Zhitong Finance APP learned that according to TrendForce Jibang Consulting Research, the total sales of new energy vehicles (including pure electric vehicles, plug-in hybrid electric vehicles, and fuel cell vehicles) in 2021 reached 6.473 million units, with an annual growth rate of up to 122%, setting a record for the highest growth rate since the development of automobile electrification. Among them, pure electric vehicles (BEVs) account for about 71.6%, plug-in hybrid electric vehicles (PHEV) account for about 28.1%, and fuel cell vehicles are still small. Under the direction of global energy conservation and carbon reduction, the proportion of automakers' product lines is shifted to electric vehicles, and the total number of new energy vehicles is expected to exceed 10 million in 2022.
According to the ranking of pure electric vehicle brands, Tesla (TSLA. US) sold more than 930,000 units worldwide, with a market share of 20.2%, ranking first. In second place is SAIC-GM-Wuling, whose low-priced micro-electric vehicle sales are still strong in 2021, and others such as Euler and Chery have also significantly increased sales due to mini-vehicles, and this segment has a great influence on the new energy vehicle market. Overall, after the acceleration of the pure electric vehicle market again, many brands have added a share of the food market, and the concentration of the top ten brands has dropped from 64.4% in 2020 to 57% in 2022, showing that the degree of market competition has increased a lot.
According to the ranking of plug-in hybrid electric vehicles, the first place was won by BYD in 2021 with a good performance of 273,000 vehicles to become the leader, the city accounted for 15%, and by BYD and the seventh-ranked ideal car - W (02015) have doubled their growth, showing that China's policy of reducing the subsidy amount of plug-in hybrid electric vehicles has not had much impact. In addition to a few European luxury car series still on the list, TOYOTA (TM. US) quickly moved up to fifth place, while Jeep, which is part of the Stellantis Group and famous for its performance cars, came in 10th place, with the main sales locations in the United States and Europe.
From a regional point of view, in 2021, China's new energy vehicle sales will once again exceed half of the global total, and new energy vehicles will account for 19.3% of China's overall automobile market. TrendForce Jibang Consulting said that in addition to fierce competition in the Chinese market, it also includes a large number of new brands and accelerated mass production, a joint venture brand adjustment strategy, and an overseas layout of independent brands, targeting Europe, the Middle East, Southeast Asia and other places.
In addition, under the strong promotion of electrification in the European Union, it is expected that the penetration rate of new energy vehicles in several leading countries such as Germany and France will reach 20 to 25% in 2022. At present, under the policy dividend of continuous launch of the US market, the actions of brands and supply chains are concrete, including the active launch of Pick-up pure electric pickup trucks welcomed by the US market by various brands, plus many new brands such as Rivian, Lucid Motors, Fisker, lordstown Motors have successively entered the mass production offline stage, which makes the US electric vehicle market very worth observing in terms of quantity and competition pattern in the future.
Under the direction of global energy conservation and carbon reduction, the proportion of automakers' product lines is shifted to electric vehicles, and the total number of new energy vehicles is expected to exceed 10 million in 2022. However, the international situation is turbulent, the conflict between Russia and Ukraine has made the price of crude oil rise, in addition, Ukraine supplies the neon gas required for semiconductor processes, and Russia is one of the nickel producers, nickel is the key material for electric vehicle batteries, once the conflict heats up, the vehicle industry will bear more cost increases and supply chain instability, adding variables to the development of new energy vehicles in 2022.
