Out of the sea.
Author: tofu milk
Source: Extraordinary fritters (ID: ffyoutiao)
On January 11, 2024, the China Automobile Association released data production and sales data in 2023.Data show that in 2023, the cumulative production and sales of Chinese automobiles completed 30.161 million and 30.94 million, respectively, an increase of 11.6%and 12%year -on -year, a record high.
In 2023, the annual car exports reached 4.91 million. China has become the largest exporter in the world for the first time.
In terms of region, the main export areas produced in my country are currently in Europe and Southeast Asia.
The European market is large. my countrys automobile exports in the area means that the unit price and profit margin of the product can be greatly improved.
But at the same time, the EU national regulations are very strict. The previous anti -subsidy survey was an example.European consumers are also more conservative. To shift from European brands to Chinese brands, this change will be very difficult and need to be prepared for long -term pavement.
and the Southeast Asian market competition and capacity are relatively small. my countrys early car products have limited competitiveness. Southeast Asia is one of the earliest markets for automobile exports in my country.
In recent years, with the slowdown in the growth rate of the domestic automobile market and the stricter of European market regulations, Chinese auto companies have begun to actively enter Thailand.
In fact, the news of Chinese auto companies has been in the strategic layout of Thailand since 2023.
According to foreign media reports, SAIC -GM Wuling launched Wuling Air EV to the Thai market in July last year.
GAC Ean announced the entry into Thailand at the end of June last year, and set up a Southeast Asian headquarters in Thailand, with a plan to build a factory plan.
On January 20 this year, Great Wall Motor announced that it officially signed a memorandum of understanding (MOU) with the Thai Consumer Taxation Department of Consumption Taxation, becoming the first car company in Thailand to sign the "EV3.5" policy.
Changan Automobile has also recently announced the approval of the Thai governments "EV3.5" policy.In addition, SAIC Groups joint venture company in Thailand has also signed a contract.
"EV3.5" is the new energy vehicle incentive policy of Thailands new stage. The main contents include the government with the highest in the government between 2024-2025100,000 baht (about RMB 20,000) car purchase subsidies, and only cars produced locally can be obtained after 2026.
Why does Thailand make Chinese car companies rush?There are many reasons in it.
First of all, with the development of the economy, the development space of the Thai automotive market has become broad, becoming the second largest automotive market in ASEAN.
Second, the governments support has increased.The "EV3.5" policy mentioned above is not the first time that the Thai government has issued a policy to motivate the automotive market.
Thailand has implemented new energy vehicle incentives since 2022, namely "EV3.0".According to the "EV3.0" policy, from 2022 to 2023, car companies selling pure electric vehicles in Thailand can receive up to 150,000 baht (about 30,000 yuan) purchase subsidies.
imported models from 2022 to 2023 can be subsidized, and only local models produced in 2024 and 2025 can get subsidies.
Many people in the original industry believe that Thailand only has the "EV3.0" new energy vehicle policy.Enterprises are the first to deploy production capacity in Thailand.
Now after the policy iteration, the imported models can also be subsidized in 2024.
Chinese car companies enter the bureau to leverage the rapid growth of the Thai new energy vehicle market.
Data from the market institution AutoLIFETHAILAND show that from 2021 to 2023, Thailands pure electric vehicles sales were 0.19 million, 09,700 and 76,000 units.
Good guy, the sales of pure electric vehicles in Thailand, have increased several times each year in three years, from slightly insignificant to some influence.
Among the top ten pure electric vehicles in Thailand in 2023, except for Tesla Model Y and Model 3, the remaining models are Chinese brands.
BYD has made its debate in the Thai market. The sales of only three models of ATTO3, dolphins, and seals account for about 40 % of the Thai new energy vehicle market.
With the rapid development of Chinese electric vehicle brands in Thailand, Japanese brands originally dominated by the Thai market have been squeezed.
Data show that in 2023 Thailand sold a total of 775,800 vehicles, a year -on -year decrease of 9%.Throughout the Thai market, the market share of Chinese brands has increased by 1.2 times to 11%year -on -year.At the same time, the market share of the Japanese brand has been reduced by 8 percentage points to 78%.
Among them, Toyotas sales decreased by 8%, and it is still the first place in the Japanese brand with a market share of 34%.In addition to the increase in Hondas sales, the sales of other Japanese brands have declined, and the sales of Bitu and Mitsubishi have declined largely, 29%and 35%, respectively.
From the perspective of quantity, Japanese brands still occupy the absolute share of the Thai automobile market, but as one of the most important overseas markets in Japan, the growth of Chinese brands in the Thai market and Japanese brands from Japanese brandsThe reduction reflects the advantages of Chinese auto manufacturers in the wave of electricization, while the Japanese automobile brand slowly shot.
The Sino -Japanese Automobile War, if the Chinese brand won, in the later Japanese car era, whether the Chinese car companies are "internal fighting".
When thinking about the millennium, Chinese motorcycle companies entered the Vietnamese market on a large scale and defeated Japanese brands..In the end, Chinese motorcycle companies defeated Vietnam, and the market returned to the Japanese brand.
This is a bloody lesson. It is not surprising that the Chinese new energy vehicle brand seize the market in Thailand is not surprised, but it is necessary to pay attention to unity in the sea. Competition must maintain principles and bottom lines.
