In the second quarter, China's electric vehicle sales increased by 37%
According to the latest "Tracking of Global Passenger Vehicle Electric Vehicles" in the Counterpoint Research, it was promoted by emerging markets in Western Europe, North America, and Asia, and global pure electric vehicles in the second quarter of 2023 increased by 50%year -on -year. However, the Chinese economy failed to make the domestic market completely rebounded in the first quarter of the disappointment. In the second quarter, pure electric vehicle sales led to an annual increase of 37%month -on -month, lower than the global average.
However, with the advantage of enjoying scale in China, Chinese manufacturers still dominate the world. Chinese manufacturers account for 56%of global units, but this is the lowest second quarter in the past three years. "BYD Automobile, GAC Group and Geely Holdings are three of the top five global car manufacturers in the world in the previous quarter, but they are not well -known in the Western market because most cars are sold in China." The teacher pointed out. "Chinese manufacturers are mainly in the field of compact or sub -tightening, and their performance and functions reflect this settings. Although they look very fashionable, there is still a clear gap with Tesla."
IDC data shows that in 2022, the global electric vehicle market exceeded 10 million units, with an penetration rate of 14%. It is expected to reach 14 million units in 2023, with an penetration rate of 18%. Overall, China and Europe are in a leading position in the market, while the United States and other development areas have great potential.
The automotive industry is facing the most important period of transformation in its history -replacing traditional internal combustion engines with more sustainable, energy -saving and environmental protection technology. Electrification, interconnection, autonomous driving and carpooling are the four key trends that promote this transformation, leading to the rapid growth of the global electric vehicle market. The government uses electric vehicles as a national strategy, and government subsidies can promote the business development of participants.
02
In the second quarter, China's smart watch shipment increased by 5% year -on -year
Counterpoint Research's latest global smart watch tracking data shows that the shipments of smart watches in the Chinese market in the second quarter of this year increased by 5%year -on -year, achieving a gradual recovery.
Among the top five brands, Huawei achieved a 58%year -on -year growth, maintaining a good reputation among consumers. In the second quarter of 2023, the newly launched HUAWEI Watch 4 and HUAWEI Watch 4 PRO series models were welcomed by consumers. At the same time, old products such as Huawei Watch GT3 series were still sold well. The newly launched HUAWEI Watch Ultimate also contributed to Huawei's performance in the ultra -high -end field.
The growth of small genius benefited from the release of the second quarter of demand. This quarter was the first full quarter of returning to school after the epidemic was unsealed. The brand's large number of offline retail stores also provide support for its growth.
Apple fell 15%year -on -year in the second quarter. Although the Apple Watch Series 8 has become the best -selling model in China this quarter under the promotion of e -commerce platform, its shipments have decreased by 25%in the second quarter of 2022 compared with its previous Apple Watch Series 7. As the new product is planned to launch in the third quarter, Apple is expected to get more market share in the third quarter.
Xiaomi decreased by 15%year -on -year. Although the month -on -month increased by 7%and the second quarter, it still occupied the maximum share of the <$ 50 price segment, but consumers' interest in entry -level products weakened, which led to the shrinking market share of the brand.
OPPO achieved a year -on -year increase of 28%in the second quarter of 2023. The 618 promotion during the e -commerce festival lasted the sales of OPPO Watch 3 and OPPO Watch 3 Pro.
In terms of wholesale price segment, compared with the same period last year, the price structure in the second quarter of 2023 has changed significantly. The share of the <$ 50 price segment has decreased significantly. In the past few quarters, the share of this price segment has continued to decline year -on -year. At the same time, the share of the> $ 500 price segment rose significantly to 11%, and the share of the interval in the second quarter of 2022 can be ignored.
According to Techinsights forecast, from 2023 to 2028, the average price of global smart watches will decline, but the increase in sales means that the revenue of global smart watches will increase during this forecast period. By 2028, global smart watches revenue is expected to reach $ 35 billion.
03
In the first half of the year, China's industrial robot installation volume exceeded 50% of the world
According to data from the Ministry of Industry and Information Technology, the output of industrial robots in China in the first half of this year reached 222,000 units, an increase of 5.4%year -on -year. The installed capacity of industrial robots accounted for more than 50%of the world's largest industrial robot market. The robot industry has maintained a stable growth trend as a whole.
At sea, the latest generation of inspection robots is accelerating the application of the maritime smart oil and gas platform. In land, independently developed industrial robots have been broken in the field of automotive welding. Four robots work together to weld a body within 50 seconds.
At present, the density of robotics in the manufacturing field has reached 392 people per 10,000 workers, and industrial robot installed capacity exceeds 50%of the total global total. While the rapid growth of industrial robots, the current service robots and special robots have continued to develop rapidly. The application scenarios have been continuously expanded, and the process of nationalization of core components has continued to accelerate. In the first half of this year, the output of service robots reached 3.53 million units, an increase of 9.6%year -on -year.
With the steady implementation of the "Robot+" operation, there are 273 special specialized "little giants" enterprises in the field of robotics, and 10 robot companies have grown into a single champion of manufacturing. In 2022, the operating income of the robot industry exceeded 170 billion yuan, maintaining double -digit growth.
At the beginning of 2023, the "Robot+" Application Action Implementation Plan issued by the Ministry of Industry and Information Technology "accelerated the promotion of robots to expand its application in all walks of life. The Institute of High Industry Robotics (GGI) predicts that in 2023, Chinese industrial robots sell for about 333,000 units, an increase of 9.90% year -on -year
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