Half of the world ’s new energy vehicles in the world have“ overtaking ”?

Text/Zhang Xinlin

On September 22, Liu Dechun, director of the Resources Salvation and Environmental Protection of the National Development and Reform Commission, said at a press conference that over the past ten years, my country's industrial structure optimization and upgrading has achieved obvious results, and the new energy industry has been leading the world. In the first eight months of 2022, the production and sales of new energy vehicles in China reached 3.97 million and 3.86 million, respectively, with a preservation of 10.99 million units, accounting for about half of the world.

Earlier, according to the Swiss Observation Daily website, the car world is experiencing an electrical revolution. Last year, the total sales of new vehicles in the world only increased by about 3%, but the sales volume of electric vehicles in the same period increased by about 108%. McKinsey Consulting Analyst Patrick Shafus believes that this development also means that in the era of tight supply chain and semiconductor shortage, automakers have put the production and sales of electric vehicles in priority.

As the global new energy vehicle market is booming, driven by policies, China's new energy vehicle companies have achieved "curve overtaking" in more than 10 years, and they have become the world's new energy for new energy vehicles for 7 consecutive years. Auto strong country.

In 2010, China launched a new energy vehicle subsidy policy, and 25 cities were selected to carry out pilot promotion of energy conservation and new energy vehicles. In 2012, the release of the "Energy Conservation and New Energy Vehicle Industry Development Plan (2012-2020)" pointed out the direction for the development of new energy vehicles in China. 8 years later, the number of new energy vehicles reached 5.5 million, and the "New Energy Vehicle Industry Development Plan (2021-2035)" also came. The plan clearly requires that the sales volume of new energy vehicles will reach about 20%in 2025, and new energy vehicles will become the mainstream development goal of the market in 2035.

Policy support has become a powerful pillar of the development of new energy vehicles, and new energy vehicles have grown rapidly. In 2011, the sales volume of new energy vehicles was 8,159. In 2018, the sales of new energy vehicles exceeded 1 million for the first time, and in 2021, it soared to 3.52 million vehicles. In the first half of this year, the sales volume of domestic new energy passenger cars reached 2.247 million, an increase of 122.4 % year -on -year.

At the same time, the policy subsidies that have been promoted in the early stage gradually slowed down slopes. According to the "Notice on Improve the Promotion of New Energy Vehicle Promotion and Application of Fiscal Subsidy Policy" jointly issued by the Four Minister of the Four Ministry in April 2020, new energy vehicle subsidies in 2022 will retreat from 30 % on the basis of 2021.

"my country's new energy vehicles are moving from the market -based development stage from the market cultivation period. From a new stage of development from policy and market dual -drives to market -driven, it will also become an important foundation for my country to move from a large automobile country to a strong car country." 9 On the 23rd, Chen Qingtai, chairman of the Chinese Electric Vehicle Hundred People Association, stated at the high -level forum in China New Energy Vehicle Development.

Driven by the market, new energy vehicles have established a basic industry pattern, and the technical level has improved significantly. BYD and other leading companies, traditional car companies such as Geely, Great Wall and GAC, and new forces such as "Wei Xiaoli" have formed a rich corporate camp. Traditional autonomous car companies have also launched independent new energy vehicle brands. The rich product matrix covers the level of various passenger cars, market segments, and product structures. At the same time, various car companies are still exploring and continuously launching high -end new energy vehicle brands.

Since its development, the new energy vehicle market has a complete industrial chain support. The domestic market has been able to effectively amortized the fixed costs and R & D expenses of car companies. Domestic companies Ningde Times firmly occupy the leading position of the global battery industry. my country's complete industrial chain advantages have made my country more anti -risk capabilities in the state of tight global supply chains.

In addition to the relatively complete industrial facilities, domestic industrial cluster advantages can reduce logistics and manufacturing costs. Taking the battery as an example, according to McKinsey's calculation, the battery life ratio of China's pure trains is about 21 km/10,000 yuan, and the battery life of international models is generally about 11 km/10,000 yuan.

Wan Gang, vice chairman of the National Committee of the Chinese People's Political Consultative Conference and chairman of the China Science and Technology Association, previously said at the 8th China Electric Vehicle Hundred Talents Forum that the current new energy vehicle market is still facing huge challenges and opportunities. At present, the problem of chip supply is still the pain point of the automotive industry in the world, and there is still a technical barrier in the implementation of intelligent connected cars. Wan Gang also pointed out that the entire automotive industry should clarify the country's "dual carbon" strategy, clarify the research standard system structure with low carbon as its core, and in -depth research on the industry chain footprints of the industry.

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