Text: Ten Summers
On April 18, the National Bureau of Statistics released the mainland's macroeconomic data for the first quarter: the gross domestic product in the first quarter of 2022 was 270178 billion yuan, calculated at constant prices, an increase of 4.8% year-on-year, and an increase of 1.3% over the fourth quarter of 2021. The per capita disposable income of residents nationwide was 10,345 yuan, an increase of 6.3% in nominal terms year-on-year.
Under the complex world situation and the continuous impact of the domestic epidemic, the fundamentals of the mainland's long-term economic improvement have not changed, the trend of sustained economic recovery has not changed, and the characteristics of large development potential, sufficient resilience and broad space have not changed.
And this year, the government will further increase the intensity of tax reduction and fee reduction, and increase support for the real economy, which is conducive to the development of enterprise bailouts and employment stability. At the same time, the continuous development trend of entrepreneurship and innovation is also conducive to promoting the increase of employment opportunities; strengthening vocational skills training and employment assistance is also conducive to promoting the docking of supply and demand in the job market.
Due to the large population and huge market in the mainland, many foreign enterprises have also targeted the mainland market and want to get a piece of the pie from here. Lei Jun once said: Standing on the wind outlet, pigs can fly! If you miss the commercial outlets such as real estate, the Internet, e-commerce, and live broadcasting, what is the biggest outlet in the future?
Artificial intelligence, the Internet of Things, great health (including pension), new energy vehicles, etc. are all outlets for the future. Among them, new energy vehicles have been sought after by capital. According to statistics, in 2021, the production and sales of mainland automobiles reached 26.082 million units and 26.275 million units, respectively, an increase of 3.4% and 3.8% year-on-year.
Among them, the production and sales of new energy vehicles were 3.545 million and 3.521 million units, respectively, an increase of 1.6 times year-on-year, ranking first in the world for seven consecutive years, and the cumulative promotion volume has exceeded 9 million units, which is enough to show the huge potential of the mainland new energy vehicle market.
In just a few years, a number of new energy vehicle companies have emerged in China, including traditional car factories that adhere to technology research and development, as well as fast-growing "new force" car companies, as well as millet, Gree, Evergrande and other enterprises, all want to share a piece of the pie. For any automobile company, seizing the outlet of new energy vehicles is to seize the biggest opportunity in the future.
Speaking of new energy vehicles, we have to mention Tesla, a giant in the field of new energy vehicles. As of April 14, Tesla's market capitalization was $1.02 trillion. Judging from the latest market value, Tesla, which has a market value of more than one trillion US dollars, is still the world's highest market value of new energy vehicle companies. Its founder Elon Musk also became the world's richest man for two consecutive years with 1.29 trillion yuan.
According to Tesla's first quarter delivery report for 2022 released on the evening of April 2, Tesla produced more than 305,000 vehicles worldwide in the first quarter of 2022 and delivered more than 310,000 vehicles worldwide, an increase of 67.7% year-on-year. In addition, Tesla officially put into production at the Berlin Gigafactory in Germany, which will continue to increase Tesla's sales in Europe.
On April 7, Tesla's Texas plant in the United States also started production, which is the largest of Tesla's four gigafactories. The market expects Tesla's adjusted net profit in the first quarter of 2022 to reach $2.59 billion, an increase of more than 145% year-on-year.
However, Tesla's "world domination" situation is also changing. Now the mainland domestic car has gradually won the market with core technology. Here it has to be said that domestic new energy giant BYD, as of April 18, BYD's market value of 696.054 billion yuan, surpassing many domestic car companies such as Great Wall and SAIC, has become China's largest automobile group. From the perspective of the ranking of global car companies, BYD has rushed into the top three in the world, which also proves that domestic new energy vehicles are going to the world.
On April 3, BYD officially announced that it will stop the production of fuel vehicles from March 2022 in accordance with the company's strategic development needs. In the automotive field, the company will focus on the development of pure electric and plug-in hybrid vehicles.
In the new energy vehicle market, BYD has indeed achieved impressive results. In 2021, global sales of new energy vehicles will reach 6.7 million units, of which BYD will contribute nearly 600,000 units. In 2022, BYD's new energy vehicle sales reached 92,900 units in January, and 87,400 new energy vehicles in February, while Tesla only sold 29,000 units.
According to bydir's sales of new energy vehicles in March, its sales of new energy vehicles in March reached 104338, and its monthly sales exceeded 100,000 units, an increase of 160.09% year-on-year. Tesla's sales in March were 39,730 vehicles, and it can be said that BYD not only surpassed Tesla in domestic sales, but also became the global sales leader in the field of new energy vehicles. According to the current sales growth rate of China's automobile market, it can be predicted that THERE is still a lot of room for improvement in BYD new energy vehicles in the future.
For an automobile brand, if you want to go further and more steadily, the most important thing is to have certain core technology and innovation capabilities. Just like the mobile phone market, Apple has its own operating system and chips, and its market position is unshakable. BYD also adheres to independent research and development and full-chain manufacturing, which also allows BYD to master the core technology.
In the fields of blades, batteries and self-developed IGBT chips, BYD has achieved good results. Because of this, BYD that uses its own blade battery has higher security, which also improves BYD's market competitiveness and thus gains more market share.
Under the huge outlet of new energy vehicles in the future, there will be more new enterprises to stand out, and market competition will become more and more fierce. With the continuous enhancement of China's manufacturing strength, more domestic new energy vehicle brands will rush out of the country to the world in the future. For example: Auspicious, the Great Wall, etc. For BYD, it still needs to be continuously improved, because the market is an endless process of chasing each other.