During a recent field visit to the new energy vehicle market, the reporter found that affected by the supply side of upstream raw materials and parts, many main engine plants of new energy vehicles are generally in a "anxious" state, while the second-hand car market began to "heat up".
Industry insiders believe that with the increase of China Shanxi Guoxin Energy Corporation Limited(600617) automobile ownership, the post market of new energy vehicles will usher in a "blue ocean" in the future. As a highly "electronic" product, new energy used vehicles have completely different characteristics from traditional fuel vehicles in terms of value evaluation, product standards and software upgrading. It is suggested to take the opportunity of building a national unified market, improve relevant standards, accelerate the establishment of a national unified big data platform for new energy vehicles, build a full chain traceability system of products, and promote the healthy development of the new energy used vehicle market.
New energy used cars "warming up"
"This year, it is obvious that the new energy used car market is' warming up '. After, there were 30 to 50 customers who bought and consulted new energy used cars every day, three to five times that of years ago. The sales volume of new energy used cars was three times that of last year, and more young people around the age of 30 bought homes." "Today, a Byd Company Limited(002594) second-hand new energy vehicle was bought by customers as soon as it arrived at the store," Jiang Yonghong, head of new energy vehicles at Youxin second-hand car (Hefei) mall, told reporters
The reporter found that the offline sales of second-hand new energy vehicles are heating up, and the online sales are also "lively".
A salesperson of melon seed second-hand car website told reporters that consumers can watch cars online, send cars offline to the door, and provide installment payment. Recently, the number of customers who buy and consult new energy used cars online has increased significantly. The trading volume of second-hand new energy vehicles of Xiaopeng, Byd Company Limited(002594) , Wuling Hongguang, Tesla, Euler black cat and other brands is relatively high.
"By the end of this year, there will be no state subsidies for new energy vehicles. We predict that it may promote the sales of second-hand new energy vehicles, but we didn't expect the market to heat up so quickly." Jiang Yonghong said.
"Oil prices have risen rapidly recently. According to 50 cents per kilowatt hour, electric vehicles cost about 6 cents a kilometer, and the use cost is one tenth of that of fuel vehicles. The prices of many new energy vehicles have risen, and they have to wait to pick up the car. Comprehensive comparison, I think some second-hand new energy vehicles with high cost performance are also good choices." Hefei citizen Li Qiang, who has just joined the post, told reporters.
Huang Donglian, director of the trade and Foreign Economic Statistics Department of Anhui Provincial Bureau of statistics, introduced that from January to February this year, the retail sales of new energy vehicles above the quota in Anhui province increased by more than five times year-on-year. With the increase of the number of new energy vehicles, new energy second-hand vehicles have gradually become an important "new force" in the auto market.
"Anxious" first-hand car
"The epidemic has had a great impact on the supply chain of new energy vehicles. The production capacity of new energy vehicles has been restrained, and the production is difficult to meet the demand of orders." Wang Guangyu, deputy general manager of Anhui Jianghuai Automobile Group Corp.Ltd(600418) new energy passenger vehicle branch, told reporters, "on the one hand, the prices of chips and raw materials are rising, on the other hand, the supply of parts and components is not enough. In March, we can only meet 50% of the production capacity, and the situation is even less optimistic in April."
The reporter's visit found that affected by the supply side of upstream raw materials and parts, new energy automobile OEMs generally bear the double "suffering" of cost and supply chain, and the "first-hand car" market of new energy is in a "anxious" state.
Industry insiders told reporters that since this year, steel, copper, aluminum and rubber with large automobile use have been at a high price, and the recovery cycle is difficult to determine. The operating costs of automobile production enterprises remain high, and the profit space has been further compressed. Taking nickel as an example, the recent rise in nickel prices has driven the rise in the price of battery grade nickel sulfate, resulting in an increase in the cost of new energy vehicles by 5000 yuan to 7000 yuan. Coupled with the further decline of subsidies for new energy vehicles this year, the cost pressure of new energy vehicle enterprises has increased.
With the prices of raw materials, batteries and chips generally rising, new energy vehicle enterprises began to raise the price of terminal models one after another. The reporter found that the price of Chery new energy vehicles increased by 2900 yuan to 5000 yuan per vehicle, and the price of Jianghuai new energy hot selling model e10x increased by 3500 yuan per vehicle.
An automobile salesperson told reporters that in addition to the price increase, affected by the shortage of accessories, the product delivery time of new energy vehicle enterprises is generally extended, and some hot-selling new models need 4 to 6 months to mention the car.
"There is no doubt that the price rise will curb the sales of new cars, but the price rise of upstream materials is too fast, and car enterprises can't carry it. Some brands of new energy vehicles have increased by 20000 yuan / vehicle. But even so, car manufacturers don't make much profit." Wang Guangyu said, "April to may in previous years was the peak season for car sales, but affected by the epidemic this year, many spring auto shows previously determined can not be held now, and the epidemic has a great impact on new car sales."
According to Ma Cuibing, director of the Automotive Industry Department of the Department of economy and information technology of Anhui Province, the transmission response of the tight supply chain of new energy vehicles under the epidemic has heated the new energy second-hand vehicle market. Behind it, it reflects the improvement of consumers' acceptance of new energy vehicles and the strong market demand for new energy vehicles.
According to the data of the Ministry of industry and information technology, in February 2022, the penetration rate of China Shanxi Guoxin Energy Corporation Limited(600617) automobile market was 19.2%.
Industry insiders believe that at present, the penetration rate of China Shanxi Guoxin Energy Corporation Limited(600617) automobile market is increasing, and user demand has become the main driving force for the development of the market. With the transformation of the development of new energy vehicle industry from "policy driven" to "market driven", it is the general trend for the new energy second-hand vehicle market to go out of the trough from "cold" to "hot".
"Second hand new energy vehicles are an important part of the whole new energy vehicle industry chain. With the development of the new energy vehicle industry, the relevant infrastructure and service system are constantly improving. The continuously improved consumption and use environment of new energy vehicles will further enlarge the pull of automobile consumption on industrial development." Ma Cuibing said.
Revaluation of used new energy vehicles
According to the statistics of the Ministry of public security, at present, the number of Shanxi Guoxin Energy Corporation Limited(600617) cars in China has reached 8.915 million. Insiders believe that under the background of accelerating the construction of a national unified market, with the rapid improvement of the ownership of the new energy vehicle market, the post market of new energy vehicles will usher in new development opportunities, and the sales of second-hand vehicles will become an important growth point. However, at the same time, the lack of new energy second-hand vehicle value evaluation standards, low residual value rate and opaque relevant data are still the bottlenecks affecting the healthy development of new energy second-hand vehicle market.
Jing Wenbing, chief strategy officer of Youxin group, said that compared with traditional fuel vehicles, the stock of new energy used vehicles is still small. Although the growth rate of the trading volume of new energy second-hand vehicles is high, the absolute value is relatively low. The development potential of the new energy second-hand vehicle market is great, but it is still in the initial stage of development.
Wang Guangyu believes that the value of second-hand new energy vehicles was once seriously underestimated, which restricted the trading of second-hand new energy vehicles. At the same time, there is no unified evaluation standard for batteries, motors and electronic controls of second-hand new energy vehicles in the industry, and relevant evaluation talents are also relatively scarce. Although under the catalysis of multiple factors such as new car price transmission and technological progress, the once seriously underestimated value of second-hand new energy vehicles is gradually returning, compared with fuel vehicles, there is still no reasonable space.
"As a highly 'electronic' product, the openness and transparency of historical data such as new energy used car batteries, motors and electronic controls is very important for the protection of consumers' rights and interests and value evaluation. However, at present, these data are in the hands of automobile manufacturers. Manufacturers have no motivation to disclose historical data, and ordinary consumers and used car dealers have no channels to obtain relevant data." Jing Wenbing said.
Insiders said that building a virtuous cycle ecology of new energy vehicle industry with mutual promotion of supply and demand and simultaneous production and marketing is of great significance for stimulating domestic demand and promoting green and low-carbon economic development. In the initial stage of the development of the second-hand new energy vehicle market, we should speed up the improvement of the value evaluation mechanism and standard system of second-hand new energy vehicles according to the characteristics of new energy vehicles, and promote the opening and sharing of relevant data resources.
Different from traditional fuel vehicles, software defined vehicles have become the development trend of new energy vehicles. The software upgrade of new energy vehicles is not only related to the owner's sense of experience, but also related to the driving safety. Industry insiders suggest that the state improve the relevant provisions to ensure that new energy second-hand vehicle owners enjoy the same rights and interests as the first owner in terms of vehicle OTA upgrade.
In this regard, Jing Wenbing said, The industry should "take the opportunity of building a national unified big market, accelerate the establishment of a national unified big data platform for new energy vehicles, guide car enterprises to upload relevant data such as battery, electronic control, motor and OTA upgrading of new energy vehicles, make it public to consumers, build a whole chain traceability system of products through big data empowerment, and strengthen market supervision, so as to promote the orderly development of the second-hand new energy vehicle market."
