32ndseagames|崔东树：中国汽车出口的数量和均价均强势增长

Zhitong Financial APP learned that32ndseagamesCui Dongshu, secretary-general of the Federation of passengers, wrote that32ndseagamesIn March 2024, the sales volume of Chinese independent car companies in some overseas areas reached 190000, an increase of 38% year on year and 34% month on month. From January to March 2024, the sales volume of independent brands in China's overseas market was 470000, an increase of 40% over the same period last year. China's independent overseas part can count the retail performance of the market is very good. An important reason for the increase in exports is the improvement of the international price performance of fuel vehicles and the sharp increase in exports of new energy vehicles, coupled with the nearly 800000 increment contributed by Russia, so the volume and average price of China's automobile exports have increased strongly.

Now, China's independent brand export has entered a new stage, that is, it has entered a period of opportunity for the development of new energy, and great changes have taken place in the export of independent brands and fuel vehicles dominated by new energy. Because in terms of fuel vehicles, our technology is still obviously backward compared with the products of Europe and the United States, and we are obviously in a relatively advanced state of new energy technology, so there is more room for China's new energy (600617) export.

Cui Dongshu also pointed out that the trend of European pure electricity in 2023 is strong, and the share of European pure electricity of Chinese independent car companies continues to rise to 9%.32ndseagames.2%, but dropped slightly to 8 from January to March 202432ndseagames.3%. At present, the main problem facing the export of China's independent brand of new energy is that the export market fluctuates greatly, especially for the land transportation faced by the European market, and the demand for new energy vehicles in Europe is still relatively large, which is also a good opportunity for China to export.

In the future, when Chinese independent brands participate in international competition, they need to effectively upgrade their technology and standards to ensure that their products meet European standards, especially in testing, environmental protection and other aspects. New energy vehicle products should be done in accordance with the local needs of Europeans and targeted improvements. In terms of new energy vehicle products, a lot of work should be done to localize and adapt to improvement, so as to obtain better satisfaction. At the same time, we should also make corresponding efforts in sales and maintenance, and establish a good use environment overseas, whether it is charging facilities or after-sales maintenance, etc., in this regard, we should establish an effective guarantee mechanism to ensure the improvement of vehicle satisfaction, prevent the phenomenon of unfinished services exported to developing countries in the early stage, the contract maintenance of the early export is relatively poor, and the reputation is relatively poor. To change the passive situation of car exports fighting guerrilla warfare, at present, China's new energy vehicle exports should build a good reputation and reputation in the European market, and actively make use of various measures to reduce the loss of trade protection.

I. overseas performance of Chinese independent car companies

1. Sales characteristics of Chinese independent car companies in some overseas areas

Chinese independent car companies have strong sales characteristics in some overseas areas. In March 2024, the sales volume of Chinese independent car companies in some overseas areas reached 190000, an increase of 38% year on year and 34% month on month. From January to March 2024, the sales volume of independent brands in China's overseas market was 470000, an increase of 40% over the same period last year. China's independent overseas part can count the retail performance of the market is very good.

2. Monthly sales trend of Chinese independent car companies in some overseas areas

From the monthly export trend, in recent years, the export still shows seasonal characteristics, showing the characteristics of the peak of the roller coaster in summer. Judging from the overseas export retail data of Chinese cars, the monthly trend is relatively stable, showing a good growth trend recently, especially when it reached a high level of 190000 units in December last year, which still shows a relatively strong growth trend. At present, the data of individual regions in March are not complete, but they are close to historical peaks, so they need to be further revised. The overseas export retail sales data of Chinese cars also show the characteristics of sustained and good growth.

3. The overseas data of China's export of cars has increased significantly.

China's car exports have performed extremely well and are growing rapidly in terms of customs data. And from the statistics of overseas and local markets, China's automobile exports also show a more strong and good growth situation, the main reason is that in the past, many of our car exports were in underdeveloped countries such as Africa, or markets that are difficult to count, so overseas data are not fully reflected, but now our exports show more outstanding performance in some overseas high-end markets. Therefore, on the whole, we can see that the growth rate of China's automobile exports based on overseas data has shown a strong growth trend in the past two years, especially since 2022, China's automobile exports have shown an explosive growth trend, showing a strong growth in the European market for three consecutive years, and the policy has slowed down a bit this year. In the early stage, China's exports to Africa, South America and other southern hemispheres were weak, and China's independent exports to poor countries improved better recently.

II. Overseas tracking of Chinese independent car companies

1. Tracking of overseas sales data of Chinese car companies

The overseas export data of Chinese car companies are equally bright, especially when we see that the overseas performance of the main car companies is relatively outstanding. At present, the performance of the main auto companies, such as SAIC, BYD (002594), Great Wall, Geely, Chery and Changan Automobile (000625), is extremely strong. Here, especially the export performance of SAIC (600104) is extremely strong and good recently.

2. The overseas status of China's own brand new energy.

From the perspective of brand export performance, the main highlight of China's auto export of new energy lies in BYD, Shanghai Auto Mingjue brand, Geely, the Great Wall and so on, especially the recent outstanding overseas sales performance such as BYD.

3. The performance of Chinese car companies in overseas markets

Due to the sharp decline in the Russian market in 2022, international car companies are determined to avoid risks. Domestic car companies are also very cautious at first, with few exports to Russia, but recently, some independent car companies have sold a lot to Russia, resulting in a huge increase in exports. Russian market data for March is not yet complete, the number is huge, should also be very good.

From the perspective of the group's export performance, SAIC in 2024 is extremely strong and good in the British market, the Australian market, the Mexican market and the Italian market.

Chery performed extremely well in Russia, Brazil and Turkey, while Great Wall Motor (601633) performed extremely well in Russia and South Africa as well as some other markets.

4. Tracking of Chinese new energy car companies in overseas markets

从海外部分市场数据印证中国海关出口数据，中国新能源汽车出口表现较强，自主表现很好。近期可以看到像泰国、巴西、澳大利亚以及其它主力市场中国车企的表现也都是极其良好的态势，北欧市场的上汽、吉利以及比亚迪等车企表现相对优秀。

新势力在荷兰和挪威市场也有相对较好的表现，几家新势力主要在挪威登陆欧洲，再有一定的规模，体现了中国车企在海外市场获得良好的突破。