2023, the international automotive industry can be described as changes. In the past year, the impact of the Russia-Ukraine conflict continued, and the Palestinian-Israeli conflict flared up again, which had a negative impact on global economic stability and trade flows. High inflation put enormous pressure on many car companies and parts companies. This year, the "price war" triggered by Tesla spread across the world, and the market "internal volume" intensified; This year, around the "fire ban" and Euro 7 emission standards, the EU internal disputes; It was the year the American auto workers launched an unprecedented strike...
Now select the top 10 representative news events of the international automotive industry in 2023. Looking back on this year, the international automobile industry has reformed itself in the face of change and burst into vitality in the face of adversity.
Eu finalizes fuel ban; Synthetic fuels are expected to use
At the end of March this year, the Council of the European Union adopted a historic proposal: from 2035, the EU will ban the sale of non-zero-emission vehicles in principle.
The EU initially proposed a resolution that "by 2035 the sale of internal combustion engine cars in the EU will be banned", but under the strong request of Germany, Italy and other countries, the use of synthetic fuel internal combustion engine cars are exempted, and can continue to be sold after 2035 under the premise of achieving carbon neutrality. As an auto industry power, Germany has been fighting for the opportunity for clean internal combustion engine cars, hoping to use synthetic fuels to "continue the life" of internal combustion engine cars, so repeatedly asked the EU to provide exemption clauses, and finally got it.
American auto strike; The electrification transition is hampered
General Motors, Ford, Stellantis, the United Auto Workers (UAW) called a general strike.
The strike has brought huge losses to the U.S. auto industry, and the new labor contracts reached as a result will cause labor costs at Detroit's three automakers to soar. The three automakers agreed to raise workers' maximum wages by 25 percent over the next four and a half years.
In addition, labor costs have risen sharply, forcing car companies to "throttle back" in other areas, including reducing investment in frontier areas such as electrification. Among them, Ford delayed $12 billion in electric vehicle investment plans, including suspending the construction of a second battery factory in Kentucky with South Korean battery maker SK On. General Motors has also said it will slow the production of electric vehicles in North America. Gm and Honda also abandoned plans to jointly develop a low-cost electric car.
China has become the largest exporter of automobiles
New energy vehicle enterprises actively layout overseas overseas
In 2023, China will overtake Japan to become the largest annual auto exporter for the first time. The surge in the export of new energy vehicles has driven the rapid growth of China's automobile exports. At the same time, more and more Chinese car companies are accelerating the layout of overseas markets.
Fuel vehicles are still dominated by "Belt and Road" countries. New energy vehicles are still the main export destination in Europe; Parts companies are opening overseas factory construction mode, Mexico and Europe will be the main source of increment.
For Chinese new energy vehicle companies, Europe and Southeast Asia are two hot markets. Thailand, in particular, has become the main offensive position of Chinese car companies in Southeast Asia, and a number of car companies have announced that they will build factories in Thailand to produce electric vehicles.
New energy vehicles have become a "new business card" for Chinese car companies to go global.
Eu launches anti-subsidy probe ，"Exclusion" subsidies targeted at Chinese electric vehicle
On September 13, the president of the European Commission, Ursula von der Leyen, announced that it would launch an anti-subsidy investigation into electric vehicles imported from China; On October 4, the European Commission issued a notice deciding to launch an investigation. China is strongly dissatisfied with this, believing that the European side launched the anti-subsidy investigation lacks sufficient evidence to support, and does not comply with the relevant rules of the World Trade Organization (WTO).
At the same time, with the growing sales of Chinese electric vehicles exported to Europe, some EU countries have begun to set up subsidies.
The international auto show is back；Chinese brands steal the spotlight
At the 2023 Munich Motor Show, about 70 Chinese companies will participate, nearly double the number in 2021.
The appearance of a number of new Chinese brands has attracted the attention of European consumers, but also made European public opinion a lot of concerns.
It is worth mentioning that the Geneva Auto Show, which was suspended for three times due to the new coronavirus epidemic, finally returned in 2023, but the location of the auto show was transferred from Geneva, Switzerland to Doha, Qatar, and Chinese auto brands such as Chery and Lynk & Co unveiled their heavy models at the Geneva Auto Show. The Tokyo Auto Show, known as the "Japanese car reserve", also welcomed Chinese car companies to participate for the first time.
With the rise of Chinese auto brands and accelerating "going to foreign market", internationally renowned auto shows such as the Munich Auto Show have become an important stage for Chinese enterprises to "show their strength".
Post time: Dec-29-2023