Author：MarwenDate：2023-8-25
A few days ago, Energy Chain Smart Electric announced that it plans to acquire Sweden's Charge Amps, a leading European electric vehicle charging service solution provider, for US$66.4 million, to penetrate into the European charging service market and develop localized services in Europe.
Energy Chain Smart Electric's move is just a microcosm of the acceleration of China's new energy automobile industry chain going overseas. A reporter from the China Securities Journal found that since the beginning of this year, not only independent brands of automobiles, but also enterprises in various links of the new energy automobile industry chain, including power batteries, battery materials, charging piles, etc., have also accelerated their overseas expansion and layout in the international market.
Industry insiders said that as the influence and competitiveness of China's auto overseas markets continue to increase, in order to ensure the safety and controllability of the supply chain, the model of "one car going overseas drives the whole chain" is accelerating, and the ecological going of the entire industrial chain is accelerating.
Seize Overseas Development Opportunities
Energy Chain Smart Electric announced that the company has signed an agreement with Charge Amps of Sweden. Through this acquisition, Energy Chain Smart Electric will go deep into the European charging service market, carry out European localization services, and realize business collaboration and cooperation with Charge Amps in the fields of independent research and development, manufacturing, marketing and charging service solutions of charging piles. Resource integration provides practical experience for a wider global business layout.
Based on the successful practice in China's new energy charging service market, Energy Chain Smart Electric has launched a global strategic layout, and is committed to bringing China's charging service industry solutions to the world. In Europe, Energy Chain Smart Electric has established a European headquarters in the Netherlands to provide local partners with complete charging products and solutions. Energy Chain Smart Power provides one-stop services for the whole industry chain of new energy, including charging station site selection consultation, software and hardware procurement, operation and maintenance, etc. It was listed on NASDAQ on June 13, 2022, and it is a charging service provider in China. first share.
The research report of Guosen Securities shows that the European and American markets are the largest new energy vehicle markets in the world. Compared with the Chinese market, the proportion of vehicle piles in the European and American markets is relatively low.
Taking Europe as an example, data shows that by 2022, the number of new energy vehicles in Europe will reach 7.62 million. However, the number of public charging piles in Europe has only increased from 116,100 in 2016 to 474,700 in 2022, and the construction of public charging piles is far behind the growth rate of new energy vehicles. The ratio of public vehicles to piles is as high as 16:1, and there is a large charging pile gap.
Industry insiders said that compared with most countries, my country's charging pile industry started earlier and is relatively complete. Charging pile companies with conditions should seize development opportunities, accelerate the development of overseas markets, and export high-quality products and technologies.
Drive the entire industrial chain to deploy in overseas markets
According to the "Global Electric Vehicle Outlook 2023" report recently released by the International Energy Agency, it is estimated that by 2030, the global sales of electric vehicles will exceed 70 million, the number of vehicles will reach 380 million, and the global annual penetration rate of new vehicles is expected to reach 60%.
Industry insiders said that as demand, policies, and technology drive the industry into a growth cycle, China's new energy vehicle industry chain is expected to usher in development opportunities when it goes overseas. Speed up.
The reporter combed and found that many companies related to the new energy automobile industry chain, such as Xiangshan, Kstar, and Terad, are speeding up the development of overseas markets.
On August 21, Xiangshan Co., Ltd. issued a convertible corporate bond plan, planning to raise 700 million yuan, of which 340 million yuan will be used for the construction of production capacity improvement projects in Mexico and other places. Fragrant Hills previously stated that in order to better serve the world's leading new energy customers, the company will continue to expand its Mexican factory to support the rapid development of new energy and related products going overseas.
Fan Tao, Secretary to the Board of Directors of Costa, said: "The company is currently doing the certification of charging piles in overseas markets. After the certification is completed, the company will increase its overseas sales, so as to improve the performance of the charging pile segment."
Terad said that in the field of electric vehicle charging network business, the subsidiary Telaidian has carried out the research and development of overseas charging products, and cooperated with overseas large car companies, energy operators, bus groups and other customers, in Central Asia, Southeast Asia, Russia , Europe and other regions have the export of charging equipment. In the future, there is huge room for growth in overseas markets, and the company will expand its overseas business in accordance with the development of overseas new energy vehicles and strategic development plans.
Compared with charging pile-related companies going overseas, my country's power battery companies have deployed overseas earlier and are more mature. On July 27, Yiwei Lithium Energy announced that the company and EA Group plan to jointly establish a joint venture company in Thailand, and use the joint venture company as the main body to build a battery production base of at least 6GWh. In addition, mainstream Chinese power battery companies such as CATL, Honeycomb Energy, Guoxuan Hi-Tech, Sunwoda, Envision Power, BYD, etc. have already set up factories overseas.
Of course, when Chinese power battery companies go overseas, they are not limited to the single business model of building factories overseas, but also include diversified methods such as technical support and patent licensing.
Many car companies are "busy" going overseas
According to the statistics of the China Association of Automobile Manufacturers, my country's auto exports surpassed Japan for the first time in the first half of this year, ranking first in the world. At the same time, many car companies have recently intensively disclosed new trends in going overseas.
On July 4, the relevant person in charge of SAIC Motor revealed at the media communication meeting that SAIC Motor has put the work of building a factory in Europe on the agenda and is currently selecting a site.
From January to July, SAIC Motor sold 630,000 vehicles in overseas markets, a year-on-year increase of 31.6%. SAIC Motor's overseas sales target for 2023 is 1.2 million vehicles, of which self-owned brands account for over 70%.
According to SAIC, SAIC’s self-owned brand MG continued to perform well in the European market, with cumulative sales of 135,000 vehicles in the first seven months, a year-on-year increase of 148%. New car sales in developed countries such as the United Kingdom, Germany, France, Italy, Spain, Sweden, and Ireland rank the top.
Jikr announced a few days ago that after landing in the European market, the company signed an agreement with Israel's Union Group, and the two parties will establish a car dealership network in the Israeli market. According to the agreement between the two parties, GEO Mobility, the automotive business unit of Union Group, plans to launch the Jikr brand in the Israeli market in the fourth quarter of 2023, and form a professional management team to establish an immersive experience center and a high-standard service system for Jikr. Jikr will launch two models in the Israeli market, the coupe Jikr 001 and the SUV Jikr X. It is expected to start pre-sales in the fourth quarter and then deliver them.
As the influence and competitiveness of China's auto overseas markets continue to increase, my country's auto industry has realized the export of the entire industrial chain including complete vehicles, technology, brands, power batteries, and charging piles.
Dong Yang, vice chairman of the China Electric Vehicles Association, believes that from the export of complete vehicles in the past to the current establishment of local factories, and the realization of the localization of parts and services, this is the transformation of my country's auto companies from simple product trade in the past to "products, The embodiment of the output of the whole industry chain of technology, talent and management.
Xu Haidong, deputy chief engineer of the China Association of Automobile Manufacturers, said that in the future, my country's auto industry chain enterprises will enter a stage of rapid overseas direct investment, and the entire supply chain system also needs to be localized.
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