"The overall quality of China's new energy vehicle exports is not high, mainly because non-mainstream low-speed electric vehicles such as Yujie are exported to India, Bangladesh and other Southeast Asian and South Asian economically underdeveloped regions," Cui Dongshu, secretary general of the Association, told Securities Daily. China’s new energy vehicles exported to foreign countries have an average price of around US$1,000. However, China’s imports are new energy vehicles such as Tesla and Lexus CT that sell for more than RMB 200,000. Same day.
According to statistics from China Customs, the import and export performance of new energy vehicles was good in the first half of 2018. Imports reached 36,500 units in the first half of the year, up 30% year-on-year. In the first half of the year, new energy vehicles reached 40,000 units, a year-on-year increase of 73%. . Cui Dongshu said that the import of new energy vehicles in the first half of this year was mainly affected by the tax reduction policy. Most imported cars chose to delay customs declaration in June.
According to data from the China Association of Automobile Manufacturers, in the first half of this year, new energy vehicles sold a total of 412,000 vehicles, a year-on-year increase of 111.6%. Among them, new energy passenger cars sold 355,000 vehicles, an increase of 70%, pure electric passenger cars accounted for more than half of sales, accounting for 63%; plug-in hybrid passenger cars grew rapidly, accounting for 23%.
Previously, China has been ranked as the world's largest producer of new energy vehicles for three consecutive years, and will not be an exception in the first half of this year. Why is it difficult to export new energy vehicles based on the production and sales of autonomous vehicles? Unnamed auto analysts told reporters that China's new energy vehicles are "puffy", big and not strong, and there are few independent brands that really compete with foreign new energy auto brands such as Tesla.
Fu Yuwu, executive director of the China Automotive Engineering Society, has also said frankly that China’s technical level is not the most advanced, but we have enough confidence, enough patience, sufficient strength, and unwavering Go ahead and improve your technical level.
Imported new energy vehicle market reversed:
Tesla sales decline
According to Cui Dongshu, in the first half of this year, the overall import and export performance of new energy vehicles was relatively strong, and the number was relatively balanced. The proportion of imported ordinary hybrid vehicles accounted for 65% was high, and the proportion of pure electric vehicles exported was over 90%.
“The import volume of ordinary hybrid passenger vehicles reached 23,614 units, an increase of 44%,†said Cui Dongshu. In June, 716 hybrid vehicles were imported, down 82% year-on-year. This also reflects the biggest tax reduction policy for Japanese ordinary hybrid vehicles. Therefore, it is intended to delay the declaration of ordinary hybrid vehicles in June, and there will be explosive growth in this category in the second half of the year.
The reporter noted that the weaker growth in the first half of the year was pure electric vehicles, reaching 10,520 vehicles, an increase of 3%. "Since March, pure electric imported models have experienced negative growth year-on-year. The extremely low import volume in April should also be affected by the adjustment of value-added tax. The total sales of imported pure electric vehicles from April to May is two months. It is also negative growth, which shows that the performance of imported electric vehicles represented by Tesla is not very satisfactory," Cui Dongshu said.
China Import and Export New Energy Vehicle
Great price difference
Compared with the sales structure of imported new energy vehicles, China's new energy vehicle exports are still dominated by low-end low-speed electric vehicles. Last year, pure electric vehicles accounted for about 99% of the total exports of new energy vehicles, and glimpses of more than 90%. "The current pure electric passenger cars are mainly micro-low-speed electric vehicles, and the export unit price is extremely low, there is still huge room for improvement," Cui Dongshu told the "Securities Daily" reporter.
He introduced that since June last year, China's pure electric vehicle exports have been more than 10,000 vehicles per month, but in June this year, it fell 9867, down 7% year-on-year. "We are selling about $1,000 average price. Very low car."
In contrast, China's imports of new energy vehicles are mainly in two major categories: pure electric vehicles and ordinary hybrid vehicles. "The main is the Tesla pure electric vehicle of more than 75,000 US dollars and the Lexus CT series of more than 200,000 yuan," Cui Dongshu said. The gap between China's new energy vehicle import and export is too big.
“In 2017, the sales volume of 770,000 new energy vehicles in China has more than doubled compared with 2015. However, it will take a long time to complete the annual production and sales target of 2 million vehicles in 2020.†Said.
With the release of the “Special Management Measures for Foreign Investment Access (Negative List) (2018 Edition)†issued by the National Development and Reform Commission, etc., it has already clarified the major content of the cancellation of foreign-funded shares of special vehicles and new energy vehicles since July 28 this year. Self-owned brand new energy auto companies will face the competition of foreign brands. "With regard to the current level of new energy vehicles with independent brands, the annual production and sales target of 2 million in 2020 is likely to be largely divided by foreign brands," said the unnamed auto analyst.
In this month, the news of Tesla's establishment of a factory in Shanghai has finally settled, which indicates that the foreign-funded new energy vehicle “Wolf Group†with Tesla as the “wolf head†will continue to enter the Chinese market and its product performance. Better, lower prices, and the time left for independent brand new energy vehicles is really not much.
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