第一季度新能源汽车的销量同比增长了近三倍。 作为大型节点，第一季度的车辆数量已超过550万辆？ _东方财富网

原标题：第一季度，新能源汽车的销量同比增长近三倍，超过550万辆汽车成为规模的节点？

概括

[Newenergyvehiclesalesinthefirstquarterincreasedbynearlythreetimesyear-on-yearwithmorethan55millionvehiclesinstockasanodeofscale?】Inthefirstquarteroftheopeningyearof2021newenergyvehicleswerenotaffectedbytheSpringFestivalandcontinuedthegrowthrateofthesecondhalfof2020showinganexplosivegrowthOnApril9thelatestphaseofproductionandsalesdatareleasedbytheChinaAutomobileAssociationshowedthatfromJanuarytoMarchtheproductionandsalesofnewenergyvehiclesexceeded500000reaching533000and515000respectivelyanincreaseof320%and280%year-on-yearAmongthemsalesvolumeincreasedby23%fromthefourthquarterof2020InresponsetothisdatatheMinistryofIndustryandInformationTechnologyandtheMinistryofPublicSecurityhavealsoissueddocumentsinsuccessionannouncingthatthenumberofnewenergyvehiclesinmycountryhasexceeded55million(EconomicObserverNetwork)

In the first quarter of the opening year of 2021, new energy vehicles were not affected by the Spring Festival, and continued the growth rate of the second half of 2020, showing an explosive growth. On April 9, the latest phase of production and sales data released by the China Automobile Association showed that from January to March, the production and sales of new energy vehicles exceeded 500,000, reaching 533,000 and 515,000 respectively, an increase of 320% and 280% year-on-year. Among them, sales volume increased by 23% from the fourth quarter of 2020.In response to this data, the Ministry of Industry and Information Technology and the Ministry of Public Security have also issued documents successively announcing thatGuoxin EnergyThe car ownership has exceeded 5.5 million.

According to the forecast of the Passenger Association, the sales of new energy vehicles will reach 2 million in 2021, and according to the China Automobile Association’s forecast of “26.3 million vehicles, an increase of about 4% year-on-year” on the car sales in 2021, 2021 In the whole year, the sales of new energy vehicles will account for 7.6% of the national car sales, which is not much different from the 8.4% and 7.9% of the national car production and sales in the first quarter. At the same time, this also means that the sales volume of 2 million new energy vehicles this year is more likely to be realized. Based on this calculation, compared with 2020, the growth of the new energy vehicle market in 2021 will reach 633,000.

At present, the top three positions in the new energy vehicle market are basically not too turbulent. According to the February sales data released by the Passenger Association, from January to February 2021, the top three in the sales ranking of new energy vehicle companies are SAIC-GM-Wuling,Tesla、BYD, These three are also the top three in the sales list of new energy auto companies in 2020. The data shows that among the existing sales data for the first quarter,TeslaIt still occupies the No. 1 position in the Chinese market, with 69,280 sales in the first quarter. In March alone, sales reached 35,478.andBYDThe sales volume of new energy vehicles in the first quarter was 54,751, andTeslaThere is still a gap between.

In the process of driving sales of new energy vehicles, the three major auto companies have played a key role. Among them, SAIC-GM-Wuling’s sales are mainly driven by Hongguang MINI EV, while Tesla is more dependent on Model 3.BYDIt relies on Han and Qin EV series models. At present, new car companies are still paying more attention in the new energy vehicle market. According to the first quarter sales data released by new car companies,Wei Lai, Xiaopeng and Ideal continue to lead the new car manufacturers, with sales of 20060, 13,340 and 12,579 in the first quarter, achieving year-on-year growth of 423%, 487%, and 334% respectively.

Driven by sales, allGuoxin EnergyCar ownership has been effectively increased, new energyAutomobile industryThe benefits of scale are initially revealed.According to statistics from the Ministry of Public Security, allGuoxin Energy466,000 vehicles were newly registered in the first quarter, a year-on-year increase of 295.20% and an increase of 86.76% compared with the first quarter of 2019. As of March 2021, the number of new energy vehicles nationwide has reached 5.51 million, accounting for 1.92% of the total number of vehicles in the country, of which 4.49 million are pure electric vehicles, accounting for 81.53% of the total number of new energy vehicles.

In 2020, the number of new energy vehicles in the country will reach 4.92 million, an increase of 29.18% year-on-year. It has basically reached the previous policy level forecast that the number of new energy vehicles will reach 5 million in 2020. In 2018, the number of new energy vehicles in the country was only 261. Million vehicles. Entering 2021, the increase in the number of new energy vehicles will continue to accelerate from the original growth trend. In addition, according to the “New Energy Vehicle Industry Development Plan (2021-2035)” issued by the General Office of the State Council, by 2025, the sales volume of new energy vehicles in my country will reach about 20% of the total domestic sales of new energy vehicles. Sales are expected to reach 5.3 million vehicles, and the number of new energy vehicles will be around 20 million.

At the same time, some experts believe that my country’s new energy automobile industry will become a system before 2030. “We hope that from 2020 to 2030, the number of new energy vehicles in China will increase from the current 5 million to more than 80 million, and a new energy vehicle industry system will be initially formed, the core and key technologies will be basically independent and controllable, and the industrial chain will be relatively complete. “At the 7th China Electric Vehicle Forum, Sun Fengchun, an academician of the Chinese Academy of Engineering and a professor at Beijing Institute of Technology, said.

In the eyes of auto companies, at the beginning of 2021, which is the end of new energy vehicle subsidies, the number of new energy vehicles quickly reached 5 million and then exceeded 5.5 million. This market-based stock has become the initial large-scale consumption of new energy vehicles. The logo has also become an important background for the official mass production of the new electric vehicle platforms of many mainstream car companies this year. Especially the mainstream leading car companies that have been criticized for their slow actions before.

On April 8, SAIC-GM announced that by 2025, it is expected to invest more than 50 billion yuan in intelligent networking and electrification. At the same time, it will launch more than 10 new domestic electric models based on the Ultium platform, and the new VIP smart electronics Architecture will be applied to SAICGeneral MotorsAll new models of the three major brands under the Shanghai Auto Show, the first based onGeneral MotorsBuilt by a new generation of modular electric vehicle platformluxuryThe pure electric SUV LYRIQ will make its China debut at the Shanghai Auto Show.

Earlier this year, Volkswagen plans to launch 20 pure electric vehicles by 2025. The sales of new energy vehicles in the Volkswagen Group will increase from the current 3% to 20% in 2025; Audi plans to 2025. In 2010, it provided more than 20 all-electric models and greatly expanded its plug-in hybrid product portfolio. It is estimated that one-third of its sales structure will be pure electric or hybrid models by 2025; in BMW’s strategic planning By 2025, sales of its pure electric models will increase by more than 50% year-on-year. At the same time, almost all car companies have released technical routes and investment strategies in the subsidy market. According to the plan, starting this year, the scale of charging stations and swap stations will be expanded at a doubled rate.

Domestic mainstream battery supplierGuoxuan Hi-TechThe chairman of the company, Li Zhen, has previously released a well-recognized view. He believes that the era of new energy vehicles has four signs of maturity: First, the completion of the positive design of the vehicle. Second, the battery can fully support the car to run more than 300-500 kilometers. The third is that battery management, motor management, vehicle management, car networking, and unmanned driving can completely complete system operations. The fourth is the charging mode. The construction of charging infrastructure needs to be improved to provide enterprises with room for management and control to improve technical conditions. It appears that substantial progress has been made in these four areas. At present, car companies and the industry are generally optimistic about the new energy vehicle market this year. The launch of a large number of new vehicles and the continued growth of the number of vehicles are also considered to bring more market-oriented business model innovations.

(Source: Economic Observer Network)

(Editor in charge: DF520)