Core Viewpoint - The article highlights the rapid development of the new energy vehicle (NEV) industry in the Shenshan Special Cooperation Zone, driven by BYD's significant investments and the establishment of a complete production chain from components to finished vehicles, enhancing the region's economic growth and attractiveness for other companies [1][10]. Group 1: BYD's Expansion and Production - BYD's "Shenzhen" roll-on/roll-off ship recently set sail from Xiaomao Port, carrying 1,105 export vehicles from its Shenshan factory, marking a significant milestone in its export operations [1][3]. - The investment in the Shenshan area has increased from 5 billion yuan to over 30 billion yuan, with nearly 30 companies forming a 100 billion yuan NEV and parts industry cluster [1][10]. - BYD's Shenshan factory has completed the production line for export models, achieving mass production of the Song series in June [3][5]. Group 2: Economic Growth and Infrastructure - The Shenshan Special Cooperation Zone has seen an average annual GDP growth of 45.5% and industrial output growth of 85.4% over the past four years [1][10]. - Xiaomao Port, the only port in Shenzhen for automobile roll-on/roll-off exports, has opened 13 shipping routes and plans to increase capacity to handle 100,000 vehicles annually by 2027 [4][10]. - The region's GDP has increased from 3.412 billion yuan in 2017 to 24.215 billion yuan in 2024, reflecting a sevenfold increase [10][11]. Group 3: Industry Collaboration and Supply Chain - BYD's presence has attracted numerous upstream suppliers to establish operations in Shenshan, enhancing the efficiency of the supply chain [6][7]. - The establishment of a comprehensive industrial chain in Shenshan includes not only vehicle production but also components and battery manufacturing, facilitating smoother communication and faster product development cycles [5][7]. - Other NEV companies, such as Bihui Automobile, are also setting up operations in Shenshan, drawn by the region's robust industrial support [8][10]. Group 4: Future Prospects and Diversification - The Shenshan area is positioning itself as a strategic engine for high-quality development in Eastern Guangdong, with plans to diversify into sectors like semiconductors and advanced materials [9][10]. - The recent signing of 15 projects at the investment promotion conference indicates ongoing interest and investment in various sectors, including new energy vehicle thermal management systems and semiconductor precision equipment [1][10].

Core Insights - BYD's "Shenzhen" roll-on/roll-off ship has successfully completed its maiden voyage from Brazil, carrying over 6,800 electric vehicles to Europe, marking a significant step in the company's export strategy [1][3][4] - The ship is designed to be one of the largest and most environmentally friendly car carriers globally, with a capacity of 9,200 vehicles and has set records for the largest tonnage and vehicle load at the ports of Zhoushan and Xiaomo [3][4] - BYD's self-owned fleet of car transport ships is a strategic move to address export capacity shortages and cost pressures, with plans to expand its fleet to handle over 100,000 vehicles annually by 2025 [4][5] Company Developments - The "Shenzhen" ship's recent journey included 1,105 vehicles produced at BYD's Shenshan base, which were transported directly to the port in just five minutes, showcasing the efficiency of the "factory-port linkage" model [1][10] - BYD has launched six car transport ships in less than two years, collectively transporting over 70,000 electric vehicles, with plans for additional vessels to further enhance capacity [4][5] - The Xiaomo Port, where the "Shenzhen" docked, has opened 13 shipping routes and is undergoing expansion to increase its annual vehicle transport capacity to 1 million by 2027 [7][8] Industry Trends - China's automotive exports are on the rise, with a 16% year-on-year increase in the first five months of 2025, and a notable 22% increase in May alone, indicating a growing demand for specialized car transport vessels [4][5] - BYD's overseas sales have also seen significant growth, with a 133.6% increase in May, reflecting the global demand for Chinese electric vehicles [5] - The development of the Shenshan area as a key automotive hub is supported by its strategic location and infrastructure, which enhances the integration of production, logistics, and urban development [11]