The ongoing COVID-19 pandemic, along with digital empowerment, energy transition, and extreme climate change, has become the background of the upcoming 2021.
Corporate debt restructuring and the plight of the real estate industry, as well as the pain of Internet manufacturers, like falling below the 1% birth rate, put economic issues in front of people; digital currency, metacosmity, NTF is becoming a hot word, frequently interpreted by experts and the media; the congestion of the Panama Canal, the suspension of global flights, and the chip supply that caught all car companies off guard, in the past year, we are gradually perceived.
In 2021, we are deeply aware that red does not mean an increase, it may be traced, quarantined health code; green, does not mean a decline, that is an administrative security boundary with the new crown virus that has been raging for two years. From Delta to Omicron, multiple rounds of mutated strains challenge the common destiny of humanity, and masks are still as necessary as mobile phones. If a confirmed case is revealed, it means that our journey and behavior patterns are about to be completely reversed. The public is accustomed to the possibility that their lives may be interrupted at any time, but they still retain confidence in the future.
Because the uncertainty still exists, rarely travel, life two points and one line, has become a common feeling of many people.
This year, China launched a double-carbon agenda, new energy vehicle sales exceeded 3 million, new car-making forces ushered in a highlight moment in the second half of the year, Musk also went to the peak of his life... As in any previous year, the domestic automotive industry in 2021 has both joys and worries, rolling water in the east of the Yangtze River, and the waves are exhausted. Although the world is like a flash of light, the jianghu jun has always been here, together with you, proud of the frost and snow, for their own hopes to move forward firmly.
Looking back: 2021 · These moments give us hope
Every year, I am happy to see the mountains growing, and I see the water flowing alone every day. Even on the days when the new crown epidemic is still in place, there is still good news that the mountains and rains will rise at night, and the happy fish will jump all over the river.
Keywords: Ningde era
The darker the sky, the brighter the stars shine.
When it was listed in 2018, the market value of THE NINGDE era was less than 100 billion, and now it has reached 1.3 trillion yuan, and under the huge increase, the NINGDE era has achieved the global king status of power batteries. In the first half of 2021, the global power battery usage was 114.1GWh, an increase of 155.1% year-on-year. Among them, the installed capacity of CATL was 34.1GWh, an increase of 234.3% year-on-year, with a market share of 29.9%, ranking first in the world.
The technical route of the power battery has different changes, the positive electrode of lithium battery is divided into two camps of ternary lithium and lithium iron phosphate, in addition to sodium batteries, hydrogen energy, aluminum batteries waiting, as well as liquid and solid state. Technology continues to iterate, CATL released sodium batteries in July, giving performance data close to lithium iron phosphate batteries, and promised to form a basic industrial chain in 2023.
Benefiting from the global trend of energy conservation and emission reduction and the agreement on carbon emissions reached by the European Union, the global lithium battery market has entered a period of rapid demand development after 2018. According to Deloitte's data, from 2017 to 2020, the global demand for lithium batteries continued to rise, and the annual compound group growth rate reached 22. 17%, of which the installed capacity of power batteries accounted for nearly 18 percentage points. In 2020, the global demand for lithium batteries reached 279GWh, and the proportion of power batteries reached 54. 5％。 Ningde era left lithium right sodium, the future is bright.
Keywords: double carbon year
Building on the carbon peak in 2030, focus on the ultimate goal of carbon neutrality in 2060. In-depth demonstration of the "double carbon" goal to achieve the path, in energy production, energy consumption, ecosystem carbon sink capacity and other aspects of scientific planning of strategic initiatives and key tasks, in 2021, we enter the "double carbon first year".
With the change of energy structure, industrial layout and even economic development model brought about by the "double carbon" goal, the relevant statistics of China Automobile Center Data Co., Ltd. (hereinafter referred to as "China Automobile Data") show that based on the fuel consumption of passenger cars in 2015, from 2016 to 2020, domestic passenger cars have saved a total of 27.43 million tons of fuel and reduced carbon dioxide emissions by about 86.95 million tons. In addition, benefiting from the promotion and use of new energy vehicles, from 2016 to 2020, domestic passenger cars have saved more than 10 million tons of fuel, and the average carbon dioxide emissions of bicycles have also shown a downward trend year by year, with an average annual decline of 7%.
On July 16, the national carbon emissions trading market launched online trading, which means that China officially opened as the world's largest carbon trading market. The power generation industry became the first to be included in the national carbon market.
Under the goal of "double carbon", it can be expected that the promotion of the "double credit" policy will be more radical. In order to meet the assessment requirements of the policy, enterprises will continue to expand the production capacity of new energy vehicles. More and more enterprises will consider that under the "double carbon" goal, it is necessary for the industry and enterprises to stand in the perspective of long-term development and accurately and rationally balance between the two.
Keywords: market capitalization
In October 2021, the global capital market, and even all mankind, ushered in a historic moment - Tesla's stock price exceeded $1,000 and its market value exceeded $1,000 billion. This figure is higher than the GDP of the Netherlands, Switzerland, Turkey, Saudi Arabia and other countries, and it is truly rich and invincible. Adding up the market capitalization of 11 car companies, including Volkswagen, GM, Ford, Toyota, BMW, Honda, Daimler, Hyundai, Mazda, Subaru and Ferrari, is equal to one Tesla.
Tesla's market value has exceeded one trillion US dollars, and the Chinese market has made an outstanding contribution. In addition to Tesla, among China's new energy car manufacturers, "Wei Xiaoli" has been listed in the United States. According to the current third-quarter financial report, NIO ranks 11th in the global auto market with a total market value of 63.6 billion US dollars. In this list of global total automobile market capitalization, the only Chinese brands that lead the total market of WEILAI Automobile are Great Wall Motors and BYD Motors.
With a total market capitalization of $45.26 billion, Xiaopeng Motors ranked 16th on the list. With a total market capitalization of $33.46 billion, Ideal Auto ranks 19th on the list. The total market value of the new car-making forces is rising, indicating that they are optimistic about the industry and confirming that their performance is improving.
Keywords: growth
In 2021, BBA (Mercedes-Benz, BMW, Audi) sales in China soared.
According to the data in the first half of the year, BBA's half-year sales exceeded 400,000 vehicles, an increase of more than 25% year-on-year.
According to the data released in November, BMW (including MINI) sold a total of 68,366 units in China, an increase of 12.1% year-on-year, and the cumulative sales volume from January to November reached 655783 units, an increase of 13.6% year-on-year. In the case of the domestic auto market is still in a downward trend, the double-digit year-on-year growth rate is more prominent. Audi's main sales model, the Audi Q5, won the first domestic luxury car sales in November with a result of 15,418 units, and sold 67,402 new cars in China in November, an increase of 16.8% year-on-year, and Audi sold 618596 units in the first 11 months, an increase of 3.5% year-on-year. The Mercedes-Benz brand sold 57,901 vehicles in China in November, an increase of 11% year-on-year, and as of January to November, the cumulative sales of the Mercedes-Benz brand in China were 640933 units, an increase of 6.3% year-on-year.
Luxury cars bucked the trend, and from January to November, the top 3 high-end car sales were bmw 5 series, BMW 3 series and Audi A6.
Keywords: Red Flag sales triple jump
At the beginning of December, FAW Hongqi released its november sales volume, which was 25,400 units this month, an increase of 1.5% year-on-year and a decrease of 27.43% month-on-month; as of the end of November, the cumulative sales volume was 261,400 units, an increase of 46.7% year-on-year.
Since the beginning of this year, FAW Hongqi's sales have exceeded the 30,000 mark twice, creating the highest monthly sales of the brand. In 2018, FAW Hongqi sold 33,000 vehicles a year; in 2019, FAW Hongqi sold 100,000 vehicles a year; in 2020, FAW Hongqi's annual sales exceeded the mark of 200,000 vehicles, and FAW Hongqi achieved a triple jump in sales of "42 times in 3 years".
FAW Hongqi released three new cars on September 28, of which the official guidance price of the 2022 Hongqi HS7 is 275,800 to 459,800 yuan, the official guidance price of the Hongqi HS5 is 183,800 to 249,800 yuan, and the official guidance price of the Hongqi H5 is 145,800 to 190,800 yuan. If FAW Hongqi achieves annual sales of 300,000 vehicles, it means that FAW Hongqi will become the leading brand of second-tier luxury cars in China, and we may wish to look forward to the answer in a week.
Keywords: Huawei AITO
Near the end of the year, the automotive industry has frequently seen big news.
On December 23, at Huawei's winter flagship new product launch, the AITO brand officially launched the pursuit of the ultimate intelligent luxury SUV - AITO Q&A M5. AiTO Q&I M5 is equipped with HUAWEIDriveONE pure electric drive extended range platform and HarmonyOS intelligent cockpit, the main intelligent concept, intending to become a leader in the era of smart travel.
The M5 is AITO's first model, with a sporty feel of a supercar and a sense of stability in an SUV in its overall body design. At the press conference in Shenzhen, the M5 with its streamlined body and hydrodynamic design brought together Huawei's industrial design, engineering technology, system software, and Hongmeng ecological advantages. After the comprehensive subsidy, the pre-sale price of the standard version of aito M5 rear-drive is 250,000 yuan, and the pre-price of the four-wheel drive flagship version is 320,000 yuan.
From AUTO to AITO, although there is only one letter difference, in Huawei's view, behind it is a profound change in the concept of travel.
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