The "One Belt and One Road" strategy that China is trying hard to promote is making more and more car companies "ready to move."
This week, the reporter learned that many mainstream car companies, especially self-owned brands, are studying and exploring the policies released by the “One Belt and One Road†strategy when formulating a new year plan.
At present, commercial vehicles such as China National Heavy Duty Truck, Foton Motors, SAIC Datong and Jianghuai Automobile, as well as autonomous passenger car companies such as GAC, Chang'an, SAIC, etc., have already started to move in a strategic manner. It can be foreseen that these automobile enterprises will gradually develop their results in overseas markets as the "One Belt and One Road" strategy deepens.
As a national pillar industry automobile, it will undoubtedly benefit directly from the “One Belt and One Road†strategy, especially its own brand in a difficult position. This will help stimulate the export of self-owned brands, accelerate the development of independent brands overseas, and inject a strong exogeneous force into the Chinese automobile industry in the next few years.
Automotive industry will usher in huge market opportunities
Statistics show that the "Belt and Road" strategy is supported by nearly 60 countries, covering a total population of about 4.6 billion, a total GDP of 20 trillion US dollars (approximately 1/3 of the world's total), and has obtained ASEAN, the EU, the Arab League, etc. A number of international organizations supported and signed memoranda of cooperation with Kazakhstan, Qatar and other countries.
Judging from the countries covered by the “One Belt and One Road,†most of them belong to the rising period of economic development. The auto market has enough potential to be developed.
Among them, the "Silk Road Economic Belt" involves Kazakhstan, Kyrgyzstan, Uzbekistan, Russia, Belarus, Hungary, Romania, and Serbia; the "21st Century Maritime Silk Road" involves Laos, Myanmar, Vietnam, Cambodia, Thailand, Indonesia, Malaysia, Pakistan, India, and Egypt, Ethiopia, Zambia, Nigeria and other countries in North Africa.
The analysis pointed out that the "Belt and Road" strategy is the carrier of China's capital output, and related parties will intensify economic interactions and stimulate the construction of China's peripheral economies, which will help digest domestic overcapacity and achieve "win-win". At present, although the "One Belt and One Road" strategy is mainly supported by infrastructure, high-speed rail, nuclear power, etc., as the economy of related interactive countries continues to increase, automobiles, as major consumer goods and production materials, will usher in a new round of development opportunities. .
Moreover, in the countries covered by the “One Belt and One Roadâ€, there are many regional markets with annual sales of more than one million cars. Last year, the sales volume of the Indian automobile market reached 3,169,900, and the sales volume in Russia was 2,491,400. The sales volume in Thailand, Indonesia and other countries also reached the level of one million cars.
According to data from the China Automotive Industry Association, in 2013, the “One Belt, One Road†area involved Central Asia, Southeast Asia, West Africa, Eastern Europe, and the Middle East, and the total sales of automobiles were comparable to the annual sales of automobiles in China.
In the future, with the deepening of economic cooperation among the countries within the coverage, it will bring great convenience to the development of Chinese autos. This will give our auto companies a new market space that is basically in line with the domestic market capacity. The more crucial point is that competition in some regions of the auto market is not so fierce, which will provide more room for independent brands to play.
Overseas Development Helps Independent Brands Go out of the "Misty"
At present, after China’s auto exports experienced a previous round of outbreaks, the scale has continued to shrink, market competition in exporting destination countries has intensified and the environment is unstable, the exchange rate of RMB has risen, the two-way pressure of Japanese and South Korean currency devaluation, and the currency devaluation of export destination countries, Brazil and Due to multiple factors such as changes in taxation policies and weak economic growth in countries such as Russia, China’s auto exports have been declining rapidly.
According to data from the China Automobile Association, China's auto exports last year totaled 910,000 vehicles, a year-on-year decrease of 6.8%. Among them, 530,000 passenger vehicles were exported, a decrease of 10.6% over the same period of the previous year; commercial vehicle exports were 380,000, a decrease of 1% over the same period of the previous year. Data from the Ministry of Industry and Information Technology also showed that in the first 11 months of 2014, the total import and export volume of automobile products nationwide was US$166.037 billion, up 13.8% year-on-year, while the value of exports was US$76.356 billion, up 6.6% year-on-year.
However, once the “One Belt and One Road†strategy is implemented into the deep water area, the policy dividend will once again stimulate the overseas brand development enthusiasm of independent brands, and the independent brands may take this out of the quagmire. At present, the greatest benefit is undoubtedly the Great Wall, Geely, SAIC and other passenger car companies as well as China National Heavy Duty Truck, Foton Motor and other commercial vehicle prices.
In fact, from the perspective of the economies covered by the “Belt and Road†initiative, independent brands such as the Great Wall, Geely, and SAIC have already made plans and arrangements for many years before planning and launching their own brands.
Currently, after years of overseas construction, Great Wall Motor has established KD assembly plants with local partners in Russia, Indonesia, Iran, Vietnam, Egypt, Ukraine, Bulgaria, Senegal, Venezuela, Philippines, Malaysia, Ethiopia and other countries. Overseas KD assembly The factory has reached 12. At the same time, cooperation with Bulgaria, Malaysia, Sudan and other countries reached the intention to build factories. By 2015, the number of overseas KD factories will reach 24, and the combined annual production capacity will reach 500,000. From the perspective of the countries and regions involved, the basics are consistent with the countries covered by the “One Belt and One Roadâ€.
Another independent brand, Geely, also has a CKD plant in Belarus, Russia, Indonesia and Egypt, and a half-part assembly SKD plant in Ukraine and Sri Lanka. We have achieved market coverage in Central Asia, Southeast Asia, and West Africa.
In addition, SAIC and Zhengda Group established a joint venture in Thailand. The first phase of the project was officially completed in June last year. This year, it is expected to increase investment again and build a second plant in Thailand to put into production the MG brand model to accelerate the coverage of the entire Southeast Asian market. By then, SAIC's investment in Thailand will be nearly 10 billion yuan.
Compared with passenger vehicles, commercial vehicles will be more directly affected by the “One Belt and One Road†policy.
The analysis pointed out that the “One Belt and One Road†will give rise to new forms of network structure within the region’s economies, change the pattern of individual dispersion and mutual disconnection in the past, and continue to extend from China to Central Asia, ASEAN, and further to Europe and Africa. Involving a large number of industrial shifts will increase the demand for logistics transportation and stimulate the demand for commercial vehicles.
Last year, China’s commercial vehicles were affected by changes in domestic policies and the gradual stabilization of macroeconomic growth was in the adjustment period. A total of 3.79 million commercial vehicle vehicles were sold, a year-on-year decrease of 6.5%. The sales of trucks totaled 3.18 million, a year-on-year decrease of 8.9%. In trucks, the annual decline in light trucks reached 12.9%.
In order to share the huge dividends brought about by policies, traditional commercial vehicle companies such as China National Heavy Duty Trucks, Jianghuai Automobiles, Dongfeng Automobiles, and Foton Automobiles have already started to rush into the market.
It is reported that Jianghuai Automobile has reached a strategic cooperation agreement with the Anhui Branch of the China Development Bank. The CDB will grant Jianghuai Automobile 20 billion yuan in credit support to meet the company's overseas construction. "In the context of the country's deep implementation of the 'One Belt and One Road' strategy, the next 20 billion yuan credit will be focused on supporting the group to promote product, technology, and capital to go global." The person in charge of the Jianghuai Automobile stated that currently Jianghuai Automobile has been global More than 100 countries and regions exported products and established assembly plants in 16 countries.
Focus on the brand first, form the "high first and then low" development route
However, a huge market does not mean Blue Ocean. If the self-owned brand goes out, it needs to adjust its own strategy. The “Belt and Road†covers many countries. On the one hand, it needs to meet the environmental emission requirements of many countries; on the other hand, it must constantly improve product quality and brand reputation. Degree, full participation in competition.
Insiders pointed out that last year, China's auto exports fell. The main reason for this was that some of the previous brands had a “cost-effectivenessâ€. As the market upgraded, the dividends brought by low prices gradually disappeared, together with the squeeze of other multinational brands, to independent brands. Overseas markets are under tremendous pressure.
Fortunately, some of China's autonomous car companies have begun to take the "high-end" route, starting with the brand, in order to form a "high first and then low" overseas development route.
At the just-concluded North American auto show, Guangzhou Auto Transmission Co., Ltd. was the only Chinese company to exhibit at the show. Its three new models directly talked to more than 60 starters worldwide. This has also become a key step for Guangqi Communication to go out, that is, the brand is going first.
In January last year, GAC Chuanqi announced its internationalization strategy in Dubai, the Middle East, and actively deployed the Middle East, South America, and Southeast Asia. The next step will be to open up markets in Europe and the United States. The appearance of a high-profile debut at the North American Auto Show is not only to sell cars overseas, but also to increase exposure in the international automobile arena, expand the scope of communications, and accept the attention, comparison, and inspection of automobile peers and media from around the world.
"Through the internationalization of Chuanxi, we must first start the brand and then sell it!" Wu Song, general manager of GAC Passenger Vehicles, said that it is necessary to take the brand's high-end route and avoid low prices and low quality.
In terms of commercial vehicles, SAIC Datong stepped faster and after a few years of brewing, it has successfully returned to the European market.
At the end of last year, SAIC Chase successfully obtained orders from Europe and Ireland and completed delivery. It achieved a “Zero Breakthrough†for domestic light passenger exports to Europe, and successfully opened the door to Europe, the world’s highest threshold for overseas markets, to enter the UK, the Netherlands, and Turkey in the future. Waiting for more European countries and the global market has paved the way.
It is reported that before this product was exported to Europe, SAIC Datong also passed the EU ECE certification and WVTA certification, becoming the first Chinese light commercial vehicle brand that has passed the EU ECE certification, and won the European market pass.
Carbon glass tube between Full Carbon Fiber Tube and G10 tube.
Carbon glass fiber tubes flexible than full carbon fiber tubes. However, heavier than full carbon fiber tubes.
Carbon glass fiber tubes have the same finish as the full carbon fiber tubes.
And the cost will less than full carbon fiber tubes.
Carbon Glass Tube,Carbon Mixed Glass Tube,Higt-Strength Carbon Glass Tubes,Carbon Glass Tubes For Drone
Hobby Carbon CNC Technology(Shenzhen) Limited , https://www.hobbycarbon.com