今年一季度汽车进出口收官,日前出炉的海关总署数据:汽车(含底盘,以下同)进口26万辆,同比下降16.3%,金额106.47亿美元,下降21.7%;汽车零部件进口65.09亿美元,下降10.0%。汽车出口19万辆,同比下降5.7%,金额27.35亿美元,增长2.4%;汽车零部件出口金额109.06亿美元,增长0.1%。
汽车进出口差异明显,整车进口数量降幅大于出口,但比出口高出7万辆;进口金额跌幅破20%,出口金额出现微增长,而逆差达79.14亿美元。不过,汽车零部件出口形势远好于进口,金额顺差43.97亿美元。
汽车进口,1、3月两月都是10万辆,2月6万辆。2月低,源于春节因素,属正常状态。汽车出口,1、2两月分别为7.2万辆、6万辆,3月略低于2月。
我国汽车出口有较大进步,原先是清一色商用车出口,如今乘用车出口已占汽车出口总量的60%,出口国家数量大增,从单一的整车出口开始转向部分CKD件出口组装。但按一季度汽车整车进出口,十分悬殊的单车均价,反映出我国与欧美日韩汽车的差距依然不小,国际竞争力不够,一季度整车进出口数量与金额比对,出口汽车均价仅1.44万美元辆,而进口汽车均价4.10万美元辆。
一季度进口车市场下滑。据进口车市场信息联席会反馈,进口车上牌量远低于进口量,目前库存接近4.8个月,创下历年新高,终端销售价格平均优惠6.7万元,下跌幅度达10.5%。
授权的进口车日子不好过,作为进口车市场组成部分的平行进口汽车,也“叫好不叫座”。由于跨国公司在华利润在压缩,平行进口汽车又要分食跨国公司在授权进口车的奶酪,它们从中作梗,影响平行进口汽车的成长,如授权渠道的宝马X5和X63.0T车型排量为2.979L,而平行进口的此类车型排量提高到3.001L,以大幅增加车辆消费税和增值税;又如奔驰和路虎制造商禁止销售商跨区域销售,以抑制平行进口业务;丰田欲采取国产化战略,降低车型价格,以缩小与平行进口车的大幅价差;还有供应商对平行进口车买家设置现金付款障碍,等等。(中国进出口网)
The general administration of customs recently released data, in the first quarter of 2015, imported motor vehicles (including chassis, the same below) reached 260,000, down by 16.3% year on year, the amount of the imported motor vehicles $10.647 billion, down by 21.7%; the imported auto parts reached $6.509, down by 10.0%. The exported car reached 190,000, down by 5.7%, the amount of the exported car $2.735 billion, an increase of 2.4%; the auto parts exports amounted to $10.906 billion, an increase of 0.1%.
There are sharp distinctions between automobile import and export. The decreasing amplitude of the imported vehicle number is more than the decreasing amplitude of the exported vehicle number, but the imported vehicle is 70,000 more than the exported vehicle; the declining amplitude of imports is more than 20%, the exports slightly increase, the deficit amounts to $7.914 billion. However, the auto parts export situation is much better than imports, the amount of surplus reaches $4.397 billion.
For automobile imports, in January and March, 100,000 were imported, in February 60,000 imported. Due to the Spring Festival, it is a normal condition. For automobile exports, in January 72,000 were exported, in February 60,000 exported, exports in March was slightly lower than exports in February.
China's auto exports have greater progress, ranging from exclusively exporting the commercial vehicle to exporting the passenger car, which accounts for 60 percent of total auto exports, exporting to more countries, ranging from exporting CBU to exporting the CKD parts. However, according to the first quarter’s automobile imports and exports, there’s still a gap between China’s auto and the auto of other countries like EU, US, Japan and South Korea, the international competitiveness of China’s auto is behind other countries, from the first quarter’s vehicle trading volume and value, we can know, one exported auto price is only $14,400 on average, while the average price of imported auto reaches $41,000.
In the first quarter, the imported car market was in downturn. According to the imported car market information joint committee feedback, the imported car registration number was much lower than imports, the current inventory was close to 4.8 months, hitting a record, the average sales price declines by 67,000 yuan, a decrease of 10.5%.
As part of the import car market, parallel imported cars lead to “the castle in the air”. Because multinational companies’ profit is falling, parallel imported cars share the market of authorized imported auto, the growth of parallel imported cars is impacted, for example, the BMW X5 and X63.0T has been authorized channels to sell in China, and their displacement is 2.979L, while the displacement of the parallel imported cars reaches 3.001L, vehicle excise duty and VAT of parallel imported cars will increase; the manufacturer of Mercedes-Benz and Land Rover prohibits sales across the region in order to suppress the parallel import business; Toyota desires to take domestic strategy to reduce vehicle prices to significantly narrow the spreads; vendors set up barriers of cash payment for parallel import car buyers, and so on.