Source: China Economic Weekly

Author: Yang Lin

At present, the "Auto City" battle has continued to upgrade.

Teslaza root Shanghai, Hefei introduced Weilai, Xiaopeng held in Guangzhou, from North, Shanghai and other first -tier cities, to traditional car towns such as Wuhan, Chongqing, Jilin, and then to emerging automobile industry bases such as Hefei and Xi'an.The new pattern of automobile industry is accelerating.The environment of traditional car companies' transformation and rising new forces of vehicles also gives the rising show to overtaking.Fisting in all places, full battery life, ready to go.

01 Old Town and Later Show

Tianyan check data shows that China existing over 316,000 auto manufacturing enterprises.From the perspective of the distribution of enterprises, there are 45,000 in Jiangsu, accounting for 14.2%, ranking first; Zhejiang (11.66%) and Shandong (10.01%) are closely behind; Hebei (8.53%) and Guangdong (8.40%)Fourth and fifth place.About 60%of enterprises were established within 10 years.

In terms of strong automotive research and development and a series of supporting capabilities, various places have spent strong energy.In the traditional automobile era, China formed seven major automobile industry cities, namely Shanghai, Guangzhou, Changchun, Chongqing, Liuzhou, Wuhan, and Beijing.Today, as new energy and intelligent connected cars have become the targets of fierce competition in various places, the traditional pattern of automobile industry cities is changing.

Guangzhou still ranks in China's "first city of automobile production".

The automotive industry is the largest industry in Guangzhou. In 2021, the output value exceeded 600 billion yuan (RMB, the same below, the same, S $ 115.5 billion), the output of 29.66 million vehicles, and the taxation of 36.35 billion yuan.First, it is a veritable car town.In 2022, Guangzhou's automobile production exceeded 3.1 million vehicles, ranking first in cities in the country for four consecutive years.Among them, the output value and output of new energy vehicles were 44.661 billion yuan and 313,700, respectively, a year -on -year increase of 1.2 times and 1.1 times, respectively.

Shanghai and Chongqing also perform well.In 2022, the output of Shanghai vehicles was 30.245 million, of which 988,600 new energy vehicles were produced, a year -on -year increase of 56.5%.It is worth noting that the Tesla Shanghai plant has created the global attention of "Shanghai Services, Linking Hong Kong Speed". Data show that Tesla Shanghai Super Factory delivered over 710,000 units throughout the year in 2022.Based on this calculation, the output of new energy vehicles contributed by the Tesla Shanghai plant accounted for 71.8%.There is another first in Shanghai -the scale of new energy vehicles exceeds one million, reaching 1.013 million, ranking first in the world's cities.

As one of the famous "car cities", Chongqing's car output in 2016 was as high as 3.1562 million, ranking first in domestic cities.But in the following years, the output fell cliff -like, and it didn't stop until 2020.In 2022, the output of Chongqing automobiles reached 2.0918 million, re -exceeding 2 million units.

In the past three years, the production of new energy vehicles in Chongqing has grown rapidly, with only 43,200 units in 2020; 152,200 units in 2021, an increase of 252.1%year -on -year; 365,200 units in 2022, an increase of 140%year -on -year.

Traditional cars such as Wuhan and Changchun are struggling to transform.

Wuhan has experienced the loneliness of the decline in automobile output. According to the data of the Wuhan Statistics Bureau, in 2021, Wuhan's car output was only 1.3929 million vehicles, while the peak period, the annual annual output of the local car -based car is nearly 200 nearly 200Thousands of vehicles are one of the six major automobile industry clusters in China.

With Xiaopeng Automobile Wuhan Project, Dongfeng Honda New Energy Factory, high -end sports car brand Lutstus Group Global Headquarters, Freyo Photos, Wuhan Second Factory, Weisbat China R & D Center, etc.A series of major projects settled in Wuhan one after another, and his determination to rise was very firm.In 2023, Xiaopeng Automobile Project, Dongfeng Honda Fourth Factory ... All of them are its key projects. Wuhan also supports the construction of Junshan New City to build a Chinese car valley.

Changchun has the entire vehicle brand such as Red Flag, Pentium, Liberation, Volkswagen, Audi, Toyota, etc. In 2022, Changchun statistical caliber cars are expected to reach more than 2.69 million vehicles, an increase of 11%year -on -year.

On April 7, Zhang Zhijun, Secretary of the Changchun Municipal Party Committee, met with Gu Ruihua, president of Weiyi Technology China, and expressed the hope of attracting car investment for Changchun.Zhang Zhijun said that Changchun was aimed at the "new four modernizations" direction of automobiles, introduced major projects such as the Audi PPE and BYD batteries, accelerated the "six regression", and made every effort to build a world -class international automobile city.It is hoped that Weiyi Technology will continue to cultivate Changchun, further expand the investment layout, and jointly create a new energy vehicle industry chain.

At the same time, Xi'an and Hefei have continued to bet on the new energy and intelligent connected automotive industry.In 2022, Xi'an produced 10.52 million new energy vehicles, an increase of 277.7%year -on -year. Against Shanghai became the "first city of new energy vehicle production". Its new energy vehicle output accounted for 14.1%of the country's share, ranking first in the country.It can be said that every 7 new energy vehicles produced in the country are made of "Xi'an."

Xi'an's key to seize the "first city of new energy vehicle production" is inseparable from the in -depth binding with BYD 20 years ago.Among the 1.0152 million new energy vehicles produced in Xi'an in 2022, BYD production bases produced 995,000 new energy vehicles, accounting for 97.9%.Xi'an BYD supports the Xi'an automotive industry over 200 billion yuan with its own power.

Even Hainan, which is "End of the End of the World", is increasing the intensity of the development, design, manufacturing, and sales industry chain of new energy vehicles.Not long ago, at the 3rd Expo, Hainan brought the first smart pure electric vehicle produced by free trade ports-the Horse Horse 7X-E appearance ...

02 Expansion of consumption, promoting investment, and promoting the prosperity of the automotive industry

In the government work report of many places this year, the upstream and downstream construction of the automotive industry and the industrial chain supply chain as a new opportunity.SAIC, BYD, Changan Automobile, Xiaopeng, Geely ... have strengthened their efforts in various places to attract car companies to settle locally.

Shandong proposed that promoting the second phase of SAIC New Energy, the second phase of Chery New Energy, the BYD New Energy passenger car and power batteries, the Ningde Times battery and other projects were put into production, and strived to exceed trillion yuan by 2025;Chongqing proposed to accelerate the construction of projects and other projects such as the Yubei New Factory of Changan Automobile; Hubei proposed to support Dongfeng Warriors, SAIC -GMOPEN, Xiaopeng Automobile, Jiji Automobile, etc. to accelerate development;It is proposed to focus on the top ten industrial projects including Changsha BYD and Xiangtan Geely New Energy Vehicle Production Base; Guizhou proposed that the output value of the new energy battery and material industry increased by more than 100%and the total amount exceeded 100 billion yuan ...P>

In the construction of major projects in the first quarter, key car projects are among them.

On January 28th, the "three batches" project construction activities in Henan Province were held, with a total investment of 3.19 trillion yuan.Urban projects, Luoyang Shenlong Automotive Hydrogen Energy Vehicle Manufacturing Projects and Luoyang AVIC Lithium Equipment Lithium ion Power Battery Production Line Projects are included; on the same day, Shaanxi's centralized construction ceremony was held in the first quarter of 2023, with a total investment of 564.6 billion yuan.Including BYD's new energy passenger vehicle parts second phase and the technical reform project of Baoji Geely Automobile New Energy Model; on January 29, Guangzhou held a major project signing event in the first quarter, with a total investment of over 680 billion yuan.A number of major projects such as Jie Lithium ion batteries landed ...

On the one hand, it is consumption.All localities have launched policy gift packages such as subsidies and liberalization restrictions to encourage car consumption with real gold and silver.

In the first half of 2023, Guangzhou increased an additional 30,000 energy -saving vehicle incremental index configuration quota, and temporarily relaxed the qualification conditions of the non -city resident personnel to apply for an incremental indicator of energy conservation vehicles; the Wuling Automobile Guangxi Consumer Festival was held in Liuzhou, and the government issued a car purchase car purchase.Subsidies, car companies issued car consumer coupons; in 2023, Harbin Spring Spring Cycling Subsidy Subsidy Subsidies will not have restrictions on the region and household registration of the participants.Henan encourages all places to introduce the policy of benefiting the people for car consumption, continuing the purchase subsidy policy to the end of June 2023; Shanghai will also continue the subsidy for new energy vehicle replacement for half a year; in Hubei, the total subsidy of government and enterprise has reached 90,000 yuan ...…