As of the end of June, the number of new energy vehicles in the country has exceeded 10 million——
Why are domestic new energy vehicles so popular?
Wang Junling Wang Siqi
Automobiles are an important area for stabilizing growth and promoting consumption.
The latest data shows that as of the end of June this year, the number of motor vehicles in the country reached 406 million, of which 10.01 million were new energy vehicles, breaking the 10 million mark.
The relevant person in charge of the Ministry of Industry and Information Technology revealed that in 2021, the customer satisfaction of new energy vehicles will be equal to that of traditional fuel vehicles.
Among the top ten best-selling new energy vehicle models in the world, 6 are Chinese brand models.
In the first five months of this year, the consumption of self-owned brand new energy passenger vehicles accounted for more than 80%.
The latest "double points" data shows that self-owned brand car companies are at the forefront.
Energy saving and low carbon are popular
Sun Tianqi, 29, bought a domestic new energy vehicle last year.
In his view, the attractiveness of domestic new energy vehicles continues to increase: "Now oil prices have risen sharply. Take Shanghai, where I live, for example, the latest price of 95 gasoline per liter is more than 9.5 yuan per liter. If you commute 800 kilometers a month, the fuel cost will be 500 to 600 yuan. Using a medium pure electric vehicle with a battery power of 75 to 100 kWh, you can run 400 to 500 kilometers on a single charge in the current weather, and every kilometer The power consumption is about 0.15 kWh, and the monthly charging fee is about 100 yuan. If you can charge at your own home, the cost will be lower."
Like Sun Tianqi, more and more consumers are paying attention to energy-saving and low-carbon domestic new energy vehicles.
Some are attracted by the novel design of domestic new energy vehicles.
"From the perspective of appearance and positioning, compared with fuel vehicles, new energy vehicles have a better sense of technology. Especially in recent years, the mainstream domestic new energy vehicle brands in the country are in smart lights, floating center consoles, In-vehicle interconnection and other aspects are very well designed. Objectively, it is more fashionable and trendy than many foreign brand cars. In particular, the concept of green environmental protection is in line with the tastes of our young people." Bai Yunfei, who works in the financial industry in Beijing, said.
Some favor lower acquisition and use costs.
Wu Dongling from Sanya, Hainan recently bought a second-hand domestic car.
"I value the cost-effectiveness of vehicles! For a new driver like me who mainly uses it for daily transportation, the price of second-hand domestic cars is more cost-effective. You can buy a very good car for 60,000 to 70,000 yuan." Wu Dongling said, In the past few years, domestic new energy vehicles have had more and more technological advantages in all aspects. Considering their advantages in purchase cost and use cost, I plan to look at domestic new energy vehicles first when I buy a new car.
SAIC Group's sales of new energy vehicles increased by 32.90% year-on-year, and Dongfeng Motor's new energy vehicle sales increased by 70.37% year-on-year; Chery Group achieved sales of 112,278 new energy vehicles, a year-on-year increase of 177.5%... From the first half of the year that major domestic car companies have recently disclosed In the production and sales data, it is not difficult to see the strong momentum of domestic new energy vehicles.
Guo Shougang, head of the First Division of Equipment Industry of the Ministry of Industry and Information Technology, said that 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 China's auto industry.
In recent years, the rapid expansion of the new energy vehicle market has led to a rapid increase in the competitiveness of China's new energy vehicle market.
Self-owned brand has many advantages
Recently, the Ministry of Industry and Information Technology, the Ministry of Commerce, the General Administration of Customs, and the State Administration for Market Regulation jointly issued an announcement on the average fuel consumption and new energy vehicle credits of Chinese passenger vehicle companies in 2021.
According to the announcement, in 2021, new energy points will be traded at 5.24 million points, a year-on-year increase of 144%, and the total transaction volume will reach 10.94 billion yuan, a year-on-year increase of 322%.
Among the 65 car companies that reached the standard, except for 4 such as Tesla, Chrysler, and Volvo, the rest are Chinese independent brands.
Among them, BYD, GAC Passenger Vehicle, Jianghuai Automobile, Xiaopeng Automobile and other self-owned brand car companies are at the forefront.
According to reports, "double credits" is an important measure for the auto industry to promote energy conservation and emission reduction, including credits for the average fuel consumption of car companies and new energy vehicles.
According to relevant regulations, the average fuel consumption of vehicles produced and sold by car companies should meet a certain standard. If it exceeds the standard, car companies must use the positive points generated by new energy vehicles to offset the negative points of average fuel consumption by producing new energy vehicles.
If it is not enough to offset, it needs to be offset by purchasing new energy vehicle points from other companies through transactions.
At the same time, the points of new energy vehicles still need to reach a certain assessment ratio, and if they fail to meet the standards, negative points of new energy vehicles will also be generated.
Under the assessment of the "double points" policy, car companies have accelerated their transformation to new energy.
China's self-owned brand auto companies continue to practice their internal skills and become big players.
According to the relevant person in charge of BYD, since March this year, BYD has stopped the production of fuel vehicles and focused on the production of new energy vehicles.
"To do a good job in new energy vehicles, it is necessary to continuously increase investment in technology research and development. At present, BYD DM-i super hybrid models are equipped with super electric hybrid systems, and the core components include dual-motor EHS super electric hybrid systems, DM-i super hybrid systems. Special power blade battery for driving, vehicle control system, engine control system, motor control system, battery management system. These core components and key technologies are completely independently developed by BYD, with multiple advantages such as fast, economical, quiet, smooth, green, etc. The power-loss fuel consumption is as low as 3.8 liters/100 kilometers, and the acceleration time from 100 kilometers to 100 kilometers is 2 to 3 seconds faster than that of fuel vehicles of the same level." said the person in charge.
According to estimates, according to the 2021 average transaction price previously announced by the Ministry of Industry and Information Technology of 2,088 yuan/min, if BYD sells all new energy vehicle credits this time, it will benefit more than 3 billion yuan.
The relevant person in charge of BAIC New Energy said that the actual value of the average fuel consumption of domestic vehicles is currently lower than that of imports, which is not only due to the positive impact of China's emission standards entering the "National VI" era, but also due to the rapid development of domestic new energy vehicles. The market penetration rate is high and the number of holdings is increasing.
In particular, driven by the "double credit" policy, the application of advanced energy-saving technologies has led to a continuous decline in the average energy consumption of pure electric vehicles.
At present, BAIC BJEV is creating "full life cycle" products and services from the perspective of energy saving, low carbon and green development.
"By the end of November last year, BAIC Blue Valley had sold more than 530,000 models, with a total mileage of 23 billion kilometers, comprehensive energy conservation and emission reduction of 3.93 million tons, equivalent to planting 14 million trees. Carbon reduction in the automotive industry chain We have achieved transparency and traceability of carbon emissions data through technical means such as artificial intelligence, big data, and blockchain," the person in charge said.
Different from traditional fuel vehicles, all countries are on the same starting line in the field of new energy vehicles.
China already has a certain industrial foundation and advantages from the production of key components such as motor electronic controls, power batteries, and complete vehicle controllers to complete vehicle design and manufacturing, and the future development of domestic new energy vehicles can be expected.
Policy package adds confidence
China's increasingly prominent features as an "automobile market" and an "automotive factory" have laid a solid foundation for the rapid development of new energy vehicles.
From the perspective of demand, the space for automobile consumption is very broad.
According to data from the Ministry of Public Security, as of the end of June, 81 cities had more than 1 million cars, 37 cities had more than 2 million cars, and 20 cities had more than 3 million cars.
Among them, there are more than 6 million vehicles in Beijing, more than 5 million vehicles in Chengdu and Chongqing, and more than 4 million vehicles in Suzhou, Shanghai, Zhengzhou, Xi'an and Wuhan.
From the perspective of supply, the number of market players in the domestic automobile industry is increasing.
According to data from Tianyancha, as of July 8, there were about 10.08 million auto-related companies across the country.
Excluding foreign and Hong Kong, Macao and Taiwan-invested companies, there are 9.97 million local companies in the automotive industry.
In the past three years, the number of new companies of this type has grown steadily, with an average annual registration growth rate of 20.9%.
From the perspective of the geographical distribution of local car companies, there are a large number of existing companies in Shandong, Guangdong, Fujian, Zhejiang, Jiangsu, Henan, Shaanxi, Hebei and other places.
It is worth noting that since the beginning of this year, the development of new energy vehicles has also ushered in many "policy packages".
On July 7, 17 departments including the Ministry of Commerce, the National Development and Reform Commission, and the Ministry of Industry and Information Technology issued the "Notice on Several Measures to Revitalize Automobile Circulation and Expand Automobile Consumption", which clearly proposed to break the local protection of the new energy vehicle market and promote the consumption and use of new energy vehicles in rural areas. Accelerate the construction of charging facilities such as residential communities, parking lots, gas stations, expressway service areas, passenger and freight hubs, and guide charging pile operators to appropriately reduce charging service fees and other measures to support the development of new energy vehicles.
At the same time, various localities actively introduced specific policies and plans.
For example, Anhui proposed to increase the promotion and application of new energy vehicles and intelligent connected vehicles in the public sector, and to accelerate the promotion of new energy vehicles for sanitation, gardens, municipal administration, fire protection, airports, scenic spots and other vehicles; Henan proposed to focus on the development of fuel cell trucks , passenger cars, accelerate the construction of fuel cell vehicle industry clusters; Shanghai proposes to accelerate the research and development of intelligent driving, intelligent network connection and intelligent cockpit core systems, build intelligent roads, and speed up the development of the Internet of Vehicles.
Strong policy support, more market recognition, and increasingly mature technology... Multiple positives have added confidence to self-owned brand car companies.
"In recent years, our core technology R&D investment has continued to increase, and the ratio of R&D expenditure to revenue has exceeded 10% every year." Zhang Xinghai, founder of Chongqing Xiaokang Industrial Group, said that China is actively promoting carbon peaking and carbon neutrality goals. Governments at all levels have issued many good policies to support the development of new energy vehicles, bringing new opportunities for the majority of auto companies.
The company will seize the golden period of new energy vehicle development and actively create a smart, environmentally friendly and interconnected vehicle ecosystem.