o Car hotspot information
#NEWS
New energy vehicle hotspots
Sales of new energy vehicles are blowing up
Sales of new energy vehicles have reached a new height
According to the news of the China Association of Passenger Vehicles on March 8, the retail sales of new energy passenger cars reached 272,000 units in February, an increase of 180.5% year-on-year, down 22.6% month-on-month, and the month-on-month decline was smaller than the trend in February of the calendar year. In February, the new energy passenger car market diversified, ANDI Automobile consolidated the position of its own brand new energy leader, and the traditional car companies represented by SCO Group and GAC Group performed relatively prominently in the new energy sector.
As of March 9, 11 listed car companies released sales data for new energy vehicles in February 2022. Among them, BYD, SAIC Motor and Geely Automobile ranked in the top three in monthly sales. In terms of new car-making forces, the sales volume of new forces such as Ideal, Nezha, Xiaopeng, Weilai, and Zero Run in February was generally better year-on-year, especially the monthly sales of Ideal, Nezha, Xiaopeng and Zero Run all doubled year-on-year.
Upstream manufacturers such as Yian Technology have taken advantage of the wind
Industry insiders believe that the application of new materials such as magnesium alloys + integrated die casting and other parts process upgrades is an important boost in the process of comprehensive promotion of new energy, and new energy vehicle upstream manufacturers such as Yian Technology will also usher in a new upsurge in the development of the industry with its leading strategic layout and scientific and technological innovation.
Yian Technology issued an announcement at the beginning of the month that it received 7 institutional surveys. At present, the company realizes the overall integrated application of new energy vehicle motors, electronic controls, battery packs, dashboards, steering systems, automotive doors and other products. It has cooperated with many well-known international and domestic vehicle manufacturers such as Tesla, BYD, Geely, Great Wall, and GM, and has also entered the supply chain of MANY well-known automobile TIER1s such as HARMAN, Faurecia, Continental, and Bosch. The company's automotive products account for more than 50% of the main revenue, and most of the raw materials for the lightweight production of automobiles are magnesium alloys. The company's 6100T die-casting machine mainly produces large structural parts for new energy vehicles, such as motors, electronic controls, battery pack housings, dashboard brackets, central control systems, transmission systems, etc. In the future, the service customers are mainly new energy vehicle manufacturers.
Lizhong Group has a good performance in the integration of heat-free materials, and successfully developed heat-free treatment alloys. Recently, the company released the 2022 restricted stock incentive plan (draft), which intends to grant 28.55 million restricted shares to 297 incentive recipients. The compound growth rate of the company's net profit in the next three years will not be less than 20%. Considering the company's future new business volume, the company's actual performance is expected to far exceed the performance of incentive unlocking commitments, and development is expected to enter the fast lane. (Caijing Network)
Raw materials soared
o The nickel surge has little impact on car sales
For the recent surge in nickel prices, Cui Dongshu, secretary general of the Association, believes that this will not have a big impact on domestic automobile sales. He said that the soaring price of nickel is more of a speculative nature, and the price may fall in the short term. In addition, indonesia and other countries are major exporters of nickel, and the impact of the Russian-Ukrainian conflict is limited. However, car companies have to bear certain pressure in terms of battery costs. (Wall Street Insider)
o Automakers "Want to Tear First"
As the Russian-Ukrainian conflict further pushes up the price of automotive metals, from aluminum in the car body, to palladium in catalytic converters, to high-purity nickel in electric vehicle batteries, almost everything is now rising. While the metals sector has yet to be the target of Western sanctions against Russia, some shipping companies and parts suppliers have begun to steer clear of Russian goods, putting more pressure on automakers already struggling with chip shortages and rising energy prices. And all this, in the end, will require car buyers to "pay" for this. (Financial Associated Press)
o Hyundai Motor's Russian plant was shut down due to lack of cores
Hyundai Motor said on March 8 that plans to resume work this week at its St. Petersburg plant, which had been suspended from the 1st of this month due to a shortage of semiconductor chip supplies, had been postponed.
CEO of NEW ENERGY VEHICLE Company RICIIAN: The (automotive) chip shortage is expected to continue into 2023.
o Ensuring stable supply has become the main task of current car companies
It was learned from informed sources that in order to alleviate the impact of the shortage of automotive chips, Geely Automobile will implement a supply chain replacement plan in the second quarter of this year to alleviate the currently restricted production capacity pressure. Bosch remains its main supplier in this program. In addition, the air suspension system that restricts the delivery of Geely's high-end smart electric brand, Extreme Kr, will also be alleviated with the commissioning of its supplier's exclusive production line in Europe. (Financial Associated Press)
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