体系化、规模化"内外兼修" 埃安出海的谋与略
2023年,以新能源汽车、锂电池、光伏产品为代表的"新三样"产品出口额首破万亿元大关,增长近30%。就在不少国际人士为中国推进绿色低碳转型点赞的时候,美国一些政客和媒体却给中国新能源产业贴上"产能过剩"的标签,鼓噪散播"出口多就是产能过剩"的论调。
In 2023, exports of the "new three" products represented by new energy vehicles, lithium batteries, and photovoltaic products exceeded one trillion yuan for the first time, with a growth of nearly 30%. While many international observers praised China's efforts in green and low-carbon transformation, some American politicians and media labeled China's new energy industry as "overcapacity," spreading the rhetoric that "more exports mean overcapacity."
与此同时,美国对中国电动汽车加增关税至原来的4倍,从25%提高至100%。可以说,从整个国际环境上来看,中国新能源汽车出口面临着诸多障碍,在这样的背景下,埃安却在短短半年内,征战了17个国家,成为亚洲领先的中国新能源品牌。
At the same time, the United States increased tariffs on Chinese electric vehicles to four times the original rate, from 25% to 100%. It can be said that, from the perspective of the overall international environment, China's new energy vehicle exports face numerous obstacles. Against this backdrop, Aion has expanded to 17 countries in just half a year, becoming Asia's leading new energy brand.
中欧协会智能网联汽车分会秘书长林示认为,在复杂的国际形势下,埃安仍能够加速布局海外市场,彰显其强大的韧性以及不俗的承压能力。
Lin Shi, Secretary-General of the Intelligent Connected Vehicle Branch of the China-Europe Association, believes that despite the complex international situation, Aion's ability to accelerate its overseas market layout demonstrates its strong resilience and impressive pressure-bearing capacity.
肩负出海使命 "体系化"是应对良策?
Shouldering the Mission of Global Expansion - Is "Systematic" the Right Strategy?
放眼全球市场,尽管中国新能源汽车驶入发展"快车道",但是却面临"内忧外患"的复杂局面,一方面,国内新能源汽车品牌激烈的生死排位赛加剧各种"内卷",另一方面,西方政客炒作中国新能源"产能过剩",预谋加征关税的背后给汽车出口带来挑战。
Looking at the global market, although China's new energy vehicles have entered the "fast lane" of development, they face a complex situation of "internal and external challenges." On one hand, the fierce competition among domestic new energy vehicle brands intensifies various forms of "involution." On the other hand, Western politicians hype China's new energy "overcapacity," and the planned tariff increases pose challenges to vehicle exports.
在广汽埃安新能源汽车股份有限公司总经理古惠南看来,虽然当下车市"内卷"严重,但依然"卷中有机",所谓"内卷"一定程度上在促进中国新能源企业发展壮大的同时,也加速汽车出口量的增加。
In the view of Gu Huinan, General Manager of GAC Aion New Energy Automobile Co., Ltd., although the current automotive market is experiencing severe "involution," there are still "opportunities within the competition." To some extent, the so-called "involution" promotes the growth of China's new energy enterprises while also accelerating the increase in vehicle exports.
而对于欧美国家纷纷采取的"贸易战"所带来的汽车出口的不确定性与复杂性,古惠南则认为,在研发技术、智造能力、产品矩阵、产业链、营销服务、组织体系文化六大维度构建下,埃安搭建起了一层防护墙,能够全方位满足当下汽车市场竞争环境要求。
As for the uncertainty and complexity brought by the "trade war" adopted by European and American countries, Gu Huinan believes that Aion has built a protective wall through its six core competencies—R&D technology, intelligent manufacturing capabilities, product matrix, supply chain, marketing services, and organizational culture—enabling it to fully meet the demands of the current automotive market competition.
埃安速度与规模 打开想象空间
Aion's Speed and Scale - Unlocking Imagination
如果说以泰国为起点只是埃安海外谋略的一次热身,那么全球七大产销基地、17国、19个地区这样的字眼则是埃安全球化竞速中的一场场热血接力赛。
If starting with Thailand was just a warm-up for Aion's overseas strategy, then terms like "seven global production and sales bases," "17 countries," and "19 regions" represent a series of passionate relay races in Aion's global sprint.
自2023年以来,埃安在国际化业务上动作频频,创下半年之内开辟17国市场的"埃安速度"。除了速度,埃安更是进一步发挥了规模效应。
Since 2023, Aion has frequently made moves in international business, achieving the "Aion speed" of entering 17 markets within half a year. Beyond speed, Aion has further leveraged economies of scale.
5月份以来,埃安出海动作更是十分密集,5月11日,埃安于新加坡完成批量交付,标志着埃安正式在新加坡这一高端市场取得突破,并将对东南亚市场起到积极的辐射和窗口示范作用;5月14日,广汽能源科技(泰国)有限公司注册成立,意味着埃安新能源汽车充电业务,正式面向泰国展开服务;5月18日,埃安缅甸首店开业,为当地汽车市场注入新活力;5月21日,埃安亮相马来西亚汽车展,旗下热销车型AION Y Plus正式在当地上市,国际化布局再下一城;5月22日,塔吉克斯坦首批1000台AION Y Plus交付,创下塔吉克斯坦单次新能源汽车进口纪录;5月23日,埃安正式进入尼泊尔市场,不仅引入车型顺利打开南亚市场,还把光储充换等先进能源生态导入尼泊尔,有效推动了当地的充电基础设施建设;5月30日,埃安中国香港湾仔店已正式开业,这是继年初九龙湾展厅开业的又一落子。
Since May, Aion's overseas expansion has been particularly intensive. On May 11, Aion completed batch deliveries in Singapore, marking a breakthrough in this high-end market and setting a positive example for Southeast Asia. On May 14, GAC Energy Technology (Thailand) Co., Ltd. was registered, officially launching Aion's new energy vehicle charging services in Thailand. On May 18, Aion's first store in Myanmar opened, injecting new vitality into the local automotive market. On May 21, Aion appeared at the Malaysia Auto Show, with its popular model AION Y Plus officially launched locally, marking another milestone in its international layout. On May 22, the first batch of 1,000 AION Y Plus vehicles was delivered in Tajikistan, setting a record for the largest single import of new energy vehicles in the country. On May 23, Aion officially entered the Nepalese market, not only introducing models to South Asia but also bringing advanced energy ecosystems like solar storage and battery swapping to Nepal, effectively promoting local charging infrastructure. On May 30, Aion's Wan Chai store in Hong Kong officially opened, another strategic move following the Kowloon Bay showroom earlier this year.
可以看到的是,埃安所擘画的出海蓝图不仅宽领域、高频次,更高层次、高质量,随着国际化进程的深入,未来1-2年,埃安将在欧洲、南美、非洲等地区布局七大产销基地,实现全球"研产销一体化",真正实现本土化深耕,规模化发展。
It can be seen that Aion's blueprint for global expansion is not only broad and high-frequency but also high-level and high-quality. As internationalization deepens, Aion will establish seven production and sales bases in Europe, South America, Africa, and other regions in the next 1-2 years, achieving global "integration of R&D, production, and sales" and truly realizing localized cultivation and large-scale development.
