Production and sales are expected to double in the first quarter, accounting for 65% of the global market share


  The rapid growth of new energy vehicles in my country (new economic orientation)

  GAC Aian sold 20,300 vehicles, a year-on-year increase of 189%; Xiaopeng Motors delivered 15,400 vehicles, a year-on-year increase of 202%; Li Auto delivered 11,000 vehicles, a year-on-year increase of 125.2%; Nezha delivered 12,000 vehicles, a year-on-year increase of 270% ; Leapmotor delivered 10,100 vehicles, a year-on-year increase of 200%; NIO delivered 9,985 vehicles, a year-on-year increase of 37.6%...

  On April 1, some new energy start-up car companies released dazzling monthly "transcripts". Among them, the top 5 companies sold more than 10,000 units per month, and the year-on-year growth rate more than doubled.

On the 3rd, BYD announced that it had stopped production of fuel vehicles in March, and set a new monthly sales record for domestic new energy vehicle companies with sales of more than 104,300 units.

  "Despite unfavorable factors such as the epidemic, chip shortages, and rising lithium prices, my country's new energy passenger vehicles have continued to grow at a high rate." Cui Dongshu, secretary general of the National Passenger Vehicle Federation, said that production and sales are expected to double in the first quarter. China The global market share of new energy vehicles also rose to a new high of 65%.

  Anti-epidemic and guaranteed delivery, the industry chain provides strong support for industry growth

  Just after the Qingming holiday, the GAC Aian plant in Panyu District, Guangzhou returned to full production.

In March, GAC Aeon's sales increased significantly by 189% year-on-year, taking the lead among many new car brands to cross the monthly sales threshold of 20,000 units.

  "Faced with many pressures such as the epidemic, lack of cores, and rising raw material prices, Aian's hot sales have not diminished. In order to ensure delivery, the factory implemented capacity expansion and upgrades during the Spring Festival holiday in February." Gu Huinan, general manager of GAC Aian introduced, From January 31 to February 14, the Aian plant completed the capacity expansion in just 15 days.

After the capacity expansion, Aian Smart Factory achieved a 45% increase in production efficiency and a 35% increase in customization capability, which effectively promoted a rapid breakthrough in production and sales in March.

  Also doing their best to ensure delivery is Zhiji Auto.

Affected by the epidemic, Zhiji Auto's work park in Jiading District, Shanghai was closed for a time at the end of March, but in order to ensure the delivery of the first product on time, Zhiji Auto's product development, marketing and testing teams never let up.

  "In order to minimize the impact of the epidemic, more than 200 employees of the intelligent driving team were divided into 4 teams and isolated in 4 hotels in Shanghai." Liu Tao, co-CEO of Zhiji Automobile, introduced that they temporarily converted the hotel conference room into an office, and the hotel The underground parking lot has been turned into a temporary test site, and the vehicles are continuously tested for joint debugging.

At the same time, the production and testing of the Shanghai Lingang factory are proceeding as planned.

  "my country's auto production capacity layout is relatively balanced, with production in East China, Southwest China, South China, North China, and Northeast China accounting for 19%, 17%, 16%, 14% and 12% respectively. Although the epidemics in Jilin and Shanghai have affected production, However, the automobile production in the two places only accounts for about 20% of the national total." Cui Dongshu analyzed that the relatively complete and self-controllable industrial chain of new energy vehicles has also provided strong support for the growth of the industry.

  With excellent performance and many new cars, it has entered a market-driven development stage

  "We recently conducted a test at a local auto show and spent 5 days to observe the behavior of on-site car viewing, and found that 60%-70% of consumers are looking at new energy vehicles." Talking about the current heat of the new energy vehicle market, BYD Co., Ltd. According to Wang Chuanfu, chairman and president of the company, the penetration rate of new energy vehicles in my country will be 6% in January 2021, and will increase to 22% by the end of last year, with an average monthly increase of 1.3 percentage points.

  "People are supporting new energy vehicles with practical actions."

Wang Chuanfu said that if ten years ago, the development of new energy vehicles was mainly driven by policies; three or five years ago, the development of the industry was driven by the two-wheel drive of "policy + market"; then currently it is mainly driven by the market, "this is the penetration rate of new energy vehicles. The immediate reason for the month-to-month increase.”

  ——The product performance is rapidly improved.

CTP non-module battery pack technology, blade battery, clip battery, semi-solid battery... In recent years, my country's power battery industry has continued to make innovations and breakthroughs, and the battery system cycle life of key enterprises has exceeded 5,000 times. In 2021, my country's pure electric passenger vehicles The average driving range has increased from 253 kilometers in 2016 to more than 400 kilometers.

Several new products with a cruising range of 1,000 kilometers will be launched on the market this year.

  ——The emergence of new competitive products is accelerated.

In the coupe segment alone, there are nearly 10 new competitive products this year.

According to statistics, in 2021, 70 new energy models will be launched in my country, and the total number of new energy models currently on sale will reach 289, covering almost all passenger vehicle segments such as sedans, SUVs, and MPVs.

  ——The supporting environment for industrial development was further optimized.

As of February this year, a total of 2.617 million charging piles and 1,405 battery swap stations have been built, and more than 10,000 power battery recycling service outlets have been established in 31 provinces, autonomous regions and municipalities.

  Strengthen collaboration, ensure supply, and implement multiple strategies to stabilize industrial operation

  "If I knew that the price was going to increase, I should hurry up the replacement of old cars." During the Qingming holiday, Ms. Wang from Beijing went to the car market.

Planning to change to a new energy vehicle, she found that after a month, the prices of many previously concerned models have gone up.

  The price of Xpeng Motors’ models on sale has been increased by 10,100-20,000 yuan, the ideal car’s price has been increased by 11,000 yuan, and the Hongguang MINI EV’s price has increased by 4,000-4,200 yuan... Affected by the continued sharp rise in upstream raw materials, starting from March 1 , Nearly 20 new energy vehicle companies have announced price increases, involving more than 40 models.

Among them, Tesla’s various models have raised prices for three rounds within a month, and the current maximum increase has exceeded 30,000 yuan.

  Statistics show that the market prices of battery-grade lithium carbonate and lithium hydroxide have soared from 52,000 yuan/ton and 49,500 yuan/ton in early 2021 to 480,000 yuan/ton and 440,000 yuan/ton at the end of February this year.

  "In response to the sharp rise in the prices of battery-grade lithium carbonate and lithium hydroxide, it is necessary to moderately accelerate the progress of domestic resource development, and resolutely crack down on unfair competition such as hoarding and speculation." Xin Guobin, deputy minister of the Ministry of Chemical Industry, said that it is necessary to guide upstream and downstream enterprises in the industrial chain to strengthen cooperation and common development, and promote the return of the price of key raw materials to rationality.

  "Entering a new stage, the difficulty and complexity of breakthroughs are increasing, and some new situations and new problems need to be solved." Xin Guobin said, first, it is necessary to improve the support policy system, revise and improve the double-point management method, and explore the establishment of flexibility. Adjustment mechanism, clarify the requirements for the proportion of points for subsequent years; cooperate with relevant departments to study support policies such as new energy vehicle purchase tax incentives.

The second is to deepen integration and innovation, and accelerate the research and industrialization of key technologies such as new system batteries, automotive-grade chips, and automotive operating systems.

The third is to continue to ensure the supply of automotive chips, strive to ensure the production and supply of key components, further promote the application of battery swapping models and fuel cell vehicle demonstrations, and focus on solving the problem of difficult charging in residential areas and highways.

The fourth is to strengthen functional safety, data safety, and network safety supervision, and improve the thermal runaway alarm and safety protection level of power batteries, so that consumers prefer to buy and use them with confidence.

  "From 2021 to 2030, my country's new energy vehicle market will enter a new stage of rapid growth, and it is expected that sales will be basically the same as fuel vehicles by 2030." said Ouyang Minggao, an academician of the Chinese Academy of Sciences.

  Our reporter Wang Zheng