2023 Domestic auto industry top ten news


Shi Yunyun


2023 is a year of cold and hot interweaving, anxiety and hope, laughter and tears: the new energy vehicle market continues to expand, independent brands all the way "wild", more exciting is that, although the final data has not been published, but China has become the world's largest automobile exporter has been "set in the board"; On the other hand, the "price war" swept the country, the price reduction tide almost throughout the year, "volume" has become a high-frequency word in the automotive industry this year. In such a market environment, hot news in the automotive circle is also one after another. This newspaper has combed through 10 representative major events this year, and attached a detailed report link to China Automobile News, let us review the upcoming 2023 with ink Xiang Dense.


1 China becomes the largest auto exporter


Data in the first half of the year showed that China's automobile export volume exceeded Japan for the first time, becoming the world's first automobile exporter; Annual exports are expected to exceed 5 million units. It is worth noting that the export of self-owned brand cars has achieved significant growth. Data show that in November, China's self-owned brand car exports reached 333,000, an increase of 75% year-on-year, an increase of 5%.


This year coincides with the 10th anniversary of China's joint construction of the "Belt and Road" initiative, from product to strategic layout, from technology output to standard connectivity, China's automobile industry has risen on the international stage, and will play an increasingly important role.


Some institutions predict that after 2024, with the deepening of the localization degree of Chinese automobiles "going to sea" and the strengthening of overseas production bases radiating to the surrounding regions, the scale of China's local exports may enter a plateau period. It is expected that by 2030, the proportion of overseas sales of trade exports and overseas factory sales will reach 50:50. Among them, the proportion of new energy vehicle exports continues to increase, and it is predicted that by 2030, the proportion of new energy vehicles in overseas sales of passenger cars in China will reach 53%.


Price war
2 Hubei launched the first shot of the "price war"


In March this year, Hubei Province launched a one-month government and enterprise car purchase subsidy measures, jointly launched a number of car companies to launch the "strongest car purchase preferential season in history", which was unexpected, followed by dozens of cities such as Beijing, Tianjin and Shanghai, and participated in the price reduction of car companies is as many as 40, and even luxury brands such as BMW and Mercedes are also actively involved. The wide range and large price reduction are rare in the history of the domestic car market, which has aroused great concern from the whole society.


But no one expected that price cuts would become the norm in the car market this year, from the beginning of the year to the end of the year. In June, more than a dozen enterprises put forward a time-limited price reduction strategy, including Geely, Dongfeng Honda, Jihu and so on; To the "gold nine silver ten", Xiaopeng, zero run, FAW-Volkswagen, BYD and other car companies have introduced preferential measures; At the end of the year is continuous impulse, only on December 1, there are BYD, Shenlong Automobile, zero run automobile, FAW Toyota and other car companies announced the purchase of car promotion policy.


30 million units
3 Production and sales sprint 30 million "ceiling" independent market share more than half


The latest data show that in November, automobile production and sales reached 3.093 million and 2.97 million, respectively, an increase of 7% and 4.1%, an increase of 29.4% and 27.4%, respectively, production and sales for 3 consecutive months hit a record high in the same period of the month; From January to November, the automobile production and sales totaled 27.111 million and 26.938 million, an increase of 10% and 10.8%, respectively.


As the effect of promoting consumption policies continues to appear, auto shows and promotional activities around the country continue to exert strength, coupled with the end of the end of the enterprise sprint, it is expected that the auto market will continue to improve in December, and reproduce the "carpeting" phenomenon at the end of the year. The China Association of Automobile Manufacturers predicts that auto production and sales are expected to break through the "ceiling" of 30 million vehicles in the whole year.


From January to November, the cumulative sales of Chinese brand passenger cars reached 12.98 million, an increase of 23.8% year-on-year, and the market share reached a record high of 55.8%, an increase of 6.6% year-on-year. In the past November, BYD continued to maintain a monthly sales record of 300,000 vehicles, completing the target of 3 million vehicles is close; Chery sold 200,000 vehicles in its second month of the year. It can be seen that in the era of intelligent connected cars, independent brands have become "top stream".


China speed
4 Interpretation of the "China speed" new energy vehicle monthly production and sales for the first time over one million


In November, the production and sales of new energy vehicles in China completed 1.07 million and 1.02 million, respectively, and the production and sales exceeded one million for the first time. From January to November, the cumulative production and sales of 8.42 million and 8.3 million units were completed respectively. It is worth mentioning that on July 3 this year, China's 20 millionth new energy vehicle rolled off the line in Guangzhou GAC 'an production line.


Along the way, China has made remarkable achievements by unswervingly developing new energy vehicles. It took 27 years to produce the first new energy vehicle to the 10 millionth. From the 10 million to the 20 million, it took only 17 months, fully interpreting the "China speed" of the development of the new energy automobile industry. Although in the process of development, the new energy automobile industry has gone through some detours and has been questioned a lot, but today's results ultimately prove that new energy vehicles are the only way for China to become an automobile power.


5 Great Wall BYD dispute roils auto circles


On May 25, Great Wall Motor said that it had submitted report materials to the Ministry of Ecology and Environment, the State Administration for Market Supervision and Administration, and the Ministry of Industry and Information Technology on April 11 to report the problem of BYD Qin PLUSDM-i and Song PLUSDM-i using atmospheric pressure fuel tanks and suspected of substandard vehicle evaporation pollutant emissions.


Byd later responded that the test vehicles were purchased, kept and arranged for inspection by the Great Wall, and the China Automobile Center (Tianjin) conducted tests on related items according to the requirements of the Great Wall, and strictly did not meet the requirements of the national standard for inspection, and said: "resolutely oppose any form of unfair competition."


Data show that in the first 11 months of this year, Great Wall Motor sold 1.18 million vehicles, BYD sales reached 2.67 million vehicles, the dispute between the two domestic leading car companies has caused widespread discussion inside and outside the industry. Up to now, there has been no conclusion to the complaint, and the three departments are still investigating the incident.


Reverse joint venture
6 Independent technology output reverse joint venture started


On October 26, Zero Run Cars and Stellantis Group officially announced the creation of a global strategic partnership, in which zero run cars, as a new force of car manufacturing technology, in addition to responsible for vehicle manufacturing, is also responsible for providing intelligent electric technology solutions. Coincidentally, on December 6, Xiaopeng Automobile announced that Volkswagen's investment has been completed, the two B-class pure electric vehicles jointly developed by the two parties have made significant progress, and are actively evaluating deeper strategic cooperation in intelligent electric vehicle technology.


In both cases, multinational companies cooperate with Chinese auto companies in the form of investment. The Chinese side mainly provides new energy vehicle products and technical solutions, while the multinational companies are responsible for the development of the international market. After years of accumulation and precipitation, Chinese cars have finally cocked up and embarked on the new road of "technology for market" with the help of new energy vehicles.
Fall back


7 New energy purchase tax rebate policy boots landing
On June 21, the Ministry of Finance, the State Administration of Taxation, and the Ministry of Industry and Information Technology jointly issued the Announcement on the Continuation and Optimization of the Purchase tax reduction and exemption Policy for new energy vehicles, making it clear that the purchase tax for new energy vehicles will continue to be reduced for four years, and the vehicle purchase tax will be exempted from 2024 to 2025, and the vehicle purchase tax will be halved from 2026 to 2027. This can not only maintain the stability and continuity of the policy, but also consider the development stage and market maturity of the new energy automobile industry, and avoid market fluctuations caused by sudden cancellation or adjustment of the policy. In addition, the new regulation also sets a reduction limit to prevent high-end luxury cars from taking up too much tax preferential resources, affecting the fairness and efficiency of the policy.


On December 11, the three departments again issued new regulations on the purchase tax reduction and exemption of new energy vehicles, raising the threshold for entry, including that the pure electric driving range of the new car must be greater than or equal to 200km and the mass energy density of the power battery system must be greater than or equal to 125Wh/kg. The release and implementation of the new regulations will help guide the improvement of the quality and technical level of new energy vehicle products, and stabilize and expand the consumption of new energy vehicles.


Open platform
8 Huawei Changan builds an intelligent open platform


Huawei, which does not build cars, has been detonating new topics in the automotive industry. On the evening of November 26, Changan Automobile announced that it had signed an "Investment Cooperation Memorandum" with Huawei Technologies Co., Ltd. on November 25, Huawei will set up a company engaged in the research and development, design, production, sales and service of automotive intelligent systems and component solutions, and Changan Automobile intends to invest in the target company and carry out strategic cooperation.


Two days later, Yu Chengdong, Huawei's managing director and chairman of Intelligent Vehicle Solutions BU, said he had invited more car companies. However, so far, in addition to Jianghuai released the "Intelligent new energy Vehicle cooperation Agreement" signed with Huawei, there is nothing else.
Equity cooperation is a practice that can deeply bind the two partners, which is conducive to risk sharing and benefit sharing, and can avoid the "loss of soul" that car companies worry about before, and how many partners Huawei can "circle" this time is worth looking forward to.


Access pilot
9. Release of pilot policies on access and road use of intelligent connected vehicles


On November 17, the Ministry of Industry and Information Technology, the Ministry of Public Security, the Ministry of Housing and Urban-Rural Development, and the Ministry of Transport jointly issued the "Notice on carrying out the pilot work of intelligent connected vehicles access and road access", which means that the development of China's intelligent connected automobile industry has taken a key step.


At present, China's technology research and development and testing and verification of intelligent connected vehicles have gradually entered the stage of demonstration application, scale promotion, and commercial exploration. Based on pilot demonstration, the construction of inclusive and prudent intelligent connected vehicle access and road traffic safety management system is an important measure to promote the innovation and development of intelligent connected vehicles. The release of the "Notice" marks the official start of China's pilot way to promote the industrialization of automatic driving. The pilot work has fully absorbed the successful experience of China's previous automobile safety management, as well as the suggestions of domestic and foreign institutions and enterprises in the supervision of intelligent connected vehicles, which is conducive to improving the standards of intelligent connected vehicles, accumulating industry management experience, and will accelerate the realization of high-quality development of China's automobile industry and build a modern automobile power.


Natural gas heavy truck
10 Natural gas heavy trucks running all the way


Since the beginning of this year, China's macroeconomic recovery and improved logistics operating environment have led to the recovery of commercial vehicle sales. Among them, benefiting from the expansion of the oil and gas price differential, natural gas heavy trucks have raced all the way, leading the major segments, and are the biggest driving force for the heavy truck market this year. From January to November, 160,000 natural gas heavy trucks were sold, and the domestic penetration rate exceeded 25%, which was widely used in various fields such as coal, sand and express transportation. According to industry forecasts, the total natural gas heavy truck market is expected to exceed 1.5 million units in the next two to three years.


At present, the "gas-fuel ratio" in the main provinces and cities of the country has been lower than 0.75, which means that the natural gas heavy truck can achieve economic operation across the country, its market regional characteristics will be further weakened, the user group is gradually expanding from the northwest of the past developed gas source to North China, Southwest and Sulu, Henan and Anhui and other regions, and then to the national popularity; Coverage will be expanded from tractors to trucks and other vehicles.


China Automotive News, January 3, 2024