(Source: Economic Daily 2024-09-14)
my country’s electric vehicles are based on the local market and continue to expand into the international market, and are increasingly recognized globally. Recently, BYD began selling its third locally launched electric car "Seal" in the Japanese market, which has won the favor of Japanese consumers; car companies such as Xpeng, NIO, and SAIC have also accelerated their "overseas" strategic layout. Upgrading from exporting products overseas to exporting brands and industries overseas has become an important feature of the current international development of my country's electric vehicle industry.
From January to August this year, the production and sales of new energy vehicles in my country reached 7.008 million and 7.037 million respectively, a year-on-year increase of 29% and 30.9% respectively. The sales of new energy vehicles accounted for 37.5% of the total sales of new automobiles. The market size and share continue to increase. Exports of new energy vehicles were 818,000 units, a year-on-year increase of 12.6%. From the perspective of export destination countries, the Russian market had the largest demand for Chinese new energy vehicles in the first half of this year, followed by Mexico and Brazil. From a regional perspective, the EU and ASEAN are important export destinations for my country's new energy vehicles, especially important markets for pure electric passenger vehicles.
At present, my country's electric vehicle industry has formed certain comparative advantages in the world. First of all, the industrial chain supply chain is relatively complete, with certain advantages in vehicle manufacturing costs and production efficiency, and a stable supply of some core components; important industrial chain nodes such as battery production, spare parts production, charging and swapping infrastructure, vehicle design, and intelligent driving can achieve coordinated development. Secondly, it has the world's largest production and sales market, ranking first in the world for many years in a row. The market penetration rate has gradually increased. Several leading companies have occupied important positions in the international market, and the entire industry ecology has been gradually optimized. At the same time, the technological level continues to improve, and the company's R&D investment continues to increase, and important results have been achieved in battery, vehicle design, intelligent systems and other aspects. In addition, the electric vehicle industry chain involves multiple disciplines and industries, requiring professionals with multiple subject backgrounds. There is a large demand for talents in electrical engineering, mechanical engineering, chemistry, materials science, computer and software engineering, intelligent science, supply chain management and other disciplines, and my country has abundant human resources.
my country’s electric vehicle industry is at a critical stage of internationalization and faces considerable challenges and pressures. On the one hand, it is becoming more difficult to develop the domestic market space potential. With the continuous improvement of production and marketing capabilities, the entire industry has an even more urgent need to open up the international market. On the other hand, the export of electric vehicles has encountered multiple challenges, and the internationalization process has been affected. For example, the European Union has imposed temporary countervailing duties on electric vehicles made in China since July 5, with tax rates ranging from 17.4% to 37.6%; Brazil has imposed a 10% tariff on imported pure electric vehicles since the beginning of this year; Canada is studying a tariff policy for Chinese electric vehicles. Based on the current severe international situation, "headwind overseas" needs to be effectively dealt with.
Accelerate the deepening of the international layout of the electric vehicle industry. Support and encourage vehicle companies, key parts and components companies, power battery companies, and charging and swapping infrastructure companies to invest and build factories in appropriate countries and regions. Cooperate to establish a research and development center to promote the internationalization and localization of Chinese electric vehicle brands and avoid w88 barriers.
Persistently improve R&D and innovation capabilities. Under the trend of electrification and intelligence, technology and product iteration will inevitably accelerate. my country's electric vehicle industry must strengthen its continuous innovation and iteration capabilities in core components such as chips, autonomous driving, large models, and batteries to win a proactive position in international market competition.
Protect the interests of overseas companies. The global layout of my country's auto companies will face more uncertainties. In key aspects such as finance, law, environmental protection, labor, and intellectual property rights, in addition to building the company's own compliance capabilities, the country must also improve related negotiation and dispute resolution capabilities to comprehensively improve the global supply chain resilience of the electric vehicle industry.
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