大市场“中”力量丨新能源汽车“链”变记——“大市场‘中’力量”系列报道之五

Core Insights - The article highlights the rapid transformation of Henan's new energy vehicle (NEV) industry, showcasing its significant growth in production and exports, positioning it as a key player in China's NEV landscape [1][2][3][4][5][6][7][8][11] Production Capacity - Henan's NEV production reached 681,000 units in 2024, marking a more than tenfold increase compared to three years ago [11] - The province's NEV exports amounted to 8.85 billion yuan, reflecting a year-on-year growth of 91.4% [11] - In the first eleven months of the year, Henan exported 102,000 NEVs, a staggering increase of 25 times compared to the previous year [11] Industry Development - The establishment of major production bases, such as BYD's facility in Zhengzhou, has led to high levels of automation, with a production line efficiency of 98% [2] - BYD's Zhengzhou base produced over 200,000 vehicles in 2023, contributing to a total output value exceeding 20 billion yuan [2][3] - SAIC Motor's Zhengzhou base has also seen significant production, surpassing 2 million vehicles since its inception [3] Supply Chain and Ecosystem - Henan is moving beyond being merely an "assembly factory" to creating a robust, collaborative industrial ecosystem [4][5] - The region has developed a comprehensive supply chain involving key local companies, enhancing the overall competitiveness of the NEV sector [4][5][6] - The establishment of a specialized racing test track for NEVs in Zhengzhou signifies the commitment to innovation and development in the sector [4] Export and Global Reach - The international logistics capabilities of Henan, including the Zhengzhou International Land Port, facilitate efficient export of NEVs to global markets [7] - The province's NEV exports have expanded to over 60 countries, with significant deliveries to markets like Chile, Morocco, and Pakistan [3][8] - The shift from product output to technology and solution exports is evident, as seen in partnerships with countries for localized production [8] Future Potential - The NEV industry in Henan is not just about current production but also about future potential, with investments in high-end models and advanced manufacturing capabilities [7][8] - The establishment of a comprehensive automotive ecosystem, including data centers and battery production facilities, positions Henan as a leading hub for NEV manufacturing [8]