由 jpichiban 2024年4-6月，比亚迪全球销量突破98万辆，同比增长40%，超越本田和日产，跃居全球第七。比亚迪的快速增长得益于其低价纯电动汽车的热销，尤其是海外市场销量增长显著。 另一方面，受认证违规问题和电动汽车需求下降影响，丰田、大众等传统汽车巨头销量普遍下滑。 面对比亚迪的强势崛起，日本车企面临巨大挑战。本田在中国市场销量大幅下滑，被迫减产。日系车企纷纷转向北美市场，希望通过混合动力车来弥补在中国市场的下滑。 中国汽车企业的影响力正在不断扩大，比亚迪已在泰国、匈牙利等地建设工厂，并计划在墨西哥建厂，这将对全球汽车行业格局产生深远影响。
Original Title: 比亚迪4～6月销量超过了本田和日产
Summary: BYD, China’s largest automaker, surpassed Honda and Nissan in global new car sales in the April-June quarter of 2024, ranking seventh. Driven by low-priced electric vehicles (EVs), BYD is closing in on the top three American automakers. The company’s growing scale, rivaling major car manufacturers in Japan, the US, and Europe, is disrupting the industry hierarchy. Responding to the rapid growth of Chinese companies has become a pressing issue.
According to statistics compiled by the Nikkei based on data from automakers and research firm MarkLines, most Japanese, American, and European automakers saw sales decline due to certification violations and decreasing demand for EVs. Toyota Group, the top-ranked company, sold 2.63 million units, while Germany’s Volkswagen Group followed with 2.24 million units.
BYD’s sales reached 980,000 units, representing a remarkable 40% increase from the same period last year. Overseas sales tripled year-on-year to 105,000 units, contributing significantly to the overall growth. For the first time, BYD’s quarterly sales surpassed Honda’s, which declined by 5% to 920,000 units. The only Japanese company ahead of BYD is Toyota.
BYD’s sales in the April-June quarter of 2023 were 700,000 units, ranking tenth globally. However, in just one year, it has overtaken Honda, Nissan, and Suzuki. It’s also catching up to Ford, one of the three major American automakers, with sales of 1.14 million units. It is highly likely that BYD will further disrupt the industry’s rankings.
Among Chinese companies, Zhejiang Geely Holding Group ranks 11th, and Chery Automobile ranks 15th, demonstrating their increasing presence. Chinese companies now possess sales capabilities comparable to their Japanese, American, and European counterparts, starting to disrupt the supply chain established by these automotive giants.
In China, the world’s largest auto market, BYD has initiated price competition, boosting its sales. Japanese automakers, which have traditionally relied on gasoline vehicles, are struggling. BYD’s June sales surged 35% year-on-year, setting a record high for the month. On the other hand, Honda’s China sales declined sharply by 40%.
Since the 2000s, Japanese automakers have responded to China’s government’s investment calls, leading production and sales in the country. Honda has decided to cut production in China by 500,000 units, equivalent to 30% of its capacity. Japanese companies are transitioning from an expansion strategy to scaling down.
China’s influence is now spreading globally. In the first six months of this year, China’s auto exports reached 2.79 million units, exceeding Japan’s by 780,000 units. In Thailand, where Japanese cars hold an 80% market share, Suzuki has decided to cease production, while Honda plans to cut production by half.
BYD has launched its first official overseas car factory in Thailand and plans to establish factories in Hungary and Brazil. It is also discussing production in Mexico. If BYD establishes an EV supply chain in various countries, the impact on other automakers will be even more pronounced.
The US and Europe are wary of the impact on their domestic industries and are increasingly vigilant against Chinese companies. The US has raised punitive tariffs on Chinese-made EVs to 100%. Canada is also considering imposing tariffs on Chinese EVs.
The European Union (EU) has implemented temporary additional tariffs on Chinese EVs starting in July. On August 20, the EU announced a final proposal for additional tariffs of up to 36.3%. A final decision will be made after voting and other procedures.
Stopping BYD’s momentum will be difficult. To counter the EU tariffs, BYD has decided to build a new factory in Turkey, where it can avoid EU tariffs, and produce cars for export to the EU.
For Japanese companies in a disadvantageous position, the North American market will become increasingly important. Chinese EVs have almost no sales in the North American market, where tariffs are high. Due to the decline in EV demand, Toyota and Honda’s hybrid vehicles (HVs) are gaining popularity. Whether they can compensate for the decline in China and other markets remains a key question.
Automakers have been competing based on sales volume. Without a certain scale, cost burdens will increase, making it difficult to develop profitable new cars.
Honda, Nissan, and Mitsubishi Motors have agreed to collaborate on EV development. For survival, global restructuring is likely to expand.
Original article: http://cn.nikkei.com/china/ccompany/56502-2024-08-23-10-41-49.html?print=1