In August, the penetration rate of new energy vehicles in China rose to 28%, and short -term callbacks in the capital market appeared

The hot season is a portrayal of the new energy vehicle market in August.

According to the data of the China Automobile Association, the sales volume of new energy vehicles in August was 666,000, a year -on -year increase of 12.4%, and sales data once again broke the historical record, and the penetration rate of new energy vehicles also reached 28%.

"Recently, the executive meeting of the State Council has decided to continue the implementation of policies such as new energy vehicle exemption tax purchase taxes and promote the consumption of community. The automotive industry is booming. Related policies have further enhanced the confidence of industry enterprises to develop new energy vehicles, and it is conducive to the accelerated transformation and upgrading of the automotive industry. "Chen Shihua, deputy secretary -general of the China Automobile Industry Association.

Compared with the hot sales of the terminal market, new energy vehicle concept stocks have a short -term callback in the capital market. In August, Tesla (TSLA, a stock price of US $ 29.2.13, a market value of 915.4 billion US dollars) decreased by 73.96 billion US dollars; Ningde Times (SZ300750, a stock price of 434.3 yuan, a market value of 1.06 trillion yuan) decreased by 62.55 billion yuan; SZ002594 (SZ002594) The stock price was 27.833 yuan, and the market value of 810.3 billion yuan) market value decreased by 94.26 billion yuan.

Regarding the recent adjustment and shocks of the new energy vehicle sector, the industry believes that the growth track has accumulated significant excess returns in the early stage, and the market crowded has risen to a historical high. However, in the long run, new energy vehicles still represent the direction of future development.

16 new energy vehicle companies have sold more than 10,000 a month

New energy vehicle segmentation category continues its previous strong performance.

According to the data of the Federation of Federation, the retail sales of domestic new energy passenger cars in August were 632,000, an increase of 103.9%year -on -year, an increase of 12%month -on -month, and reached a record high. From January to August 10,000 vehicles, an increase of 119.7%year -on -year, and the overall trend continued.

"Supply and improvement of fuel prices has driven the popularity of new energy vehicles. It has issued a lot of efforts to encourage consumption policies in various places, change the law of off -season, and further increase the popularity of the auto market in August." Essence

It is worth mentioning that the domestic retail penetration rate of new energy passenger cars in August was 28.3%, an increase of 11 percentage points from the penetration rate of 17.3%in the same period last year. Among them, the penetration rate of new energy vehicles of independent brands was 52.8%, and the penetration rate of new energy vehicles of luxury brands was 17.4%, while the penetration rate of new energy vehicles for mainstream joint venture brands was only 4.9%.

In terms of brand, in August, the domestic new energy passenger car market continued to present the "one superior" situation. Among them, BYD far exceeded the number of competitors with a score of 1740,000; Tesla suddenly made a second throne with the delivery of 770,000 units; third. It is worth noting that a total of sixteen car companies have exceeded 10,000 vehicles this month.

The performance of the new forces of the car in August has differentiated. Nezha and Zero Run, which were previously located in the "second camp", continued to lead the sales volume this month. Selis achieved the first monthly sales of more than 10,000 vehicles with its first model. Among the joint venture brands, the "North and South Volkswagen" (SAIC Volkswagen, FAW-Volkswagen) has made a strong force. The wholesale sales of new energy vehicles is 22,600, accounting for 61.2%of the total sales of new energy vehicles in the mainstream joint venture brand, while other joint ventures and luxury brands are in The field of new energy vehicles is still yet to be forced.

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