Autoexport China has resumed rapid growth

Autoexport China has resumed rapid growth

Autoexport China has resumed rapid growth

In 2017 the export of cars from China grew by more than on a quarter of


author

Alexander Klimov, photo by Reuters

In 2017 the export of cars from China reached 891 000 units. that on 25,8% more than in 2016. Thus, the Chinese auto industry has broken the downward trend of the previous four years and is up. 


Thus, the export of passenger cars reached 639 000 units., which is 34% more than in the previous year. 


Commercial vehicles from China has exported 252 000 units or to 8,9% less than in the previous year. 


According to the customs service of China, received CAAM, in November, 2017 year, total car imports amounted to 123 000 units., which is 14% more than in the past year, and the total export volume amounted to 116,000 units., which is 42,3% more than in last year. 


In the first eleven months accumulated imports reached 1 140 000 units., which is 19% more than in the previous year; and the cumulative exports reached 956 000 units that on 30,5% more than in the previous year.


Thus, in the total balance of export-import of cars in China still acts as a net importer, but if this trend continues, then surely in coming years the situation will be finally broken. And examples of this are already there. So, we have already begun the export China Buick Envision crossover for the U.S. market (despite the fierce resistance of the joint trade Union of workers of the automobile industry of the US (United Automobile Workers, UAW), and what is important is that these cars are quite well taken spoiled American clients.


And, in 2018, the export of Chinese car Assembly (yet in neighboring China South-East Asia) intends to organize the Volkswagen Group, which China has two giant joint ventures: in Beijing (with FAW) and in Shanghai (with SAIC), with a yearly capacity of 2 million machines each.


Reference: initial condition for the establishment of numerous automobile SP foreign brands with local brands in China in the past two decades, in addition to the restrictions for foreigners on the requires more than a 49 percent stake of such a joint venture was also condition to export their products for the territory of China that until is still effectively limited real Chinese autoexport only local brands, quality and the reputation of the consumers which up to recently have not meet the requirements of the world's leading markets (especially the US and the EU). In this regard, the most promising export market for Chinese vehicles may be the segment of electric cars, sales of which are not confined to traditional demands and tastes of spoiled consumers of the countries of "Golden billion".


Shares of the US and China the future of the global NEV market by 2030. Of course the output growth NEV is the only one inside China will remain, and global car market will be redistributed

Yet this market is growing rapidly enough NEV in China, but in the near future as the introduction of next-generation batteries and expand sales EV global brands because of the Chinese law on the quota mandatory sale of electric vehicles by all car manufacturers – in the number is not less than 8.5% of the sales of conventional vehicles over 25 thousand in year and an increase in this percentage, no doubt that the 2020s export EV from China will flood and other markets around the world.


Output growth of taxis in China money the physical volume of production in 2014-2023 years.

At least, this process will absolutely affect the components for EV and especially to lithium batteries (see chart below) and other electrical products.   


The growth in world demand for the materials used in lithium-ion batteries for vehicles 2015-2030 not leaves no doubt that the "electric world" is coming

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