Recently, the Association of Automobile China released the sales data for the beginning of 2022, and in January 2022, the retail sales of China's new energy passenger car market rose by 132% year-on-year. Thanks to the continuous and efficient output capacity of Chinese factories, Tesla ushered in the "opening" of 2022 with a delivery of 59,845 vehicles in January, showing its 19 years of deep accumulation and consumer recognition of New Energy Exploration. In particular, Tesla's export volume reached 40,500 units in January, accounting for nearly 80% of new energy vehicle exports.
Among them, it is worth noting that the sales of new energy vehicles in the northwest region have grown rapidly. According to public data, from January to November 2021, Xinjiang sold 8,814 new energy vehicles, an increase of 249.48% year-on-year.
As of December 2021, the number of new energy vehicles in Ningxia increased by 4480 compared with 2020, an increase of 74.25%, 15 percentage points higher than the national average. New energy vehicles in Lanzhou in 2021 also increased by 54.93% year-on-year.
As the economic bridgehead of northwest China, the Xi'an government issued the Implementation Opinions on Accelerating the High-quality Development of the New Energy Automobile Industry (hereinafter referred to as the Implementation Opinions) at the end of last year, and by 2025, Xi'an will become a first-class new energy automobile industry base in the country, and strive to have about 500,000 new energy vehicles in the city by 2025.
The northwest region is sitting on abundant clean energy resources, which is a powerful component of promoting the realization of the national "double carbon" strategic goal. However, for a long time, the difficulty in promoting infrastructure construction in western provinces and regions such as Qinghai and Gansu has been complex terrain, high construction requirements and large costs, which have restricted transportation construction and also had a profound impact on local economic and social development.
Behind the rapid growth of new energy vehicle sales in the northwest, it is the rapid layout of charging supporting infrastructure that has greatly improved the convenience of using cars and boosted the confidence of local consumers.
Taking Tesla as an example, it has opened 11 stores in Xi'an, Lanzhou, Yinchuan and Urumqi, and built 52 superchargering stations, 342 charging piles, 39 destination charging stations, and 87 destination charging piles. At the same time, in August 2021, starting from Xining, the 2229km long "Northwest Grand Ring Line" supercharging line has been officially completed, including 8 super charging stations and 3 destination charging stations, the charging station interval is about 200km, the line passes through Qinghai and Gansu provinces, and the charging line can cover landmark attractions such as Crescent Spring, Emerald Lake, Qinghai Lake, and Colorful Danxia, paving a "green Silk Road" for the Great Northwest.
In addition to the rapid development of stores, service networks and charging piles in the northwest region, Tesla has also driven the positive cognition of Chinese consumers in the northwest region on the intelligence and electrification of automobiles, and has used more mature new energy technologies to bring about the reduction of product life cycle cost reduction and residual value optimization. Break through the core pain points of consumers' purchase of new energy vehicles one by one, and effectively promote new energy vehicles to replace fuel vehicles from the demand side. According to the survey results of third-party institutions, Model Y and Model 3 respectively ranked first in the list of china's pure electric SUVs and cars in 2021.
In 2021, the domestic retail sales of new energy vehicles reached 2.99 million units, an increase of 170% year-on-year. The Association said that in 2022, we are confident that the sales volume of new energy passenger vehicles will reach about 5.5 million units, and continue to achieve high growth of about 70%.