Huan Qiu Wang·2025-05-16 02:21Core Insights - Chinese automotive companies are increasingly investing in building their own ocean transport fleets to enhance their international market presence and control logistics costs [1][11][19] Group 1: Fleet Development - SAIC Group has launched a 9,500-vehicle capacity roll-on/roll-off ship named "Anji Ansheng," which is one of the largest car transport ships currently in operation [1] - BYD has also delivered a 9,000-vehicle capacity ship named "Shenzhen," with plans to operate a total of 8 roll-on/roll-off ships by the end of the year [3][5] - Chery has initiated its first ocean transport ship to Europe, with plans for additional vessels to follow [7] Group 2: Cost Reduction and Supply Chain Stability - The establishment of these fleets is aimed at reducing transportation costs and ensuring supply chain stability, as the international shipping market has been dominated by Japanese and Korean companies, leading to high rental costs [9][11] - SAIC's investment of 10 billion RMB in building 12 large ocean transport ships is expected to reduce the transportation cost per vehicle by 10% [9] Group 3: Global Market Expansion - The growing scale of China's automotive exports has created a demand for more reliable shipping resources, prompting companies to take control of their shipping logistics [11][19] - In the first four months of 2025, China's automotive exports reached 1.937 million units, a year-on-year increase of 6%, with electric vehicle exports growing by 52.6% [16][17] Group 4: Technological Advancements - New generation car transport ships are incorporating advanced and environmentally friendly technologies, such as methanol reserve technology and LNG dual-fuel systems, which reduce carbon emissions [15] - The integration of high-safety battery systems and smart driving technologies is enhancing the competitive edge of Chinese automotive brands in the global market [17] Group 5: Strategic Initiatives - The China Automotive Industry Association has launched a new initiative focusing on the global expansion of Chinese automotive brands, emphasizing the transition from merely exporting products to establishing a comprehensive industrial presence abroad [17][19]