From January to July, China's new energy vehicle exports 636,000 vehicles, an increase of 1.5 times year-on-year, of which, 581,000 pure electric vehicle exports, an increase of 1.6 times year-on-year, plug-in hybrid vehicle exports 55,000 vehicles, an increase of 87.9%; China's power battery enterprise battery cumulative exports amounted to 67.1GWh, of which ternary battery cumulative exports of 46.6GWh, accounting for 69.5% of the total exports. Lithium iron phosphate battery cumulative exports of 20.2GWh, accounting for 30.1% of total exports.
China's new energy vehicle export data
Data from the China Association of Automobile Manufacturers (CAAM) show that in terms of exports, in July, China's new energy vehicle exports 101,000 units, up 29.5% sequentially 87% year-on-year, of which 92,000 units of pure electric vehicles were exported, up 37.3% sequentially 90.9% year-on-year; plug-in hybrid vehicles were exported by 0.9 million units, down 18.2% sequentially up 54.9% year-on-year.
From January to July, China's new energy vehicles exported 636,000 units, up 1.5 times year on year，Among them, 581,000 pure electric vehicles were exported, up 1.6 times year-on-year; 55,000 plug-in hybrid vehicles were exported, up 87.9% year-on-year.
The data of passenger association shows that the overall automobile export this year continues the strong growth characteristic at the end of last year. Passenger car exports (including complete vehicles CKD) under the statistical caliber of the Association in July 310,000 units, an increase of 63% year-on-year, an increase of 4%. 1,990,000 units of passenger cars were exported from January to July, an increase of 81% year-on-year. new energy vehicles accounted for 28% of the total exports in July. With the improvement of export capacity, the export of independent brs reached 248,000 units in July, up 56% year-on-year, basically flat year-on-year; joint venture luxury brs exported 60,000 units, up 90% year-on-year.
In July, China's new energy passenger car exports 88,000 units, up 80% year-on-year, up 26% from June, accounting for 27% of passenger car exports；Among them, pure electric accounted for 92% of new energy exports, A0+A00 class pure electric exports accounted for 50% of new energy exports.
China's New Energy Export Opportunities Challenges
Along with China's new energy scale advantage market expansion dem, China-made new energy product brs more more out of the country, overseas recognition continues to improve, as well as the continuous improvement of the service network, coupled with the European double reverse risk has not yet manifested, so that the new energy export market is still continuing to be good. 32,862 units of Tesla China in July, BYD 18,169 vehicles, SAIC Passenger cars 17,724 units, SAIC GM Wuling 6,674 units, Dongfeng EJT 6,119 units, Great Wall Motor 2,391 units, Geely 2,280 units, Skyworth 974 units, Chery 285 units, Dongfeng Yu'an 282 units, SAIC Datsun 171 units, Chang'an Ford 146 units, Shenlong Automobile 127 units. From the monitoring of retail data in overseas markets for independent exports，
A0-class electric vehicles account for a high proportion of the absolute mainstay of exports, SAIC other independent brs in Europe, stronger performance, BYD other rise in Southeast Asia。In addition to the beautiful performance of traditional export car enterprises, the recent export of new forces has also gradually started, the overseas market has data that is beginning to show.
From the data released a few days ago by Cui Dongshu, secretary general of the passenger association, in 2023, China's new energy vehicle exports are super strong, which is also a strong Chinese industrial chain, forming a strong domestic market exports of double growth
。China's new energy passenger cars to account for 60% of the world's new energy share in the first half of 2023。
Cui Dongshu said that China's new energy vehicle exports have a greater space, due to the current dem for cars in Europe is relatively large, there are a number of policy support for China's new energy vehicle exports to bring a huge good opportunity. At present, China's new energy independent br exports the main problem facing the export market fluctuation is relatively large, the current dem for new energy vehicles in Europe is still relatively large, but also a good opportunity for China's exports.
Cui Dongshu pointed out that the future of China's independent brs to participate in international competition, the need to do in the technical aspects of the effective enhancement, to ensure that their product technology stards to meet European stards, especially in the test, environmental protection other aspects should be in accordance with European stards to do, new energy vehicle products in accordance with the local needs of the Europeans to do, targeted improvements! A lot of work has to be done in terms of localized adaptation improvement of new energy vehicle products so that better satisfaction can be achieved。At the same time, in the sales maintenance should also make some corresponding efforts, overseas to establish a good use of the environment, whether it is charging facilities or after-sales maintenance so on should establish an effective guarantee mechanism to ensure that the satisfaction with the car to improve, to prevent the phenomenon of pre-export developing countries with rotten service, pre-export of the contracted maintenance of the poorer, relatively poor reputation, to change the automobile exports to fight guerrilla warfare Automobile exports passive situation。At present, China's new energy vehicle exports to build a good reputation credibility in the European market, reduce internal conflict。
New Energy Vehicle Powerhouse
Recently, BYD Chairman President Wang Chuanfu said that in the era of fuel vehicles, the industrial pattern dominated by automotive powers is becoming history. Now，
China is the world's largest new energy market, is a deservedly strong new energy vehicle country，In terms of industrial scale, China's new energy vehicle exports are the first in the world, more than 60% of the world's new energy vehicles are produced sold by China; in terms of core technology industrial chain, China's new energy vehicle patent disclosure accounts for 70% of the world's patent disclosure, more than 63% of the world's power batteries are supplied by China.
The data shared by Wang Chuanfu shows that in 2022, China will surpass Germany for the first time to
become the world's second largest auto exporter with 3.4 million vehicles exported.In the first half of this year, China exported 2.14 million cars, surpassing Japan for the first time
becoming the world's top car exporter. Meanwhile, Chinese brs such as SAIC, Chery, Chang'an, Great Wall, Geely, BYD, etc., have achieved brilliant results in the process of going abroad, hing out the shining business card of Made in China to the world.
At present, China's new energy vehicle exports are facing an important node of global electrification，
“China's automobile brs have an opportunity for development。
According to the statistics of the General Administration of Customs, in the first seven months, China exported 7.83 trillion yuan of electromechanical products, an increase of 4.4%, accounting for 58.1% of the total value of exports. Among them, the automobile 383.73 billion yuan, an increase of 118.5%.
From a single month in July, among the major export commodities, the export value of automobiles (including chassis) increased by 83.26% year-on-year, ships increased by 82.38% year-on-year. Wang Qing, chief macro analyst of Oriental Jincheng, said that the value of automobile exports in July increased by 83.3% year-on-year, the volume of exports increased by 59.3% year-on-year, continuing the momentum of volume price since the beginning of the year. “This mainly stems from China's realization of ‘bending the road to overtake’ in the field of new energy vehicles, including the European other developed economies, China's new energy vehicle exports in the global market share has risen sharply since the beginning of this year.”
It is worth noting that, from the performance of other provinces, the “new three” exports remain strong.
According to customs statistics, from January to July this year, Liaoning's “new three kinds” of products exported 10.887 billion yuan, an increase of 75.96%, driving Liaoning's foreign trade exports made a new breakthrough!。Among them, electric people-moving vehicles exported 7.81 billion yuan, an increase of 86.92%; lithium batteries exported 2.458 billion yuan, an increase of 66.40%; solar cell exports 619 million yuan, an increase of 16.42%.
According to the Guangdong Branch of the General Administration of Customs, from January to July, Guangdong's exports of electric people-moving vehicles, lithium batteries solar cells increased by 570.8%, 23.9% 44% respectively.
According to the China Automotive Power Battery Industry Innovation Alliance data show that, in terms of exports, in July, China's power battery enterprises battery exports totaled 11.2GWh.Among them, ternary battery exports 7.2GWh, accounting for 64.7% of total exports; lithium iron phosphate battery exports 3.9GWh, accounting for 34.8% of total exports.
From January to July, China's power battery companies battery cumulative exports reached 67.1GWh. Among them, ternary battery cumulative exports of 46.6GWh, accounting for 69.5% of total exports; lithium iron phosphate battery cumulative exports of 20.2GWh, accounting for 30.1% of total exports.
Energy storage, in July, China's energy storage battery exports totaled 1.0GWh, including lithium iron phosphate battery exports 1.0GWh；From January to July, China's cumulative exports of energy storage batteries amounted to 7.3GWh, of which the cumulative exports of lithium iron phosphate battery 7.3GWh.
