It is "difficult to find a ship" for a car to go to sea. 汽车出海“一船难求”。

 It is "difficult to find a ship" for a car to go to sea.

Right now, the rent of a car carrier with 6,500 parking spaces has reached nearly 110,000 US dollars per day, which has skyrocketed by more than 10 times in three years, according to data from Clarksons, a shipping market analysis agency.

The shortage of car carrier capacity is particularly acute in China. According to statistics from the China Shipbuilding Industry Association, in the first quarter of this year, there were as many as 24 new shipbuilding orders for car carriers worldwide, all of which were in China.

According to statistics from the China Association of Automobile Manufacturers, from 2020 to 2022, my country's auto exports will reach two million levels. In 2020, my country's auto export sales will be 1.085 million; in 2021, the export will soar to 2.187 million; in 2022, the export will increase to 3.111 million, surpassing Germany. It is expected to surpass 4 million vehicles in 2023, surpassing Japan and becoming the world's largest automobile exporter.

In fact, in the first quarter of this year, my country's auto export volume has successfully surpassed Japan (1.047 million units), reaching 1.069 million units, becoming the world's number one, which has aroused widespread concern and discussion in the market.

2019-2022 China, Japan and Germany's total auto export graph Source: Morgan Stanley report

The China Passenger Passenger Association stated that since 2021, China's auto export market has experienced super growth. An important reason for the export growth is the surge in exports of new energy vehicles, and the export volume and average price have both grown strongly. In 2022, my country's new energy vehicle exports will increase to 679,000, a year-on-year increase of 1.2 times, accounting for about 22% of total vehicle exports.

The scale of China's auto exports has rapidly "climbed" and the export of new energy vehicles has "surged". Behind this is the firm investment and dedicated development of my country's auto industry in terms of technology, brand, and industrial chain for many years.

Now, the harvest season has come...

01

Possesses the world's leading power battery technology

When China's independent brands go overseas to the auto market of developed countries, their subordinates must have hard work. Take batteries as an example. Domestic power battery technology has achieved global leadership. Ningde Times and BYD batteries are world-renowned. Tesla and other manufacturers are also looking for Chinese manufacturers to buy batteries.

Market share can best explain the problem. According to the latest data released by the international market research organization SNE Research on May 3, in the first quarter, Ningde Times ranked first in the global power battery market share with 35%; BYD's market share reached 16.2%, surpassing LG New Energy to rank second .

The Kirin battery of the Ningde era has crossed the 1,000-kilometer battery life threshold, which is unmatched among mass-produced power batteries in the industry. Not only can it achieve a fast hot start within 5 minutes, but it can also achieve an amazing ability to quickly charge to 80% in 10 minutes.

A few days ago, CATL released the latest condensed matter battery at the Shanghai Auto Show, showing off its muscles. The battery combines a series of innovative technologies such as ultra-high specific energy positive electrodes, new negative electrodes, and separators. The energy density of a single cell is as high as 500Wh/kg, which is more than three times that of mainstream models. Such an energy density can even be carried in the aviation field. .

BYD's power battery technology has also stepped out of its unique competitiveness and created an exclusive "blade battery".

The battery uses a lithium iron phosphate battery, which is cheaper and safer than a ternary lithium battery. BYD also pioneered the CTB chassis integration technology, which combines the battery with the car chassis, leaving more space to add more batteries, and greatly improving the energy density.

"BYD blade battery wins in terms of cost and safety." Industry insiders said.

02

Achieved an overwhelming cost advantage

The cost advantage comes from the absolute advantages of the industrial chain and supply chain.

Because of its huge and complete industrial chain and supply chain, China has a clear cost advantage in the assembly of new energy vehicles.

In terms of core batteries, according to McKinsey’s calculations, the battery life price ratio of Chinese pure electric vehicles is about 21 kilometers per 10,000 yuan, while that of international models is generally 11 kilometers per 10,000 yuan.

In terms of intelligence, China has cultivated a number of supply chain companies. For example, China's lidar company can realize mass production of lidar at an extremely fast speed, thereby reducing costs and empowering the development of the new energy automobile industry.

The CEO of Faurea Group, a well-known auto parts supplier, said that the production cost of new energy vehicles in China is about 10,000 euros per unit lower than that in Europe, and China can produce better new energy vehicles with "overwhelming cost advantages." .

"Cheap and high quality" no matter where it is, is the "big killer" in the market competition.

The Spanish media "Diari de Tarragona" reported that China's new energy vehicles are of high quality and affordable, and have already taken a leading position in the field of electric vehicles in the world. According to IEA data, China's new energy vehicle sales accounted for 60% of the world's share last year; China's power batteries and battery materials accounted for 70%-80% of the world's share, demonstrating its unshakable industrial status.

03

"Intelligence and Personality" captures the hearts of overseas consumers

Judging from the characteristics of the consumer groups of new energy vehicles, there are more and more young consumers, and intelligence and personalization have become important considerations for consumers.

In the future, the main battlefield of new energy vehicles will surely shift from the basic field of "cruising range and energy replenishment speed" to a series of intelligent fields such as "intelligent system and intelligent driving". A high degree of intelligence and networking means a high degree of personalization, so that the unique needs of each consumer can be met.

This inevitable development path of new energy vehicles is unmatched by traditional fuel vehicles, just as smartphones finally subverted traditional feature phones with intelligent systems and software. Chinese new energy car companies have firmly grasped the opportunity of this trend, deployed ahead of schedule and pre-empted strikes, allowing Chinese new energy car brands to "change lanes and overtake" established foreign car companies.

"The Chinese car companies have made very beautiful cars. They have stepped up and the telematics system is one of the trump cards that customers love," said Patrick Peralta, a former Renault Group executive.

It is reported that the new energy vehicles currently exported by my country are basically equipped with intelligent networking functions, and even the intelligent voice system can recognize multiple languages; The role of means of transportation. In addition, Chinese car companies have made great efforts to make up for their shortcomings, hiring international design teams to ensure the attractiveness of new models; many new energy vehicles in China have the highest safety ratings in Europe, even surpassing many mature brands.

A more open and inclusive attitude and a more dynamic brand have made Chinese new energy vehicle brands more and more popular with foreign consumers, and they have also acquired the genes for rapid expansion into overseas markets.

According to Spanish media surveys, almost half of Spaniards would consider buying a Chinese car as their next car; in Germany and the UK, 30% and 29% of the Spanish population had this idea respectively. The agency predicts that by 2025, China's electric vehicles will account for 18%-25% of the European electric vehicle market share, and this figure will be 3.3% in 2022.

"While the quality of Chinese manufacturing has been an issue in the past, people's perception of Chinese cars has completely changed now," said the general manager of Carwow Spain, a British digital car retailer.

References:

[1] IT Era: Ningde Era and BYD Peak Showdown, Battery Life "Piercing the Sky"

[2] "21st Century Economic Information Daily": Automobile exports doubled in the first quarter, and new energy vehicles became the core growth point

【3】Lookout: Taking the initiative, China's new energy vehicles are at the forefront of the times

汽车出海“一船难求”。

眼下，6500车位汽车运输船租金已近11万美金/日，3年暴涨超10倍，航运市场分析机构克拉克森数据显示。

汽车运输船的运力短缺问题在中国尤为严重。据中国船舶工业行业协会统计，今年一季度，全球汽车运输船新造船订单高达24艘，全部在中国。

据中汽协统计数据显示，2020—2022年，我国汽车出口连上两个百万级台阶。2020年我国汽车出口销量为108.5万辆；2021年的出口暴涨至218.7万辆；2022年的出口增至311.1万辆，超越德国。预计2023年迈过400万辆台阶，超越日本，成为世界第一汽车出口大国。

事实上，今年一季度我国汽车出口量已经成功超越日本（104.7万辆），达到106.9万辆，成为世界第一，引起市场的广泛关注和讨论。

2019至2022年中日德汽车出口总量图示 来源：摩根士丹利报告

乘联会表示，2021年以来，中国汽车出口市场表现超强增长，出口增长的重要原因是新能源车出口暴增，而且出口数量和均价均强势增长。2022年，我国新能源汽车出口增至67.9万辆，同比增长1.2倍，占汽车出口总量约22%。

中国汽车出口规模快速“登顶”，新能源汽车出口“狂飙”，背后是我国汽车工业在技术、品牌、产业链等方面多年的坚决投入和潜心发展。

如今，收获的季节到了......

CCTC®3060

01

拥有全球领先的动力电池技术

中国自主品牌出海到发达国家的汽车市场，手下必须有硬功夫。拿电池来说，国内动力电池技术已实现全球领先，宁德时代、比亚迪电池全球闻名，特斯拉等厂商也要找中国厂商买电池。

市占率最能说明问题。国际市场调研机构SNE Research 5月3日发布的最新数据显示，一季度，全球动力电池市占率宁德时代以35%排名第一；比亚迪市占率达到16.2%，超越LG新能源位居第二。

宁德时代的麒麟电池已经跨过1000公里续航门槛，在行业量产动力电池中无人能及。不仅能实现5分钟内快速热启动，还能实现10分钟快充至80%的惊人能力。

日前，宁德时代又在上海车展发布了最新的凝聚态电池，狠狠地秀了一把肌肉。该电池聚合了超高比能正极、新型负极、隔离膜等一系列创新技术，单体能量密度高达500Wh/kg，相当于主流车型的三倍以上，这样的能量密度甚至可以搭载在航空飞行领域。

比亚迪的动力电池技术也走出了独具特色的竞争力，开创了独家的“刀片电池”。

该电池采用的是磷酸铁锂电池，相较于三元锂电池，成本更低，安全性更高。比亚迪还首创了CTB底盘一体化技术，将电池与汽车底盘结合在一起，留出更多空间增加更多电芯，大幅提高了能量密度。

“比亚迪刀片电池赢在成本与安全性上。”业内人士表示。

CCTC®3060

02

实现了压倒性的成本优势

成本优势，来源于产业链、供应链的绝对优势。

因为拥有庞大且完整的产业链、供应链，中国在新能源汽车组装方面有着明显的成本优势。

在核心的电池方面，据麦肯锡测算，中国纯电车型的续航价格比约为21公里/1万元，而国际车型的续航价格比普遍为11公里/1万元。

智能化方面，中国已培育出一批供应链企业，例如中国的激光雷达公司能以极快的速度实现激光雷达量产，进而降低成本，赋能新能源汽车产业发展。

知名汽车零部件供应商佛瑞亚集团CEO表示，中国新能源整车的生产成本比欧洲低约1万欧元/台，中国能以“压倒性的成本优势，生产出更优质的新能源汽车”。 

“价廉质优”无论在哪里，都是市场竞争中的“大杀器”。

西班牙媒体《Diari de Tarragona》报道称，中国新能源汽车质量上乘、价格实惠，已经在世界电动汽车领域中处于领先地位。IEA数据显示，去年中国新能源汽车销量占据全球60%的份额；中国动力电池、电池材料更是占据全球 70%—80%份额，彰显出无可撼动的产业地位。

03

“智能、个性”拿住海外消费者的心

从新能源车的消费群体特点看，年轻消费者越来越多，智能化和个性化已成为消费者的重要考虑因素。

未来，新能源汽车的PK主战场必将从“续航里程、补能速度”这一基本领域，转移到“智能系统、智能驾驶”等一系列智能化领域。高度的智能化、网联化，意味着高度的个性化，让每个消费者的独特需求都能得到满足。

新能源汽车的这一必然发展路径是传统燃油车无法比拟的，就像智能手机最终用智能系统和软件颠覆了传统功能手机一样。中国新能源车企牢牢地把握住了这一趋势机遇，超前布局、先发制人，让中国新能源汽车品牌得以“换道超车”国外老牌车企。

雷诺集团前高管帕特里克·佩拉塔表示：“中国车企造出了非常漂亮的汽车。它们已经提升了档次，而车联系统就是深受顾客喜爱的王牌之一。”

据悉，我国目前出口的新能源车型基本都带智能网联功能，甚至智能语音系统还能识别多国语言；一些新能源车还配备了高端的娱乐系统，更加彰显个性化，让汽车超越了仅仅作为代步工具的角色。此外，中国车企下大力气补齐短板，聘请国际化设计团队来确保新车型的外观吸引力；中国很多新能源汽车拥有欧洲最高的安全评级，甚至超越很多成熟大品牌。

更开放包容的态度、更有活力的品牌，让中国新能源汽车品牌愈发受到国外消费者的喜爱，也获得了向海外市场快速拓展的基因。

据西班牙媒体调查，几乎一半的西班牙人会考虑购买中国车作为他们的下一辆汽车；在德国和英国，有这种想法的人也分别达到了30%和29%。机构预测，到2025年，中国电动汽车将占到欧洲电动汽车市场份额的18%—25%，2022年这一数字为3.3%。

“虽然中国制造的质量在过去一直是一个问题，但现在人们对中国汽车的看法已经完全改变了。”英国数字汽车零售商Carwow西班牙区总经理说。

参考资料：

【1】IT时代：宁德时代与比亚迪巅峰对决 电池续航“捅破天”

【2】《21世纪经济参考报》：一季度汽车出口翻倍 新能源汽车成核心增长点

【3】瞭望：掌握主动权，中国新能源汽车跃上时代潮头