Guangdong's exports grew 6.8% in the first 10 months, and lithium batteries and new energy vehicles were sold globally


 In the first 10 months, Guangdong's import and export reached 6.83 trillion yuan, an increase of 1.9%, ranking first in China.
The latest foreign trade achievements of Guangdong have been released. On November 16, according to the statistics of the Guangdong Branch of the Customs, in the first 10 months of this year, Guangdong's foreign trade import and export amounted to 6.83 trillion yuan, an increase of 1.9%, ranking first in China with a proportion of 19.7%. Among them, the export reached 4.39 trillion yuan, up 6.8%; Imports reached 2.44 trillion yuan, down 5.9%.
In terms of trade market, ASEAN is Guangdong's largest trading partner. During the reporting period, Guangdong's import and export to ASEAN reached 1.1 trillion yuan, up 10%; Imports and exports to the United States, the European Union and Taiwan, China increased by 8.6%, 8.2% and 3% respectively; Hong Kong, China declined by 9%.
From the perspective of trade mode, in the first 10 months, Guangdong's general trade import and export increased by 6.5%, 4.6 percentage points faster than Guangdong's overall growth rate, accounting for 54.8% of Guangdong's total import and export value; The import and export of processing trade decreased by 2%, accounting for 25.8%; Bonded logistics increased by 6%, accounting for 16.2%.
The growth of import and export volume of general trade means that more local brand goods are exported overseas, and enterprises have more market initiative and profit space. In the process of further optimizing the industrial structure, Guangdong's lithium batteries, new energy vehicles and mobile phones are speeding up to the sea.
"On the whole, Guangdong's foreign trade is in a stable and slow recovery state. The total volume remains the first in the country, and exports are slightly better than imports, which not only reflects the status of a major manufacturing province, but also shows the problem of insufficient domestic demand." Peng Peng, Executive Chairman of Guangdong Provincial Research Association for System Reform, said.
Lithium batteries and new energy vehicles accelerate to go to sea
New energy products are undoubtedly the most outstanding in export. Data shows that from January to October, Guangdong's export of mechanical and electrical products increased by 3.6%, accounting for 66.6% of Guangdong's total export value. Among them, electric manned vehicles increased by 2.7 times, solar cells and lithium ion batteries increased by 37.1% and 47.8% respectively.
Peng Peng told the reporter of the interface that the new energy products have soared, which is not only a national phenomenon, but also reflects Guangdong's important position in the new energy market.
Guangdong has always been an important automobile market and new energy base in China. According to the data of Alibaba International Station, in the first three quarters, the GMV (total volume of commodity transactions) of key industries in the South Guangdong region of Alibaba International Station showed a growth trend, with the new energy industry growing by 134.7%, the auto parts industry growing by 27.6%, and the machinery industry growing by 14.9%.
With the growth of leading brands such as BYD and GAC E'an, and the rise of new forces such as Xiaopeng Automobile, the export growth of related new energy products in Shenzhen and Guangzhou, which are leading the new energy field in Guangdong, has also far exceeded the provincial average.
In the first three quarters, Shenzhen exported 40.02 billion yuan of lithium-ion batteries, an increase of 75.2% over the same period last year. Among them, the export scale in September hit a record high of 6.24 billion yuan, with an increase of 65.3%. Since July 2020, it has kept growing for 27 consecutive months.
Private enterprises contributed the main force, accounting for nearly 80% of exports. In the first three quarters, Shenzhen private enterprises exported 31.87 billion yuan of lithium batteries, an increase of 75.9%, accounting for 79.6%.
In the same period, Guangzhou exported 2.774 billion yuan of lithium-ion batteries, a year-on-year growth rate of 41.2%; The export of solar cells was 386 million yuan, with a year-on-year growth rate of 57.6%.
In addition to the two "first brothers", the Pearl River Delta and even non Pearl River regions also have a good performance in the export of lithium batteries. For example, the lithium battery exports of Foshan and Zhaoqing in the first three quarters were 513 million yuan and 88791000 yuan respectively, with growth rates of 32.7% and 42%; Heyuan and Shaoguan in non Pearl River Delta reached 217 million yuan and 51.995 million yuan respectively, with year-on-year changes of 28.2% and 32.7%.
In recent years, with the rapid development of consumer electronics, electric vehicles, new energy and other industries, lithium-ion batteries have rapidly become the first choice in the battery market and are widely used in related scenarios.
At present, domestic lithium ion battery businesses are concentrated in Shenzhen, Dongguan and Guangzhou, which also drives their offline industrial layout. For example, in the field of new energy vehicles, according to the data from Tianyan, there are more than 70000 existing and active new energy vehicle enterprises in Guangdong.
The delivery volume of BYD and GAC E'an has dominated the list for a long time. On November 16, BYD launched its 3000000 new energy vehicles, becoming the first Chinese brand to reach the milestone of 3 million new energy vehicles.
In October of this year, BYD sold 218000 vehicles, a year-on-year increase of 142%. The sales volume in a single month hit a new record high, and it has ranked first in the domestic new energy vehicle sales list for three consecutive months. According to the company's financial report, the net profit attributable to the parent company in the third quarter reached 5.716 billion yuan, a new quarterly high.
GAC Ai'an is also catching up quickly. From January to October, the cumulative delivery volume of EA reached 212400 vehicles. On November 3, GAC E'an released a new generation of high-end exclusive platform AEP3.0 for pure electricity, officially claiming to surpass Tesla in terms of platform technology.
At present, Guangdong's new energy vehicles are speeding up "going to sea", which is accelerating to seize the first opportunity in the international market, and will further drive Guangdong's transformation from a major auto export province to a major new energy auto export province.
Taking Guangzhou as an example, in the first three quarters, the export of Guangzhou electric manned vehicles was 813 million yuan, with a growth rate of 255.1%. The export of pure electric passenger vehicles was 473 million yuan, up 130% year on year. Pure electric buses and plug-in hybrid passenger vehicles showed explosive growth, with the export growth rate of 7205% and 1323.8% respectively, and the amount reached 236 million yuan and 40.273 million yuan respectively.
Another product with a strong export trend is mobile phones. In the first three quarters, Guangdong exported 179.22 billion yuan of mobile phones, up 7.9% year on year.
As a national mobile phone brand base, Shenzhen's mobile phone exports have naturally performed well with Huawei, OPPO, Glory and other mobile phone brands. In the first three quarters, Shenzhen exported 111.62 billion yuan of mobile phones, an increase of 34.4% over the same period last year. Among them, the export in September was 31.56 billion yuan, an increase of 83%, which has been growing for six consecutive months.
Among them, foreign invested enterprises in Shenzhen exported 83.99 billion yuan of mobile phones, an increase of 36.5%, accounting for 75.2%; The export of private enterprises was 23.66 billion yuan, up 42.3%, accounting for 21.2%.
Whether it's lithium batteries or mobile phones, Hong Kong is one of the important destinations. Hong Kong has always been the largest entrepot of lithium ion batteries on the mainland. For Shenzhen, Hong Kong is also the largest mobile phone export market. In the first nine months, Shenzhen exported 84.89 billion yuan of mobile phones to Hong Kong, up 14.9%, or 76%.

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