Volkswagen Group held the 2022 annual communication meeting on March 15. According to Volkswagen’s prediction, the sales of pure electric vehicles will increase again in 2022, accounting for 7% to 8% of the total sales of Volkswagen Group. To this end, the group will establish a new electric factory and R & D center next to the Wolfsburg factory, which will compete with Tesla Giga Berlin factory; The group will also build its own charging stations in the global market and is expected to build 45000 charging piles worldwide by 2025. So far, about 10000 have been put into use.
At present, Europe has become the best selling market for Volkswagen electric vehicles, with the market share of electric vehicles reaching 25%, twice that of fuel vehicles. In the highly competitive Chinese market, Volkswagen Group delivered 92700 electric vehicles in 2021, more than four times the sales volume in 2020; In 2022, the group will promote the electric vehicle strategy in the Chinese market as planned, with the goal of doubling the sales of pure electric vehicles. Institutional analysis pointed out that under the expectation of steady economic growth in 2022, the demand for automobile terminal consumption is expected to improve, the impact of superimposed supply side “core shortage” is weakened, and the resonance between supply and demand is expected to usher in the second half of the year. With the strengthening of consumption attributes and the trend of electric intelligence, the demand for component function upgrading and incremental links is expected to open up new growth space.
According to the theme database of financial Associated Press, among the relevant listed companies:
Fawer Automotive Parts Limited Company(000030) made significant progress in supporting the market of new energy products, and successfully obtained the order of Volkswagen MEB platform to supply inverter, electric compressor, air conditioner, chassis module, electric water pump and other products.
Essence Fastening Systems (Shanghai) Co.Ltd(301005) new energy vehicle related products are mainly used in electronic control inverter and motor, automobile chassis welding, powertrain system, gearbox, cooling system, battery pack, charging pile and seat. Customers include Tesla, Byd Company Limited(002594) , Volkswagen and other vehicle manufacturers at home and abroad.
