2024-08-13
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Reporter of China Business Network: Dan Zhongkui Editor of China Business Network: Liu Yanmei
Image source: Hefei Release (Photo by Zhang Dagang)
Not long ago, the 2024 Fortune Global 500 was released.CheryAnhui Auto Holding Co., Ltd. was listed for the first time, becoming the first local automobile company in Anhui to enter the Fortune Global 500.
This is a microcosm of the strong breakthrough of Anhui's automobile industry. According to the data from the National Bureau of Statistics, in the first half of this year, Anhui's automobile production reached 1.1614 million vehicles, surpassing Shandong (903,200 vehicles), Shanghai (821,600 vehicles) and Hubei (753,500 vehicles) in one fell swoop compared with the same period last year, and jumped to the third place in the country.
As vehicle production soars, Anhui is focusing on "combining whole and parts" and making a big bet on counties.
Recently, the Anhui Provincial Automobile Office, the Provincial Development and Reform Commission and other departments jointly issued the "Anhui Provincial County Auto Parts Industry Cluster Construction Action Plan (2024-2027)" (hereinafter referred to as the "Action Plan"), proposing to focus on promoting the county auto parts industry to become bigger, stronger and better. By 2027, the county auto parts industry cluster revenue will reach about 500 billion yuan, and 5-7 new 10 billion-level industrial clusters will be added. Each prefecture-level city will cultivate at least one county auto parts industry cluster in the new town.
The automobile industry is the top priority for Anhui in its efforts to build a strong manufacturing province. What will the upgrading and development of county-level automobile parts industry clusters bring to Anhui?
In the first half of this year, Guangdong (2.2917 million vehicles), Chongqing (1.2142 million vehicles), Anhui (1.1614 million vehicles), Shandong (903,200 vehicles), Shanghai (821,600 vehicles), Jiangsu (806,700 vehicles), Zhejiang (757,600 vehicles), Hubei (753,500 vehicles), Shaanxi (753,100 vehicles), and Jilin (746,800 vehicles) ranked among the top ten in the country in terms of automobile production. The threshold for the top ten camps has risen from more than 500,000 vehicles in the same period last year to more than 700,000 vehicles.
Compared with the same period last year, Anhui, Jiangsu, and Zhejiang rose by 3, 1, and 3 places respectively, while Shandong, Shanghai, Hubei, and Jilin fell by 1, 1, 3, and 2 places respectively. Among them, Anhui surpassed Shandong, Shanghai, and Hubei successively and strongly advanced to the third place in the country.
Anhui has thus become the biggest "dark horse" in the national provincial automobile map. If we go back in time, Anhui's trajectory of leap forward is even clearer.
In 2022, Anhui's automobile production will be 1.7469 million vehicles, ranking seventh in the country; in 2023, it will rise to 2.088 million vehicles, surpassing Hubei, Jilin and Guangxi to rank fourth; in the first half of 2024, this ranking will be further improved.
It should be pointed out that the National Bureau of Statistics specifically noted that "in the above regional automobile production, each region does not include the production of automobile complete vehicle industry activity units that are not included in the statistics", which also leads to differences between the relevant data and the data published by local governments.
Data from Anhui Province shows that in the first half of the year, Anhui's automobile and new energy vehicle production ranked second in the country. Some analysts believe that this isBYDThe output of newly-commissioned automobile companies such as the Hefei base was not included in the statistics of the National Bureau of Statistics.
Anhui News Network disclosed that from January to June, the province's automobile production reached 1.506 million units, a year-on-year increase of 46.7%, accounting for 10.8% of the national total, ranking second in the country; among them, new energy vehicles reached 621,000 units, a year-on-year increase of 81.4%, accounting for 12.6% of the national total, ranking second in the country. Automobile exports reached 679,000 units, a year-on-year increase of 21.5%, accounting for 24.3% of the national total.
In fact, in recent years, Anhui has vigorously promoted Chery,JAC、NIO, Volkswagen Anhui and other key projects, and the implementation of pilot projects to "fill in the gaps" in county charging facilities, the effectiveness of building a strong province of new energy vehicles has been continuously highlighted.
As of the end of June, there were more than 1,360 enterprises above designated size in Anhui's automobile manufacturing industry, a net increase of more than 80 over the same period last year; in the first five months, the province's automobile manufacturing enterprises above designated size achieved a revenue of 248.96 billion yuan, a year-on-year increase of 30.9%, and a total profit of 15.01 billion yuan, a year-on-year increase of 163.8%.
In July last year, Anhui Province established a provincial automobile office as the office of the provincial new energy vehicle industry cluster leading group, focusing on promoting the comprehensive development of the "three-in-one" of complete vehicles, parts and components, and aftermarket.
Not long ago, Anhui Provincial Governor Wang Qingxian emphasized during an inspection at the Provincial Automobile Office the need to strengthen forward-looking and strategic research, accurately grasp the macro trends of automobile industry transformation, technological iteration, and ecological evolution, and strive to seize opportunities and gain the upper hand in the fierce competition.
Under the provincial layout, Anhui has vigorously promoted the formation of an integrated development pattern with the "Hefei-Wuhu" dual-core linkage and multi-point support from other cities.
Image source: Xinhua News Agency
At the end of last month, Anhui Aodehua Auto Parts Co., Ltd., a supporting enterprise of FAW, Shaanxi Automobile, and Sinotruk, started construction of a project to produce 1.15 million sets of clutches and electric vehicle shock absorbers per year in Funan County, Fuyang. After the project is completed and put into production, the annual output value can reach more than 1 billion yuan.
More than two months ago, BYD Chairman Wang Chuanfu went to Fuyang for a special inspection, and the focus was also Funan County, 30 kilometers away from the city. When talking with Wang Chuanfu, Fuyang Municipal Party Committee Secretary Liu Yujie said that BYD has invested 10 billion yuan in new energy vehicle parts projects in Fuyang, and it is expected to achieve leapfrog development this year.
According to public information, in October 2022, the construction of the BYD New Energy Vehicle Parts Industrial Park project in Funan with an investment of 10 billion yuan started. BYD Fudi Technology Company mainly built new energy passenger vehicle parts production lines such as vehicle wiring harnesses, precision centers, motor precision injection molding parts, and wheel hub bearings in Funan. After the project is fully completed, the annual output value can exceed 15 billion yuan, and it can provide support for 1 million new energy passenger vehicles each year.
Looking at the whole of Anhui, BYD is forming a new energy vehicle base with Hefei as the core, and a new power battery and core key component production base supported by Wuhu, Bengbu, Chuzhou and Fuyang.
In addition to Fuyang Funan County, Wuhu Wuwei City also benefits from BYD. Data shows that Wuwei's new energy and intelligent connected vehicle industries will achieve an output value of 24 billion yuan in 2023, an increase of 62.7%. BYD's Wuwei Fudi Battery has become the first company in the city with an output value of over 20 billion yuan. In July this year, "Wuhu Release" also revealed that the construction of the new energy vehicle parts plant under Wuwei Fudi Co., Ltd. is accelerating.
In addition, many leading companies in the automotive industry are stepping up their layout in Anhui counties.
For example, in April this year, the Fuyao Group Anhui full industrial chain production base project located in Feixi County, Hefei, officially started construction. The project plans to invest a total of 5.75 billion yuan, with an annual output of 4 million sets of automotive supporting glass and 4 million pieces of accessory glass, with an annual output value of about 6 billion yuan...
In the same month, the Anhui Provincial Development and Reform Commission issued the "Notice on the List of County-level Characteristic Industrial Clusters (Bases) with High Scores and Fastest Progress in the 2023 Construction Effectiveness Evaluation". There are 9 "high-scoring lists" (mechanical manufacturing category), of which Changfeng County Automobile Parts Characteristic Industrial Cluster (Base), Si County Automobile Parts Manufacturing Characteristic Industrial Cluster (Base), Guangde City Automobile and Parts Characteristic Industrial Cluster (Base), etc. are all automobile and parts characteristic industrial clusters.
This has also enabled Anhui to initially form a complete automotive industry chain covering power batteries, motors and electronic controls, sales and maintenance, recycling and utilization, in addition to leading automobile companies such as Chery, NIO, Volkswagen Anhui, and BYD, becoming the biggest engine driving the province's economic development.
Located in the Yangtze River Delta, Anhui's automobile industry is becoming more and more visible. Zhang Daisheng, secretary general of the Anhui Automobile Engineering Society, previously analyzed that the key to the development of the Yangtze River Delta new energy automobile industry cluster is integration. A saying is circulating online: "Shanghai produces chips, Zhejiang produces die-casting machines, Jiangsu produces batteries, and Anhui produces complete vehicles."
Data released by the Anhui Daily showed that in 2023, Anhui's automobile production reached 2.491 million units, new energy vehicle production reached 868,000 units, and automobile exports reached 1.147 million units, ranking second, fourth and first in the country respectively.
Image source: Xinhua News Agency
In the process of accelerating the creation of an internationally competitive new energy vehicle industry cluster, Anhui has also continuously promoted "whole-part coordination" and increased the local matching rate of auto parts.
This is not difficult to understand. In the past year, the total revenue of Anhui auto parts companies accounted for about 48% of the province's total automotive industry chain revenue, which is half of the total revenue. Statistics at the end of March this year showed that there were more than 2,700 auto parts companies in Anhui Province, accounting for about 60% of the total automotive industry chain companies.
According to Anhui's implementation plan for "double attraction and double introduction" of new energy vehicles and intelligent connected vehicles, by 2025, the local parts matching rate must exceed 70%, a number of large-scale parts enterprise groups with international competitiveness must be cultivated, and a number of industry hidden champions and "little giants" must be incubated or introduced.
Entering the era of intelligent networking, the whole-part synergy, or the "three-in-one" (complete vehicle, parts, and aftermarket) has ushered in greater opportunities. This "Action Plan" is to further focus on counties to promote the accelerated growth of Anhui's new energy intelligent networked vehicle industry.
According to the goal, by 2025, the revenue of Anhui's county-level auto parts industry clusters will reach about 350 billion yuan, and by 2027 it will reach about 500 billion yuan, including 5-7 new 10 billion-level industrial clusters and 3-5 new auto parts companies with national influence.
From the perspective of specific paths, we will combine the actual conditions and advantages of each county, and promote the construction of county-level automobile parts industry clusters in a classified and step-by-step manner from the "three types" of complete vehicle-driven, group-leading, and cultivation and development.
In terms of vehicle-driven development, with 7 vehicle companies in the province as the driving force, we will focus on building new energy vehicle manufacturing bases in Xiatang, Xingang-Zhongpai and Shouxian Economic Development Zone, power battery production and recycling bases in Wuhu Economic Development Zone, Lujiang High-tech Zone and Shucheng Economic Development Zone, new energy vehicle parts intelligent flexible manufacturing base in Nanling Economic Development Zone, and automobile lightweight supporting demonstration base in Hanshan Economic Development Zone.
This will be an important carrier for Anhui to promote the coordination of the whole and parts. The Action Plan also mentioned that the scale of the county-level auto parts industry in the province will be promoted to a higher level. By 2027, it will strive to build a number of strong and distinctive county-level auto parts industry clusters and achieve a gradient development pattern of tens of billions of operating income.
Among them, Wuwei City is positioned as a 50 billion cluster, Feixi County (excluding complete vehicles) is positioned as a 40 billion cluster, and Ningguo City is positioned as a 30 billion cluster...
As counties in Anhui "get on board" and "enter the chain" one after another, the competitiveness of Anhui's leading industries will continue to improve, and the counties themselves are also expected to have the opportunity to change their destiny.
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