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Written by Yu Hui

The Political Information Expert noticed that in August, many provincial party and government "top leaders" met with senior executives of automobile companies.

The latest case is in Guangxi. On August 22, Liu Ning, Secretary of the Party Committee of Guangxi Zhuang Autonomous Region, met with Li Shufu, Chairman of Geely Holding Group.

Judging from the content of the conversation, promoting cooperation and new energy vehicles are the key words.

Exploring overseas markets is also a key point. During the above-mentioned meeting, Liu Ning mentioned that he "hopes to work together to explore the ASEAN market."

There are two important pieces of information worth noting when the provincial party and government top leaders met with senior executives of automobile companies.

First, the automobile industry occupies an important position in the economic development strategies of these provinces.

On August 2, Jilin Province Governor Hu Yuting held talks with China FAW Chairman and Party Secretary Qiu Xiandong.

On August 3, Henan Provincial Governor Wang Kai held talks with BYD Co., Ltd. Chairman and President Wang Chuanfu in Shenzhen.

On August 15, Anhui Provincial Party Committee Secretary Liang Yanshun and Governor Wang Qingxian held talks with Volkswagen Group (China) Chairman and CEO Daniel Bared.

On August 20, Jiangsu Provincial Governor Xu Kunlin met with Li Xiang, Chairman of Ideal Auto.

The above-mentioned automakers include private enterprises, state-owned enterprises and multinational companies. "Hope to promote cooperation and increase investment" is the common theme of the above-mentioned talks, and "new energy vehicles" is also a key word.

Zhengzhijun noticed that in recent years, under pressure from environmental issues and petrochemical energy crises, most countries have proposed new energy vehicle development strategies. With the rise of new energy vehicles, the global automotive industry has ushered in a major change that has not been seen in a century.

In this round of changes, China's new energy vehicle industry has taken the lead. In January this year, Xinhua News Agency reported a set of data:

In 2023, my country's automobile production and sales will exceed 30 million units, making it the world's largest automobile producer and seller for 15 consecutive years. To reach this new level, new energy vehicles are indispensable. In 2023, China's new energy vehicles performed strongly, with annual production and sales exceeding 9 million units.

my country's production and sales of new energy vehicles have ranked first in the world for nine consecutive years, becoming an important force in promoting the transformation of the global automotive industry.

From a local perspective, faced with a "reshuffle" in the industrial landscape, many provinces have begun to actively plan and seize the new track for new energy vehicles.

For example, Anhui.

Anhui is one of the provinces in China where the new energy vehicle industry started early, and its industrial development is at the forefront of the country. In 2023, Anhui has identified the automobile industry as its "first industry."

Another example is Henan.

In August this year, The Paper reported that Henan's automobile industry maintained a high growth momentum. It is said that new energy vehicles may become a new growth booster for Henan in the future.

Wang Kai mentioned during the talks with Wang Chuanfu that BYD isLeading domestic new energy vehicle company, and its development strategy is highly consistent with Henan's development direction. He said he hopes BYD will "further increase its investment in Henan and promote more emerging industries and high-quality projects to land in Henan."

Currently, BYD has two factories in Henan, located in Zhengzhou and Xinxiang.

second,When meeting with Li Shufu, Liu Ning mentioned "working together to develop the ASEAN market."

Liu Ning mentioned that he hopes Geely Holding Group will seize the opportunity of the country's support for Guangxi to build "one zone, two places, one park and one channel", further optimize its industrial layout in Guangxi, and strengthen cooperation in the fields of aluminum industry, automobile industry and vocational education.Work together to explore the ASEAN market.

Guangxi has hosted the China-ASEAN Expo and the China-ASEAN Business and Investment Summit for 20 consecutive years, and ASEAN has been Guangxi's largest trading partner for 24 consecutive years. Guangxi's position and role in the national opening-up are becoming more prominent. In addition, Guangxi is also an important automobile production base in the country, the only province in China connected to ASEAN by land and sea, and is building an automobile export base facing ASEAN.

The ASEAN market is very important to many automakers.

In 2023, after the EU and the US successively released signals of imposing tariffs on Chinese new energy vehicles, Southeast Asia has become one of the most popular destinations for Chinese automakers to go overseas. In July 2023, Wang Weiming, Director of the First Department of Equipment Industry of the Ministry of Industry and Information Technology, mentioned: "China-ASEAN cooperation in the field of new energy vehicles has achieved fruitful results.Chinese new energy vehicle companies represented by BYD, Great Wall, SAIC-GM-Wuling and Geely have successively started to build factories, purchase parts and sell them locally, which lays a solid foundation for the continued in-depth cooperation between the two sides.。”

At present, ASEAN countries are also actively promoting the automotive industry to accelerate the transformation to new energy. Thailand, Indonesia, Malaysia and other countries have formulated and implemented a number of policies to support the development of the new energy vehicle industry, which is a vast "new blue ocean".

Let’s talk about Geely Holding Group.

Recently, Li Shufu told the media, "About 20 years ago, I came to Malaysia to develop the Malaysian automobile market." However, it was not smooth at that time. In 2005, Geely's cooperation project in Malaysia encountered great difficulties.

China Business News said that in Southeast Asia, where Japanese automakers have long held about 80% of the market share, Chinese automakers will undoubtedly face fierce market competition. The lack of international operating experience and insufficient localized R&D and supporting capabilities have also become "constraints" for Chinese automakers.

However, these situations are changing.

In October last year, the official microblog of "Geely Holding Group" mentioned that the group had "opened up a new situation" in expanding regional markets such as East Asia and ASEAN. In particular, Geely's acquisition of a stake in Malaysia's Proton in 2017 promoted the renewal of Malaysia's "national treasure" automobile brand. On April 26 this year, diplomats from ten ASEAN countries also visited Geely Holding Group.

In the meeting on August 22, Li Shufu said,We will leverage Guangxi’s unique geographical advantages to further expand into the ASEAN market.