The latest forecast: the annual production and sales of new energy vehicles in 2021 are likely to exceed 3.5 million

Friends who pay attention to the automotive circle know that there are several keywords worth noting in the entire industry this year, including "lack of core" and "new energy vehicles are hot". So, in the case of the continuous impact of the lack of cores, what kind of height can the new energy vehicle market reach this year? According to the latest forecast data learned by Zhichepai, the production and sales of new energy vehicles this year are likely to exceed 3.5 million units.

New energy vehicles

According to the citic securities research report, the production and sales of new energy vehicles will continue to refresh the record in 2021, and the annual production and sales will most likely exceed 3.5 million units. Specifically, vehicle sales in November 2021 reached 2.522 million units, up 8.1% month-on-month. Passenger car sales reached 2.192 million units, up 9.2% m/y and 4.7% y/y.

The research report also pointed out that passenger cars continue to weaken due to the impact of chip supply, maintaining growth month-on-month, and the year-on-year decline will continue to shrink, in line with market expectations. It is expected that the industry's core shortage situation in December will continue to improve marginally, the trend of "demand is better than supply" will not change, and the opportunity to replenish inventory is clear.

According to the New Energy Vehicle National Big Data Alliance and the Smart Car Pie recently jointly released the mileage data of new energy vehicles in November. With the increase in market penetration of new energy vehicles, the mileage of new energy vehicles reached 9.800 billion kilometers in November, an increase of 46.32% year-on-year. The increase in driving range is undoubtedly a proof of the continuous expansion of the new energy vehicle market.