Source: Nikkei Chinese Network
Author: Ruoshan Pengzi, Lin Yingshu Frankfurt, Tomita Youyou
The Shanghai International Auto Show held at Shanghai, China closed on April 27.In the context of the main manufacturers of Japan, the United States, Europe, and China, the Chinese brands that leap in the Chinese brand with pure electric vehicles (EV) have shown a sense of presence.From the perspective of new cars, China's large pure electric vehicle manufacturers BYD (BYD) expand sales. On the other hand, sales of German Volkswagen, the largest enterprise in the Chinese market.The Chinese automobile market led by foreign capital is undergoing "crust changes".
"Overseas brands lack new technologies, I have recently recommended BYD to friends." A male car enthusiast who visited the Shanghai Auto Show emphasized that Chinese brands are improving their strength.
EV models expand
BYD's exhibition area is very lively.The high -end brand "looking up" pure electric supercar "U9" and SUV "U8" are very popular.
The price ofU8 is as high as RMB 1.098 million (the same, about S $ 210,000), which is 70 % higher than the most expensive models in the current product group.BYD officially announced the price of cheap and pure electric vehicles "seagulls" on the 26th.The starting price is 73,800 yuan, which is nearly 30 % cheaper than the lowest model among the existing products.The price interval and models of the product line constitute a significant expansion.
Bloomberg reported that from Judging from January to March, BYD exceeded 440,000 vehicles, surpassing the Volkswagen brand (427,247 vehicles), ranking first.Volkswagen has been selling at least after 2008, but facing BYD's chase of BYD, which expands the sales of pure electric vehicles and plug -in hybrid vehicles (PHV).With the overall downturn in the Chinese new car market, BYD improved the sense of existence.
The expansion of the price range is not limited to BYD.China ’s large -scale private automotive enterprise Zhejiang Geely Holdings Group launched a minimum of 189,800 popular models with a pure electric vehicle brand“ Zeekr ”, and it has previously sold models of more than 300,000 yuan, expanding the price range.
In contrast to Chinese companies, the sales of large -scale foreign companies such as Volkswagen, which have long occupied the new car market in China for a long time, are currently declining.Volkswagen's sales in China from January to March 2023 decreased by 15%from the same period of the previous year to only 644,500.
Poor sales of pure electric vehicles are the reason for downturn.Due to sales competition, Volkswagen's sales in China's pure electric vehicles fell by 25%year -on -year.Although it has a higher share in the engine car market, it lags behind Chinese companies in pure electric vehicles.Nearly 40 % of Volkswagen's global sales in 2022 came from the Chinese market, and the slow operation in China could affect its operations.In the context of the narrowing of markets such as "new energy vehicles" such as pure electric vehicles and PHV, Japanese cars such as Toyota have also been affected.
"Aiming at how to transfer the advantages of the Chinese market in the field of engine cars to pure electric vehicles, it is promoting a very clear plan."The idea.At the Shanghai Auto Show, the new pure electric vehicle and connected automobile research and development bases announced at Hefei City, Anhui Province are one of the measures.Volkswagen will invest 1 billion euros to shorten the development cycle of performance, interior and software accepted by the Chinese market to one third of the current third.
Since 30 years ago, China has established a cooperative relationship with the joint venture between Chinese enterprises and foreign capital involved in the development and production of new cars.This is because China wants to introduce new technologies dominated by foreign capital.However, the focus of the automotive industry is shifting from the number of parts and components that require a lot of technical tips to turn new energy vehicles such as pure electric vehicles.
China has become the leading market in global electric vehicles, and has now become the main battlefield.The relationship between foreign investment and Chinese companies showed signs of changes.A large car company in Germany said that "Chinese companies are more confident in the field of pure electric vehicles and reduce their dependence on foreign -funded enterprises."
Where does the "two fields" go?
Guangzhou Automobile Group, a state -owned large -scale automobile company, is screening the joint venture with overseas large enterprises.The joint venture with Toyota and Honda is called "Two Two -field", which pays attention to it. On the other hand, it was announced in the fall of 2022 to apply for bankruptcy with the joint venture of Stellandis in Europe, and sold the "jeep to the Chinese market" Geepfu"Brand, but the performance deteriorated.
Guangzhou Automobile will accelerate the strengthening pure electric vehicle business through the independent brand "GAC Aion".GM, which established a joint venture with Shanghai Automobile Group in 2022, established a direct sales channel for selling imported cars in 2022. In addition to joint venture companies, it also appeared to explore the autonomous route.
China proposes the conversion of "automobile power", the world's largest "car country", the world's largest "car country", and the world's largest "car country".The price reduction war caused by excessive competition in the new energy vehicle market, etc., has become increasingly intensified.Fierce competition will also trigger technological innovation.This year's Shanghai Auto Show may become a symbol of the turning point of further improvement of Chinese cars.
