In September, 96,000 new energy vehicles were exported, up 92.8% year on year, according to data released by the China Association of Automobile Manufacturers. In the first three quarters, 825,000 new energy vehicles were exported, an increase of more than 110% year-on-year. Experts interviewed by reporters of Shanghai News believe that China's new energy vehicles have a large advantage in going to sea, which is expected to drive the growth of related industrial chains such as batteries, charging facilities, and automobile services.
Since the beginning of this year, many places have deployed new energy vehicles to the sea. On the morning of October 18, the Standing Committee of the Chongqing Municipal Committee held an expanded meeting, which stressed the implementation of the "Chongqing car to go to sea" action plan to expand the export of new energy vehicles, lithium batteries, solar cells and other products. Previously, the Guangzhou Department of Commerce issued the "Guangzhou City to further enhance the export facilitation of used cars to promote the high-quality development of foreign trade measures". Experts interviewed by reporters of Shanghai Daily believe that there are many advantages for China's new energy vehicles to go to sea. Wenxi Bai, chief economist of IPG China, said that the main advantages mainly include the following aspects:
First, the industrial foundation is strong. China is one of the important participants in the global new energy automobile industry, with a complete industrial chain and strong research and development, production capacity, which provides a solid foundation for China's new energy vehicles to go to sea. Second, the ability of technological innovation is outstanding. China's new energy vehicles have made remarkable progress in technological innovation, such as battery technology, charging facility construction, intelligent applications, etc. These innovations provide an advantage for China's new energy vehicles to compete in the global market. Third, the cost competitiveness is strong. Compared with the new energy vehicle enterprises in Europe and the United States, the production cost of China's new energy vehicle enterprises has a greater advantage, which makes China's new energy vehicles more competitive in price. Fourth, the market has broad prospects. The global new energy vehicle market is still developing rapidly, especially in developed countries such as Europe and the United States, the demand for new energy vehicles is large, and China's new energy vehicle enterprises have a greater market prospect in the international market.
Zhang Xinyuan, head of research at Co-Found think Tank, a domestic consulting institution, told the Shanghai News reporter: First of all, the Chinese government's policy support and financial investment for the development of new energy vehicles has spawned the rapid development of domestic new energy vehicle technology, making China's new energy vehicle technology has a certain international leadership; Secondly, China's new energy vehicles have competitive prices and good performance, compared with traditional fuel vehicles, their use costs are lower, better environmental protection; In addition, China's new energy vehicle market is large and the production scale is large, so that Chinese auto companies have certain production advantages and economic benefits, and can provide better prices and services for overseas customers.
Experts believe that the hot export of new energy vehicles is expected to drive the growth of a number of related industrial chains. Bai Wenxi said that the driving role of vehicle exports on supporting industries is mainly reflected in the following aspects: battery and battery components: the core components of new energy vehicles are batteries, so vehicle exports will drive the demand for batteries and battery components to increase, but also need to consider the development of battery recycling and reuse and other related industry chains. Charging facilities: New energy vehicles need the support of charging facilities, so the export of vehicles will drive the demand for charging facilities. For overseas markets, charging facilities need to be built or laid out locally to support the application and development of new energy vehicles. Auto parts and accessories: Vehicle exports will drive increased demand for auto parts and accessories, such as motors, electronic controls, drive axles, etc., which need to match the production of vehicles to meet the needs of the local market. Automotive service industry: Vehicle exports will drive the development of the automotive service industry, such as repair, maintenance, insurance, etc., these services need to match the local market demand to meet the needs of local consumers. Zhang Xinyuan believes that with the increase of new energy vehicle exports, the business of China's auto parts suppliers will also be further expanded, especially some of the leading technology auto parts suppliers, will get more opportunities in the overseas market. In addition, batteries are one of the key components of new energy vehicles, and with the increase in the export of new energy vehicles, the demand for batteries in overseas markets will continue to increase. Therefore, Chinese battery suppliers will be expected to gain a larger market share in overseas markets. There is also an increasing demand for charging facilities in overseas markets, which will promote the development of the charging facilities industry.
Bai Wenxi suggested that domestic car companies need to make the following preparations and long-term layout for the sea tide, including in-depth understanding of the international market, improving brand influence and strengthening technological innovation. He said that car companies need to continuously strengthen technological innovation, improve product quality and performance to meet the needs of the local market, but also need to pay attention to the local market technology development trends and application scenarios, in order to continuously optimize product design and function. Bai Wenxi also established that domestic car companies need a perfect sales and service network: car companies need to establish a perfect sales and service network in the target market, including sales channels, after-sales service, spare parts supply, etc., which helps to improve consumers' purchase willingness and satisfaction, but also brings more business opportunities for enterprises. At the same time, it is also necessary to strengthen cooperation with local industries: car companies can strengthen cooperation with local industries, such as cooperation with local battery companies, charging facilities companies, etc., to jointly promote the development of the new energy automobile industry. This helps to improve the competitiveness of enterprises and promote the development of the local economy. Zhang Xinyuan suggested that domestic car companies need to further improve product quality and technical level to ensure the market competitiveness of products; Carry out international market research, understand overseas market demand, and provide guidance for product design and production; Strengthen brand building and marketing promotion, enhance brand awareness and reputation, and expand brand influence; Strengthen supply chain management and supporting facilities to ensure the timeliness and stability of product production and delivery.
