There is a sense of emotion, there is a mood, there is a situation
Be the WeChat public platform that Jiangdu people love to pay attention to
Recently, the Ministry of Finance, the Ministry of Industry and Information Technology, the Ministry of Science and Technology, and the National Development and Reform Commission jointly issued the "Notice on the Financial Subsidy Policy for the Promotion and Application of New Energy Vehicles in 2022", in 2022, the subsidy standard for new energy vehicles will decline by 30% on the basis of 2021, so will the decline in subsidies for new energy vehicles affect consumers' willingness to buy cars?
Subsidies for new energy vehicles will decline by 30% in 2022
Car companies have announced price increases
In a car 4S store in Shenzhen, the reporter met Mr. Qin who came to buy new energy vehicles, and he told reporters that after the subsidy for new energy vehicles declines, although the cost of car purchase will increase to a certain extent, he pays more attention to the convenience of applying for licenses for new energy vehicles and the low travel costs, so the subsidy decline will not affect his purchase of new energy vehicles.
Huang Limei, general manager of Shenzhen Junyuan Automobile Sales service Co., Ltd., said that in fact, everyone's sensitivity to the price (change) of new energy vehicles due to the decline of the national subsidy is not so strong. The main reason is that in a city like Shenzhen, where licenses are restricted, new energy vehicles can get licenses on a basic basis.
Industry insiders said that China's new energy vehicle market has shifted from policy-driven to market-driven, and in the face of strong downstream demand, the decline in subsidies has a limited impact on the overall market growth of new energy vehicles.
Industry insiders said that compared with the impact of subsidies on enterprises, the main cost pressure of car companies comes from the price increase of raw materials, according to statistics, the price of battery-grade lithium carbonate in 2021 will increase by more than 400%.
In fact, due to the sharp rise in raw material prices, many car companies have begun to announce price increases, on January 21, BYD announced that the official guidance price of new energy models will be adjusted, ranging from 1,000-7,000 yuan, and before BYD, a number of car companies have announced price increases. In January this year, Nezha Automobile raised the price of its models by 2,000 yuan to 5,000 yuan, and on January 11, the official website of Xiaopeng Automobile showed that xiaopeng automobiles raised the price after subsidies, an increase of about 4300-5900 yuan, in addition to the price increase, some car companies urged customers to place orders in a time-limited price guarantee.
In 2021, the auto market will end three consecutive declines
New energy vehicles ushered in a big explosion
After three consecutive years of decline, China's auto market finally resumed positive growth in 2021, of which new energy vehicle sales increased significantly, contributing greatly to the auto market.
According to data from the China Association of Automobile Manufacturers, the production and sales of automobiles in mainland China reached 26.082 million units and 26.275 million units in 2021, up 3.4% and 3.8% year-on-year, respectively.
In the industry's view, under the supply chain crisis such as chip shortage, the domestic automobile market can still maintain positive growth, which is inseparable from the contribution of new energy vehicles. According to data from the China Association of Automobile Manufacturers, the production and sales of new energy vehicles in 2021 reached 3.545 million units and 3.521 million units, respectively, an increase of 1.6 times year-on-year, and the market share reached 13.4%, 8 percentage points higher than that of the previous year.
Cui Dongshu, secretary general of the passenger car market information joint committee: The reason for the sharp growth of new energy vehicles last year is because there are good product launches, that is, products suitable for consumers are greatly expanding production increments; the second reason is that under the influence of the epidemic, consumers' awareness of safe travel is improving, so there is basically a large increase in high and low models.
Under the hot market of new energy vehicles, major new energy automobile companies have also ushered in rapid growth in 2021, and the statistics of the Association show that:
In 2021, the sales volume of major new energy vehicle manufacturers increased by more than 100% year-on-year, of which the top three sales were BYD Automobile, SAIC-GM-Wuling and Tesla China, with sales of 584,000 units, 431,000 units and 320,000 units in 2021, an increase of 221.3%, 177.3% and 133.3% year-on-year;
In the camp of new car-making forces, the total delivery volume of Xiaopeng Automobile reached 98,155 units in the whole year, an increase of 275.5% year-on-year; the annual delivery of Weilai Automobile reached 91,429 units, an increase of 109.1% year-on-year; and the total sales of Ideal Automobile in 2021 reached 90,491 units, an increase of 177.4% year-on-year.
From Xiaomi, Huawei, Baidu's "circle-breaking car", to Changan, Geely, great wall of "self-innovation", the heat of China's new energy automobile industry in 2021 is obvious to all, new energy automobile companies are also facing more challenges, at present, although the industry is constrained by chip shortages, raw material price increases and other factors, but the industry expects that China's new energy vehicle market will remain high growth in 2022.
Cui Dongshu, Secretary General of the Passenger Car Market Information Joint Association: Overall, in the second and third quarters of last year, the increase in production capacity and the increase in consumer recognition will certainly lead to explosive growth, and sales can sprint to more than 5.5 million units in 2022.
The new energy sector has recently ushered in an adjustment
Are there investment opportunities in 2022?
The production and sales of the new energy vehicle market are booming, which has promoted the performance of listed companies in the upstream and downstream of the industrial chain to increase significantly in 2021, but in the capital market, the new energy vehicle-related sector has recently ushered in a sharp adjustment, so what is the reason for this round of plate adjustment? Entering 2022, will there still be investment opportunities in the new energy vehicle sector? Hear what the experts have to say
△ CCTV Finance "Punctual Finance" column video
Source: CCTV Finance
Edit: Gillian
Special Notice
In response to the call of the state to protect intellectual property rights, Jiangdu Rong Media and its new media publish text and picture manuscripts as follows: First, if you know the article and the picture source, we will definitely indicate the source or author of the article and the picture, please contact the author, we will issue the manuscript fee in a timely manner in accordance with the Jiangdu Rong Media manuscript fee standard. Second, for the pictures and manuscripts that do not mention the source, we can not sign in time when we forward, please contact the original author or unit, we will be in accordance with the Jiangdu Rong Media fee standards, timely release of the manuscript fee. 3. For articles and pictures that do not agree to use, please contact us in time by the original author or relevant units, and we will delete them immediately to prevent infringement. 4. If the text or pictures before 2022 are not signed in time due to the limitations of the conditions, please contact us by the author or unit, and we will issue the manuscript fee or delete the relevant manuscripts or pictures in a timely manner in accordance with the above standards.
Well, this one is being read