专论 || 魏文清：关于我国汽车产业国际化前景与任务的研判

Core Viewpoint - China's automotive industry has successfully transitioned to electric vehicles, creating a comparative advantage and driving significant growth in automotive exports, marking a solid step towards internationalization [1] Group 1: Internationalization Strategy - The internationalization of China's automotive industry requires a tailored approach based on local conditions and timing, with three main modes: product trade, capacity investment, and a mixed approach [2] - There are eight primary internationalization scenarios based on trade relations, tariff barriers, and local market development, which dictate different strategies and paces for market entry [2] Group 2: Market Segmentation - Priority markets account for about 25% of overseas markets, characterized by stable business environments and low resistance to new brands, allowing for rapid market share acquisition [2] - Gradual markets, making up 35% of overseas markets, involve developed countries with strong automotive industries, requiring a longer cultivation period for successful entry [3] - Cautious markets, comprising 40% of overseas markets, present significant political and trade risks, necessitating a careful approach to maintain existing business while preparing for future expansion [3] Group 3: Long-term Outlook - The internationalization of China's automotive industry is likened to a marathon, with expectations of reaching significant milestones over the next 30 years, including trade export and overseas production layout [4] - By 2024, it is projected that overseas sales of Chinese brands will reach approximately 6.1 million units, with a market share of about 9.0% [4] - By 2030, overseas sales are expected to approach 10 million units, with a market share exceeding 12% [4] Group 4: High-Quality Development - High-quality internationalization requires a robust support system, including technological innovation, building world-class multinational automotive groups, and establishing a global supply chain [6][7] - A reliable service system for after-sales and financial services is essential for supporting international operations [8] - The government plays a crucial role in creating a favorable regulatory environment and facilitating international cooperation [9][10] Group 5: Cultural and Information Exchange - Establishing a global automotive culture that resonates with local consumers is vital for the internationalization of China's automotive industry [12] - A comprehensive information platform is necessary for timely and accurate data collection to mitigate risks associated with international operations [11]