In order to remotely participate in the auto parts exhibition in Las Vegas, USA, Wang Jialiang recently passed the US time - online all night, and sleep during the day.
As the general manager of Zhejiang Chuangnuo Auto Parts Co., Ltd., Wang Jialiang told China Business News that the company's exports in the first eight months of this year increased by nearly 80% year-on-year, and will maintain an annual capacity expansion plan of about 20% in the long run.
However, affected by the general environment, this year's sales are expected to be the same as last year. Therefore, the top priority now is to develop the market and obtain more orders.
At the same time, they are also actively developing parts and components related to new energy vehicles to seize the development momentum of this wave of new energy vehicles.
As the head of a private enterprise in China's auto supply chain, Wang Jialiang's feelings are quite typical.
While China's auto exports surpassed Germany's, showing strong performance, opportunities and challenges coexist.
According to data recently released by the China Association of Automobile Manufacturers, in September this year, China exported 301,000 vehicles, a year-on-year increase of 73.9%, and exceeded 300,000 vehicles again. From January to September this year, domestic auto companies exported 2.117 million vehicles, a year-on-year increase of 55.5%. .
Among them, 50,000 new energy vehicles were exported in September, a year-on-year increase of more than 1 times; from January to September, 389,000 new energy vehicles were exported, an increase of more than 1 times year-on-year, accounting for 18.4% of the total export volume.
Compared with the data of the German Automobile Manufacturers Association, China has also surpassed Germany to become the world's second largest automobile exporter.
Fu Bingfeng, executive vice president and secretary general of the China Association of Automobile Manufacturers, told Yicai that from the data of the first eight months of this year, the contribution rate of new energy vehicle exports to the growth of automobile exports reached 26.7%, becoming the foreign trade of the automobile industry. new highlights.
Cui Dongshu, secretary general of the All-China Passenger Car Federation, also believes that new energy vehicles, including electric vehicles and plug-in hybrids, are emerging as a new driver for China's auto export growth.
In the opinion of some industry insiders, China's new energy vehicles have strong competitiveness in terms of supply chain, technology, economy and models. Many Chinese auto and parts companies hope to take advantage of Dongfeng.
New energy "overtaking"
Tesla, which has its factory in Shanghai, China, accounts for 42.4% of new energy vehicle exports.
Affected by factors such as the epidemic and the energy crisis, Tesla's factories in Europe and the United States have limited production capacity, so they are more dependent on the Shanghai factory, making it the largest production base for Tesla's exports, and rapidly driving the development of surrounding supply chains. .
At the same time, in the process of actively transforming to new energy, Chinese self-owned car brands are also accelerating their "going overseas".
In the past few days, at the Paris Auto Show, which returned after a lapse of four years, BYD and other Chinese self-owned car companies displayed a wealth of models on the spot, in sharp contrast to the absence of European car giants such as Volkswagen, BMW, and Audi.
As one of the new car-building forces, the relevant person in charge of Nezha Automobile told Yicai that 18,005 units were delivered in September this year, setting a new record high. 27 consecutive months of year-on-year growth.
In the first nine months of this year, the cumulative delivery of Nezha vehicles increased by 168% year-on-year.
Among them, since the first model was launched overseas in August this year, as of mid-September, Nezha's overseas orders have rapidly exceeded 5,200 units, and the number of overseas channels has grown to 30.
Fu Bingfeng believes that the high growth of China's new energy vehicle exports is the inevitable result of years of accumulation in the industry.
In the past 10 years, the Chinese government has continuously increased its support policies for the new energy vehicle industry.
Chinese car companies are actively transforming, and the overall strength of the new energy vehicle industry has been continuously improved. Whether it is product appearance, quality, R&D, and production capacity, it can meet the needs of the global diversified market.
Especially in the context of the shortage of chip supply that puts pressure on global car companies, the high growth of China's new energy vehicle exports highlights the advantages of China's complete industrial chain.
Not only that, he said, Chinese auto brands have also accurately grasped the opportunities in the early stage of the development of new energy vehicles, and seized the opportunities by accelerating the integration with the intelligent network connection.
User-centered product design and ecological construction based on the full life cycle of vehicles are also a powerful tool for Chinese automobiles to develop overseas markets.
This is one of the reasons why overseas users continue to pay more attention to Chinese new energy vehicles.
The relevant person in charge of Nezha Automobile proposed that in the era of smart electric vehicles, Chinese car companies have the opportunity to overtake on curves.
The next 3 to 5 years is the time window for whether a car company can "survive". "Only after 2025 will it be possible to continue to develop if it is still on the poker table."
The next 3 to 5 years will still be the electric car track, and the next track will be the smart car track.
The supply chain keeps up
In the context of the booming export of new energy vehicles, the automotive supply chain is also actively expanding production capacity, transforming and upgrading.
In the Yangtze River Delta, a large number of auto supply companies are operating at full capacity.
"The key parts of the factory are basically how many are produced in the morning, and how many customers will take away at noon." Yan Peijie, general manager of Suzhou Yichuangte Intelligent Manufacturing Co., Ltd., said that the company was established less than 3 years ago, and has become the core of some new energy vehicles supplier.
Lai Chuanjun, manager of the International Supporting Marketing Department of Zhejiang Oudien Transmission Technology Co., Ltd., said that in their production workshop, about 20,000 constant-speed drive shaft assemblies can be rolled off the production line in one day on average.
At present, the export ratio of enterprises is 60%.
In the first nine months of this year, the company achieved sales of 900 million yuan, a year-on-year increase of 20%.
In order to meet the long-term development of the company, Lai Chuanjun and the others have already launched the second phase of the Odeon project, which has been capped in September this year. Domestic and foreign markets.
Fu Bingfeng believes that, in general, my country's automobile exports present three characteristics:
First, the exporting countries are becoming more and more comprehensive. In the past, China’s friendly countries and developing markets were the main ones. Now they have begun to actively deploy in mainstream markets such as Europe. Among them, new energy vehicles have performed best; second, the export models are more advanced, mostly low-end models in the past. , now many companies have begun to enter the market with high-end vehicles; third, the export strategy has changed from passive in the past to active in the present. In addition to local factories and cross-border brand cooperation, it also adopts self-built sales channels and customized development through shared technologies. new models, etc.
Compared with the increase in quantity, the improvement of quality and brand power is more critical.
Chen Shihua, deputy secretary general of the China Association of Automobile Manufacturers, said that the export method of Chinese automobiles is still mainly the export of complete vehicles, and a small part is exported to foreign countries in the form of parts.
Therefore, it is worth learning from Chinese car companies to build factories overseas like Japanese and German companies.
The relevant person in charge of Nezha Automobile proposed that under the momentum of the growth of new energy vehicles, as the industry develops further into the strategic depth, the lack of some core technologies will hinder the further development of the industry. very urgent.
In addition, the global auto giants, which have been slowed down by the epidemic and energy shortages in recent years, will also accelerate their transformation in the following years, which will make the competition facing Chinese auto brands more and more fierce.
Therefore, actively transforming into new energy vehicles and mid-to-high-end production capacity, at the same time adhering to the "two legs" of domestic sales and export, fuel vehicles and new energy, and timely adjustment of production capacity and layout according to market trends are opportunities and challenges for many Chinese auto manufacturers. coexistence.
The Passenger Federation proposed that, with the support of policies, more and more Chinese new energy vehicle brands are going abroad.
With the continuous improvement of overseas recognition and the continuous improvement of the service network, the market prospects in this field are expected to continue to improve.
Author: Miao Qi (Source: First Finance and Economics)