In 2024, China's automobile exports to Russia will reach 15.2 billion US dollars

2025,04,11

Market Size

In 2024, Russia's light vehicle production increased by 21.3% year-on-year to 756000 units, becoming the third largest growth country in the world. About 60% of the auto parts market relies on imports, with an annual demand gap of billions of dollars. China, India, and Japan are the main sources of imports. In 2024, China's automobile exports to Russia reached 15.2 billion US dollars, a year-on-year increase of 30.5%, with vulnerable parts such as brake pads and filters accounting for 45% of the market share.

demand characteristic

Climate adaptability: In winter, there is a strong demand for tires, antifreeze, and cold resistant batteries. Extreme low temperatures (-70 ℃) require strict corrosion resistance and frost resistance of components.

Maintenance of old vehicles: About half of the vehicles are over 10 years old, and the demand for engine overhaul, transmission repair, and other services is driving the growth of the parts replacement market.

New energy transformation: The penetration rate of electric vehicles is gradually increasing, with sales of 82000 units in 2024 and an expected 145000 units in 2033. The demand for accessories such as low-temperature batteries and charging equipment is also on the rise.

Current situation of supply chain

Accelerated import substitution: After the exit of European and American brands, Chinese parts quickly filled the gap through parallel imports and cross-border e-commerce (such as AliExpress and Temu), while Chinese car companies such as Chery and Great Wall set up factories in Russia to drive supply chain localization.

Logistics challenge: Railway transportation dominates, but extreme winter weather may affect delivery stability, and companies need to layout local warehousing to shorten cycles.

2、 Competitive landscape and local industries

Local enterprises

Top manufacturers such as Lada, KAMAZ (heavy-duty trucks), and UAZ (off-road vehicles) dominate domestic production, with products covering core components such as engines and chassis. However, there is still a gap in technology and quality compared to international brands.

Policy support: The government plans to invest 300 billion rubles from 2023 to 2025 to support the localization of components, with a focus on increasing production capacity in areas such as plastic parts and electronic components.

International Brand

The rise of Chinese enterprises: Chinese parts dominate the market with their cost-effectiveness advantage. In 2024, 94% of new imported cars from Russia will come from China, and the proportion of Chinese cars in the second-hand car market will increase from 1% to 3.3%.

Adjustment of European and American brands: Bosch, Delphi, and Others maintain their presence through technology licensing or joint ventures, but their market share is gradually being squeezed by Chinese enterprises.

Author:

Mr. yin chang

E-mail:

yinchanghaoshuai@163.com