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In 2021, my country’s new power automobiles grew explosively, with annual sales exceeding 3.4 million, and the market penetration rate of Sugar baby rose from 7.2% in January to 17.8% in November. The market penetration rate of the new power passenger car market was even close to 20%. Among them, the self-reliable brand market’s penetration rate is more than ten times higher than that of the combined brand, and it has been highlighted in the mid-to-high-end market, which has revealed that my country’s car companies have shown their performance in the competition of electric transformation in the first half of the New Power Race.
At the same time, the two strong sales of new power automobiles have brought a series of locked reactions: cross-border energy such as Xiaomi and Baidu are accelerating their rush into the new power race; the original data of power batteries has surged, forcing battery companies to expand and “buy mines” in the overseas market. Car companies are accelerating their entry into the local battery industry, and research and development of new generation battery technologies such as solid batteries and calender batteries. Speed up; the problem of “core shortage” is provoked, forcing the domestic chip supply system to start difficult; charging and power supply facilities are starting to increase, and new technologies such as vehicle network interaction (V2G) are constantly emerging…
The next five years will be an accelerated period of global technological reactions and industrial reactions, and it is also an attack period for the complete marketization of new power vehicles. In this issue, we have selected the main business of the new power automobile industry in one year, and will follow the 2021 new power automobile industry chain with readers to review the 2021 new power automobile industry chain, so as to stimulate fighting spirit, unite our hearts and minds, and promote the realization of the automobile industry in my country!
Carbon neutrality has become a hot topic in the industry
With my country announced the target of carbonization peak and carbon neutrality, carbon reduction and pollution reduction have become the focus of transformation for vehicle companies. On June 28, 2021, Changcheng Automobile took the lead in proposing the goal of realizing carbon neutrality in 2045. According to relevant plans, Changcheng Automobile will realize a “zero carbon factory” in 2023 through power structure adjustment and low-carbon industrial application at the manufacturing end, and plan to release 51 new power vehicles by 2025, with the goal of 80% of the annual sales volume as the new Sugar baby‘s goal. Biadi announced the launch of a corporate carbon neutrality planning research, and made three “1/3” reductions in vehicle tail gas emissions to help zero-carbon targets. In addition, car companies such as the majority, Baoma, Benz, Potsche, and Hongtian have also clearly confirmed the carbon reduction timetable and route diagrams.
At the same time, car companies have led suppliers to reduce carbon, and have made progress in the industry chain design, manufacturing, application, acceptance and takeover and other aspects to create a green and low-carbon supply chain. Bosch, Big China, ZF and other industry chains have also set carbon neutrality targets.
Point Review: The carbon emissions at the end of the consumer are important from the three areas of industry, construction and road conditions, reducing carbon weightThe point is the degree of energy transformation in the middle of the road. The focus of the energy transformation is the continuous increase in the transmission rate of new-powered cars, especially electric vehicles. In the face of carbon pressure reduction, the automobile industry and enterprises should conduct research and preparation of carbon neutrality route maps as early as possible. At the same time, New Power Cars is a highly globalized market. Whoever has the advantages of carbon neutrality and grasps relevant technologies and standards, and whoever has the right to speak and can occupy an advantage in the cooperation and market competition between the international community.
The construction of supporting policies and facilities has been comprehensively accelerated
In 2021, the new positive policies for power automobiles will be connected to the platform.
On December 27, 2021, the long-awaited special insurance terms for my country’s new power automobile industry, the “China Insurance Industry Association’s new power automobile business insurance special terms (test)” was launched, and it basically covers common risks in many scenarios such as driving, parking, charging, and operations of new power automobiles.
In terms of supporting facilities, the bureau first proposed to add charging and power stations and other facilities. Then, the Ministry of Industry and Information Technology will introduce eight comprehensive cities, namely Beijing, Nanjing, Wuhan, Sanya, Chongqing, Changchun, Hefei and Jinnan, as well as three heavy-duty truck-specific cities, namely Yibin, Tangshan and Baotou, to the Nanxing power conversion application test. On November 1, 2021, the first basic and universal national standard “Electric Automobile Electric Ping An Sugar daddyRequest” in the field of electricity exchange was officially implemented. Encouraged by policies, the charging industry has opened a new growth cycle, including cloud fast charging, and many charging companies including Star Charging, Telecom, and Iwei Power have been relocated to gain the capital market. As of November 2021, the cumulative ownership of charging infrastructure in the country was 2.385 million, an increase of 55% year-on-year.
Point Review: With the initial establishment of our new power automobile market in my country, the tasks of relevant departments have shifted to the backend – the car application end, and added the cat wetI don’t know how long I have been sleeping here. It seems that I am dying to solve supporting problems such as parking lots, charging stations, and changing stations to expand car consumption and promote the healthy development of the market. It is worth noting that to solve the problem of new power automobile power supply, we need to stand at the height of the development rhythm of the entire industry, and promote organic integration of fast charging, slow charging, and power conversion.
Cross-borderSugar babyCar car manufacturing has become a trend
In 2021, companies such as Baidu, 360, Xiaomi, Apple, and Hengdao announced cross-border car manufacturing, pushing up the popularity of the new power automobile industry. At the same time, BAIC Alfa SSugar daddy was the first public expression of the HI mass-production version and the AITO question M5. Both of them confessed that China, which has always been known as “not making cars”, is a deeply focused area of car manufacturing.
Points: In order to occupy new forces, Sugar baby‘s 10,000 new blue seas, many companies are coming to cross-border manufacturing, bringing many new concepts, new technologies and new equipment to the automotive manufacturing field, and realizing Sugar daddy has integrated development and extended the automotive industry chain. It is worth noting that with the participation of cross-border energy, the automobile market format is being reshaped in a step. But cross-border car manufacturing is not easy. It still takes time to inspect how these companies can work in the new power car market and produce competitive products.
Production chain mobile phones provide supply risks
In 2021, the development rate of the new power automobile industry exceeded expectations. Due to the impact of the new crown pneumonia epidemic and the lack of downstream mineral energy, important original information of steel batteries and automobile parts continued to rise and were severely short of goods. Especially since October 2021, many power battery companies such as Biadi, Rays Power, and Pindustry have reported rising prices, with prices of some products reaching 20%. Sugar daddy In order to occupy the market, power battery companies have started to expand their production capacity, with the production capacity scale from 10GWh to 100GWh and 1000GWh (TWh) levels.
At the same time, the “chip shortage” problem that has occurred in 2020 has intensifiedThis has led to the phenomenon of end-of-term market scattering and matching. In response to the above situation, the national market supervisor Song Wei knocked on the table: “Hello.” The General Office, the Ministry of Industry and Information Technology and other competent departments strictly investigated illegal acts such as chip stockpiling and price gouging; related enterprises have been actively expanding, looking for replacement plans, and doing their best to build a solid supply chain foundation.
Point review: The lack of supply of power batteries, chips, etc. is a practical pressure test for new power automobile industry chains. Although the industry generally maintains a rapid development trend, it also fully exposes shortcomings and weaknesses. The next step is to optimize the industry layout, eliminate shortcomings, and replenish shortcomings, and better maintain supply chain access, which has become the key to whether my country’s new power TC:
