China has become the world's largest car holder, and new energy vehicles account for more than 40% of the world

　　"At the end of this year, China has become the world's largest car-owner. There is no suspense."

　　At the New Energy Smart Vehicle Ecological Summit Forum and the second general meeting of the Shanghai Alumni Association of South China University of Technology held in Shanghai on December 13, Fu Bingfeng, executive vice president and secretary-general of the China Association of Automobile Manufacturers, proposed that up to now, China The number of cars has reached 275 million, the overall level is comparable to that of the United States. "Multiply the sales in the last three months by four, and the sales in one year will exceed 30 million."

　　In Fu Bingfeng's opinion, it is entirely possible that the number of cars per 1,000 people will rise to 300 or even 350, and the total sales volume will reach 30 to 35 million.

　　In such a huge volume and industry, the "New Energy Automobile Industry Development Plan (2021-2025)" (hereinafter referred to as the "Plan") will become a new driving force for development.

Fu Bingfeng said that under the promotion of the "2035 Plan", new energy vehicles will certainly become an important driving force for the development of the automotive industry, and the market scale will continue to expand.

　　"According to the "Plan", the sales of new energy vehicles in 2025 will account for 20% of the total vehicle sales that year. Based on the assumption of 30 million domestic vehicles, the sales of new energy vehicles are expected to reach 5 million by 2025." Weimar Motors The founder Shen Hui said at the above forum that the era of new energy vehicles has come, and China's new energy vehicles account for 44% of the world.

　　As one of the four major brands of my country's new car-making forces, Shen Hui regards 2020 as the first year of the take-off of new energy vehicles.

　　Under the epidemic, the auto market is recovering beyond expectations, and new energy vehicles have become the main contributors.

　　According to data from the China Association of Automobile Manufacturers, from January to November 2020, car sales were 22.47 million, a year-on-year decrease of 2.9%.

During the same period, the sales volume of new energy vehicles was 1.109 million, a year-on-year increase of 3.9%.

　　According to data from the Passenger Car Market Information Joint Conference (hereinafter referred to as the "Passenger Federation"), the passenger car market retail sales reached 2.081 million in November, an increase of 8% year-on-year, achieving the highest in the past two years of about 8% for five consecutive months Growth rate.

Among them, the wholesale sales of new energy passenger vehicles was 180,000 units, a year-on-year increase of 128.6%, and a month-on-month increase of 24.8%; retail sales were 169,000 units, a year-on-year growth rate of 136.5%, and the retail market penetration rate of new energy passenger vehicles was 8%. The core driving force of auto retail growth.

　　Fu Bingfeng told China Business News that the subsidy policy for new energy vehicles is expected to be completely withdrawn in 2-3 years.

Under the oil-to-electricity price gap, the life cycle economy of new energy vehicles has surpassed that of fuel vehicles.

With the withdrawal of subsidies, the battery cost reduction rate is lower than expected. In the short term, the cost of consumers' purchase of vehicles is higher than that of equivalent fuel vehicles.

　　Fu Bingfeng said that overall, a series of policy adjustments have hedged the impact of the epidemic on the auto industry. In addition to the new energy purchase tax subsidy and the extension of the auto purchase tax exemption policy for two years, the growth of new energy vehicles has also Because market awareness continues to rise.

With the emergence of more and more new energy vehicle categories, consumers also have more choices.

　　"New energy vehicles should have exploded." Shen Hui told China Business News that behind the doubling of new energy vehicle sales is the actual demand in the market. After experiencing the products, new energy vehicles have gained a reputation, plus " The release of the "Plan" has given consumers who were worried about charging and public facilities more confident.

Subsidies are no longer the main driving force for car purchase, and the operation of enterprises has entered a virtuous circle.

　　The development of "new infrastructure" such as charging pile construction and 5G infrastructure laying, and the continuous increase in its global share, will continue to boost the growth of my country's new energy vehicles.

　　Shen Hui proposed that intelligence will be the second half of the competition for new energy vehicles.

The penetration rate of new smart cars is 51.6% in 2020, and it is expected that the penetration rate of new smart cars will reach 100% in 2029.

　　Shen Hui said that from the perspective of the global supply chain, from batteries to electronic controls, to motors, and even complete vehicles, China’s new energy vehicle industry chain is already the strongest in the world, and the number and brand of new energy vehicles that can be delivered More than Europe and America.

Although the four new domestic car brands are still developing, "Strictly speaking, Tesla is also a young man. But now there will be no problem with the survival of these companies. The key is how big a company can be."

　　Author: Miao Qi