The new energy vehicle track ushered in a "huge positive". On January 11, the passenger Federation issued a report in response to market concerns. Affected by this, on the 12th, A-Shares and Hong Kong new energy vehicles rose sharply. The reporter noted that a number of new energy vehicles announced price increases.
On November 11, the national passenger car market information joint meeting released a report that the subsidy scale in 2022 was not locked from the originally expected upper limit of 2 million vehicles, and the subsidy will be realized throughout the whole year of 2022. At the same time, the sales forecast of new energy vehicles in 2022 was raised. The passenger Federation said that the original sales forecast of new energy passenger vehicles in 2022 was 4.8 million, which should be adjusted to more than 5.5 million at present, and the penetration rate of new energy passenger vehicles reached about 25%.
On the 12th, A-share new energy vehicles closed up 2.08%, Byd Company Limited(002594) rose 7.07%, Contemporary Amperex Technology Co.Limited(300750) rose 5.28%; In the Hong Kong stock market, Xiaopeng automobile and ideal automobile rose 9.73% and 8.09% respectively.
On December 31, 2021, the Ministry of finance, the Ministry of industry and information technology, the Ministry of science and technology and the development and Reform Commission jointly issued the notice on the financial subsidy policy for the promotion and application of new energy vehicles in 2022, which clearly stated that the subsidy for new energy vehicles will decline by 30% on the basis of 2021 from January 1, 2022. At the same time, it is pointed out that vehicles licensed after December 31 will no longer be subsidized.
Affected by this, the new energy vehicle sector fell sharply at the beginning of the year, and the CSI new energy vehicle index fell by 9.36% in the first six trading days of this year.
Under the influence of the declining subsidy policy, a number of new energy vehicle enterprises, including Xiaopeng automobile, Tesla, Nezha and other brands, announced an increase in the price of their electric vehicles.
At the end of last year, Tesla has clearly increased the price. At present, the rear wheel drive models of domestic Model3 and modely have increased by 10000 yuan and 21000 yuan respectively. On January 11, Xiaopeng automobile announced the latest subsidized price of all models. Among them, the whole series of Xiaopeng flagship car P7 increased by 4300-5900 yuan, the whole series of new P5 increased by 4800-5400 yuan, and the whole series of SUV g3i increased by 4800-5400 yuan.
Anxin Securities said that in the medium and long term, electrification has become the consensus of traditional car enterprises and new forces in car manufacturing. The resonance between the supply side and the demand side has promoted the industry to enter the stage of spontaneous growth. After the withdrawal of subsidies, the market prospect of new energy vehicles is still optimistic. The prosperity of new energy vehicle industry is expected to continue in 2022.
