The "core pain" will gradually ease with the steady production and sales
"Last month, I just picked up the trolley. It's not too late for the Chinese New Year. Then I can take my family around and have a good time shopping around." Mr. Chen, a Beijing citizen, told reporters a few days ago that he bought a domestic new energy vehicle. The cruising range is about 400 kilometers, and the "experience is great".
Automobile is an important pillar industry of the national economy.
The latest data shows that in 2021, my country's automobile production and sales will complete 26.082 million and 26.275 million vehicles respectively, up 3.4% and 3.8% year-on-year, respectively, ending the three consecutive years of decline since 2018.
Wang Weiming, director of the First Division of Equipment Industry of the Ministry of Industry and Information Technology, said that in the face of complex and severe situations such as the continuous evolution of the global epidemic and the tight supply of automotive chips, my country's automobile industry has achieved new results and seen new prospects in the first year of the "14th Five-Year Plan". , The construction of a powerful automobile country has taken solid steps.
In 2022, can my country's auto market continue to grow?
What new situation will the automotive industry face?
When will the tight supply of automotive chips ease?
Industry development resilience continues
Recently, many domestic auto manufacturers have reported good news frequently, and have announced that "the sales volume in 2021 will increase significantly year-on-year, reaching a record high."
"In 2021, my country's automobile production and sales will increase steadily, showing strong development resilience and development momentum." Fu Bingfeng, executive vice president and secretary general of China Association of Automobile Manufacturers, said that my country's total automobile production and sales have ranked first for 13 consecutive years. No. 1 in the world, and has made great progress in "electrification, networking, and intelligence".
my country's status as a major automobile country has been further consolidated, and China is moving towards an automobile power.
According to Fu Bingfeng, from the perspective of automobile sales in 2021, due to the low base in the same period in the first quarter, the automobile market showed rapid year-on-year growth; in the second quarter, the growth rate slowed down; A relatively large decline; the fourth quarter recovered significantly, which was better than expected, ensuring a good development trend of steady growth throughout the year.
In addition, new achievements have been made in the international development of my country's automobile industry.
In 2021, the cumulative sales of Chinese brand passenger vehicles will be 9.543 million units, a year-on-year increase of 23.1%, and the market share will reach 44.4%, a year-on-year increase of 6 percentage points.
Fu Bingfeng said that in general, in 2021, under the background of the overall stable and continuous recovery of the domestic macroeconomic operation, the development resilience of the automobile industry will continue to be maintained.
It should also be noted that the current supply of automotive chips is still tight, and maintaining stable growth in production and sales still requires the joint efforts of the entire industry.
"This year, the external environment for the development of my country's auto industry has become more complex, severe and unstable, and the difficulties and challenges it faces are also increasing. We need to further strengthen our confidence, innovate ideas, and promote development." Wang Weiming said.
New energy vehicle industry accelerates development
New energy vehicles are an important direction for the green development and low-carbon transformation of the global auto industry, and also a strategic choice for the high-quality development of my country's auto industry.
Guo Shougang, deputy director of the First Division of Equipment Industry of the Ministry of Industry and Information Technology, introduced that in 2021, my country's new energy vehicle sales will total 3.521 million units, an increase of about 1.6 times year-on-year, ranking first in the world for seven consecutive years, creating the highest number since 2016. Rapid growth, of which private consumption accounts for nearly 80%, and the sustainable development capacity is further improved.
Guo Shougang said that the average driving range of pure electric passenger vehicles has increased from 253 kilometers in 2016 to more than 400 kilometers in 2021, and consumer quality satisfaction is the same as that of fuel vehicles. The sales volume of Chinese brand new energy passenger vehicles accounts for more than 400 kilometers of new energy passenger vehicles. Car sales accounted for 74.3% of the total, and more and more models sold over 10,000 per month.
In 2021, the export of new energy vehicles will be 310,000, a year-on-year increase of more than 3 times.
In addition, the supporting environment for the development of the new energy vehicle industry has been further optimized.
By the end of 2021, my country has built a total of 75,000 charging stations, 2.617 million charging piles, and 1,298 swapping stations, and has established more than 10,000 power battery recycling service outlets in 31 provinces, autonomous regions and municipalities across the country.
"Generally speaking, my country's new energy vehicles have entered a new stage of accelerated development, and their leading role in the electrification transformation of the global automobile industry has been further enhanced. However, it should also be noted that industrial development is facing the requirements of the 'double carbon' target, increasing pressure from international competition, New situations and new problems such as industrial chain supply chain security risks." Guo Shougang said.
Guo Shougang said that in the future, he will formulate policies and measures to support the accelerated development of new energy vehicles and maintain the effective connection of the policy system; accelerate the construction of charging and replacing infrastructure, continue to carry out the pilot work of new energy vehicles to the countryside and battery swapping models, and promote the improvement of urban public transportation, etc. The proportion of new energy vehicles in the field; promote the integration and development of electrification and intelligent network technology, and accelerate the application of new technologies such as 5G and vehicle-road collaboration; guide enterprises to improve product quality, improve service levels, and establish brand image, so that consumers are more willing to buy and buy more Use it with confidence.
Auto consumption will continue to grow
"In 2022, my country's total automobile sales are expected to reach 27.5 million units, a year-on-year increase of about 5%. Among them, passenger cars will be 23 million units, a year-on-year increase of 7%; new energy vehicles will reach 5 million units, a year-on-year increase of 42%. The share is expected to exceed 18%." Fu Bingfeng said.
In Fu Bingfeng's view, the long-term positive fundamentals of my country's macro economy will not change, and a stable economic environment will effectively ensure the continued growth of my country's auto consumption.
The automobile market has huge potential and demand is still strong, and the market impact of the epidemic will gradually weaken.
The strong market demand for new energy vehicles further promotes the steady growth of automobile consumption.
In addition, as the chip shortage problem gradually eases, the supply capacity of automobiles will be further released.
Regarding the shortage of automotive chip supply, Wang Weiming said that since 2020, the automotive industry has been plagued by chip shortages, and in 2021, it is even more "core pain", and many domestic and foreign auto companies have reduced production or stopped production for a short time.
There are many factors affecting this round of automotive chip shortages, including the cyclical factors of the chip industry itself, as well as some sudden factors such as epidemics and fires in production plants.
"Currently, the world's major chip companies have gradually increased the production and supply of automotive chips, and new production capacity will be released in the second half of this year. It is expected that the shortage of automotive chips will gradually ease in 2022." Wang Weiming said, Ministry of Industry and Information Technology It will continue to strengthen the connection between upstream and downstream supply and demand, and increase the supply of automotive chips; guide enterprises to optimize the layout of the supply chain, promote the promotion and application of automotive chips, and jointly tackle key problems; The automobile industry developed steadily and healthily.
(Our reporter Liu Kun)