The 134th China Import and Export Fair (referred to as the Canton Fair) kicked off in Guangzhou on October 15th. This year's Canton Fair has reached historical highs with a total exhibition area of 1.55 million square meters, 74,000 booths, and 28,533 participating companies. It is worth noticing that there are 650 participating companies from 43 countries and regions in the import exhibition, with BRI countries accounting for 60%.

The organizer revealed that on the first day alone, there were over 50,000 overseas buyers from 201 countries and regions attending, showing a significant increase compared to the previous session with the largest growth in buyers from countries along the Belt and Road.

Upgraded "New Energy Vehicles and Smart Mobility" exhibition area

The "New Energy Vehicles and Smart Mobility" exhibition area of the 134th Canton Fair has become a major highlight of the first phase, with various new energy vehicles, battery and charging pile technology, and vehicle-mounted electronic devices being showcased.

Since the beginning of this year, China's production, sales, and exports of new energy vehicles have been soaring. Data shows that in the first three quarters of 2023, the production and sales of new energy vehicles reached 6.313 million and 6.278 million, respectively, with year-on-year growth rates of 33.7% and 37.5%, respectively, and a market share of 29.8%.

In terms of exports, the growth rate of new energy vehicles is significantly higher than that of traditional fuel vehicles. In the first three quarters, the export volume of new energy vehicles reached 825,000 units, a year-on-year increase of over 110%. Belgium, Thailand, and the United Kingdom are the top three export destinations.

New energy exhibition area expanded by 172%

The scale of the Electronics and Appliance exhibition area, including household electrical appliances, consumer electronics, machinery equipment, new energy, etc., in the first phase of this year's Canton Fair has been further expanded, with an increase of about 3000 booths, an increase of over 18%. More specialized and innovative "little giants" firms and high-tech enterprises are exhibiting more innovative, high-end, intelligent, and green products, with the scale of the new energy exhibition area increasing by 172%.

Under the background of accelerating the overseas business of new energy vehicles, facilities such as car charging and energy storage are welcoming market dividends. China International Capital Corporation Limited (CICC) predicts that by 2027, the potential overseas market for new energy vehicle charging equipment is expected to reach 75.9 billion yuan, with the United States and European markets expected to reach 28.4 billion and 33.5 billion yuan, respectively.

Enterprises of electric passenger vehicles, lithium batteries and solar cells grow rapidly

Currently, the global economy is accelerating its green and low-carbon transformation. China's efforts to create new growth points in green and low-carbon sectors have made great achievements, leading to a rapid increase in exports of electric passenger vehicles, lithium batteries and solar cells.

In the first three quarters of this year, China's total exports of electric passenger vehicles, lithium batteries and solar cells amounted to 798.99 billion yuan, a year-on-year increase of 41.7%, with the proportion of China's exports increasing by 1.3 percentage points to reach 4.5%.

In 2022, the total output value of Guangdong's manufacturing industry exceeded 16 trillion yuan, while the added value of the entire manufacturing industry was 4.4 trillion yuan, accounting for one-eighth of the country. Among them, the upstream and downstream enterprises of new energy in the manufacturing industry have become the "new blue ocean" of exports. More than 5,400 Guangdong foreign trade enterprises displayed their new products and technologies, which aroused great interest among the attendees.

展区升级！广交会新能源车加速“出海”

10月15日，第134届中国进出口商品交易会（以下简称“广交会”）在广州开幕。本届广交会规模再创新高，展览总面积扩至155万平方米，展位总数7.4万个，参展企业28533家，均创历史新高。其中进口展参展企业650家，来自43个国家和地区，“一带一路”共建国家参展企业占比60%。

举办方透露，仅开展第一天，就有来自201个国家和地区的超过5万名境外采购商到会，比上届大幅增长，其中来自“一带一路”共建国家的采购商增长幅度最大。

“新能源汽车及智慧出行”展区新升级

第134届广交会“新能源汽车及智慧出行”展区成为第一期的一大亮点，多款新能源车、储能产品、电子设备等竞相展示。

今年以来，我国新能源汽车产销与出口情况持续“狂飙”。数据显示，今年前三季度，新能源汽车产销分别完成631.3万辆和627.8万辆，同比分别增长33.7%和37.5%，市场占有率达到29.8%。

出口方面，新能源汽车增幅明显高于传统燃油车，前三季度，新能源汽车出口82.5万辆，同比增长超110%，比利时、泰国和英国成为前三大出口目的地。

新能源展区规模较上届扩大172%

本届广交会第一期的家电、电子消费品、机械设备、新能源等机电产品展区的规模进一步扩大，增加约3000个展位，增幅超18%，更多专精特新“小巨人”企业和高新技术企业展出更多创新、高端、智能、绿色产品，其中新能源展区的规模增幅达172%。

在新能源汽车加速海外布局的背景下，汽车充电、储能等设施迎来市场红利。中金公司预计，2027年海外新能源车充电设备增量空间有望达到759亿元，其中，美国和欧洲市场空间分别有望达到284亿元、335亿元。

“新三样”企业快速增长

当前，全球经济绿色低碳转型加速，我国打造绿色低碳新增长点的成效凸显，带动了以电动载人汽车、锂电池和太阳能电池为代表的“新三样”出口快速增长。

今年前三季度，我国“新三样”产品合计出口7989.9亿元，同比增长41.7%，占我国出口比重同比提升1.3个百分点，达到4.5%。

2022年，广东制造业总产值突破16万亿元，全部制造业增加值4.4万亿元，占全国八分之一。其中，制造业新能源上下游企业成出口“新蓝海”，5400多家“粤字号”广东外贸企业带着新产品、新技术竞相展示，引起参会观众极大兴趣。

文字 | 记者 潘亮 实习生 陈磊
拍摄 | 记者 严锦程 潘亮 贺全胜
翻译 | 白心怡