The production and sales of new energy vehicles will enter the tens of millions

Source: Economic Daily

Recently, a news that a foreign blogger came to China and marveled that the streets were full of trams appeared on the hot search. The blogger said, "When I came to China, I found that most of the cars and buses on the streets run on electricity, the sound of engines cannot be heard, and the downtown areas are very quiet."

Corroborating the blogger's feelings, the latest statistics released by the Ministry of Public Security: as of the end of June this year, the number of motor vehicles in the country reached 440 million, including 345 million cars and 24.72 million new energy vehicles. In the first half of this year, 4.397 million new energy vehicles were newly registered, a year-on-year increase of 39.41%, a record high.

10 years ago, new energy vehicles were still a new word; Today, there are more than 20 million new energy vehicles on the road in mainland China.

Increase in market share

According to data recently released by the China Association of Automobile Manufacturers, in June, the production and sales of new energy vehicles in mainland China reached 1.003 million and 1.049 million respectively, an increase of 28.1% and 30.1% year-on-year, respectively, and the market share reached 41.1%. Chen Shihua, deputy secretary-general of the China Association of Automobile Manufacturers, said that the market share of new energy passenger vehicles reached 45% in June.

In the first half of this year, Continental's automobile production and sales reached 13.891 million units and 14.047 million units, up 4.9% and 6.1% y/y, respectively. Among them, the production and sales of new energy vehicles totaled 4.929 million and 4.944 million units, an increase of 30.1% and 32% year-on-year respectively, and the market share reached 35.2%, further improving.

Wu Songquan, senior chief expert of China Automotive Technology and Research Center, said that the rapid growth of new energy vehicle production, sales and ownership shows that the quality of the car is getting better and better, and it is recognized and accepted by more and more users. The continuous increase in sales of new energy vehicles not only drives the development of the automobile industry chain and supply chain, but also has a significant role in stimulating the economy. At the same time, it also makes an important contribution to environmental protection and reducing fossil energy consumption.

Looking forward to the second half of the year, favorable policies such as trade-in and new energy vehicles going to the countryside will continue to be implemented, and the intensive listing of new products will help further release the consumption potential of the automobile market and provide assistance for the industry to achieve steady growth throughout the year. Wu Songquan believes that in the second half of the year, many new models on the market and vehicle value enhancement, the in-depth implementation of the trade-in policy, coupled with the state's strong support for the development of new quality productivity, is conducive to the further growth of the new energy vehicle market. Overall, the production and sales scale of new energy vehicles is expected to reach 11.5 million this year.

Cui Dongshu, secretary general of the National Passenger Car Market Information Association, believes that the continuous enhancement of the sharp promotion in the first half of the year has disrupted the normal price trend of the car market, and the terminal price repair needs a period of adaptation. Combined with the production and sales in the first half of the year, car companies will also optimize and adjust market expectations, product structure and listing rhythm, or will enter a period of accumulation.

"At present, the problem of insufficient domestic consumer confidence is still prominent, and the situation of international trade protectionism is more severe." Chen Shihua pointed out that the competition in the industry has further intensified, the operating pressure of enterprises has continued to increase, and the overall operation of the industry is still facing great pressure. Therefore, consumer confidence and the market environment need to continue to boost and improve to help the industry run smoothly.

Independent brands have achieved breakthroughs

On July 4, BYD held a ceremony for the completion of its Thailand plant and the rolloff of the 8 million new energy vehicles in Rayong, Thailand, becoming the first car company in the world to achieve the 8 million new energy vehicles off the assembly line. This is only 3 years before BYD's 1,000,000th new energy vehicle rolls off the assembly line.

In the context of the steady growth of the overall auto market, the new energy vehicle market has been singing. Judging from the overall data of the industry, traditional fuel and new energy are reflected in the trade-off, that is, new energy vehicles are gradually replacing the traditional fuel market. It can also be seen from the half-year report cards handed in by major car companies that this trend is more obvious.

According to the data, BYD sold 341,700 new energy vehicles in June, and the cumulative sales in the first half of the year reached 1.613 million, a year-on-year increase of 28.46%.

At the same time, a number of new EV manufacturers performed eye-catching in the first half of the year. In the first half of the year, the cumulative sales volume of Cialis was 200,900 units, a year-on-year increase of 348.55%. Among them, Sailis Automobile sold 182,600 new energy vehicles, a year-on-year increase of 608.83%.

NIO is gradually coming out of the trough. A total of 21,200 new vehicles were delivered in June, a year-on-year increase of 98%. In the second quarter, NIO delivered 57,400 new vehicles, a year-on-year increase of 143.9%; In the first half of the year, NIO delivered a total of 87,400 new vehicles, a year-on-year increase of 60.2%.

Xiaomi cars "drive high and go high". In June, Xiaomi SU7 delivered more than 10,000 units; In July, it is expected to continue to exceed 10,000 units.

The continuous growth of the new energy market has driven the market share of Chinese brands to continue to rise. According to the statistics of the China Automobile Association, as of the end of June this year, the cumulative production and sales of domestic new energy vehicles exceeded 30 million; The market share of Chinese brand passenger cars exceeded 60%, achieving an upward breakthrough.

Chen Shihua said that from the overall background of the automobile market, there are two reasons for the continuous increase in the market share of self-owned brand passenger cars: on the one hand, the rapid growth of new energy vehicle sales; On the other hand, the rapid growth of automobile exports, the export market is basically dominated by independent brands. In addition, the transformation of independent brands is very fast, and the transformation speed of mainstream domestic brand car companies in terms of electrification and intelligence is significantly faster than that of joint venture brands.

In Cui Dongshu's view, the rapid growth of self-owned brand passenger cars is mainly due to the significant increase in the new energy vehicle market and export market of self-owned brand passenger cars, the excellent transformation and upgrading performance of leading traditional car companies, and the significant increase in market share of traditional automobile brands such as BYD, Geely Automobile and Changan Automobile.

Reasonable layout of charging facilities

The charging problem is considered the "last mile" of electric vehicle promotion. According to data released by the China Charging Alliance, in the first half of this year, the increase in charging infrastructure was 1.647 million units, and the domestic sales of new energy vehicles were 4.944 million units, and charging infrastructure and new energy vehicles continued to grow rapidly.

Tong Zongqi, deputy secretary-general of the charging alliance, said in an interview with reporters that as of the end of June this year, the cumulative number of charging infrastructure in the country was 10.243 million units, an increase of 54.0% year-on-year, and the construction of charging and swapping infrastructure was advancing rapidly. Judging from this year's growth, the incremental ratio of pile trucks is 1:3, which can basically meet the rapid development needs of new energy vehicles.

"Of course, there are still problems of uneven development and unreasonable layout in the construction of charging piles." Tong Zongqi said that the construction of charging facilities is directly related to the development of new energy vehicles. In the southern region and the eastern coastal areas, the penetration rate of new energy vehicles has gradually increased, some have exceeded 60%, and the charging facilities have entered the stage from existing to excellent. In most parts of the Northeast and Northwest, the penetration rate of new energy vehicles is low, and charging facilities are still in the initial stage of starting from scratch.

In the context of the rapid growth of new energy vehicles, strengthening the construction of charging infrastructure can create a more friendly application environment for new energy vehicles, further release consumption potential, and help the development of the new energy vehicle industry.

Recently, at the landing ceremony of the "Chengdu Supercharging Day of 100 Cities and 1000 Stations", Xiaoju Charging launched the accelerated charging function, aiming to further improve the construction of the merchant ecosystem and enhance the user's fast charging service experience through platform technology and digital intelligence advantages. Wang Kun, the person in charge of Xiaoju charging product experience, introduced that charging speed has become the factor that users are most concerned about. On the basis of the power matching of vehicle piles, the accelerated charging power is intelligently dispatched in real time through the platform algorithm, so as to improve the power output efficiency of the charging pile, realize the acceleration of vehicle charging, and save charging time.

Tong Zongqi proposed that local governments, charging companies and new energy vehicle owners need to reasonably build and apply charging facilities according to demand. For the government, the sinking market should pay close attention to the overall planning of charging facilities in the region, and the government should take the lead in solving the problem of charging facilities construction; First- and second-tier cities should enter the stage of differentiated subsidies, and carry out special subsidies for star-rated sites and new technologies to play a guiding role. Enterprises need more accurate user positioning and more refined operations. For car owners, it is necessary to reasonably plan routes and needs, and try to avoid charging in hot spots during peak hours.