China News Service, November 9 (Zhongxin Finance and Economics Ge Cheng) After mobile phones and home appliances, electric vehicles will soon become a new growth point for my country's export of mechanical and electrical products?
According to data released by the General Administration of Customs a few days ago, in the first 10 months of this year, my country's exports of mechanical and electrical products reached 11.25 trillion yuan, a year-on-year increase of 9.6%. Among them, the export of electric passenger vehicles increased by 116.2%, doubling.
Why are Chinese electric vehicles popular in overseas markets?
Data map: Aerial photography of a vehicle waiting for export at Haitong Wharf.
Photo by Yin Liqin
Domestic electric vehicles knock on the door of the European market
As the "birthplace" of the world's auto industry, Europe is known as the world's most mature auto market, and has spawned the most "critical" consumers.
Whoever can "stand up" in the European market will occupy a place in the world.
More than ten years ago, when a certain Chinese car entered the European market for the first time, it was not favored by the European media due to its poor performance in the crash safety test, and "returned with a bad feat."
But now, the situation has changed 180 degrees.
Chinese cars are once again opening the door to the European market through the new energy route.
"In October, 103,000 new energy passenger vehicles were exported. From the monitoring of retail sales in overseas markets, SAIC and other independent brands performed strongly in Europe." The data released by the Passenger Association on November 8 showed that in addition to The beautiful performance of traditional export car companies, the recent export of new forces has also gradually started, and overseas markets have also begun to show data.
According to data from the General Administration of Customs, in the first eight months of this year, the top three markets for my country's new energy vehicle exports were Belgium, the United Kingdom and Thailand, two of which were European countries.
"China's electric vehicles have accounted for 10% of the total sales of electric vehicles in Europe." Chen Shihua, deputy secretary-general of the China Automobile Association, told Zhongxin Finance that according to statistics, nearly 10 Chinese car companies have exported new energy vehicles to Europe, and has been widely recognized.
According to a recent research report released by analysts at PricewaterhouseCoopers (PwC), it is estimated that by 2025, sales of Chinese-made cars in Europe may reach as high as 800,000, most of which will be pure electric vehicles.
Data map: Smart cockpit.
Photo by Chen Jimin
Chinese cars get rid of 'low quality and low price' label
Why are Chinese cars so popular in overseas markets?
In recent years, with the popularity of electric vehicles, the product level and quality of Chinese cars have been greatly improved, which has also allowed Chinese cars to get rid of the label of "inferior quality and low price".
At the same time, low prices have also strengthened the competitiveness of domestic electric vehicles in the international market.
Data from overseas research institute JATO Dynamics shows that between 2015 and 2022, the average price of electric vehicles in Europe has risen from 48,900 euros (about 350,000 yuan) to 55,800 euros (about 400,000 yuan), while China has risen from 66,800 euros (about 400,000 yuan). about 480,000 yuan) to 31,800 euros (about 230,000 yuan).
"At present, the average export unit price of my country's new energy vehicles is about 30,000 US dollars (about 210,000 yuan)." Xu Haidong, deputy chief engineer of the China Automobile Association, told China-News Finance and Economics that most of the exported vehicles now have intelligent network connection functions, even including different Language speech and recognition functions, therefore, the competitiveness of Chinese exported cars is not bad.
"We will connect the local map navigation service to the interactive system, and the intelligent voice system will provide multiple languages including Spanish, French, English, Portuguese, Arabic, etc., and support functions such as voice car control and interaction. In the future, the intelligent cockpit will also It will adapt to dozens of local languages and characters." The person in charge of international sales and services of an automobile brand told China-Singapore Finance that intelligence and localization are the two keys for export models to be recognized by local consumers.
According to Japanese media reports, Professor Shinyoshi Yamamoto of Nagoya University in Japan and others analyzed the dismantling of a low-cost electric car made in China and found that this car did not use parts made in Japan, and the main parts were made by Chinese companies. The total assembly cost is approximately RMB 26,900.
"This model is causing an impact on Japan's pure electric vehicle industry." The report commented.
Data map Photo by China News Agency reporter Cui Nan
Where does the cost advantage come from?
Unlike the European market, why has the average price of electric vehicles in the Chinese market not increased but decreased over the years?
In the eyes of industry insiders, the reasons are inseparable from the industrial policies formulated by relevant departments.
"From the perspective of industrial transformation and upgrading, the concentration of our (automobile) industry has continued to increase." According to Yao Zhenzhi, deputy director of the Equipment Industry Development Center of the Ministry of Industry and Information Technology, at present, my country's automobile industry structure is continuously adjusting, and it is the industrial chain. An important reason for the steady enhancement of international competitiveness.
The "New Energy Vehicle Industry Development Plan (2021-2035)" issued by the General Office of the State Council proposed that pure electric vehicles, plug-in hybrid (including extended-range) vehicles, and fuel cell vehicles should be used as the "three verticals" to lay out the entire vehicle. Technological innovation chain.
Taking power battery and management system, drive motor and power electronics, networking and intelligent technology as the "three horizontals", build a technology supply system for key components.
Driven by the policy, my country's electric vehicle industry cluster continues to grow.
According to data released by South Korean market research agency SNE Research, from January to September 2022, the global installed capacity of electric vehicle batteries reached 341.3 GWh, a year-on-year increase of 75.2%.
Among them, CATL topped the list with a market share of 35.1%.
Among the top 10 of the list, there are 6 Chinese companies on the list, which shows the degree of industrial concentration.
"China has the world's best lithium battery industry chain, and a strong global supply chain for the technology industry and hardware industry." Feng Wei, chief financial officer of Weilai Automobile, told Zhongxin Finance that after more than ten years of development, China's new The energy vehicle industry chain is booming.
With the support of the entire industry chain, China has an extraordinary cost advantage in the field of new energy vehicle manufacturing.
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