The number of new energy vehicles for 10 million new energy vehicles shows a rapid growth momentum

Author:China Transportation Network Time:2022.07.22

According to recent data from the China Automobile Association, the production and sales performance of new energy vehicles in my country in June is still excellent, and the monthly production and sales have reached a record high. At the same time, my country's new energy vehicles have a large number of over 10 million margins. According to the data released by the Ministry of Public Security, as of the end of June, the number of new energy vehicles in my country has reached 101 million, accounting for 3.23%of the total vehicle.

"The amount of retention is 10 million units, which is an exciting news, which means that new energy vehicles are no longer niche." Xu Haidong, deputy chief engineer of the China Automobile Association, told reporters that new energy vehicles have gradually become a substitute for fuel vehicles and rapidly growing up. The trend will continue.

Car production and sales exceed expectations

Chen Shihua, deputy secretary -general of the China Automobile Association, said that although the production and sales of new energy vehicles in the first half of the year were affected by the epidemic, various enterprises attached great importance to new energy vehicle products, and supply chain resources were provided priority. From the current development trend, the overall production and sales completion exceeded expectations.

On the basis of a record high in June, new energy vehicles have made a breakthrough of 10 million vehicles. From a staggered start to the cumulative promotion of exceeding the tens of millions of vehicles, my country's new energy vehicle industry has achieved leapfrog growth for more than 10 years. In 2012, the sales of new energy vehicles were only 12,791, and sales last year have jumped to 3.521 million. Globally, my country's new energy vehicles and new vehicles have maintained a leading level for many years, with more than half of the world's.

"New energy vehicles have achieved the current results, because of many reasons." Xu Haidong believes that first of all, it is the support of government departments and policies. Since 2008, my country has unswervingly develop new energy vehicles, and has introduced a large number of policies and plans, which has strongly supported industrial development. Secondly, automotive companies have actively followed up and provide increasingly richer products. Third, the new energy vehicle industry chain is increasingly perfect.

More importantly, a group of Chinese car brands seized the first machine and walked at the forefront of industrial development. Traditional car companies such as Changan, Geely, Great Wall, etc. have achieved rapid transformation, opening up the rise of Chinese brands. The influence of brands such as Weilai, ideal, Xiaopeng, and zero -run new forces such as Weilai, ideal, and zero -running have continued to increase, which has brought about new products, new technologies, new models, and new ideas, which has driven the industry to improve.

With the rapid development of new energy vehicles, the construction of charging infrastructure follows the industrial development situation, and the layout is organized in an orderly manner. Data show that as of June this year, the cumulative number of national charging infrastructure was 3.918 million units, an increase of 101.2%year -on -year. Tong Zongqi, director of the Information Department of China Electric Vehicle Charging Infrastructure, said that in the first half of the year, public charging piles and private charging piles maintained a very fast growth rate. In the future, there is still a lot of room for growth in charging infrastructure.

Market competition is becoming increasingly fierce

In the first half of the year, my country's automobile production and sales generally showed a U -shaped trend. The start of the first two months was good. It fell rapidly in mid -late March and a significant growth in June. The fluctuations are mainly due to the supply chain issues such as chip shortage and rising price of power battery raw materials. Especially since mid -late March, the epidemics of Jilin, Shanghai and other places have been distributed, which has caused a great impact on the industrial chain supply chain.

Chip supply will directly affect the rhythm of the production of car companies in the middle of the year. Since the second half of 2020, the supply of vehicle -level chips has been tight and procurement prices have risen sharply. At present, the risks of some chips and the risks of mismatches still exist. Chen Shihua said that compared with traditional cars, the number of chips needed for new energy vehicles has doubled. In the future, car companies will do more work on chip application technology research and development.

New energy vehicle production cost pressure is still high. Since February of this year, due to the continuous rise in the price of power battery raw materials, the cost pressure of the industrial chain is transmitted downstream, the sales price of new energy vehicles has been forced to increase, and the car companies and consumer side have been under great pressure of digestive costs. The rising prices of new energy vehicles may affect consumer purchase confidence in the future and adversely affect the continuity of the industry.

The new energy vehicle industry has entered a critical period of development and will usher in more intense competition. In June, three factories in Mercedes -Benz, BMW and Audi have been put into operation. Whether Chinese auto brands with the first advantage can win competition with international brands, and the stability of the supply chain will play an important role.

Fu Bingfeng, Executive Vice President and Secretary -General of the China Automobile Industry Association, said that the current issue of automobile supply chain has the cause of the epidemic and the impact of international emergencies. New ecological construction of automobile supply chain needs to rely on large -scale markets to accelerate core technology research and development; to accelerate the top -level design of laws and regulations, strengthen ecological synergy and cross -border integration. "The supply chain is becoming the most active position of automotive technology innovation. The supply chain of new energy and intelligent connected cars is integrated with software and hardware, which will form a huge market." Fu Bingfeng said.

The series of problems is still to be resolved

Chen Shihua said that the sales of new energy vehicles this year are expected to reach 5.5 million, an increase of more than 56%year -on -year. The sales of new energy vehicles continued to grow at a high speed, which put forward higher requirements for automotive -related industries. Is the charging infrastructure of new energy vehicles enough? Is there any guarantee for after -sales maintenance? Is second -hand car transaction convenient? Is the scrapped recycling path unblocked? A series of issues need to be resolved urgently.

The charging infrastructure will maintain a high -speed growth trend. Tongzongqi said that in January this year, the ten ministries and commissions issued the "Implementation Opinions on Further Improving the Sales Guarantee of Electric Vehicle Charging Infrastructure". After that, Shanghai, Jiangsu, Shenzhen and other provinces and cities have issued relevant plans to promote the charging infrastructure. Explosion growth. More companies and capitals begin to enter the field of charging and replacement, and will further promote the development of the industry. New energy vehicle after -sales maintenance sector needs to be improved. Xu Haidong introduced that car companies are increasing their emphasis on after -sales maintenance, and capital is also entering the fields of new energy batteries, maintenance and detection of charging infrastructure. "According to the preservation of the existing new energy vehicles, the number of new energy vehicle manufacturers self -operated and authorized the total number of stores is difficult to cover the demand, and the supply is obviously insufficient." Zhu Yan, the co -founder of Tunhu car maintenance, analyzed this contradiction At present, it is not prominent, mainly because the daily maintenance of new energy vehicles is less than that of fuel vehicles, and the chassis parts and three -power system have not yet entered a high incidence period. Early participation of independent third -party automobile service platforms will bring convenience to new energy car owners.

The transaction volume of new energy used cars will usher in continuous and rapid growth. Wang Xiaoyu, co -founder and senior vice president of Guazi used car, revealed that in June this year, the transaction volume of Guazi New Energy used car increased by more than 90%year -on -year. Recently, the gradual implementation of second -hand car circulation convenience policies has important promotional significance for the national circulation of new energy used cars.

In addition, Chen Shihua said that the waste recycling of new energy vehicles requires special attention. At present, the amount of waste is not large. It is the window period of the layout. It should be deployed as soon as possible to speed up the construction of outlets.

Source: Economic Daily

Edit: Shi Lei Fan Zhirui

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