——做专业的科技财经媒体！
在2024年4～6月的世界新车销售中，中国最大的汽车制造商比亚迪(BYD)超越了本田和日产汽车，跃居世界第7位。
撰文：李星
近日海外数据显示，在2024年4～6月的世界新车销售中，中国最大的汽车制造商比亚迪(BYD)超越了本田和日产汽车，跃居世界第7位。
上一季度比亚迪全球销量为98万辆，同比增加高达40%，在全球经济恢复乏力的情况下，这个数据犹为敏感与醒目。比亚迪在全球销量的增量中，海外销量增长约3倍，达到10.5万辆，对销量的拉动作用明显，也让海外车企感到了明显的危机。
比亚迪的销量按季度计算，首次超过全球销量下降5%至92万辆的本田，正在逼近出货量为114万辆的美国三大汽车巨头之一福特。并且在现有的发展趁势下，后续进一步打破行业排名的可能性很高。
海外汽车产业认为，比亚迪在低价纯电动汽车(EV)的拉动下，排名逼近美国大型汽车企业“三巨头”，开始打破行业排名；而出货规模则与日美欧的大型汽车厂商相匹敌，因此海外车企在如何应对影响力急速增长的中国汽车企业，推出相应的对策已成为当务之急。
因为除比亚迪外，中国大型企业浙江吉利控股集团上季度的排名也上升到了第11位，奇瑞汽车也来到了第15位，在海外市场的存在感正在提高。今年上半年1～6月份，中国汽车出口量达到279万辆，比日本高出78万辆。
近些年来，随着中国制造的产业规模扩张，中国大陆在材料技术与工艺创新方面，获得了全面的迭代速度优势，从而让中国在新能源领域获得了快速发展，并成本全球的产能集中供应基地。2023年中国大陆电动汽车、锂电池、光伏产品等“新三样”出口增长近30%，其中新能源电动汽车产销量占全球比重超过60%。
比亚迪、长安汽车、长城汽车和吉利汽车等车企均已将出口业务作为公司未来销量重要的增长点，通过整车出口、KD模式出口、收购海外品牌、海外建厂等方式不断强化和加快海外市场布局。
中资车企也正在把东盟市场作为突破口，广泛在各个国家布局电动汽车产能，进一步挤压在东盟市场盘踞多年的日资、韩资品牌市场份额，同时在东盟的供应链资源争夺中，日资车企也开始出现疲态。如在日系车占8成市场份额的泰国，除铃木决定退出生产之外，本田也将把产能削减一半。
今年以来，中国大陆电动汽车在东南亚建厂速度加快。长城汽车在泰国建立了罗勇新能源工厂，初期规划年产能8万辆；长安汽车启动首个海外基地“泰国新能源基地”，2025年具备10万辆年产能的泰国罗勇府制造基地将投入使用，后续扩能至20万辆；上汽集团先后对外透露了在印尼、泰国等区域的布局信息；广汽集团旗下子公司广汽埃安位于泰国罗永福的工厂迎来竣工，每年将能够生产5万辆汽车。
海外车企重点关注的比亚迪已在泰国启动海外第一家正式的整车工厂，并计划在匈牙利和巴西建设工厂，另外还在讨论在墨西哥生产。
在东盟，近期比亚迪泰国工厂正式投产，约15万辆的年产能，包含整车四大工艺和零部件生产，可创造约一万个就业岗位。
比亚迪还计划在柬埔寨投资设立电动车组装厂，预计年组装能力达到2万辆。同时在印尼已将工业园区“梳邦智能城市”作为电动汽车工厂选址，厂区占地面积超108公顷，预计2026年1月开始运营。
比亚迪的逼近，让欧美市场反应十分激烈。由于担心对本国产业造成影响，两个市场开始对中国企业提高警惕。美国已将对中国制造的EV电动汽车的惩罚性关税提高到100%。加拿大也在讨论对中国EV电动汽车征收关税，欧盟(EU)从7月开始对中国EV实施了暂时性的额外关税，8月20日公布了最高36.3%的额外关税的最终方案，将在进行投票等之后做出最终决定。
为了应对这些贸易障碍，比亚迪决定在可以避免欧盟额外关税的土耳其新建工厂，在当地生产并向欧盟出口，借此应对欧盟关税，同时也在美洲寻找可以规避美国和加拿大关税的第三方市场，建设设立新的产能基地。
海外汽车产业人士认为，如果以比亚迪为代表的中资车企在各国建立EV纯电动汽车供应链，对其他汽车企业的打击将更加明显。
海外车企也认为，中资汽车企业不但在制造领域掌握了完整的电动汽车生产技术，还在市场推广上已经拥有了与日美欧汽车巨头匹敌的销售实力，在中资车企的产能与出货提升市场冲击下，中资车企开始颠覆全球汽车制造商构筑的供应链。
而以比亚迪汽车为代表的中资企业步步逼近，一场席卷汽车产业的大洗牌，正在由中国市场卷向全球。
BYD Auto is approaching, and the reshuffle of the automobile industry has been rolled from China to the world
Editor:Lucien
According to recent overseas data, BYD, China's largest automaker, surpassed Honda and Nissan in the world's new car sales in April ~ June 2024, and jumped to the seventh place in the world.
BYD's global sales in the last quarter were 980,000 units, an increase of up to 40% year-on-year, which is particularly sensitive and eye-catching in the context of the sluggish global economic recovery. In the increase in BYD's global sales, overseas sales increased by about three times to 105,000 units, which played a significant role in driving sales, and also made overseas car companies feel an obvious crisis.
BYD's sales on a quarterly basis surpassed Honda, which fell 5% worldwide to 920,000 units, for the first time, and is approaching Ford, one of the three major United States auto giants with 1.14 million shipments. And under the existing development trend, the possibility of further breaking the industry ranking in the future is very high.
The overseas auto industry believes that BYD, driven by low-cost pure electric vehicles (EVs), is approaching the "Big Three" of large United States automobile companies and has begun to break the industry ranking; The scale of shipments is comparable to that of large automakers in Japan, the United States, and Europe, so it has become a top priority for overseas automakers to respond to the rapid growth of Chinese auto companies.
In addition to BYD, Zhejiang Geely Holding Group, a major Chinese company, also rose to 11th place last quarter, and Chery Automobile also came to 15th place, and its presence in overseas markets is improving. In the first half of this year, China's automobile exports reached 2.79 million units, 780,000 units higher than Japan.
In recent years, with the expansion of the industrial scale of China's manufacturing, Chinese mainland has gained a comprehensive iterative speed advantage in material technology and process innovation, thus allowing China to achieve rapid development in the field of new energy and cost the global production capacity centralized supply base. In 2023, Chinese mainland's exports of electric vehicles, lithium batteries, and photovoltaic products will increase by nearly 30%, of which the production and sales of new energy electric vehicles will account for more than 60% of the world.
Car companies such as BYD, Changan Automobile, Great Wall Motor and Geely Automobile have taken export business as an important growth point for the company's future sales, and have continuously strengthened and accelerated the layout of overseas markets through vehicle exports, KD model exports, acquisition of overseas brands, and overseas factory construction.
Chinese car companies are also taking the ASEAN market as a breakthrough point, widely deploying electric vehicle production capacity in various countries, further squeezing the market share of Japanese and Korean brands that have been entrenched in the ASEAN market for many years. For example, in Thailand, where Japanese cars account for 80% of the market, Honda will cut production capacity in half, in addition to Suzuki's decision to withdraw from production.
Since the beginning of this year, the construction of electric vehicles in Chinese mainland in Southeast Asia has accelerated. Great Wall Motor established a Rayong new energy plant in Thailand, with an initial planned annual production capacity of 80,000 units; Changan Automobile launched its first overseas base, the Thailand New Energy Base, and will put into operation a manufacturing base in Rayong Province, Thailand, with an annual production capacity of 100,000 units, in 2025, and expand its production capacity to 200,000 units in the future. SAIC has successively disclosed the layout information in Indonesia, Thailand and other regions; GAC Aion, a subsidiary of the GAC Group, is completing the construction of its plant in Lo Vinh Phuc, Thailand, which will be able to produce 50,000 vehicles per year.
BYD, which is a major focus of overseas automakers, has launched its first full-scale vehicle plant overseas in Thailand, plans to build plants in Hungary and Brazil, and is considering production in Mexico.
In ASEAN, BYD's Thailand plant has recently been officially put into operation, with an annual production capacity of about 150,000 units, including the production of four major processes and parts for the whole vehicle, and can create about 10,000 jobs.
BYD also plans to invest in the establishment of an electric vehicle assembly plant in Cambodia, with an estimated annual assembly capacity of 20,000 units. At the same time, the industrial park "Subang Smart City" in Indonesia has been selected as an electric vehicle factory, which covers an area of more than 108 hectares and is expected to start operations in January 2026.
BYD's approach has made the European and American markets react very fiercely. Fearing the impact on domestic industries, the two markets are becoming more wary of Chinese companies. The United States has raised punitive tariffs on Chinese-made EVs to 100%. Canada is also discussing tariffs on Chinese EVs, and the European Union (EU) has imposed temporary additional tariffs on Chinese EVs since July, and on August 20, the final plan for additional tariffs of up to 36.3% was announced, and a final decision will be made after a vote.
In order to cope with these trade barriers, BYD decided to build a new factory in Turkey, which can avoid additional EU tariffs, produce locally and export to the EU to cope with EU tariffs, and also look for third-party markets in the Americas that can circumvent United States and Canada tariffs, and build new production bases.
Overseas auto industry insiders believe that if Chinese car companies represented by BYD establish EV pure electric vehicle supply chains in various countries, the blow to other auto companies will be more obvious.
Overseas car companies also believe that Chinese auto companies not only have mastered the complete production technology of electric vehicles in the manufacturing field, but also have the sales strength to rival the Japanese, American and European auto giants in market promotion.
The Chinese-funded enterprises represented by BYD Auto are approaching step by step, and a major reshuffle that has swept the automobile industry is rolling from the Chinese market to the world.
最新采购需求信息更新……
参会嘉宾名单信息更新……
旭日大数据团队长期服务超过全球10000家高新科技电子行业企业客户，在长期建设中国制造业供应链服务体系过程中积累了大量的行业资源，不仅对电子制造业企业的采购需求有着深刻理解，还与全球大量企业建立了系统对接，能够帮助供应商快速适应企业的服务要求，切入企业供应链。
