On May 11th, 2024, the China Association of Automobile Manufacturers (CAAM) released data detailing the robust performance of China's auto industry in April.

The data indicates that in the first four months of the year, China exported 1.827 million vehicles, marking a year-on-year increase of 33.4%. This surge is primarily attributed to the enhanced cost-performance ratio of fuel vehicles, a significant rise in new energy vehicle (NEV) exports, and substantial sales in the Russian and European markets.

In April alone, China exported 504,000 vehicles, showing a month-on-month increase of 0.4% and a year-on-year rise of 34%. Traditional fuel vehicle exports in April reached 390,000 units, up by 3.3% month-on-month and 41.6% year-on-year. NEV exports for the month stood at 114,000 units, reflecting a year-on-year increase of 13.3%. From January to April, exports of traditional fuel vehicles totaled 1.407 million units, a 37.7% increase year-on-year, while NEV exports hit 421,000 units, up by 20.8%. Traditional fuel vehicles continue to dominate the export market.

Despite intense market competition and global supply chain instability, China's auto market, particularly the NEV segment, continues to demonstrate steady growth. Pure electric vehicle exports from January to April reached 337,000 units, increasing by 4.5% year-on-year, and plug-in hybrid vehicle exports rose sharply to 83,000 units, a 230% increase. In April, pure electric vehicle exports were 89,000 units, down 2.4% year-on-year, while plug-in hybrid exports were 25,000 units, marking a month-on-month increase of 0.8% and a year-on-year surge of 170%.

Data from Dataforce, a German market research firm, revealed that in March this year, Chinese automakers' market share in Europe surpassed 4% for the first time, with total sales reaching 57,400 units. SAIC Motor's MG brand remains the leading Chinese brand in Europe, with the sales in March increasing by 10% to 25,642 units, accounting for nearly 45% of the total.

From January to March this year, Chinese brands sold 470,000 vehicles in overseas markets, marking a 40% year-on-year increase. The retail performance of Chinese brands in statistically measurable overseas markets has been very strong. The primary drivers behind this export growth are the improved cost-performance ratio of fuel vehicles worldwide and the surge in NEV exports. Additionally, the Russian market contributed nearly 800,000 units to this increase, and the market share of pure electric vehicles in Europe continued to rise, reaching 9.2% in 2023. As a result, both the quantity and average price of automobile exports in China have seen substantial growth.

Notably, in April of this year, China's automobile exports continued to grow rapidly on a year-on-year basis. Among the top ten vehicle exporters, GAC Motor showed the most significant increase, with exports reaching 19,000 units, a 5.5-fold increase compared to the previous year. According to GAC Motor's plans, this year, it will focus on key overseas markets such as Saudi Arabia, Russia, and Mexico, with plans to enter ten new countries including Bangladesh, Ethiopia, New Zealand, and Finland. The sustained growth in automobile export volumes and the continuous expansion of overseas markets highlight the growing influence of Chinese automotive brands globally.

In an effort to strengthen their presence in overseas markets, several car manufacturers are establishing factories abroad. BYD, for instance, has built a NEV factory in Hungary, marking the first NEV factory established by a Chinese brand in Europe. The investment amounts to several billion euros, and the factory will produce EVs and power batteries.

Source:Yangcheng Evening News

中国汽车出口前4月同比增长逾33%

5月11日，中国汽车工业协会发布4月汽车工业产销情况。

数据显示，前4月我国汽车出口达到了182.7万辆，同比增长33.4%。这一增长主要得益于燃油车性价比提升、新能源车出口激增，以及俄罗斯和欧洲市场的巨大贡献。

4月汽车出口50.4万辆，环比增长0.4%，同比增长34%。其中，4月传统燃料汽车出口39万辆，环比增长3.3%，同比增长41.6%；新能源汽车出口11.4万辆，同比增长13.3%。1月—4月，传统燃料汽车出口140.7万辆，同比增长37.7%；新能源汽车出口42.1万辆，同比增长20.8%，传统燃料汽车在出口市场上依然占据主导地位。

尽管面临着激烈的市场竞争和全球供应链不稳定的挑战，中国汽车市场特别是新能源汽车，仍展现出稳健而蓬勃的发展态势。1月-4月纯电动汽车出口33.7万辆，同比增长4.5%；插混汽车出口8.3万辆，同比增长2.3倍。4月，纯电动汽车出口8.9万辆，同比下降2.4%；插混汽车出口2.5万辆，环比增长0.8%，同比增长1.7倍，插混汽车出口迅猛增长。

德国市场研究机构Dataforce的数据表明，今年3月，中国汽车制造商在欧洲市场的份额首次超过4%，汽车销量总和为5.74万辆。其中，上汽名爵（MG）在欧洲仍为中国品牌销量冠军，3月销量增长10%至25642辆，占比近45%。

据悉，今年1月-3月中国海外市场自主品牌销量47万辆，同比增长40%，中国自主的海外部分可统计市场的零售表现很好。出口增长主要原因是燃油车的国际性价比提升和新能源车出口暴增，加之俄罗斯贡献了近80万辆增量，以及2023年的欧洲纯电份额持续提升到9.2%。因此中国汽车出口的数量和均价均强势增长。

值得注意的是，今年4月，我国汽车出口同比保持快速增长。整车出口前十企业中，与上年相比，广汽出口增速最为显著，出口达到1.9万辆，同比增长5.5倍。按照广汽集团规划，今年广汽海外销售将着力打造沙特、俄罗斯、墨西哥等重点市场，计划新进入孟加拉国、埃塞俄比亚、新西兰、芬兰等10个国家。汽车出口销量持续增长，海外市场不断扩大，彰显出中国品牌汽车在全球范围内的影响力正在逐步扩大。

同时，为深化海外市场布局，多家车企正积极在海外建厂。比亚迪已在匈牙利建立欧洲首座新能源汽车工厂，投资额数十亿欧元，将生产电动汽车和动力电池。

文｜记者 潘亮 实习生 赵绮婷
译｜刘佳慧