Data source: China Association of Automobile Manufacturers, Ministry of Industry and Information Technology, Xiaomo Port/provided with pictures

　　On April 11th, the China Automobile Association released automobile production and sales data, which showed that China's automobile exports continued to achieve explosive growth this year. From January to March, automobile companies exported 994000 vehicles, a year-on-year increase of 70.6%.

　　Among them, new energy vehicles have become an important force in export growth. In the first quarter, the export volume of new energy vehicles in China reached 248000 units, a year-on-year increase of 1.1 times, leading the automotive industry in terms of growth rate. Shenzhen has also become an important growth pole for new energy vehicle exports. According to statistics from Shenzhen Customs, the export of new energy vehicles in the Shenzhen customs area exceeded 3.6 billion yuan from January to February, a year-on-year increase of about 23 times.

　　Why is the export growth rate of new energy vehicles in Shenzhen performing well? What support is there behind it?

　　Explosive growth of new energy vehicle exports

　　In 2012, China's automobile exports exceeded the "million mark" for the first time, reaching 1.0561 million vehicles, a year-on-year increase of nearly 30%. At that time, no one might have thought that the export growth of Chinese cars would stagnate in the future. During the nearly ten-year "stagnation period", China's automobile exports have always fluctuated around 1 million units, and in some years even dropped to 670000 units.

　　It was not until 2021 that the Chinese automotive industry broke this "export deadlock". According to data from the China Automobile Association, in 2021, China's automobile exports reached 2.015 million units, a year-on-year increase of double. In 2022, China's automobile exports reached 3.111 million units, a year-on-year increase of 54.4%. For the first time, China has surpassed Germany to become the world's second largest automobile exporter. Since the beginning of this year, China's automobile export boom has not subsided, with a national automobile export volume of 994000 units in the first quarter, a year-on-year increase of over 70%.

　　Behind this, it reflects the "curve overtaking" of the Chinese automotive industry in the new energy era. In 2021, China's new energy vehicle exports surged, with a total export volume of 426000 vehicles, a year-on-year increase of 291.4%, becoming a major "growth pole" for automobile exports. In 2022, the export volume of new energy vehicles in China reached 679000 units, a year-on-year increase of 1.2 times, once again driving the strong growth of national automobile exports.

　　During this period, Shenzhen has become an important emerging force in the growth of new energy vehicle exports nationwide. According to customs data, the export value of new energy vehicles in Shenzhen from January to February this year exceeded 3.6 billion yuan, a year-on-year increase of about 2300%.

　　Why can the export industry of new energy vehicles in Shenzhen achieve explosive growth?

　　Chen Jia, a researcher at the International Monetary Research Institute of Renmin University of China and an independent international strategy researcher, stated in an interview with Securities Times that as the overall pattern of China's new energy industry chain develops in depth, the division of labor, synergy, and integration effects of "regional new energy industry cluster centers+international logistics ports" in Shanghai, Shenzhen, and other places are becoming increasingly significant. Against the backdrop of a price war in the new energy vehicle retail market in 2023, Shenzhen's new energy vehicle exports have shown a surge, which is the best manifestation of this effect.

　　The upward trend in the export data of new energy vehicles in Shenzhen is a natural result of a series of regional industrial development and supporting policies in the early stage, "Chen Jia said, For the past decade, Shenzhen has introduced policies to promote the new energy industry chain every year. At the beginning of this year, Shenzhen promptly introduced 12 financial measures to support the high-quality development of the new energy vehicle industry chain, deeply targeting the core links of the new energy, especially the automotive industry chain, and implementing precise policies. It has continuously increased financial support, improved the automotive finance ecological environment, and effectively responded to the 'labor shortage' and market fluctuations at the beginning of the year, which has been a real reversal of the trend The effective production capacity of Shenzhen's new energy vehicle industry chain has rapidly climbed

　　Leading Enterprises Striving Abroad

　　Overall, the new energy vehicle industry chain in Shenzhen presents a pattern of "one super and multiple strong", with "one super" referring to BYD.

　　Since 2023, BYD has not only sustained growth in car sales, but also experienced strong growth in car exports, driving the takeoff of Shenzhen's automotive export industry. According to BYD's announcement, in the first quarter of 2023, BYD achieved sales of 552100 new energy vehicles, a year-on-year increase of 92.81%. Among them, 38700 new energy vehicles were sold overseas, and the export volume in the first quarter of this year alone was close to 70% of the total of last year.

　　Why can BYD's exports achieve a jump in overseas sales? The person in charge of BYD stated in an interview with reporters, "With over 20 years of business expansion experience in the global market, BYD has established a mature international business and management team, accumulated rich experience in global business operations, and gradually realized the localization of talents in various markets. These advantages will strongly support BYD's steady and orderly development of new energy vehicle business in various global markets

　　The person in charge of BYD stated that in May 2021, BYD officially announced its "Passenger Car Sail Away" plan, making Norway the first pilot market for expanding its overseas passenger car business. After more than a year of development, BYD's new energy passenger vehicles have entered countries such as Japan, Germany, Australia, and Brazil, with footprints in 51 countries and regions around the world. In 2022, the cumulative export of new energy passenger vehicles exceeded 55000.

　　In November last year, BYDATTO3 was launched in Thailand, triggering a midnight rush by local users. The model has held the top spot in single model sales for three consecutive months in Israel. In the future, BYD will create high-quality products through technology trumps such as blade batteries, e-platform, dual mode intelligence (DM-i), battery body integration (CTB), and Yi Sifang, promoting more products to enter overseas markets, "the person in charge said, 'Going overseas' has become a new driving force for BYD's performance growth

　　The Solid Power Behind Export Explosion

　　The outbreak of automobile exports in Shenzhen also relies on the assistance of customs and the support of supporting industrial chains.

　　According to Shenzhen Customs, in order to assist new energy vehicle related enterprises in Shenzhen in expanding the market, Shenzhen Customs has launched a "point-to-point" docking service with enterprises, comprehensively understanding the specific models, battery specifications, and safety performance of exported new energy vehicles, guiding enterprises to standardize their declaration, and also arranging dedicated personnel for review to ensure the safety and speed of exports.

　　It is understood that through the above method of "early declaration+direct loading upon arrival", Shenzhen Customs has achieved the "release upon arrival" of new energy vehicle exports, significantly shortening the time of goods in port and reducing the customs clearance costs of enterprises. In the first two months of this year, Shenzhen Customs supervised and ensured that BYD, a leading new energy vehicle enterprise, exported nearly 25000 new energy vehicles.

　　Du Fenlei, the head of the second inspection department of Pingshan Customs under Shenzhen Customs, stated that Pingshan Customs has established a new energy vehicle industry empowerment studio, focusing on various safety accidents, customer complaints, recall events, policy and regulatory changes in the import and export new energy industry, making communication channels between customs and enterprises more smooth, and also safeguarding the high-quality development of the new energy industry.

　　"In the first two months of this year, Pingshan Customs issued 82 certificate of origin for BYD Auto Industry Co., Ltd., involving about 1.3 billion yuan of goods value and about 65 million yuan of preferential tariff, strengthening the market competitiveness of enterprises in export." said Wu Ying, deputy chief of the comprehensive business section of Pingshan Customs.

　　In addition, with the rapid increase in the export volume of automobiles nationwide, many places have also experienced a situation where it is difficult to obtain a single ship of automobile transport ships. According to Clarkson's research data, in mid-2020, the rent for car transport ships with 6500 parking spaces was $10000 per day, but by the beginning of this year, it had skyrocketed to $110000 per day, a tenfold increase.

　　Car transport ships are a type of Ro/Ro ships, and Shenzhen has already established a layout in the field of Ro/Ro ships. It is understood that Shenzhen China Merchants Ro/Ro Transportation Co., Ltd. (referred to as "Shenzhen Ro/Ro") is one of the earliest Ro/Ro logistics enterprises in China to engage in transportation, with the largest fleet size, the highest market share, and the most customer service. It has a history of nearly 40 years. In 2018, China Merchants Shipping completed the acquisition of 100% equity in Shenzhen Ro shipping, officially entering the Ro shipping market.

　　A staff member from the Securities Department of China Merchants Shipping stated to reporters that currently there are 22 ro/ro ships on China Merchants Shipping, with a total load of approximately 85500 tons. The fleet size is in the first tier in China, mainly relying on the Shenzhen ro/ro ships acquired that year. Currently, these ro/ro ships are running both domestically and internationally.

　　It can be seen that Shenzhen has accumulated a deep foundation in the development of the Ro/Ro industry, and has also laid a good supporting industry chain foundation for the takeoff of automobile exports in the new energy era.

　　In January 2023, the reporter visited the Xiaomo Port area located in the eastern part of Shenzhen Port and witnessed the opening of the "Xiaomo Port Middle East Persian Gulf" automobile liner route. According to Shenzhen Port, it is expected that in the future, Xiaomo Port Area will undertake the import and export demand of 600000 vehicles and spare parts per year for the Shenzhen Shantou Special Cooperation Zone Automotive Industry Park, serving automotive enterprises in the Guangdong Hong Kong Macao Greater Bay Area and even in southern China. The annual vehicle Ro/R capacity will reach 1 million vehicles, with an import and export volume exceeding 300 billion yuan.

　　As an international financial center and emerging international logistics port, Shenzhen, combined with the geographical advantages of the Guangdong Hong Kong Macao international financial center circle, will continue to empower and amplify the agglomeration effect of Shenzhen's integration cluster in the new energy industry chain region, With the continuous expansion of Chinese new energy vehicle companies such as BYD in the global new energy vehicle market, including Xiaomo Port, the export scale of new energy vehicles from various ports in Shenzhen will inevitably increase at a high level in the future