In September 2023, Chengdu surpassed Beijing with 6.
4 million cars and successfully won the first city of cars in China.
As the largest city in the western region and the central city of the country, Chengdu has developed rapidly in recent years.
In 2023, the city’s GDP output value was 2.
2 trillion, ranking seventh in the country, an increase of 6 percent over the same period last year.
With a resident population of more than 21.
4 million, the huge population base has not only brought sufficient labor to Chengdu, but also brought lasting power to the consumer market.
The automobile industry is an important pillar industry of the national economy because of its long chain, wide coverage and strong drive.
Since the Economic Development Zone was approved as a national economic and technological development zone in 2000, Chengdu has quickly become a hot place for investment in the automobile manufacturing industry at home and abroad.
Toyota, Volkswagen, Geely and other top 500 automobile enterprises have been stationed one after another, and the automobile industry has risen rapidly.
a complete industrial chain system covering R & D, design, manufacturing and post-service of complete vehicles and parts has been basically formed.
In 2023, the automobile industry in Chengdu maintained a high and steady development.
The annual output value of the automobile industry was 189.
8 billion yuan, an increase of 10.
7 percent over the same period last year, and the output of passenger cars was 755300, an increase of 9.
7 percent over the same period last year.
Among them, the output of new energy vehicles was 66, 010, an increase of 114.
24% over the same period last year.
Overall, the automobile industry in Chengdu has a large scale, active market consumption, and the rapid development of new energy vehicle industry, but the output of fuel vehicles is still dominant, and the whole is in the key stage of new energy transformation and upgrading.
Data source: Galaxy Automotive “2024 layout Map of mainstream Automobile Enterprises in China”, if you need to obtain a complete high-definition map, you can scan the code to order, the whole vehicle is the link with the highest output value, and vehicle manufacturing can promote the growth of upstream raw materials and spare parts.
it can also promote the reform of downstream applications and occupy a leading position in the industrial chain.
According to data from the Global Automotive Research Institute, passenger car manufacturers in Chengdu are mainly located in Longquanyi and Tianfu New District.
At present, the passenger car companies with local production capacity in Chengdu include FAW-Volkswagen, FAW Toyota, Geely, Volvo, Dragon and Mustang, etc.
, covering small, compact and medium-sized SUV and cars, with a total production capacity of 1.
5405 million vehicles.
Among them, Geely has a number of production plants in Chengdu, with a total capacity of 420000 vehicles per year, producing Geely Galaxy, Lectra, Polar Krypton and other brand models, with an output of 136 586 in 2023 and a capacity utilization rate of 32.5%. Volvo has two factories in Chengdu (Volvo and Polar) with a total capacity of 150500 vehicles per year, with a capacity utilization rate of 71.
9 per cent and a production capacity of 108d208 in 2023.
FAW-Volkswagen has an annual production capacity of 600000 vehicles in Longquanyi, Chengdu, which produces 449359 cars in 2023, with a capacity utilization rate of 74.
9 per cent.
The total production capacity of FAW Toyota Chengdu plant is 100000 vehicles / year, the output in 2023 is 485,652, and the capacity utilization rate is 48.7%. DPCA Chengdu plant has a total capacity of 240000 vehicles per year, with an output of 38,846 in 2023 and a capacity utilization rate of 16.2%. The Mustang Chengdu plant has a total capacity of 30,000 vehicles per year and has not resumed production since it was suspended at the beginning of 2022.
Capacity planning of passenger car manufacturing enterprises in Chengdu in 2024, data source: Geshi Automotive Research Institute Forecast Database, Chengdu is currently in a critical stage of new energy transformation and upgrading.
By attracting investment, introducing leaders and accelerating industrial cultivation, Chengdu has initially built a relatively complete new energy vehicle industry chain.
by the end of 2023, Chengdu gathered Bosch, Johnson, Mahler, Ningde era, Zhongchuang Xinhang, Yiwei Lithium Energy, Honeycomb Energy, Dongfang Electric, BYD, Shangtang Technology and other new energy and intelligent network connection areas of key components enterprises.
The products cover chassis, automotive electronics, power cells, fuel cell stacks, semiconductors, on-board chips, intelligent cockpit, autopilot systems and other important fields.
In the field of electrification, the Chengdu municipal government has continuously introduced leading enterprises to promote the development of local industries and cultivate the ability of localized supporting services.
In May 2021, Zhongchuang Xinhang invested 28 billion yuan to build a battery R & D center and production and sales base in Chengdu Economic and technological Development Zone, set up West China headquarters, battery engineering and advanced technology research institute, and build a West China industrial cluster of China Innovation Airlines.
Drive upstream and downstream industrial chain enterprises to settle in Rong.
In July 2022, Yiwei Lithium Energy invested 10 billion yuan to build a 20GWh lithium-ion battery production base in Chengdu.
In addition, Chengdu has begun to take shape in the field of hydrogen energy industry.
In 2023, the hydrogen energy industry in Chengdu reached 13 billion yuan, ranking seventh in the country, and the market share of key components such as air compressors and on-board hydrogen storage bottles ranked among the top three in China.
It led the application of fuel cell vehicle demonstration cities in Chengdu-Chongqing economic circle, promoted the promotion of the demonstration of 645 hydrogen fuel cell vehicles in Chengdu-Chongqing region, opened the Chengdu-Chongqing “hydrogen corridor”, built 14 hydrogen refueling stations, and promoted more than 500 hydrogen fuel cell vehicles.
At present, Chengdu has gathered more than 100 enterprises and research institutions, including Oriental hydrogen Energy, Yitong Huatong, Houpu shares, Sinopec Science and Technology, Rongchuang Xineng, Tsinghua Sichuan Research Institute, Sichuan University, University of Electronic Science and Technology, Southwest Jiaotong University, etc.
, with more than 30 key hydrogen energy products, such as hydrogen fuel cell system, electrolytic cell, hydrogen valve, etc.
, and has initially formed a relatively complete industrial chain of “system-storage-transportation-addition-use”.
The development pattern with Pidu District, Longquanyi District, Pengzhou City and Xindu District as the core is constructed.
According to the Chengdu Action Plan for promoting the Development and Promotion of hydrogen fuel Cell Commercial vehicle Industry (2024-2026), Chengdu will accelerate the formation of new productivity of the automobile industry dominated by hydrogen fuel cell commercial vehicles, and seize the new track of domestic hydrogen fuel cell commercial vehicle industry.
In the next three years, Chengdu will focus on building a “green hydrogen capital”, take unconventional measures, implement “six major projects”, promote 46 key projects, with a total investment of more than 17 billion yuan, and promote the average annual growth of the output value of the hydrogen energy industry by more than 25%.
The scale has doubled in three years and entered the top five in the country.
In the field of intelligence, there are more than 10 automotive chip enterprises, such as Yuxin original Micro, Chengdu Huawei, Senwei Technology, Black Sesame, Horizon, and key hardware enterprises such as Huitong Xidan, Clay Microwave Technology, Chengdu low Light, Ruixin Shengtong, etc.
In terms of software, it has well-known enterprises such as Desai Xiwei, Zhongke Chuangda, Zhonglingzhixing, ZTE Automotive Electronics, Xidi Zhixue and other well-known enterprises, and has strong intelligent cockpit and intelligent driving software development capabilities.
Build and put into operation the Sino-German intelligent network connection test base, open the test road for 390 kilometers, and build a full test system from simulation test to closed test and then to open verification.
According to the statistics of global supply chain, Chengdu automobile industry chainThere are 2222 related enterprises.
Among them, electronic and electrical enterprises firmly ranked first, with a total of 427, accounting for 19.2%. Followed by general process enterprises, there are 263, accounting for 11.8%. After that, there are 252, 225 and 184 companies related to automotive chips, intelligent network connection and electrification, respectively, accounting for 11.
3%, 10.
1% and 8.
3%, respectively.
, data source: global automobile supply chain platform, Chengdu automobile industry chain related enterprises TOP10 (unit: home), data source: global automobile supply chain platform, second, industrial policy, focus on the three key directions of “electrification, intelligence and hydrogen energy”, to promote the action of building a strong chain in the automobile industry.
In order to promote the high-quality development of the automobile industry, Chengdu successively issued the Chengdu New Energy and Intelligent Network Automotive Industry Development Plan (2023-2030) and Chengdu’s implementation opinions on promoting the Development of New Energy Automobile Industry.
Starting from the dimensions of industrial scale, innovation capability, infrastructure and factor resources, anchoring the development goal and direction of Chengdu new energy and intelligent network automobile industry.
It is clearly pointed out that by 2025, the overall scale of the Chengdu automobile industry will strive to reach 300 billion yuan, the overall local production of cars will reach 1 million, the scale of the new energy vehicle industry will exceed 150 billion yuan, the number of new energy vehicles will reach 800000, and the output will reach 250000.
The industrial whole-to-zero ratio will be raised to 1:1, and the utilization rate of vehicle capacity and the local matching rate of enterprises will be raised to more than 70% and 50% respectively.
By 2030, the new energy and intelligent network connected automobile industry chain supply chain innovation chain has a strong international radiation capacity.
In the field of electrification, Chengdu will focus on the main direction of pure electric vehicles and hydrogen fuel cell vehicles, speed up the upgrading of the automobile industry, and accelerate the promotion of electrification.
Focusing on the precise layout of power batteries, electric motor control and electric vehicles, we will focus on the research and development of high-nickel and low-cobalt cathode materials and high cycle life anode materials to promote the development of lithium devices and precision structures such as copper foil and aluminum foil.
Support enterprises to develop advanced technologies such as ultra-high-speed lamination, continue to develop new-generation power battery products such as high specific energy lithium metal batteries and all-solid-state batteries, and support enterprises to carry out power battery recovery, echelon utilization and solid waste treatment services.
Focus on the development of high-density, high-efficiency, high-speed drive motor, explore the application of wide band gap material power module of the new inverter technology, layout of automotive silicon carbide (SiC) wide band gap high-power devices.
In terms of complete vehicles, we will focus on the development of pure electric, plug-in hybrid and plug-in hybrid passenger vehicles, introduce new energy projects such as Lecker, polar krypton and polar stars, and promote existing vehicle enterprises to upgrade their product energy levels and introduce hot-selling models.
In the field of hydrogen fuel cells, emphasis will be placed on the development of key technologies for materials and components such as low-platinum high-performance membrane electrodes, high-performance and low-cost metal bipolar plates and high-activity catalysts.
We will actively develop key components and equipment, such as high-precision Flowmeters, hydrogen detection systems, high-performance sensors, and hydrogenation machines, to support the development of long-life, high-performance, low-cost hydrogen fuel cell stack systems.
Promote the healthy and sustainable development of hydrogen energy industry in Chengdu.
In the field of intelligence, Chengdu will develop hardware such as focused vehicle gauge-level computing chips, high-performance lidar, 4D millimeter wave radar, and key software products such as intelligent vehicle operating system, intelligent driving system, and middleware, promote the research and development of auxiliary self-driving, high-level self-driving and mass production applications, and explore the development of fully self-driving.
Strengthen the research and development of intelligent cockpit integrated system, cultivate full-stack solution providers, focus on breaking through interactive technologies such as machine vision, voice recognition, touch recognition and biometric recognition, and promote the development of HUD, all-digital instruments, DMS and other products.
In terms of vehicle networking, we will promote the research and development of in-vehicle gateways, T-Box, OBU and other products, support operators to speed up the construction of a new generation of vehicle wireless communication network connection (5G-V2X) infrastructure, promote the industrial application of network connection information collaborative perception, and speed up the research and development of key technologies of network connection collaborative decision-making and control.
Third, market conditions, according to data from the Global Automotive Research Institute, in the first quarter of 2024, passenger car terminal sales in Chengdu were 140543, up 22.
3% from the same period last year.
Among them, sales of new energy vehicles were 55523, up 48.
4 percent from the same period last year, and the penetration rate of new energy reached 39.
5 percent.
The penetration rate of new energy vehicles is 39.5%. In the first quarter, the sales of new energy in Chengdu was 55523 vehicles, and the penetration rate of new energy rose 6.
9 percent year on year.
Among them, the sales of pure electric models were 31518, accounting for 22.
4% of the overall market, and the sales of mixed models were 24005, accounting for 17.
1% of the overall market.
Fuel vehicle sales in the first quarter were 77203, accounting for 54.
9 per cent, up 8.
6 per cent from a year earlier.
The penetration rate of Chinese brands exceeded 56%.
In the first quarter, Chinese brands in Chengdu sold 78937 vehicles, accounting for 56.2%. European 37510, accounting for 26.
7%, Japan and South Korea and the United States are 12316 and 11780 respectively.
In the list of Chinese brand sales, M7 ranked first with 2987 vehicles, while Qin PLUS and Xingyue L ranked second and third in Chengdu with 2494 and 2044 respectively.
The top three in Europe are 1789 Longyi, 1655 Suiteng and 1608 Mercedes-Benz C-Class.
The top three Japanese sales were Xuanyi, RAV4 and Fenglanda, with sales of 1175, 783and 654 respectively.
The top two places in the US were occupied by Tesla ModelY and Model3, with sales of 4797 and 1642 respectively, followed by Cadillac CT5 with 682 sales.
Volkswagen is the highest-selling brand in Chengdu.
In the first quarter, the brand sales TOP5 in Chengdu were Volkswagen, BYD, Geely, Chang’an and Tesla.
With its strong brand and product advantages, Volkswagen ranks first in Chengdu in the first quarter with 17015 vehicles.
BYD ranked second with 12066 vehicles, while Geely, Chang’an and Tesla ranked third to fifth with sales of 7058, 6561 and 6439 respectively.
SUV is the most popular model for consumers in Chengdu.
In the first quarter, Chengdu sold 74170 SUV models, accounting for 52.
8 percent, and 60184 cars, accounting for 42.
8 percent.
Among the SUV models, consumers prefer Tesla ModelY, M7 and Xingyue L, which are 4797, 2987 and 2044 respectively.
Among the car models, the favorite models of consumers in Chengdu are BYD Qin PLUS, Lang Yi and Suiteng, which are 2494, 1789 and 1655 respectively.
In the first quarter, 10 to 200000 yuan was the most purchased price range in Chengdu, with sales of 60695 vehicles, accounting for 43.
2 percent.
The second is less than 100000 yuan andIn the range of 200,000 to 300,000 yuan, 28,306 vehicles and 27,528 vehicles were sold respectively, accounting for 20.
1% and 19.6%., As the largest city in Southwest China, Chengdu has huge development potential.
With the transformation and upgrading of the automobile industry, development has entered the “fast lane” of new energy.
With the continuous optimization of industrial layout and continuous stimulation of industrial policies, Chengdu is expected to usher in new breakthroughs in the transformation of new energy industries.
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