2023年Perodua出口将会复苏,本土化程度占95%

现在,马来西亚销售的每5辆新车中就有2辆是Perodua,到2023年底,这一数字将上升到近1/2,Perodua即将达到其在当地扩大业务的巅峰。

Perodua截至2022年售出282,019辆,目标是2023年销量增长11.3%,达到314,000辆,市场份额为44.5%,比2022年增长5.4%。

为了寻求新的增长途径,Perodua必须超越大马的国界。Perodua已经让Perodua Myvi贴上Daihatsu Sirion的徽章,出口印尼。但作为进口车型,销量受到印尼进口配额的限制。

Myvi贴牌Daihatsu Sirion出口到印度尼西亚

现实是,东盟贸易集团并不像欧盟或北美自由贸易协定那样是一个真正的贸易集团,而只是一个成员国的松散联盟,每个成员国都有自己的一套保护主义政策,利用复杂的间接、非关税贸易壁垒来保护自己的国内产业。

除了在当地市场建立新工厂,任何进口汽车的销量,无论是否来自东盟成员国,通常都会被限制在一个非常低的水平。

泰国也面临着类似的挑战。任何不符合当地环保车要求的汽车,或者不是基于皮卡打造的汽车,都将被课以重税。

事实上,Perodua可以通过购买更多产自泰国或印度尼西亚的零部件来轻松缓解这些挑战,但这将违背Perodua坚持出口95%马来西亚采购/组装零部件比例的汽车来支持和发展马来西亚供应商的自我施加原则。

因为这一点,加上马来西亚的强劲需求和新车供应短缺,意味着Perodua的出口销量从2016年的峰值(出口4,636辆汽车)下降了近75%,到2022年仅为1,137辆。

面对来自外部和内部的挑战,Perodua的出口计划主要集中在没有国内制造业需要保护的国家,如新加坡、斐济、斯里兰卡、毛里求斯和塞舌尔——Perodua目前的主要出口市场。

然而,从2023年开始,Perodua希望重振其出口业务。Perodua总裁兼首席执行官Dato' Sri Zainal Abidin Ahmad周二在媒体上谈到Perodua对2023年的展望时表示,到2025年,Perodua希望将其出口数量增加到5,000辆以上。​

在新加坡的Perodua汽车

这位首席执行官还认识到Perodua品牌价值较低的挑战。“虽然我们在大马被人民接受,但我们在其他国家的品牌价值相当低。我们也知道,在成本和质量竞争力方面,我们还没有达到那个水平。”

然而,我们需要指出的是,Perodua已经出口贴牌Daihatsu的Myvi,并向UMW Toyota Motor供应两款车型——Toyota RushToyota Veloz。Perodua Bezza和Perodua Myvi的开发由Perodua在当地完成。作为Toyota-Daihatsu新兴市场汽车公司的R&D区域中心,Perodua还开发了即将推出的D92A 2023Toyota Vios

推荐阅读:你能看出这辆D92A 2023 Toyota Vios哪里用了Perodua零件吗? | WapCar

因此,说Perodua的成本和质量竞争力“尚未达标”只是淡化了Perodua已经满足Daihatsu和Toyota要求的事实,但这正是Perodua领导者的表现,也反映了他们不断改进的心态。

​在毛里求斯的Perodua Axia

这位首席执行官还补充道,“还有我们必须研究的准入门槛,比如法规和标准。找到合适的合作伙伴也是一个挑战,尤其是能够对他们的市场进行战略性反馈的合作伙伴。注意到这些挑战基本上是成功的一半。我们的计划是克服这些挑战,例如通过不断提高成本效率(包括供应商的成本效率)、改善质量和成本以提高全球竞争力、加强我们的出口组织、遵守潜在出口国的标准和法规、发展和扩大现有分销商业务、继续提高我们的品牌知名度和影响力。

“我们在出口上仍然落后他人。希望在未来3年内,我们能够复苏,到2025年,我们的出口可以超过5,000台,但我在演示文稿中提到,到2025年,将出口约8,400台。我们仍将继续研究,尤其是在市场准入方面。”

当被问及为什么和演示文稿的数字有所出入时,这是因为Perodua仍在为另一个出口目的地敲定出口计划,如果它成功克服了几个市场准入壁垒,Perodua可以轻松地在生产另外3000辆汽车。因此,幻灯片中提到的是8000多台,但承诺的目标是5000多台。

Perodua还解释说,它尚未清楚出口车型贴哪家的牌,可能是Perodua也可能是Daihatsu。

同一天,Proton副首席执行官Roslan Abdullah还透露,Proton的中期出口目标是达到10,000辆汽车(没有给出具体的时间表),这是其2022年5,406辆汽车出口业绩的两倍,其中近一半出口到巴基斯坦。

推荐阅读:Proton 目前在东盟排名第六,计划到2027年跻身前三 | WapCar

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