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The development of “new infrastructure”, such as the construction of charging piles and the installation of 5G infrastructure, and the continued increase in its global share, will continue to drive the growth of China’s new energy vehicles.
“By the end of this year, China has become the world’s largest car-owning country. There is no suspense.”
At the New Energy Intelligent Vehicle Green Summit Forum and the second general meeting of the South China University of Technology Alumni Association held in Shanghai on December 13, Fu Bingfeng, executive vice president and general secretary of the China Automobile Manufacturers Association, proposed that, so far, China The number of cars has reached 275 million, and the overall level is comparable to that of the United States. “Multiply the sales of the last three months by four, and the sales in one year will exceed 30 million.”
In Fu Bingfeng’s view, it is quite possible that car ownership per thousand will rise to 300 or even 350, and total sales will reach 30 to 35 million.
In such a large volume and industry, the “New Energy Automotive Industry Development Plan (2021-2025)” (hereinafter the “Plan”) will become a new driving force for development. Fu Bingfeng said that under the promotion of “Plan 2035”, new energy vehicles will surely become an important driving force for the development of the auto industry, and the market scale will continue to expand.
Under the “Plan”, new energy vehicle sales in 2025 will represent 20% of total vehicle sales that year. Based on the assumption of 30 million domestic vehicles, sales of new energy vehicles are expected to reach 5 million in 2025. “Weimar Motors Founder Shen Hui said at the previous forum that the era of new energy vehicles has arrived. new energy and that China’s new energy vehicles account for 44% of the world.
As one of the top four brands in China’s new car manufacturing 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 Automobile Manufacturers Association, 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 Joint Passenger Car Market Information Conference (hereinafter, the “Passenger Federation”), retail sales of the passenger car market reached 2,081 million in November, an increase of 8% year-on-year, reaching the highest level of about 8% for five consecutive months in the last two years. Growth rate. Among them, new energy passenger vehicle wholesale sales was 180,000 units, a year-on-year increase of 128.6% and a monthly increase of 24.8%; retail sales were 169,000 units, a year-on-year growth rate of 136.5% and the penetration rate in the retail market for new energy passenger vehicles was 8%. The main driving force behind 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 price gap between oil and electricity, the full life cycle economics of new energy vehicles have outpaced that of fuel vehicles. With the withdrawal of the subsidy, the battery cost reduction rate is lower than expected, in the short term, the cost of buying a car for consumers is higher than that of the same fuel vehicle.
Fu Bingfeng said that overall, a series of policy adjustments have covered the impact of the epidemic on the auto industry. In addition to the new energy purchase tax subsidy and the extension of the car purchase tax exemption policy for two years, the growth of new energy vehicles has also because market awareness continues to increase. With the emergence of more and more new categories of energy vehicles, consumers also have more diverse options.
“The 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, the new energy vehicles have earned a reputation, furthermore “The publication of the” Plan “has given more confidence to consumers concerned about cargo and public facilities. Subsidies are no longer the main driver of car buying and business operations have entered a virtuous circle.
The development of “new infrastructure”, such as the construction of charging piles and the installation of 5G infrastructure, and the continued increase in its global share, will continue to drive the growth of China’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 the penetration rate of new smart cars is expected to reach 100% in 2029.
Shen Hui said that from the perspective of the global supply chain, from batteries to electronic controls, engines and even complete vehicles, China’s new energy vehicle industry chain is already the strongest in the world, and the quantity and brand of new energy vehicles that can be delivered. They are more European and American. Although the four new national car brands are still developing, “Strictly speaking, Tesla is also a young man. But now the survival of these companies will not be a problem. The key is how big a company can be.”
