In the Chinese market, joint venture car companies are becoming more and more passive.
According to data released by the Federation of passengers, retail sales in the national passenger car market in March were 1.
687 million, up 6.
0% from the same period last year and 52.
8% from the previous month.
Among them, retail sales of independent brands were 930000, up 19% from the same period last year and 51% from the previous month.
Retail sales of mainstream joint venture brands in March were 500000, down 8% from the same period last year and 49% from the previous month.
In March, the market share of independent brands increased by 6 percentage points to 54.
8%, while the market share of the corresponding joint venture brands is declining rapidly.
According to the data, the retail share of German brands in March was 20.
4%, down 1.
5 percentage points from the same period last year.
the retail share of Japanese brands was 13.
8%, down 2.
2 percentage points from the same period last year.
and the retail share of American brands reached 8.
2%, down 1.
8 percentage points from the same period last year.
In the next three to five years, the share of joint venture brands will fall from 40% to 10%, of which 30% is the space for Chinese brands to grow in the future.
” Recently, Wang Chuanfu, chairman of BYD, said in an interview.
In addition to being aggressive in the domestic market, independent brands have also accelerated the process of going out to sea.
Passenger car exports (including complete vehicles and CKD) reached 406000 in March, up 39 per cent year-on-year and the highest monthly record in history, with exports of independent brands reaching 341000, up 33 per cent year-on-year and 37 per cent month-on-month, according to the Federation of passengers.
Chinese automakers are the most competitive in the world and pose the most severe competitive challenge to Tesla.
” In an interview with the media, Musk also mentioned many times that Chinese car companies are super competitive.
In his view, if there are no trade barriers, Chinese car companies can almost beat most of the world’s car companies.
A series of “flattery” has made many netizens happy to blossom, as if independent brands have achieved a leading advantage and become the leader of the global automobile industry.
But this is not the case.
Before formally dominating the global auto industry, we should take a cautious and optimistic attitude towards the development of the auto industry.
After all, independent brands can not shake the leading position of foreign brands in a short period of time.
According to the data released by GlobalData, Toyota, Volkswagen and other car companies are still in the absolute leading position in the ranking of the world’s top 10 car companies in 2023, of which Toyota’s annual sales once again exceeded 10 million vehicles, ranking first for four years in a row, while new energy brother BYD also entered the list for the first time, ranking ninth ahead of Suzuki by a margin of 10, 000 vehicles.
Photo source: Nissan, even Japanese brands that have suffered successive setbacks in the Chinese market, still dominate the global market, while accelerating the transformation of the Chinese market to smart and electric while ensuring the leading position in overseas markets.
it has become the main strategy for Japanese brands to seek leading development.
The Japanese system is accelerating to embrace intelligence and electrification, and the Japanese system is accelerating to change the passive situation in the field of intelligent electric vehicles.
At the just-passed Beijing Auto Show, Changan Mazda exhibited its first electric car, the MAZDA EZ-6.
Although the MAZDA EZ-6 and the Deep Blue SL03 are inextricably linked in the industry, it is undeniable that Mazda is taking advantage of Changan’s technological advantages in the field of new energy to enhance its competitiveness in the Chinese market.
Compared with Mazda, Nissan has changed more rapidly.
at the Beijing auto show, Nissan displayed five new energy concept cars at once, four of which were developed based on the Chinese market.
Nissan Motor, most notably, on the opening day of the Beijing Auto Show, Nissan (China) Investment Co., Ltd. and Baidu online Network Technology (Beijing) Co., Ltd. jointly signed a memorandum of understanding to conduct a feasibility study on strategic cooperation in the field of artificial intelligence (hereinafter referred to as AI) and intelligent vehicles.
It is certain that Nissan will carry Baidu’s AI solution on its Chinese models.
Honda and Toyota have a more far-reaching layout in the field of smart electric vehicles than Mazda and Nissan.
Ahead of the Beijing auto show on April 16, Honda officially launched its new electric brand “Ye” for the Chinese market, and displayed three new energy models under the “Ye” brand.
“Ye S7” and “Ye P7” are the first models of the brand, which will be put into production by Honda’s joint ventures in China, Dongfeng Honda and Guangzhou Automobile Honda, respectively, and will be launched at the end of 2024, while “Ye GT CONCEPT” will achieve mass production in 2025.
The “Ye” brand is “the symbol of Honda’s electrification change in China”.
Igarashi Fumihiko Yaxing, executive officer of Honda Technology Research Industry Co., Ltd., minister of China, general manager of Honda Technology Research Industry (China) Investment Co., Ltd., and general manager of Honda Technology (China) Co., Ltd. Next, Honda will face the fierce competition in the Chinese market through the coexistence of two different platforms through the two different brands of eVOR N and Ye.
” In Igarashi Fumihiko’s view, Honda needs to change its slow layout in the field of new energy in order to get more development opportunities.
Source: Honda China, Toyota is also accelerating the promotion of intelligence and electrification.
Toyota brought two pure electric models “bZ3C” and “Platinum Intelligence 3X” at the Beijing Auto Show.
Among them, bZ3C is jointly developed by Toyota and BYD Toyota Electric vehicle Technology Co., Ltd., FAW Toyota and Toyota China R & D Center, and will be produced and sold by FAW Toyota in the future.
Platinum Intelligence 3X is a practical SUV model jointly created by Toyota, GAC GROUP, Guangzhou Automobile Toyota and Toyota China R & D Center, which is planned to be produced and sold by Guangzhou Automobile Toyota.
In addition to strengthening the competitiveness of new energy vehicles with the help of BYD and GAC, Toyota has also opened a strategic cooperation with Tencent to create new value for mobile travel by making use of Tencent’s AI model, cloud, digital ecology and other advantages.
In addition, Toyota and Pony Horse have also formed a joint venture to open up a layout in the field of smart driving.
In the field of intelligence and electrification, China has taken the lead, and the collective turn of Japanese brands to embrace Chinese enterprises can well make up for their shortcomings.
In addition, the leather and durable brand equity formed by the Japanese system in the era of traditional cars can still be maintained, which is the key to winning the favor of Mazda fans with the name of “unity of man and horse” for MAZDA EZ-6.
Policy protection, inadequate infrastructure, and the window period for the transformation of foreign investment.
In the Chinese market, Japanese brands are accelerating the transformation to smart electric vehicles by building “joint venture independent” new brands and by borrowing technology companies.
in the global market, Japanese productsThe brand also continues to take the lead by virtue of its previous accumulation, and it is difficult for independent brands to change this state in a short period of time.
From the trend of the development of the industry, intelligent electric vehicles are a generation ahead of traditional fuel vehicles and have quite a leading advantage in driving experience, but compared with traditional fuel vehicles, intelligent electric vehicles are highly dependent on infrastructure such as charging piles.
the layout of charging piles in overseas markets is a difficult problem.
According to the data released by the Federation of passengers, the number of public charging piles in China increased by 950000 in March this year compared with the same period last year, but due to the different acceptance of electric vehicles in the local market, the layout of charging piles in different cities is also quite different.
At present, the car-to-pile ratio of public piles in China is much better than that in Europe and America, but there is the problem of insufficient utilization, and some public charging piles suffer serious losses.
As the popularity of public charging piles in the offline market in small and medium-sized cities in the central and western regions is relatively small, consumers who buy new energy vehicles in these areas are still relatively poor in terms of convenience.
” Cui Dongshu, secretary general of the Federation of passengers, said so.
According to the financial report of Tracy (parent company, stock code: 300001), the nine-year-old company made its first profit in 2023, becoming the first profitable charging pile company in the industry.
As of December 23, 2023, the number of charging piles operated by Tencent has exceeded 500000.
On the one hand, advance construction should seize more favorable positions to facilitate consumers and lock in more potential users at the same time.
on the other hand, we should also bear the risk of high “vacancy rate”, which is the root cause of the difficulty in making profits for many charging pile enterprises.
the same problem is also restricting the development of overseas charging pile enterprises.
The imperfect infrastructure is an important reason for the decline in the acceptance of new energy vehicles in overseas markets.
In other words, the overseas market of new energy vehicles to replace fuel vehicles will not be as fast as the Chinese market, which will buy more time for many foreign car companies to transition to new energy markets.
Photo: Toyota China, if you look at the longer-term future, the quality of the transformation of foreign brands in the Chinese market will directly affect their future.
This is because the intelligent electric vehicle is the inevitable trend of the development of the industry, and the Chinese market has achieved a leading advantage.
under this background, foreign brands increase their investment in the Chinese market and enhance the weight of China’s R & D.
it is the only way for it to cope with its future development.
Secondly, the current fierce battle between independence and joint ventures in the Chinese market is bound to gradually extend to overseas markets.
According to data released by the General Administration of Customs, vehicle exports in the first quarter of this year were 1.
322 million, an increase of 23.
6% over the same period last year, and China’s car exports are growing rapidly.
Although the export business of independent brands will be affected by a series of unfavorable factors such as imperfect infrastructure, policy restrictions and local protection, this can not stop the industry trend that smart electric vehicles will sweep the world.
The globalization of independent brands is only a matter of time.
Foreign car companies are taking advantage of this time gap to make up for their shortcomings in the field of intelligent electrification, in which Chinese enterprises are playing a more and more important role.
Tencent, Baidu, Xiaoma Zhixing and other Chinese enterprises become partners of joint venture car companies is the best proof.
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