The record-breaking growth curve shows that China is moving towards the world's largest automobile exporter.
In 2022, China's automobile exports reached 365,438+065,438+0.65,438+0 million, surpassing Germany and ranking second in the world after Japan. In the first quarter of this year, according to the data of China Automobile Industry Association, China exported 994,000 cars, up 70.6% year-on-year, of which China exported more than 387,000 cars in March, a record high. The National Passenger Car Market Information Association predicts that the export volume of automobiles will reach 4 million this year. It is an indisputable fact that China's automobile exports will surpass Japan's if Japan's automobile exports can still maintain 3.5 million vehicles last year. As a matter of fact, Japanese automobile export data has been declining one after another this year, falling behind China by more than 65,438+065,438+00,000 vehicles in the first two months alone. It has been predicted in the industry that China is expected to surpass Japan and become the world's largest automobile exporter this year.
Looking back over the past two years, China's automobile exports have increased by 1 10,000 vehicles almost every year, and this acceleration stems from the improvement of the competitiveness of China's automobile industry in terms of supply chain, quality, technology and brand. As McKinsey's research report said, forward-looking layout investment and quick response ability have enabled China brands to gradually establish a competitive advantage in the fields related to "three electric technologies" and intelligent driving, and temporarily gain the "first opportunity" in the global smart electric wave. An Conghui, president of Geely Holding Group and CEO of Jizhi Technology, also said that in the face of the global market, China's new energy vehicles have strong competitiveness, and the global market is currently a real blue ocean; On the other hand, the large-scale participation of new energy brands in international competition will also help to further release the vitality of innovation and growth.
Although China's automobile exports have achieved a double breakthrough of rising in volume and price and entering the developed countries, China's automobile industry is also facing more complicated challenges. The first is the competitive pressure from international car companies. Mckinsey's research report points out that compared with international giants, the overseas business of China car companies is undoubtedly still in its infancy. In terms of overseas marketing system construction, brand reputation and after-sales support, international car companies have spent decades accumulating relevant resources and channels, and it is difficult for China car companies to catch up in the short term. At the same time, the new energy transformation of international automobile companies is accelerating, and the time window left for China automobile industry may be fleeting.
Secondly, the market environment and consumption habits of foreign markets are quite different, so it is necessary to make flexible strategies according to local conditions and time. Take the European market, which has made great contribution to China's automobile export in recent years, as an example. On March 28th this year, the Council of the European Union approved a regulation, and decided to ban the sale of new fuel vehicles and minivans that will cause carbon emissions from 2035. This is a great opportunity for China new energy automobile enterprises to accelerate the layout of the European market. However, at the request of Germany, new fuel vehicles using carbon-neutral electronic fuel can still be sold after 2035. Therefore, in order to cope with the risk of similar policy changes, China automobile enterprises should make full preparations. At the same time, the European market pays attention to controlling the cross-border circulation of user information and data. China car companies entering the European market will face stringent regulatory requirements for network security compliance, such as network security compliance access certification of vehicle products, which is tantamount to a higher threshold for the intelligentization of China cars. In addition, the speed of infrastructure layout in Europe will be slower than that in China, so car companies in China should adapt to this pace of operation.
In addition, industry experts also pointed out that China automobile enterprises must go beyond the pure export mode, speed up the localization development of brands, supply chains, talent teams and product development in the target countries, and realize high-quality automobiles going to sea. As Wang Xia, president of the China Council for the Promotion of International Trade, said, "Market for Technology" is the 1.0 era of car navigation in China. In the next Navigation 2.0 era, China's automobile industry and the global automobile industry need to "go both ways".