On January 26, 2022, by Corey Consulting. The "3rd China Automotive Industry Trend Prediction Seminar and 2022 China Automotive Market Forecasting Cloud Forum" sponsored by think tank classroom was successfully held. This seminar focused on "industry trends" and "market forecasts", which was actively participated in and widely praised by partners.
Song Xi, research manager of Kerui Consulting, delivered a speech with the theme of "2022 New Energy Vehicle Market Forecast Research", reviewed the pattern changes of the new energy market in 2021, analyzed the industry, technology, policy and other factors of the new energy market in 2022, and made predictions on the trend and sales volume of the new energy market.
1
The pattern of the new energy vehicle market will change in 2021
From 2020 onwards, the new energy vehicle market has entered a period of rapid development. Entering 2021, affected by the decline of subsidy policies, monthly sales fell slightly, but in the second quarter, the sales scale began to take off in an all-round way. It eventually reached a monthly sales level of 529,000 units last month. The penetration rate reached an unprecedented 19%.
Among the new energy vehicle products, cars account for nearly 60%, which is the most core variety, and SUVs account for 34%, an increase of 8 percentage points over last year's proportion, which is the fastest growth in passenger cars.
2
Technical aspects
The chip giant has launched the integration of automotive intelligent systems that integrate automatic driving and intelligent cockpits, and with the upstream advantages of chips, it has led the platform integration of downstream application fields.
FAW Jiefang's L3-level autonomous driving heavy truck, which rolled off the production line in July, will use The logistics platform of Xiaoma Zhixing to realize the landing operation of the autonomous driving fleet in the form of highway automatic driving tests.
3
Industry-wise
Many companies in the mainland can achieve L4-level automatic driving technology, but the relevant domestic policies have not been liberalized, and the autonomous driving products of various companies are still being tested in the intelligent network demonstration area. The national autonomous driving demonstration area is being fully upgraded, and more and more scenarios will be considered in the future.
The impact of the epidemic in 2022 still exists, and the relief of the lack of core should be reflected in the form of gradual release, so there will be no large sales increase in early 2022, but with the introduction of the good policy of pickup trucks and the continuous launch of new models by various enterprises, the pickup truck market as a whole will show an upward trend and maintain a growth trend of about 5% in the next few years.
4
Policy aspects
Based on the green energy strategic direction, hydrogen energy has become the top priority of future strategies. After the launch of high-power hydrogen tractors in many enterprises in the mainland. Sinopec announced the 14th Five-Year Plan and plans to build 1,000 hydrogen refueling stations. Hydrogen energy supply requires national coordination of all parties to achieve smoothly, and hydrogen energy is difficult to transport over long distances, and it is difficult to coordinate between regions.
5
New energy market sales forecast
2022 is the year of the change of the central government and the provinces and municipalities, the policy environment is stable, and the central government adheres to the general tone of the work of seeking progress in stability, and the macroeconomic environment in 2022 will be suitable for the stable growth of the new energy vehicle market. At the same time, the holding of the Beijing Winter Olympics and the Hangzhou Asian Games will bring more vitality to the regional economy, and the demonstration operation of new energy products will also promote the further development of new energy vehicles.
Kerui Consulting predicts that the sales volume of new energy vehicles in the new energy vehicle market is expected to reach 5.046 million units in 2022, an increase of 48.2%, and the sales of new energy vehicles will reach 9.25 million units by 2025.
The above is excerpted from the "2022 New Energy Vehicle Market Forecast Research" report, the full version (a total of 34 pages), please log on to the think tank platform!
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