The data released intensively in recent days all show an indisputable fact: China's automotive industry, which has broken through the key nodes of order of magnitude, has ushered in an important stage from quantitative change to qualitative change. Data released by the China Association of Automobile Manufacturers show that in 2023, China's auto production and sales reached 30.161 million and 30.94 million, respectively, an increase of 11.6% and 12% year-on-year, hitting a record high and achieving double-digit growth, ranking first in the world for 15 consecutive years. Among them, the production and sales of new energy vehicles completed 9.587 million and 9.495 million, respectively, an increase of 35.8% and 37.9%, ranking first in the world for nine consecutive years. According to the data released by the National Passenger Car Market Information Association, the penetration rate of China's new energy passenger car market in 2023 has reached 35.7%, that is to say, at least one of every three new cars sold in the passenger car market is a new energy vehicle.
As an important pillar industry of the national economy, automobile production and sales have jumped to a new level, especially the breakthrough of new energy vehicles, marking the accelerated adjustment and optimization of China's automobile industry structure. In 2024, there is no doubt that China's new energy vehicles will enter the era of production and sales of 10 million units. According to the 2024 new energy Vehicle Outlook report recently released by the China Electric Automobile 100 Association, it is expected that the production and sales scale of China's new energy vehicles will reach 13 million in 2024, with a growth rate of about 40%. China will continue to maintain its position as the world's largest consumer market for new energy vehicles and further become the "wind vane" of the global new energy vehicle industry. At the same time, the development of the automotive industry will continue to drive the development of infrastructure, parts, intelligent manufacturing, automotive intelligence and other fields. As Zhang Yongwei, vice chairman of the China Electric Vehicle 100 Committee, said, the automobile and information communication industry, the energy industry will enter a deep integration period, the automobile as an integrator and leader to drive the development of multi-industry has become a new feature of China's industrial development, and technology integration has become a new advantage of China's industrial development.
In the era of fuel vehicles, car companies produce a new car about four years, and now the automotive development cycle has entered the "Moore era" similar to the semiconductor industry, and the launch of new models is getting faster and faster, and new products are becoming more and more intelligent. In the vehicle intelligence strategy just released by BYD, which has repeatedly won the "global sales crown" of new energy vehicles, it can be seen that the car will have an intelligent "brain" and "neural network", which is like an advanced intelligent life body with comprehensive perception, concentrated thinking, precise control and collaborative execution; The Changan Qiyuan E07, which Changan Automobile officially announced will be mass-produced in October this year, can achieve scenario-based functions such as "one-click deformation, safe accompany, and own charging" to make "Transformers" a reality.
The industry has reached a consensus that in the revolution that has changed the pattern of the global auto industry, if China's auto industry does not gain dominance or dominance does not rise, it is bound to become a walk-on in this revolution. Today, it can be seen that in the rapid rise of new energy vehicles, China's dominant position in the global automobile industry chain is constantly improving, and it is accelerating to become the center of the global automobile supply chain, standing in the C position on the world stage. Not only that, on the basis of winning the advantages of cost-effective and intelligent, China's automotive industry began to force basic elements such as power, design and space and achieved breakthroughs. Data released by the China Association of Automobile Manufacturers show that China has applied for 74% of the world's power battery patents and has become the largest producer of drive motors. In 2023, among the top ten companies in the global power battery installed capacity, Chinese companies occupy six seats, with a market share of more than 60%. In addition, advanced technologies such as 800-volt supercharge and integrated aluminum die-casting process have accelerated the popularization of new energy vehicle enterprises in China, and have also cultivated leading enterprises in related industries. As the relevant person in charge of the Ministry of Industry and Information Technology said, while the rapid development of new energy vehicles in China, it has integrated 5G, mobile Internet, big data, artificial intelligence and other new technologies, the industrial chain and value chain are continuing to expand to the fields of transportation, energy, information and communication, and built an efficient and collaborative industrial system, and the automotive industry ecology is being comprehensively reshaped.
