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zhejiang and anhui took the two "firsts in the country", what are the strengths of the automobile industry in the yangtze river delta?

2024-09-15

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ye xingchen, reporter of chao news client

automobile is a global industry benchmark. today, this industry is becoming the "leader" driving the rapid growth of the yangtze river delta.

according to data released by the china association of automobile manufacturers, in the first half of this year, the automobile production of the three provinces and one city in the yangtze river delta ranked among the top seven in the country. among them, anhui ranked second in the country with a production of 1.506 million vehicles, and exported 404,100 vehicles, ranking first in the country; in terms of automobile manufacturing-related enterprises, the number of existing enterprises in zhejiang is as high as 29,800, also ranking first in the country.

image source: xinhua news agency

zhejiang ranks first in china with 29,800 automobile manufacturing-related enterprises

when talking about new energy vehicles in the yangtze river delta, there is a widely circulated saying: "shanghai produces chips, zhejiang produces integrated die-casting machines, jiangsu provides batteries, and anhui produces complete vehicles."

with the development and growth of the automobile industry in the yangtze river delta, the three provinces and one city have now gathered nationally renowned automobile brands such as tesla, nio, ideal, geely, saic, chery, and leapmotor.

the regional agglomeration advantage is a powerful tool for the yangtze river delta to achieve "overtaking on curves" in the automobile industry.

a geely executive told reporters that the automotive industry is not something that one company can accomplish independently. when car companies build their own factories or develop related businesses, they actually need a lot of peripheral supporting support. for example, more than 90% of zeekr's parts suppliers are located in the yangtze river delta region.

zhejiang takes the lead among automobile manufacturing-related enterprises.cui dongshu, secretary general of the national passenger car market information joint conference, said: "zhejiang's auto parts industry has the best layout in the country, because zhejiang has relatively more private enterprises, parts companies are relatively specialized, and the division of labor is relatively clear."

qichacha data shows that since 2019, the annual registration volume of my country's automobile manufacturing industry has increased year by year. as of september 11, 2024, a total of 10,100 companies have been registered in my country's automobile manufacturing industry.

among them, zhejiang is the province with the largest number of automobile manufacturing-related enterprises in my country, with a total of 29,800 enterprises, accounting for nearly 20% of the country; jiangsu ranks second in the country with 20,800 automobile manufacturing enterprises; from the city side, zhejiang also has outstanding performance, with taizhou, wenzhou and ningbo having 9,426, 7,895 and 6,359 automobile manufacturing enterprises respectively, ranking second, third and fifth in the country.

according to data released by the zhejiang statistics bureau,in 2023, there will be 2,662 auto parts enterprises above designated size in zhejiang, accounting for more than 15% of the national total, with annual revenue reaching about 500 billion yuan.the automotive parts manufacturing industry has formed a full industrial chain covering power systems, chassis systems, general parts, etc., and is accelerating the expansion of new modules and new accessories into the field of intelligent connected vehicles.

geely automobile source: geely official website

anhui ranks first in china in terms of automobile exports from january to july this year

on the afternoon of september 14, the anhui provincial government held a press conference and revealed that from january to july this year, anhui province exported 493,800 vehicles, a year-on-year increase of 27%, ranking first among all provinces and cities in the country in terms of export volume.

the reason behind anhui's automobile exports jumping to the first place in the country is actually a microcosm of the rapid development of the yangtze river delta's automobile industry.

in the first half of this year, the automobile production of the three provinces and one city ranked among the top in the country. anhui ranked second with 1.506 million vehicles, shanghai ranked fifth with 821,600 vehicles, jiangsu and zhejiang ranked sixth and seventh with 806,700 and 757,600 vehicles respectively; compared with the same period last year, anhui, jiangsu and zhejiang rose by 4, 1 and 3 places respectively.

anhui's annual production in 2022 was 1.7469 million vehicles, ranking seventh in the country; by 2023, it rose to 2.088 million vehicles, surpassing hubei, jilin and guangxi to become fourth in the country; in the first half of 2024, anhui's national ranking has risen again and has reached second place.

cui dongshu mentioned the key reasons for anhui's rapid rise. on the one hand, it supports the development of high-quality enterprises. in 2020, hefei construction investment and three-level state-owned capital platforms raised 7 billion yuan to help nio get out of its "darkest moment". with the establishment of nio's china headquarters in hefei, leading and supporting enterprises such as byd and volkswagen have successively settled in, allowing hefei and even the entire anhui to catch up with the spring of the global new energy vehicle industry.

another reason for the rapid increase in anhui's vehicle production is chery's strong performance in recent years. this year, chery entered the list of the world's top 500 companies for the first time, and its annual revenue exceeded 300 billion yuan for the first time. another highlight of chery is that of the 195,759 vehicles sold from january to july this year, 90,281 were exported, accounting for almost half of its sales. this excellent export performance is also the key to anhui's winning the first place in the country in vehicle exports.

while vigorously introducing a number of leading enterprises such as nio, volkswagen anhui, and byd hefei, anhui has also leveraged a large number of upstream and downstream supply chain supporting enterprises to settle down, quickly forming a new energy vehicle industry cluster and achieving an overall improvement in the industrial chain.

cui dongshu said: "the automobile industry in the yangtze river delta is becoming more and more specialized, and the cooperation between provinces and cities is becoming more and more refined. for example, zhejiang has huge advantages in the transformation to electrification. in the future, zhejiang can rely on local leading car companies such as geely and take advantage of the automobile industry chain advantages in shanghai, anhui and other places to carefully compile an industrial chain map, extend the chain, supplement the chain and strengthen the chain, so as to form a strong vehicle manufacturing system development."

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