On April 19, the State Council New Office held a press conference on the development of industry and informatization in the first quarter. At the meeting, the comprehensive promotion of new energy vehicles was recognized by authoritative departments. According to Luo Junjie, spokesman of the Ministry of Industry and Information Technology and director of the Operation Monitoring and Coordination Bureau, the mainland has promoted 10.33 million new energy vehicles, breaking through the 10 million mark, becoming an important force leading the electrification transformation of the global automotive industry. In fact, the promotion of new energy vehicles in the mainland can develop from a "breakthrough of zero" to a new stage of "breaking through ten million vehicles", which is also inseparable from the joint efforts of the decision-making level, the executive level and the passenger car market. Looking back at the new energy automobile industry in the past 5 years, it is not difficult for us to find out why new energy vehicles can have today's achievements.
The acceleration of the popularity of new energy vehicles is because from the mainstream market to the luxury car market, independent brands can "race out of style" and "race out of level". When the construction of Tesla's Shanghai Gigafactory officially began in 2019, more and more local car companies realized the unprecedented "existential crisis". Looking at the entire camp of independent brands, it is not difficult to find that many traditional mature car companies and new car manufacturers are working hard to enhance their market influence, through differentiated competition, so that people with different consumption capabilities have a stronger willingness to buy new energy vehicle products.
For example, in the ranks of new car manufacturers, second-tier new forces such as Nezha Automobile, Zero-run Automobile, and WM Automobile are also striving to enhance the cost-effective advantages and technical advantages of their own model products, so that more Chinese people can use lower price thresholds to become users of intelligent pure electric vehicles.
In the luxury car camp, FAW Hongqi, as a traditional luxury brand, has successfully won the position in the luxury electric vehicle market by relying on the "domestic Cullinan" Hongqi E-HS9. In addition, Gaohe Automobile, a new car manufacturer in the 2.0 era, has raised the price ceiling of its own brands in one fell swoop. Let more Chinese people find that the price of buying 800,000 / car can also have market prospects.
The rapid development of the mobile Internet is inseparable from the accelerated breakthrough of the mainland mobile communication network from the 3G era to the 5G era. The promotion and popularization of new energy vehicles is inseparable from the various subsidies and support provided by the decision-making level in the policy side, and also from the improvement of the supporting endurance energy supplement system, and even more inseparable from the sustainable development and growth of automotive power battery technology. For consumers, if the domestic new energy vehicle charging and replacement facilities can make progress in terms of penetration rate and technical strength, then their willingness to buy new energy vehicles will be stronger.
According to the data released by the China Charging Alliance on April 12, 2022, 19,000 new public charging piles were added nationwide, an increase of 44.8% year-on-year, and the total charging current in the country reached a level of about 10.8kWh. As of March 2022, there are also 14 charging operators in China with more than 10,000 charging piles. As a "brother" in the domestic power battery industry, the EVOGO charging and replacement service of the Ningde era was also officially launched in Xiamen on April 18. At the same time, CATL also revealed to the Shanghai Securities News on April 20 that it will release new power battery technology. Thanks to the gradual improvement of the charging and replacing system, more and more potential customers of new energy vehicles will no longer be troubled because of the inability to last.
The popularization of new energy vehicles can be accelerated, but also because of the historical mission of independent brands that dare to be the first and are not willing to be left behind. In the era of fuel vehicles, we have lagged behind multinational brands for at least 30 years, and now, the new wave of intelligence, networking and electrification has given us the opportunity to accelerate the catch-up and surpass of multinational brands. However, all independent brands that have made a difference have accelerated reform and deepened their layout on the electrification track in recent years. While strengthening and enlarging Feifan Automobile, the high-end intelligent electric vehicle brand itself participated in the formation of SAIC Finally ushered in the official listing of the first mass-produced car, its own L7, on April 18. At the same time, the equity reform of GAC Aean and the news of Changan's release of the Avita brand also show us the determination of its own brands to embrace the era of electrification.
From 0 to 10 million, it is not easy for new energy vehicles to be promoted and popularized in China. Along the way, we have experienced countless storms. However, Chinese believe that "those who walk a hundred miles are half ninety", and we still have a long way to go on the road of electrification transformation. Looking at the global auto market, China's local car brands have indeed achieved a counterattack by relying on the new track of new energy vehicles, but compared with the world's first-class electric vehicle companies such as Tesla, there is still a big gap between local brands. From 0 to 10 million, from 10 million to 20 million, China's local new energy automobile industry can neither stand still nor be comfortable with the status quo, only by adhering to continuous innovation and change can we truly achieve growth and development.