Author：MarwenDate：2023-8-17
Recently, at the press conference held by BYD, Wang Chuanfu, the head of BYD, announced that the total output of BYD's new energy vehicles exceeded 5 million, becoming the first car company in the world to achieve this achievement.
BYD is a representative of the rapid development of China's new energy automobile industry. Statistics show that my country has become the world's largest new energy vehicle market, and its production and sales have ranked first in the world for eight consecutive years.
In 2022, the sales volume of new energy vehicles in my country will be 6.887 million, a year-on-year increase of 93.4%, and the penetration rate will reach 25.6%. Enter the explosive period of scale expansion and the expansion period of comprehensive marketization.
However, behind the flashing lights, there are still many problems in the development of new energy vehicles. Insufficient supply of key core technologies and insufficient guarantee of supporting capabilities are factors that the industry believes restrict the development of new energy vehicles.
1. The penetration rate of new energy vehicles continues to rise, and the market is hot and unstoppable.
The new energy automobile industry is in the growth stage, the market demand continues to be strong, the penetration rate continues to rise, and it is changing from policy-driven to product-driven.
According to Netease News, China Business News and other media reports, as of July this year, the cumulative output of new energy vehicles exceeded 20 million. The latest data from the Passenger Federation shows that the domestic retail penetration rate of new energy vehicles reached 35.1% in June this year. Wang Chuanfu, chairman and president of BYD, said, "It is estimated that by the end of 2023, the penetration rate of China's new energy vehicle market will reach 37%; by the end of 2024, the penetration rate will reach 48%; by the end of 2025, the penetration rate will reach 60%. ", showing a good situation. According to China News Network and China Quality News Network, the 2023 China New Energy Vehicle Product Charm Index Research Report released by Jundi on the 25th shows that in 2023, the product charm of the new energy vehicle market will improve significantly, and the overall industry score will be 776 points (1000 scale). Compared with 2022, it has increased by 37 points, which confirms that the rapid development of the new energy vehicle market has changed from "policy-driven" to "product-driven". According to the Beijing Daily, in July 2023, my country's 20 millionth new energy vehicle rolled off the production line in Guangzhou, marking that China's new energy vehicle has entered a high-level scale and globalization on the basis of industrialization and marketization. A new stage of quality development. At present, the penetration rate of the domestic new energy vehicle market is growing rapidly. New energy vehicles cover various market segments in the field of passenger vehicles. A number of new power car brands are rising rapidly, and the automobile industry is ushering in a period of new energy transformation.
2. The strong rise of independent brands will reconstruct the competition pattern of new energy vehicles in my country
Recently, Volkswagen and Xiaopeng Motors, Audi and SAIC Motor have successively reached cooperation to build cars in the field of new energy. The Beijing Daily commented that "not only 'reverse output', the rise of domestic new energy vehicles also 'inwardly feed back' ’, driving the development of the entire supply chain, and some domestic suppliers have taken advantage of the opportunity to surpass the previous overseas monopolies and take the top spot in the domestic market. Under the wave of new energy, the drama of industry change is gradually being staged.”
On the evening of August 9, the Weibo entries "BYD's 5 millionth new energy vehicle rolls off the assembly line" and "When did you make yourself proud of Chinese cars?" One expectation is to see the birth of a world-class auto brand in China! This is not only a new milestone for BYD, but also a reflection of the upward development of Chinese brands." Netease Fengqi Shuisheng wrote, "As said at the press conference, 'This is The high-gloss era that belongs to BYD is also the high-gloss era that belongs to Chinese brands. The strong rise of self-owned brands represented by BYD has allowed us Chinese to witness that the era of Chinese auto brands is coming." The Paper said, "Data prove that China China's independent brands are rising strongly. At present, the share of China's own brands in the Chinese auto market has stabilized at about half. However, in 2008, the share of China's independent brands in the Chinese auto market was only 28%. The cumulative share of self-owned brands is 50%.”
3. The company's continuous overseas deployment has driven the acceleration of its international influence and attracted the attention of foreign media
China's new energy vehicle export market continues to improve, and the pace of local car companies going abroad is becoming more and more solid. The export volume of new energy passenger vehicles reached 70,000 units, a year-on-year increase of 185.6%. On August 9, CCTV News published "Changing Lanes to Lead! China's auto export ranks first in the world, new energy vehicles become the key", and stated that "the new energy auto industry has become a key area of my country's industrial transformation and upgrading. In the first half of the year, the output increased by 35%, accounting for 25% of the overall auto exports. Export products High-end, intelligent, and green trends are more prominent."
"European Automotive News" said, "A source said that Audi is considering buying an electric vehicle platform directly from a Chinese car company to speed up its own electric product development process." Bloomberg said, "This year's global electric passenger car forecast The sales volume is estimated to be 14.1 million; among them, the Chinese market will occupy about 60% of the share." "European Times" said, "There are signs that new energy vehicles are gradually strengthening in the Chinese auto market, and breakthroughs in the mid-to-high-end auto market are obvious."
The phenomenon of "increasing volume and price" of Chinese automobiles going overseas has aroused a sense of crisis in overseas markets. The Wall Street Journal of the United States stated that as China surpassed the United States to become the world's largest auto market in one fell swoop, and Chinese independent brands continued to consolidate and surpass foreign competitors, the era of Western dominance is over. The British "Daily Telegraph" stated that recently, the domestically produced large aircraft C919 completed its first commercial flight, and the export volume of Chinese auto companies surpassed Japan in the first quarter of this year to take the first place in the world. This series of news officially shows that China is about to embark on a second wave of industrialization The wave-makers pose a direct challenge to the cutting-edge and knowledge-intensive industries in the West, subverting the existing order of many industries.
In terms of overseas layout, domestic new energy vehicle brands have seized the opportunity and adopted a more active development strategy. For example, the price of traditional energy in Europe has risen. Brands such as Weilai, BYD, Lingpao, and Nezha are actively deploying European markets such as Norway, Sweden, Germany, and the Netherlands to promote the export of high-end pure electric vehicles. At the same time, due to the lack of automobile industry in developing countries and the policy support given by the local government, the production cost is relatively low. SAIC Motor, Great Wall, Geely, and BYD have deployed overseas factories and supplies in developing countries and regions such as Southeast Asia and Latin America. chain system. Looking at the international market, with price advantages and car configurations, Chinese cars are increasingly favored by overseas consumers.
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