Japanese research company MarkLines released the 2021 global electric vehicle sales survey report, in the analysis of data with a number of media, electric vehicle sales increased by 109% compared with 2021, accounting for 9% of the overall passenger car sales; Due to the severe shortage of automotive chips due to the continued impact of the epidemic, the overall auto sales market increased by only 4%.
Among the top 20 electric vehicle sellers, Tesla, a major electric vehicle manufacturer, came out on top, accounting for about 20% of total sales; Tesla built the Shanghai Gigafactory in 2019 in order to reduce costs and increase sales in China, and in 2021, Tesla's volume and sales in China even surpassed the United States.
2.91 million units account for more than 60% of the total electric vehicle market
It is worth noting that in the global sales of electric vehicles, the most important market is concentrated in China, with an amazing 2.91 million vehicles paid in the whole year, which is more than 60% of the global electric vehicle sales. Among the top 20 electric vehicle sales brands, even 12 are Chinese car manufacturers; under the vigorous development of electric vehicles, the government hopes to achieve the goal of more than half of the total vehicle sales of electric vehicles by 2035, and requires automobile manufacturers to increase the proportion of "new energy vehicles" in total production.
Among the Japanese car brands, Nissan, Mitsubishi and Renault have worked together to squeeze into the top 5 in electric vehicle sales, while Toyota and Honda have fallen out of the top 20, ranking 27th and 29th respectively because their product sales are still dominated by traditional fuel vehicles and hybrid vehicles, and the sales of mass-produced electric vehicles have started slowly.
Traditional depots have stepped up their pace and rushed to catch up
Compared with the new start-ups that invested in the development of electric vehicles earlier, traditional car manufacturers are also stepping up to catch up with the torrent of new generation energy vehicles; Toyota officially launched the BZ4X mass-produced pure electric vehicle equipped with new generation chassis technology in 2021, which is expected to invest more than 8 trillion yen ($70 billion) and develop 30 BEV models by 2030, which is expected to reach the sales target of 3.5 million electric vehicles per year, demonstrating the brand's determination and strength in the field of BEV pure electric vehicles.
Ford, a major U.S. automaker, also announced that it will invest more than $30 billion to strengthen its electric vehicle product line by 2025, and overseas markets will mass-produce the pure electric pickup truck F-150 Lightning in the second quarter of 2022, and have received more than 200,000 orders in a short period of time, which is enough to threaten Tesla's previously published electric pickup Cybertruck; how to develop and improve technology for new energy vehicles while continuing the sales of fuel vehicle products. Will be the focus of attention in the future market.
The British research company (LMC Automotiv) predicted that in 2022, global pure electric vehicle sales will increase by 50% compared with 2021 to reach about 7 million, and if the impact of the shortage of auto parts on global car manufacturers is solved, the sales volume of electric vehicles will reach a new high; Taking automotive chips as an example, a number of car manufacturers' chip-related satellite factories predict that the shortage of automotive chips caused by the impact of the epidemic will gradually restore production capacity in the second half of 2022 as the epidemic slows down.
With the vigorous development of the overall electric vehicle industry, it has also driven the stock price of electric vehicle manufacturers, taking the well-known electric vehicle manufacturer Tesla as an example, compared with the same period of the previous year, the stock price has soared by more than 9 times; the domestic electric vehicle manufacturers that have come to the top, Weilai Automobile and BYD Automobile, have also increased by 3 times and 4 times the same period of the previous year.