According to the data released by the passenger Federation on the 11th, the retail sales of new energy passenger vehicles in December 2021 reached 475000, a year-on-year increase of 128.8% and a month on month increase of 25.4%. It is expected that the sales volume of new energy vehicles is expected to exceed 6 million in 2022, with a penetration rate of about 22%.
In the first three quarters of 2021, China's passenger car market experienced a special cycle from de stocking to approaching safety stock. With the gradual alleviation of the problem of core shortage, the manufacturer's inventory was quickly replenished in the fourth quarter of 2021. According to the data of China Passenger Transport Federation, at the end of December 2021, the manufacturer's inventory increased by 100000 units month on month, and the channel inventory increased by 90000 units month on month. The trend of new energy vehicles is strongly different from that of traditional fuel vehicles, realizing the partial substitution effect of new energy vehicles on the fuel vehicle market, proving the change of consumer demand through the market-oriented choice of users, and driving the vehicle market to accelerate the transformation to new energy.
According to the theme database of financial Associated Press, among the relevant listed companies:
The main customers of Dongguan Eontec Co.Ltd(300328) automotive products are Tesla, Contemporary Amperex Technology Co.Limited(300750) , Geely, etc.
Ningbo Xusheng Auto Technology Co.Ltd(603305) is mainly engaged in the R & D, production and sales of precision aluminum alloy auto parts and industrial parts. At present, the company covers all models sold by Tesla.
