In 2022, China’s total automobile sales are expected to reach 27.5 million, including 23 million passenger vehicles, 4.5 million commercial vehicles and 5 million new energy vehicles.
On January 12, the Ministry of industry and information technology held a press conference to introduce the development of automobile industry in 2021. Relevant principals of the Ministry of industry and information technology and China Automobile Association responded one by one to hot issues such as the trend of China’s automobile sales in 2022, whether the lack of “core” of automobiles can be alleviated, and how to deal with the retirement tide of the first batch of power batteries.
According to Wang Weiming, director of the first Department of equipment industry of the Ministry of industry and information technology, in 2021, China’s automobile production and sales completed 26.082 million and 26.275 million respectively, with a year-on-year increase of 3.4% and 3.8% respectively, ending the downward trend for three consecutive years and contributing an important force to the sustained recovery and development of China’s industrial economy and stabilizing macroeconomic growth.
In 2021, China Shanxi Guoxin Energy Corporation Limited(600617) automobile continued to lead the world, with 3521000 new energy vehicles sold in the whole year, a year-on-year increase of 1.6 times, ranking first in the world for seven consecutive years; The new passenger car market equipped with combined driving assistance system accounts for 20%.
Fu Bingfeng, executive vice president and Secretary General of China Automobile Industry Association, said that in the future, with the promotion of “electrification, networking and intelligence”, the automobile industry will continue to actively embrace a new round of scientific and technological revolution, adhere to innovation drive, accelerate integration into the new development pattern, and become a leader in promoting the transformation and upgrading of the global automobile industry.
Let’s look at the development achievements of China’s automobile industry in 2021:
1. In 2021, China’s automobile production and sales completed 26.082 million and 26.275 million respectively, with a year-on-year increase of 3.4% and 3.8% respectively, ending the downward trend for three consecutive years since 2018. China’s total automobile production and sales has ranked first in the world for 13 consecutive years.
2. In 2021, China Shanxi Guoxin Energy Corporation Limited(600617) automobile continued to lead the world, with 3521000 new energy vehicles sold in the whole year, a year-on-year increase of 1.6 times, ranking first in the world for seven consecutive years; The new passenger car market equipped with combined driving assistance system accounts for 20%.
3. In 2021, the cumulative sales of Chinese brand passenger cars were 9.543 million, a year-on-year increase of 23.1%, and the market share reached 44.4%, an increase of 6 percentage points year-on-year; The export of complete vehicles was 2.015 million, a year-on-year increase of 1 times, a record high.
4. In 2021, the production and sales of passenger cars were 21.408 million and 21.482 million respectively, with a year-on-year increase of 7.1% and 6.5% respectively, 3.7 and 2.7 percentage points higher than the growth rate of the industry. China’s passenger car market has exceeded 20 million for seven consecutive years.
5. In 2021, the sales of high-end brand passenger cars were 3.472 million, with a year-on-year increase of 20.7%, 14.2 percentage points higher than the growth rate of passenger cars, accounting for 16.2% of the total sales of passenger cars, and 1.9 percentage points higher than that of the previous year.
6. In 2021, the production and sales of commercial vehicles were 4.674 million and 4.793 million respectively, a year-on-year decrease of 10.7% and 6.6%.
7. In 2021, the total sales volume of the top ten enterprise groups in automobile sales was 22.621 million, a year-on-year increase of 1.7%, accounting for 86.1% of the total automobile sales, 1.8 percentage points lower than that in the same period of last year.
8. In 2021, new car manufacturers sold 947000 vehicles, a year-on-year increase of 2.2 times, and the market share was 3.6%, an increase of 2.4 percentage points over the previous year.
9. In 2021, the export of automobiles was 2.015 million, a year-on-year increase of 1 times, accounting for 7.7% of the total automobile sales, an increase of 3.7 percentage points over the previous year. China’s automobile exports exceeded 2 million for the first time.
10. From January to November 2021, the economic operation of key enterprises (groups) in the automotive industry was stable, with a cumulative operating revenue of 3.6 trillion yuan, a year-on-year increase of 1.7%; The total industrial output value reached 3.1 trillion yuan, a year-on-year increase of 1.1%; The accumulated total profits and taxes reached 435.03 billion yuan, a year-on-year increase of 0.4%
the year-on-year growth rate of total automobile sales in 2022 is expected to reach 5%
In 2021, China’s automobile production and sales completed 26.082 million and 26.275 million respectively, ending the decline for three consecutive years since 2018. As for the auto market in 2022, Fu Bingfeng pointed out that CAAC had previously made the basic judgment that China’s auto market will continue to grow in 2022. Specifically, in 2022, China’s total auto sales are expected to reach 27.5 million, with a year-on-year increase of about 5%.
“Specifically, in 2022, China’s total auto sales are expected to reach 27.5 million, a year-on-year increase of about 5% Fu Bingfeng said that among them, there were 23 million passenger cars, a year-on-year increase of 7%; 4.5 million commercial vehicles, a year-on-year decrease of 6%; New energy vehicles will reach 5 million, a year-on-year increase of 42%, and the market share is expected to exceed 18%.
Fu Bingfeng said that there will be five positive factors in the auto market next year:
First, the long-term fundamentals of China’s macro-economy will not change, ensuring the sustained growth of the automobile market.
Second, the automobile market has great potential and demand is still strong. With the deepening of supply side reform, China’s automobile production and sales will maintain sustained growth.
Third, the epidemic prevention and control has been normalized, and the market impact brought by the epidemic has gradually weakened.
Fourth, with the gradual easing of the chip shortage, the automobile supply capacity will be further released.
Fifth, there is strong demand for new energy vehicles in the market, further promoting the stable growth of automobile consumption
the lack of “core” in cars in 2022 will be gradually alleviated
“Since 2020, enterprises in the automotive industry have been plagued by the shortage of chips. In 2021, they are deeply troubled by the” core “pain. Therefore, many automotive enterprises outside China have reduced production or stopped production for a short time.” Wang Weiming said that there are many factors affecting the current round of automobile chip shortage, including not only the cyclical impact of the chip industry itself, but also some sudden factors such as covid-19 pneumonia epidemic, production plant fire and so on.
Wang Weiming pointed out that the Ministry of industry and information technology has been paying close attention to and actively responding to the shortage of automobile chips, taking multiple measures to ensure the supply of automobile chips and maintain the stable operation of the automobile industry. With the joint efforts of all parties, phased results have been achieved in the supply guarantee of automobile chips, which provides a strong support for the stable growth of China’s automobile production and sales in 2021.
Wang Weiming also pointed out that at present, the world’s major chip enterprises have gradually increased the production and supply of automotive chips, and the new production capacity will be released in the second half of this year. It is expected that the supply shortage of automotive chips will be gradually alleviated in 2022.
it is estimated that the growth rate of automobile export will be about 20% in 2022
Over the past decade, China’s automobile export has been hovering around 1 million vehicles, and exceeded 2 million vehicles for the first time in 2021, realizing a historic leap. Fu Bingfeng said that China’s automobile industry is entering a new stage of global development, showing four highlights:
First, the export of Chinese brand automobile enterprises showed rapid growth. Among the top ten export enterprises, compared with the same period last year, 9 Chinese brand automobile enterprises showed rapid growth, of which 4 enterprises had an export growth rate of more than 100%.
Second, both passenger cars and commercial vehicles grew rapidly. Passenger cars increased by 1.1 times, and SUV dominated, indicating that Chinese brands have more competitive advantages in SUV models. Commercial vehicles increased by 70.7%, and passenger cars and trucks showed rapid growth.
Third, the export of new energy vehicles increased explosively. In 2021, 310000 new energy vehicles were exported, a year-on-year increase of 3 times. The European market has become a major incremental market, mainly concentrated in developed countries such as Belgium, Britain, Germany, France and Norway, reflecting the international competitive advantage of Shanxi Guoxin Energy Corporation Limited(600617) automobile.
Fourth, the direct investment model has played an important role. Chinese automobile enterprises such as Saic Motor Corporation Limited(600104) , Great Wall Motor Company Limited(601633) , Geely Automobile have set up factories overseas and began to play a better role. These directly invested factories have supported Chinese brands to take root overseas and laid a solid foundation for future growth.
Fu Bingfeng said that the world economy continues to recover and global automobile consumption is also recovering; The transformation and upgrading of Chinese brands have formed advantages, and the supply chain is relatively complete, which can provide competitive products for overseas consumers in time; Countries represented by Europe and the United States have increased the promotion of new energy vehicles, and new energy vehicles have become a new driving force for China’s export growth. These factors jointly promote the continuous growth of overseas development of Chinese brand cars. It is expected that the growth rate of China’s automobile export will be about 20% in 2022
will organize a large-scale pilot
In 2021, China’s self driving taxi and truck commercialization projects were carried out in many places. For the development of intelligent networked vehicles, Guo Shougang, deputy director of the first equipment industry department of the Ministry of industry and information technology, said that intelligent networked vehicles have become a strategic battleground for the development of emerging industries in the world. As the competent department of the industry, the Ministry of industry and information technology formulated and issued a series of guiding documents in 2021, established a coordination and promotion mechanism, and vigorously promoted the industrial development to enter a new stage of multi scenario demonstration and application.
Guo Shougang introduced that with the joint efforts of all parties, China’s intelligent networked vehicles have shown a strong development momentum, and the carrying rate of new passenger vehicles with combined driving assistance system has increased to about 20%, of which the carrying rate of new energy vehicles has exceeded 30%; The on-board basic computing platform realizes loading application, and the computing power of vehicle specification level lidar and artificial intelligence chip has reached the international advanced level; The national open test area is 5000 square kilometers, with a total test mileage of more than 10 million kilometers. More than 800 road test licenses have been issued, and more than 3500 kilometers of roads have been intelligently transformed and upgraded. The application of automatic driving of large port freight vehicles accounts for 50%.
Guo Shougang said that in the next step, the Ministry of industry and information technology will further strengthen the consensus on the coordinated development of “single vehicle intelligence + network empowerment”, accelerate the integration and innovation of key common technologies such as operating system, high-precision sensor and wire controlled chassis, strengthen the formulation of technical standards urgently needed in China and the coordination of international regulations, and organize large-scale pilot demonstration and commercialization exploration of coordinated development of vehicles and roads, Promote the high-quality development of intelligent networked automobile industry
pilot acceptance of power battery recycling will be carried out
China Shanxi Guoxin Energy Corporation Limited(600617) automobile is accelerating its development, and China is about to usher in the first wave of power battery retirement. In this regard, Wang Weiming introduced that by the end of December 2021, 173 relevant enterprises had set up 10127 recycling service outlets in 31 provinces and cities across the country, cultivated 45 echelons and recycling backbone enterprises, actively played a demonstration and leading role, and a power battery recycling system had been preliminarily established.
Wang Weiming said that in the next step, the Ministry of industry and information technology will focus on promoting four tasks:
First, accelerate the research and formulation of the management measures for the recycling of power batteries of new energy vehicles, and strengthen supervision and restraint.
Second, research and establish a control linkage mechanism for power battery recycling to improve regulatory efficiency.
Third, speed up the introduction of a number of national and industrial standards for power battery recycling, and pay close attention to the publicity, implementation and implementation of the standards.
Fourth, carry out pilot acceptance of power battery recycling, select and promote a number of typical models and enterprise case experience.
