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. Among them, Tesla, a leading brand in the new energy automobile industry, ushered in the "opening of the door" in 2022 with a delivery volume of 59,845 vehicles. In particular, Tesla's export volume reached 40,500 units in January, accounting for nearly 80% of new energy vehicle exports.
The off-season is not weak New energy vehicles help the Spring Festival car purchase small peak
"During the Spring Festival of the Year of the Tiger, Tesla's stores in Shenyang, Changchun, Dalian and Harbin have been in an endless state, many customers have made an appointment for a test drive in advance, and the enthusiasm for buying new cars in the New Year has not diminished," Tesla staff said. The Spring Festival in January was originally the traditional off-season for automobile sales, but during the Spring Festival in the Year of the Tiger, the domestic automobile market showed a trend of "off-season is not weak".
According to the data of the National Passenger Car Market Information Joint Association, not only in the northeast, but also in the Spring Festival across the country, automobile consumption showed a good trend: in the first week of January 2022, the retail sales volume of the narrow passenger car market was 58,000 units per day, an increase of 6% year-on-year, an increase of 27% over the first week of December 2021. Retail sales rebounded significantly in January 2022 and continued to strengthen compared to the same period in 2021. Entering February, especially in the Spring Festival, retail is still a strong trend.
The reporter's investigation learned that this reverse trend has a certain relationship with this year's initiative of "local New Year", and a large number of people who stay in Shen for the New Year have promoted the prosperity of the new energy vehicle consumption market to a certain extent. Not only that, the sales staff of many automobile brands have obviously felt the preference of consumers for new energy vehicles. "In the past few years, most of the citizens in the progress hall have looked at the car out of curiosity or just asked by the way, and now they basically book a test drive in advance, or directly choose a new energy vehicle to come," Tesla staff introduced.
According to the law of automobile market development, if the new year market achieves a good start, it can often lay a solid foundation for the development of the automobile market throughout the year. Therefore, the industry predicts that the sales volume of the domestic new energy vehicle market will reach 5 million to 6 million this year, and it is expected to complete the development plan of new energy vehicles many years ahead of schedule. Behind the sharp increase in sales targets, it reflects that the confidence in the new energy vehicle market is gradually strengthening.
The trend of the times New energy vehicles have become a new highland for automobile growth
According to data from the China Association of Automobile Manufacturers, automobile production and sales in 2021 reached 26.082 million units and 26.275 million units, up 3.4% and 3.8% year-on-year, respectively, ending three consecutive years of decline since 2018. The total production and sales of automobiles in mainland China have also ranked first in the world for 13 consecutive years. Among them, new energy vehicles have become the biggest highlight. According to the data, in 2021, the cumulative sales of new energy vehicles in 2021 were 3.521 million units, and the market penetration rate reached 13.4%, an increase of 1.6 times year-on-year, ranking first in the world for 7 consecutive years, creating the fastest growth rate since 2016, of which private consumption accounted for nearly 80%, and the sustainable development ability was further improved. These further illustrate that the new energy vehicle market has shifted from policy-driven to market-driven.
Taking Shenyang City as an example, the reporter learned from the Shenyang New Energy Automobile Industry Association that the number of new energy vehicles promoted in Shenyang has exceeded 10,000. From the sales side, preferential subsidies, environmental protection, intelligence and other factors have become the reasons why new energy vehicles are becoming more and more popular with the public.
At the same time, various localities have increased the favorable policies for the consumption of new energy vehicles and the construction of charging infrastructure. For example, at the first session of the 17th People's Congress of Shenyang, Shenyang once again proposed to build a moderately advanced, efficient and convenient charging facility network, and made new energy and new energy vehicles one of the seven "new brand" industries. Dalian city will build a 2-kilometer coverage circle of charging infrastructure into the 2022 government work plan.
Potential explosion "double carbon" to promote the upgrading of automobile consumption
With the promotion of policies such as "double carbon", new energy vehicles play an increasingly important role in the market, showing huge market potential. At the Ongoing Beijing Winter Olympics, new energy vehicles represented by hydrogen fuel cell buses and pure electric vehicles have become the most important force to undertake transportation travel. The proportion of new energy vehicles used is the highest in the previous Winter Olympics.
"Overall, the mainland's new energy vehicles have entered a new stage of accelerated development, and the leading role in the electrification transformation of the global automotive industry has been further enhanced." Guo Shougang, deputy director of the First Department of Equipment Industry of the Ministry of Industry and Information Technology, said a few days ago.
In addition to sales, mainland new energy vehicles have also developed rapidly in battery technology and intelligence, and their sustainable development capabilities have been further enhanced. At the same time, the supporting environment for the development of the domestic new energy automobile industry will be further optimized in 2021. By the end of 2021, the mainland has built a total of 75,000 charging stations, 2.617 million charging piles, and more than 10,000 power battery recycling service outlets in 31 provinces, autonomous regions and municipalities across the country. Taking the Tesla brand in the northeast region as an example, at present, Tesla has built 22 superchargering stations and 11 destination charging stations in Liaoning Province; 11 superchargering stations and 8 destination charging stations in Jilin Province; 6 superchargering stations and 18 destination charging stations in Heilongjiang Province. These charging facilities cover the core area of the urban area and the popular self-driving routes around the city, providing convenience for users' daily travel, and this number is still growing rapidly with the expansion of the number of users.
(Huashang Daily reporter Zhang Haizhou, editor Xiang Xue)