EasyCar Original 2021 has become a thing of the past, and many things have happened in the past year, which is destined to affect the future development of the automotive industry. Some are gratifying, automobile production and sales have returned to positive growth, exports have opened up a new situation, and the penetration rate of new energy vehicles has soared. Of course, there are also some impressive things, such as some car companies in 2021 to become history, the lack of core situation is still unsolved, intelligent car data security level is still loopholes, etc., let's review the major events that will occur in the automotive industry next year.
In 2021, China's automobile production and sales will return to positive growth
According to the data released by the Ministry of Industry and Information Technology, in 2021, the domestic automobile production and sales reached 26.082 million units and 26.275 million units, respectively, an increase of 3.4% and 3.8% year-on-year, ending the downward trend for three consecutive years, and contributing to the sustained recovery and development of China's industrial economy and the stabilization of macroeconomic growth. In addition, the cumulative retail sales of the passenger car market in 2021 reached 20.146 million units, an increase of 4.4% year-on-year.
China's auto market was in a sustained growth trend before 2018, and in recent years, due to the superposition of various factors, it has declined for three consecutive years since 2018-2020; in 2021, China's automotive industry has generally operated smoothly, reversing the negative growth trend since 2018, and it is also the first time in recent years that it has returned to positive growth.
In 2021, China's automobile exports will exceed 2 million
With the advent of the electrification era, Chinese car companies continue to make efforts in the layout of overseas, in addition to the previous existing markets, more aimed at the Developed Automobile Markets such as Europe, Australia, Japan and New Zealand, such as new forces exporting to many European countries, Hongqi exporting Saudi Arabia/Japan, the Great Wall entering Australia, BYD will launch new models in Singapore, geely improving the Russian model matrix, etc.
Under such a situation of full blooming, China's automobile exports will show a rapid growth trend in 2021. According to the export statistics caliber of vehicle enterprises, in 2021, the export of automobiles was 2.015 million units, an increase of 1 times year-on-year, accounting for 7.7% of the total automobile sales, an increase of 3.7 percentage points over the previous year, and completed a huge leap forward.
The most gratifying thing is that not only fuel vehicles, new energy vehicle manufacturers have also achieved gratifying results, China has gradually got rid of the situation of relying on cheap and thin overseas underdeveloped markets, with the gradual improvement of the new energy vehicle industry chain, China's advantages in new energy vehicles will become a new breakthrough point for Chinese auto companies, under the new outlet, will help Chinese car companies to go global.
The penetration rate of new energy vehicles continues to rise
In the "New Energy Vehicle Industry Development Plan (2021-2035)" released by the state, figures are given for the development goals of new energy vehicles - by 2025, the competitiveness of China's new energy vehicle market will be significantly enhanced, and the sales volume of new energy vehicles will reach about 20% of the total sales of new cars.
According to data from the Ministry of Industry and Information Technology, the production and sales of new energy vehicles from January to December reached 3.545 million units and 3.521 million units, respectively, an increase of 1.6 times year-on-year, and the market penetration rate was 13.4%, although there was still a gap from 20%, compared with 5.8% last year, an increase of 8 percentage points. Among the 14 companies with new energy vehicle sales exceeding 10,000 units in December, independent car companies occupied 11 seats, and it can be said that in the domestic new energy vehicle market, independent car companies, including new forces, have the ability to break the wrist with international brands.
High-speed rise, the rising penetration rate is certainly gratifying, but behind the rapid development of the new energy vehicle market, there are still many phenomena that have to be said, such as the current new energy market still has a relatively high proportion of A00-level low-end vehicles, the commercial market still occupies a high proportion, and the low-line market penetration rate is low.
Among them, the high proportion of A00-class low-end vehicles has reduced the overall quality of the development of new energy vehicles, and in the long run, it is not conducive to the competitiveness of China's new energy vehicles. And more counties and even townships, this vast market, is still not the main battlefield of new energy vehicles, although new energy vehicles began to shift from policy to market choice, but away from policy development, new energy vehicles have a lot to do.
Some car companies have withdrawn from the historical stage
For the automobile field, many new car companies have sprung up in recent years, and correspondingly, some car companies that have left historical imprints will eventually cease to exist.
On August 30 last year, FAW Mazda released its last push, officially announcing goodbye. According to the previous announcement, FAW Mazda will change to a joint venture jointly funded by Mazda and (new) Changan Mazda, and continue to undertake business related to Mazda brand vehicles.
From the Mazda 6 to the Mazda 6 Ruiyi, Artez, CX-4, FAW Mazda has many impressive models, with the beginning of Mazda's integration in China, the original Changan Mazda, FAW Mazda channels and models or will be integrated, FAW Mazda will also become history.
In addition to FAW Mazda, Brilliance China recently announced on the Hong Kong Stock Exchange that the reorganization application of the company's subsidiary, Renault Brilliance Jinbei Automobile Co., Ltd., has been accepted by the Shenyang Intermediate People's Court.
According to the announcement, trading in the Company's shares on the Stock Exchange will be suspended from 9:00 a.m. on 31 March 2021 to fulfil the Resumption Of Trading Guidelines contained in the Company's announcement dated 31 May 2021 and will continue to be suspended until further notice. Since Dongfeng Renault withdrew last year, Renault once again "lost" China, which is not only regrettable.
Compared with the former, Dongfeng Yueda Kia Company is still there, but this name will become history with the withdrawal of Dongfeng, on December 22, Jiangsu Yueda Investment Co., Ltd. announced the end of the 25% equity project of Dongfeng Yueda Kia, and Jiangsu Yueda Automobile Group Co., Ltd. was the only bidder. After the completion of the equity transfer, Dongfeng Company will withdraw from the position of shareholder of Dongfeng Yueda Kia, the future share ratio structure of Dongfeng Yueda Kia will be changed to 50% of the shares held by Kia Co., Ltd., Yueda Automobile Group will hold 25% of the shares, Yueda Investment will hold 25% of the shares, Dongfeng Yueda Kia will no longer exist, when Yueda Kia loses Dongfeng, how will it develop in the future, continue to pay attention.
The lack of cores lasts all year The automotive industry is hurt
"Lack of core" is not a new word, but since 2020 has affected the automotive industry "stubborn disease", resulting in chip shortages for a variety of reasons, in addition to the new crown virus continues to pandemic, chip production areas are too late due to the epidemic capacity can not be restored, gradually recovered market demand and insufficient production capacity between the imbalance between supply and demand, consumer electronics also for chips and so on.
Affected by the chip shortage, Volkswagen, General Motors, Ford, BMW, Toyota and other giants have announced the suspension of some factory production, and according to relevant data, due to chip shortages, the cumulative global production in 2021 will be reduced by about 11.31 million vehicles.
In addition to triggering the shortage of chips, the continuous defects have also affected the sales of various car companies to a certain extent, in this case, the terminal discount of the vehicle has shrunk significantly, which has also increased the cost of consumer car purchase, and the chip problem has affected the entire 2021, and 2022 is expected to be difficult to solve in the short term, and will continue to pay attention.
Keeping your car's data safe can't be delayed
With the advent of the era of automotive intelligence, in addition to bringing users visible convenience and greatly improving the user experience, the frequency of information/data security, leaks and other phenomena is becoming more and more frequent, and data security is not a trivial matter, in addition to having a great impact on our personal privacy, what is more, it will directly pose challenges to national security.
In order to solve this problem, many ministries and commissions of the state have successively introduced a variety of measures, such as the passage of the Data Security Law in June, the issuance of the "Several Provisions on the Safety Management of Automobile Data Security (Trial)" in August, the "Notice on Strengthening the Networking Network Security and Data Security Work" issued by the Ministry of Industry and Information Technology in September, and the "Data Outbound Security Assessment Measures " (Draft for Comments) in October to solicit public opinions. Together with the Cybersecurity Law, the Cryptography Law and the Personal Information Protection Law, they constitute the legal protection system for data security in China.
In addition, in April, the China Automobile Association released the automotive data trusted depository blockchain platform, which uses the unique data tamper-proof, traceable and other characteristics of blockchain technology to provide data trusted depository services for enterprises by only relying on uploading data hashs (without uploading any original data). At present, the platform has completed construction, and from now on, it can provide relevant services for member companies free of charge.
In the era of automotive intelligence, the whole industry needs to jointly ensure the data security of domestic and cross-border dimensions, and the regulatory authorities have targeted data security regulations and clarified the direction of data governance, which not only helps to enhance the awareness of data security in the whole industry, but also escorts the data security of individuals and enterprises, and builds a barrier for national data security.
New energy vehicle commercial insurance is online
On December 13, the China Insurance Industry Association issued the notice of "Exclusive Clauses for Commercial Insurance of New Energy Vehicles of China Insurance Industry Association (Trial)". Compared with the traditional car insurance clauses, the insurance liability of the "New Energy Vehicle Exclusive Commercial Insurance" is greatly expanded, which is more suitable for the characteristics of new energy vehicles, not only for "spontaneous combustion", but also for the fault compensation of the three-electric system.
New energy vehicle insurance includes 3 main insurance and 13 additional insurance, the three main insurance includes car damage insurance, three liability insurance and vehicle personnel liability insurance, which is consistent with conventional car insurance, but in the specific content details add more protection for new energy vehicles, additional insurance set 13, in addition to the fuel vehicle insurance consistent with the scratch insurance, absolute deductible rate and other provisions, but also increased the new energy vehicle unique "supporting facilities" protection, additional external grid fault loss insurance, additional self-use charging pile loss insurance, additional self-use charging pile liability insurance, Additional intelligent driver assistance software loss compensation insurance, additional fire accident limit doubling insurance, and additional special clauses for value-added services for new energy vehicles can be said to be a major highlight.
Just two weeks after the release of the "New Energy Vehicle Exclusive Commercial Insurance", the Shanghai Insurance Exchange launched the new energy vehicle insurance trading platform, and the first batch of new energy vehicle exclusive insurance products of 12 property insurance companies such as PICC Property Insurance, Ping An Property insurance and Taibao Property insurance company were listed to provide support for the landing service of new energy vehicle exclusive insurance products.
It is reported that the new energy vehicle insurance trading platform is positioned as a comprehensive transaction service platform for new energy vehicle insurance exclusive product services, which is another major innovation in the insurance industry in the new energy vehicle insurance service model after the "New Energy Vehicle Commercial Insurance Exclusive Clauses (Trial)" and the "New Energy Vehicle Commercial Insurance Benchmark Pure Risk Premium Table (Trial)", which is a useful practice and exploration of the reform of the automobile insurance trading market model.
However, after the launch of new energy vehicle insurance, many car owners who insured new energy vehicle insurance have reflected that the insurance price has increased compared with before, and the specific growth rate is different, which has become a social concern.
Specifically, the increase in premiums does exist, but the reasons are more complicated, such as because there are more new insurance types, more means more compensation range, so the premium will rise; in addition, the calculation system of various insurance companies is still being integrated, new energy car insurance belongs to the new insurance type, the preferential margin is less; in addition, the calculation of premiums will take more into account the reputation and quality of car companies, vehicles, such as some brands have more negative news, which will also directly affect the insurance costs and so on.
How to solve the existing problems, do not let the benefits only stay in the verbal, so that the new energy car insurance is really praised by consumers, of course, the new energy car insurance is still in the initial stage, of course, the future will gradually improve, will become better and better.
Carbon Peak The Sword of Damocles of fuel vehicles
In October 2021, the "Carbon Peak Action Plan before 2030" was announced, which proposes to vigorously promote new energy vehicles, gradually reduce the proportion of traditional fuel vehicles in new vehicle production and sales and car ownership, promote the electrification of urban public service vehicles, and promote electricity, hydrogen fuel, and liquefied natural gas-powered heavy freight vehicles. By 2030, the proportion of new energy and clean energy powered transportation will reach about 40%.
The "Carbon Peak Action Plan before 2030" pointed out that during the "Tenth Five-Year Plan" period, major progress was made in the adjustment of the industrial structure, the clean, low-carbon, safe and efficient energy system was initially established, the low-carbon development model in key areas was basically formed, the energy utilization efficiency of key energy-consuming industries reached the international advanced level, the proportion of non-fossil energy consumption was further improved, coal consumption was gradually reduced, green and low-carbon technologies made key breakthroughs, green lifestyles became the conscious choice of the public, and the green and low-carbon circular development policy system was basically sound. By 2030, the proportion of non-fossil energy consumption will reach about 25%, and carbon dioxide emissions per unit of GDP will be more than 65% lower than in 2005, and the carbon peak target by 2030 will be successfully achieved。
In view of the green and low-carbon action of transportation, we can accelerate the formation of a green and low-carbon transportation mode by promoting the low-carbon transformation of transportation tools and equipment, building a green and efficient transportation system, and accelerating the construction of green transportation infrastructure, so as to ensure that the growth of carbon emissions in the transportation sector remains within a reasonable range.
Among them, the low-carbon transformation of transportation tools and equipment should actively expand the application of new energy and clean energy such as electricity, hydrogen energy, natural gas, and advanced bio-liquid fuels in the field of transportation. Vigorously promote new energy vehicles, gradually reduce the proportion of traditional fuel vehicles in the production and sales of new vehicles and car ownership, promote the electrification of urban public service vehicles, and promote electricity, hydrogen fuel, and liquefied natural gas-powered heavy freight vehicles. Increase the level of electrification of railway systems.
By 2030, the proportion of new new energy and clean energy-powered vehicles in that year will reach about 40%, the carbon emission intensity of the conversion turnover of operating vehicle units will be reduced by about 9.5% compared with 2020, the comprehensive energy consumption of the national railway unit conversion turnover will be reduced by 10% compared with 2020, and the oil consumption of land transportation will strive to reach a peak by 2030.
The four new power brands deliver more than 10,000 vehicles a month
At the beginning of the New Year's Day, Weilai, Ideal, Xiaopeng, Nezha and other new car-making forces have successively announced the annual delivery results, these four in December all delivered more than 10,000, they were born in the era of new energy, and in just a few years have achieved monthly delivery of more than 10,000 results, which is undoubtedly a milestone.
In December, NIO delivered 10,489 new cars, an increase of 49.7% year-on-year; a total of 25,034 units were delivered in the fourth quarter, an increase of 44.3% year-on-year; 91,429 new cars were delivered throughout the year, an increase of 109.1% year-on-year, and as of December 31, 2021, NIO had delivered 167,070 smart electric vehicles.
In December 2021, Ideal Cars delivered 14,087 Ideal ONE units, and the Annual Ideal ONE delivered a total of 90,491 units, an increase of 177.4% over 2020. Since delivery, the cumulative delivery volume of Ideal ONE has reached 124088 units.
Xiaopeng Automobile delivered a total of 16,000 units in December 2021, setting a record for the monthly delivery of "new power brands". Its total annual delivery volume reached 98,155 units, 3.6 times that of 2020.
Nezha Automobile delivered 10,127 units in December, selling more than 10,000 units in a consecutive month, while in 2021, Nezha Automobile delivered a total of 69,674 units, an increase of 362% year-on-year.
In addition to these four new strength brands with monthly sales of more than 10,000, other brands such as zero running, Weima, etc. are also continuing to exert efforts and continue to layout, these "self-made" new power brands after a round of cruel tempering in the market, many new power brands have become over-the-top clouds, they gradually stand firm and achieve development, the first step has been taken well, how to go in the future, still can not be taken lightly.
Trillion-dollar market capitalization Automotive industry giants were born
In the past, we often said that "rich can be enemy of the country", indeed, due to the huge gap in strength between countries, it is not impossible for individuals or enterprises to be able to match the national strength of small countries, but if the market value can enter the top 20 of the national GDP ranking, it is another matter, but when under various conditions, giant enterprises have been born, and due to the large size of the automotive industry, the birth of trillion-level enterprises is even more natural.
On October 25 last year, Tesla stock rose 12.7% overnight in the United States at $1024.86, with a total market value of $1.027 trillion, breaking through the trillion dollars for the first time, a record high, and the most amazing thing is that Tesla's market value is not only far ahead, but also exceeds the sum of the market value of the 2nd-25th place, it can be said that Tesla has brought the market value of car companies to the trillion-dollar era.
Of course, the market value of more than one trillion is just the beginning, as of press time, Tesla's total market value has reached 1.04 trillion US dollars (about 6.6 trillion yuan), in terms of GDP in 2020, more than the Netherlands, which ranks 17th.
What's more, some investment institutions have said that tesla's market value in the future or will reach 4 trillion US dollars, how exaggerated this figure is, also in terms of GDP in 2020, Germany, which ranks fourth, is 3.806 trillion US dollars, if Tesla reaches 4 trillion US dollars, it can even follow the United States and China and can become one of the top economies, which is really the "rich enemy country" to the extreme.
Compared with Tesla, ningde era as a well-deserved giant in the field of power batteries, also reached the trillion level, but compared with Tesla, Cataltime breakthrough is the RMB market value, on May 31 this year, the total market value of Ningde era for the first time exceeded trillion, reaching 1011.2 billion yuan, becoming the first company with a market value of more than one trillion yuan on the ChiNext board. In only 37 days, the market value of the Ningde era reached a new high, closing at 542.5 yuan / share on July 7, with a total market value of 1.26 trillion yuan, and as of the close so far, the total market value of the Ningde era has reached 1.35 trillion yuan.
In addition to Tesla, if you want to say that the market value of more than a trillion US dollars of "car companies", Apple has actually been on the list, its market value has exceeded 3 trillion US dollars, but many friends will say, Apple and the car what relationship, don't forget, Apple also wants to build cars, but said that Apple is not a car company, just across a boundary.
What is the level of $3 trillion, which is about 19.06 trillion yuan, the market value is already equivalent to the world's fifth-largest economy, currently second only to the United States, China, Japan and Germany, and its difference with the fourth-ranked Germany is not very large, if it continues to rise, it is possible to surpass Germany this year, a company is comparable to a powerful country, it is simply incredible.
Apple's business is very diverse, in addition to the strong mobile phone business, service business and the launch of new products will be the driving force to maintain the rally; from the previously understood news, Apple cars may appear in 2025, although the car is quite expensive, the upfront investment is huge, and the return cycle is very long, but for apples with deep pockets, it seems that it is not too much of a burden.