High -quality development research bank · Industry wide -angle | domestic new energy vehicle penetration rate is 26%

According to the latest data in the domestic passenger car industry, by the end of May 2022, the penetration rate of domestic new energy vehicles reached 26%. In January 2021 a year ago, this data was only 6%. Such an amazing growth rate clearly points to a fact: the proportion of people buying new energy vehicles is getting higher and higher, and the speed of new energy replacing fuel vehicles is getting faster and faster. New energy vehicles have completely drove on the fast lane.

In this high -speed Mercedes -Benz fast lane, China has gone the world's leading position in both industrial policy guidance or corporate innovation development.

In 2021, global new energy vehicles sales reached 6.312 million, an increase of 119.01%year -on -year. In the first quarter of 2022, the global new energy vehicle market continued, with cumulative sales of about 2.03 million units, an increase of 87.35%year -on -year. From the perspective of the main market composition, the three major markets of China, Europe, and the United States in the first quarter realized the sales of new energy vehicles 1.996 million, 541,100, and 215,100 units. China has replaced Europe as the largest market for new energy vehicles. China's new energy vehicle production and sales are the first in the world for 7 consecutive years.

Observe from the domestic market, BYD is a well -deserved leader.

According to data previously released by the Federation of Federation, among the top ten models of domestic new energy passenger vehicles in May, BYD occupies half of the country; among the models of 11-21, BYD occupies 4 seats. In the month, BYD accounted for 27.1%of the total sales of domestic new energy passenger cars.

On June 2nd, BYD's latest May production and sales data was released: output was 118,135 units, with sales of 114,943 units, an increase of 148.3%year -on -year, and an increase of 8.4%month -on -month.

This set of production and sales data contains huge information: BYD's monthly sales have been maintained above 100,000 vehicles for several months. This data not only has the domestic new energy vehicle industry, but also has no controversy in the global new energy vehicle field. In the First Army. BYD is full of horsepower and Mercedes -Benz. As Wang Chuanfu said at the recent shareholders' meeting: "The current market is a era of fast fish eating slow fish."

At the same time, BYD also shows strong energy characteristics in the field of power batteries that are closely related to new energy vehicles.

According to the latest data released by the China Automotive Power Battery Industry Innovation Alliance, in May, my country's power battery output was 35.6GWh, an increase of 157.9%year -on -year. Among them, the output of ternary batteries was 16.3GWh, accounting for 45.8%, an increase of 225.7%year -on -year, and a month -on -month increase of 58.2%; the output of lithium iron phosphate batteries was 19.2GWh, accounting for 54.1%, an increase of 119.4%year -on -year, and an increase of 3.3%month -on -month. The subtle changes in the battery market pattern are due to the "blade battery" launched by BYD innovation.

With technological innovation such as super safety, super battery life, and super strength, the "blade battery" has reshaped the industry's perception of lithium iron phosphate batteries, and accelerated the penetration of lithium iron phosphate batteries in the field of passenger cars. In May, the top three companies in domestic power battery vehicles were: Ningde, BYD, and China Innovation Airlines.

Recently, Lian Yubo, the executive vice president of BYD and the dean of the Auto Engineering Research Institute, confirmed that BYD would provide a battery for Tesla. The news added another fire to BYD's stock price, helping it to punch trillions of market value in one fell swoop.

(Author: Shenzhen Newspaper Group reporter Wang Xin Ye Yangte Zhou Yumeng Liu Qiong)

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