In 2021, the Shanxi Guoxin Energy Corporation Limited(600617) automobile industry developed rapidly, with a sales volume of 3.521 million vehicles, ranking first in the world for seven consecutive years, with a market share of 13.4%. Fu Bingfeng, executive vice president and Secretary General of China Automobile Industry Association, described the development trend of new energy vehicles in 2021 as "like wheat in winter and rain in spring".
In 2022, more expectations are placed on new energy vehicles, and 5 million vehicles have become a new target. In the new year, the new energy vehicle industry should maintain resilience, strive to make breakthroughs, and strive to turn this expectation into a reality.
strive to break through the mid-range market
Since March 2021, the monthly sales volume of Shanxi Guoxin Energy Corporation Limited(600617) vehicles has exceeded 200000, 300000 in August, 400000 in November and 530000 in December.
Fu Bingfeng believes that after more than ten years of cultivation, policies have awesome force, enterprise innovation and consumer awareness, which will contribute to the development of new energy vehicles. With more and more abundant products, more mature core technologies and stronger consumer acceptance, coupled with the help of intelligent Internet connection, a rapid growth situation in the field of new energy vehicles has been formed.
The continuous enrichment of products is an important reason for the new energy vehicle sales to reach a new high. "The Chinese market is extremely rich in new energy models, covering all models of traditional fuel vehicles." Ouyang Minggao, academician of the Chinese Academy of Sciences, believes that the most commendable and characteristic small electric vehicles are deeply welcomed by Lbx Pharmacy Chain Joint Stock Company(603883) and have the most obvious advantages over fuel vehicles. All aspects of the performance of small electric vehicles can fully meet the needs of consumers.
The models represented by Wuling Hongguang miniev detonated the upsurge of consumption in the low-end market. Enterprises represented by Tesla and Weilai also drove consumers' enthusiasm for high-end new energy vehicles.
In both high-end and low-end markets, new energy vehicles have opened up and achieved good sales. However, in the middle end market, which should have the highest sales volume, new energy vehicles have not achieved a major breakthrough. This hourglass consumption structure is contrary to the spindle consumption structure of the traditional automobile market. The key reason is that the penetration of this market is the most difficult.
"The mid-range consumer market represented by class a cars is the most difficult to do." As Xu Haidong, deputy chief engineer of China Automobile Association, said, consumers of high-end new energy vehicles are not so sensitive to prices; Relevant models in the low-end market can also launch different driving ranges according to different needs, so as to balance the vehicle price. In the mid market, consumers pay high attention to the cost performance of vehicles, and the driving range of models can not be too reduced, which makes it difficult for these vehicles to compete with traditional fuel vehicles in terms of cost performance.
However, the mid-range consumer market is the main consumer market for many products, especially automobiles, which are bulk consumer goods. It is also a key factor for whether new energy vehicles can continue to maintain rapid growth. Entering the high-speed development stage of electrification, small and medium-sized cities and rural areas will become the outbreak point of the Shanxi Guoxin Energy Corporation Limited(600617) automobile market and an important part of the market increment. In this context, the importance of the mid-range consumer market is becoming more and more prominent.
In 2022, Xiaomi, niuchuang, light orange era, box car and other enterprises also joined the ranks of new forces in car making. According to incomplete statistics, in 2022, all kinds of automobile enterprises will launch a total of 90 electrified models, and new energy vehicles will usher in a new year of products. With the increasingly fierce competition in the new energy vehicle market, the mid-range market is expected to achieve a breakthrough.
try to alleviate "energy supplement anxiety"
The rapid development of new energy vehicles requires both product support and continuous optimization of the use environment. In particular, it should be noted that after the deep-seated breakthrough in the field of technology, the ownership of new energy vehicles has increased rapidly, and the "mileage anxiety" of consumers on new energy vehicles in the past has begun to turn to "energy supplement anxiety".
"Charging difficulty" has become a bottleneck restricting the rapid development of new energy vehicles. At present, the number of Shanxi Guoxin Energy Corporation Limited(600617) vehicles has increased to 7.84 million, accounting for 2.6% of China's total number of vehicles and about half of the global number of new energy vehicles. According to the latest data disclosed by the national development and Reform Commission, at present, there are 810000 public charging piles in China, of which the scale of public charging piles in the top ten regions such as Guangdong and Shanghai accounts for more than 70%, while the charging infrastructure construction in counties and towns is insufficient. There are 13800 Expressway charging piles, mainly concentrated in Beijing Tianjin Hebei Shandong, Yangtze River Delta, Pearl River Delta and other regions, which have not yet achieved full coverage.
Zhu Huarong, the rotating president and Chongqing Changan Automobile Company Limited(000625) chairman of China Automobile Association, said that the rapid growth of the new energy vehicle market has put forward new requirements for the optimization of the layout of charging and replacement supporting facilities and the improvement of charging efficiency. We need to re optimize the charging facilities and accelerate the solution to the convenience needs of users. This is not only the problem of charging pile layout, but also the problem of charging efficiency. It needs the joint efforts of the government, automobile enterprises and charging enterprises.
The national level has taken the lead in issuing policies to support the construction of supporting infrastructure for new energy vehicles. On January 21, the national development and Reform Commission and other departments issued two documents in a row, proposing to vigorously promote new energy vehicles and gradually eliminate the purchase restrictions of new energy vehicles in various regions; Promote the standardized and orderly development of charging facilities, and accelerate the construction and installation of charging facilities in residential communities. Among them, the implementation opinions on further improving the service support capacity of electric vehicle charging infrastructure puts forward that by the end of the 14th five year plan, China's electric vehicle charging support capacity will be further improved, forming a moderately advanced, balanced layout, intelligent and efficient charging infrastructure system, which can meet the charging demand of more than 20 million electric vehicles.
"China Shanxi Guoxin Energy Corporation Limited(600617) automobile has entered a new stage of accelerated development, but it is also facing problems such as increasing international competitive pressure and stabilizing the industrial chain and supply chain." Guo Shougang, deputy director of the first Department of equipment industry of the Ministry of industry and information technology, said that in 2022, the Ministry of industry and information technology will accelerate the construction of charging and replacing power infrastructure and continue to carry out the pilot work of new energy vehicles to the countryside and replacing power. "We hope that all localities will introduce more preferential policies for parking, charging and other use links, optimize automobile purchase restriction measures, and create a good environment for promoting the consumption of new energy vehicles."
strive to improve cost performance
Under the background of clear end consumer demand, some factors affecting the sales of new energy vehicles are changing, such as the decline of new energy vehicle subsidies, the continuous rise of raw material prices, insurance reform and the tightening of preferential policies in after-sales service, which have become "variables" affecting the market trend of new energy vehicles.
The price rise of raw materials and the decline of subsidies have led to a significant increase in consumers' purchase costs in the short term. Recently, the four ministries and commissions of the state issued the notice on improving the financial subsidy policy for the promotion and application of new energy vehicles. According to the notice, in 2022, the subsidy standard for new energy vehicles will decline by 30% on the basis of 2021. Many new energy vehicle brands immediately raised their prices. Some only increased the declining part of subsidies, and some also included the rising part of raw material costs, with the highest increase of up to 20000 yuan.
Are new energy vehicles with rising prices competitive enough? Cui Dongshu, Secretary General of the national passenger car market information joint committee, believes that at present, the scale of the new energy vehicle market is still expanding rapidly, and the strong scale will inevitably bring cost improvement. Therefore, the price rise of this round of new energy vehicles will not last long.
Automobile enterprises are also optimistic about the decline of subsidies. Zhu Huarong said that only when products are profitable can they be truly commercialized and sustainable. 2022 is the last year for the implementation of the subsidy policy for new energy vehicles. With the full withdrawal of the subsidy policy, the market competition will be more sufficient and the pace of survival of the fittest will be accelerated.
Insurance reform and tightening of after-sales service may increase the use cost of consumers. On December 27, 2021, the first batch of exclusive new energy vehicle insurance was officially launched on the new energy vehicle insurance trading platform. Tesla owners reported that the same Tesla Model y, after adopting the exclusive insurance for new energy vehicles, the insurance premium increased by as much as 80%. After hearing the news, many people called "the saved fuel money has paid the premium".
In fact, after the insurance adjustment, the premium of high-end electric vehicles increased significantly. Some industry experts estimate that nearly 80% of new energy vehicles use exclusive terms to insure vehicle damage insurance and third party insurance. Under the same conditions, the premium is flat or decreased. At the same time, the vehicle price below 250000 yuan does not increase the premium.
At present, car companies have begun to adapt to the new insurance system. The relevant person in charge of Weima automobile said that when the premium is flat or declining, users have more service guarantee suitable for new energy vehicles, which is good for users and promotes the development of new energy vehicle industry. After the introduction of relevant terms and regulations, Weima has begun to assist users to enjoy the protection of policies at the first time.
Cui Dongshu said that the rising premium of new energy vehicles makes new energy vehicles seem uneconomic, forming a phenomenon that they can't afford to buy and use, which is not conducive to the promotion of new energy vehicles. He suggested that auto enterprises can establish their own insurance varieties, the industry should have more accurate insurance calculation, and the state should also support reasonable subsidies for insurance costs.
The new "variable" does not change the general trend. China Automobile Association and other institutions predict that the production and sales of Shanxi Guoxin Energy Corporation Limited(600617) vehicles in 2022 is expected to exceed 5 million, and the sales target of 5 million new energy vehicles in 2025 will be completed ahead of schedule, which also shows that the rapid development of Shanxi Guoxin Energy Corporation Limited(600617) vehicles will far exceed expectations.
