in the future. In order to meet the needs of growth, Lianyungang International Automobile Green Smart Logistics Center will officially open in October.

Pengqiao also has a deep understanding of the changes in the export business of the entire vehicle in recent years. He presented a pillar chart to reporters, "At the beginning, the development of Lianyungang Port Auto and Construction Machinery Export has developed relatively smoothly. From 2019 and 2020, it has risen rapidly. Exporting machinery vehicles in 2019 65,000 units and 85,000 export machinery vehicles in 2020 . In 2021, there were 150,000 export machinery vehicles, ranking third in the national mechanical equipment and vehicle export ports. This year's export volume is expected to exceed 200,000 units. "

For many years in the automotive industry, Li Nan, who is responsible for logistics -related business in Chery International, also discovered: "In the past 5 years, the development of domestic automotive OEMs has made rapid progress. Affected by the epidemic, the supply chain of overseas automobile manufacturers in 2020 is unstable, and its capacity is restored. However, the demand in the international market still exists. Because the domestic epidemic is effectively controlled, the car manufacturers can achieve continuous production, which has ushered in a wave of export growth. "According to statistics, there are 153 industries driven by automobile OEMs, including zero zero, including zero Component supporting manufacturers, warehousing and logistics service providers, etc., are also precisely because of domestic car manufacturers' design, research and development, production, and sales capabilities, complete industrial chain supporting facilities, and the continuous stability of the supply chain can seize the opportunity.

"The world's outbreaks are seriously out of stock. It is a rare achievement to return to the mid -to -high level in the Chinese auto market. It has laid a stable situation for exports and domestic sales. Due to the guarantee of inventory, the export of passenger cars also created 25.2 in August this year 25.2 25.2 in August this year. Thousands of vehicles have a record high. "According to statistics from the joint information joint meeting of the passenger car market, the manufacturer's inventory has been replenished rapidly since the fourth quarter of 2021. From January to August this year, nearly 80,000 units, of which the inventory from May to August has stabilized the return back to the return of stable returns to return to the back of the inventory. repair. At the same time, from January to August this year, the independent brand achieved a comprehensive breakthrough in the exports of the European and American markets and the third world market.

After sorting out reporters, the export data of major car companies have performed very brightly this year. From January to August, SAIC Group's overseas exports and overseas base sales reached 579,900 units, an increase of 56.67%year -on -year; August SAIC Group's overseas sales reached 101,000 units, an increase of 65.7%year -on -year, accounting for nearly 20%of total sales. In the first eight months, the exports of Chery Group exceeded 250,000, an increase of 51.1%year -on -year, accounting for one -third of the total sales, which means that at least one of the 3 vehicles sold by Chery Group for exports. Industry insiders analyzed that in SAIC and Chery's sales structure, export share accounts for 20%to 40%. This is an unprecedented achievement. More and more car companies are moving from "Chinese car companies" to "the world" "Class car company".

The European market is a must -have, and overseas layout must be planned for a long time

As the concept of green low -carbon continues to penetrate people's hearts, new energy vehicles have become a highlight of the export of cars. In order to meet the demand for new energy vehicles, since this year, Lianyungang Port New Energy Vehicle charging piles have been charging more and more. Due to the different export markets, the charging standards and charging interfaces are different. In this regard, the ports such as national standards and European standards are installed in the port.

"Because the shipping company has a standard for loading of new energy vehicles, the charging volume cannot exceed 50%, and it is likely to cause spontaneous combustion on the ship after exceeding the ship. The car manufacturer needs to charge the car at the port. "Peng Qiao said that although the export of gasoline vehicles is mainly, the proportion of new energy vehicle exports is still rising. Since the beginning of this year, Xiaopeng Automobile and Weilai have begun exports from Lianyungang Port, and SAIC, Chery and Volvo have also exported new energy vehicles from here. At present, Mercedes -Benz, BMW, and Audi have announced the construction of a new energy vehicle production line in China. It may be sold in China in the future, or it may return to Europe and other places. According to statistics from the China Automobile Industry Association, from January to August, my country ’s new energy vehicles exported 340,000 units, an increase of 97.4%year -on -year. Why do new energy vehicles become new kinetic energy growth? Founder Securities Analyst Duan Ying Sheng said that the domestic new energy market has developed rapidly, and independent brands have far exceeded the investment in new energy markets, far exceeding Europe, Japan and South Korea and other regional car companies. The intelligence is intelligent, which has achieved great advantages over traditional Japanese and American car companies.

At present, the European market has become a must for domestic new energy vehicles. The reporter learned that this year, Weilai's products and all services will officially land in Germany, the Netherlands, Sweden, and Denmark. BYD has opened 51 retail and display stores in Norway. At present, it has established a partnership with European dealer group Hedin Mobility to provide electric vehicles for customers in Sweden and Germany. The first batch of vehicles will be delivered in the fourth quarter of this year. On September 13th, SAIC Group's "Global Pure Electricity Super Cross -border Car" -MG MULAN, in China, and nearly 20 major European countries including Germany, France, and the United Kingdom, listed simultaneously.

For domestic new energy vehicles, European consumers buy it? "Of all orders in the Norwegian market, 92%of users choose a battery rental plan. On average, the user who has a test drive will have a final booking car. The test drive rate is significantly higher than the domestic. Service and innovative business models have been initially recognized by the global market. "Li Bin, the founder, chairman, and CEO of Weilai, said: For the global market, the basic principle is to plan for a long time, carefully prepare, and maintain patience. Weilai never expects a hit, so this is a long -term process.

Solving the problem of rising costs, the trend of "the whole vehicle is king" returns

Although the car exports are strong and the prospects are broad, such a sentence in the industry still says a bitter bitterness: "The car export is to work for the shipping company, and the new energy vehicle is to work for the battery plant."

"From Lianyungang to the west coast of the United States, as early as the epidemic, we took containers as an example. At the lowest time, the lowest price of the domestic market was 18,000 to 19,000 US dollars last year. The level of the dollar around the dollar. "Xu Qijun, the agent of the construction machinery vehicle, told reporters that at present, the rolling ship freight is calculated according to the cubic meter, that is, the maximum multiplied by the highest multiplier It may be more than 100 cubic meters. The original rolling boat was $ 20 to 30 per cubic meter, and the price rose to $ 200 per cubic meter when the price was high.

Li Nan bluntly stated that the pressure of logistics was very stressful, and it was often difficult to sleep all night. In his opinion, on the one hand, the demand for automobile exports is increasing, and the number of ships has not increased. When international shipping is tepid, many shipowners have a relatively pessimistic attitude towards future market demand, so there are relatively few new ships. "It takes about two to three years to build a boat, and it is expected that there will be no new ship launching next year. Only the new ship will be launched one after another in the next year, and the status quo that is difficult to find in one cabin will improve."

At the same time, as the price of raw materials rises all the way, new energy vehicle companies are also facing tremendous pressure. According to the latest data from Shanghai Steel Union, on September 13, the battery -level lithium carbonate rose 2600 yuan/ton, and the average price was 500,000 yuan/ton. This price rose nearly 8 times compared to early 2021, which was nearly 80%from the beginning of this year. Like shipbuilding, it takes at least 2 to 3 years to open the mining, exploration, mining, and processing. Therefore, for car companies, the cost of logistics and raw materials cannot be relieved in a short time. Then "fine calculation" has become one of the measures that can be adopted at the moment.

The reporter learned that sending cars to ports through railway transportation has become a common choice for car companies. The price of gasoline and diesel continues to rise, leading to the current insufficient capacity. If a car is transported by road, the cost per kilometer is about 1.6 yuan; the use of railway transportation is about 1 yuan per kilometer. For example, it is transported from Wuhu Vehicle Factory to about 450 kilometers from Lianyungang Port, and railway transportation is used. Each car can save a logistics cost of about 270 yuan. "Because Lianyungang does not have the qualifications of the entire vehicle, the ship needs to drive to other ports first, unload the imported cars, and then drive to Lianyungang Port. If Lianyungang obtains the qualifications of the vehicle import port, it will form a bidirectional flow of the car and the ship. Transportation cost, "Peng Qiao said.

The assistance of relevant departments is also very important. The relevant person in charge of Lianyungang Customs said that the logistics promoted the "direct installation of Hong Kong" operation model. By sending the delivery report in advance, the car is arrival, release, and installation. Pass routes, reduce the cost of transportation of enterprises, and improve the turnover efficiency of transportation vehicles. The rolling ships are included in the key guarantee plan for boarding quarantine, and special support measures are formulated in targeted. The average shortened time of the ship in Hong Kong is about 25%, which effectively improves the efficiency of vehicle shipping operations. Analysis of the passenger car market information joint analysis believes that the "vehicle is king" in the future is an inevitable trend. The vehicle companies must be the length of the industry chain. By integrating the key industrial chain, the pricing power will continue to increase. In the future, companies that do new energy vehicles are very important to integrate the industrial chain. Especially the battery industry must be controlled in their own hands, otherwise it will be subject to battery suppliers. Battery is the biggest cost, which is both related to manufacturing and after -sales service. The most important thing is the problem of whether it can be profitable. Profit will directly affect the sustainability of enterprise development and promote car consumption.

Xinhua Daily · Jiaojiao Reporter Ding Qianqi

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