The number of reservations exceeds 10 million, who is the new energy vehicle market?

Photo source: Photo Network_501209757

New energy vehicles that have advanced to the Gao Ge have become an important engine to drive the automotive market.

Since 2015, my country's new energy vehicles have ranked first in the world for 7 consecutive years. According to the latest data of the Ministry of Public Security, in the first half of this year, due to the influence of the epidemic, 16.57 million motor vehicles were registered in the country, a decrease of 2.14 million units compared with the same period last year, a decrease of 11.43%. 2.209,000 newly registered registration in half a year, an increase of 11.06 million units from the same period last year, an increase of 100.26%, a record high.

As of the end of June this year, the number of motor vehicles nationwide reached 406 million, of which 101 million new energy vehicles were officially broke through the "Ten Thousand Gates". From the perspective of the outside world, the "golden age" of new energy vehicles has arrived.

Picture source: website of the Ministry of Public Security

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 sales of new cars. So, which cities have supported the increasingly large new energy vehicle market? In the context of the rapid development of the new energy vehicle industry, what changes will the pattern of stirring?

Urban territory

According to statistics from the Ministry of Public Security, as of the end of June this year, the number of motor vehicles in the country reached 406 million, of which 310 million were cars and 101 million new energy vehicles were new, accounting for 3.23%of the total vehicle. Among them, pure electric vehicles have 810,400 vehicles, accounting for 80.93%of the total amount of new energy vehicles.

From the perspective of increase, 16.57 million newly registered motor vehicles were registered in the first half of the year, a decrease of 11.43%in the same period last year. According to analysis, the main reason is April and May affected by the epidemic, and the number of new registrations is significantly lower than the same period last year. However, new energy vehicles did not decline and reached a record high -2.209 million newly registered registration in the first half of the year, an increase of 1.1.06 million units, an increase of 100.26%.

Looking at it further, the city's landscape cities are also changing.

As of the end of June, there were more than 1 million cars in 81 cities across the country, more than 2 million cities in 37 cities, and more than 3 million cities in 20 cities.

Among them, Beijing's car ownership reached 6.224 million units, ranking first; Chengdu and Chongqing car ownership was 589.66 and 5.636 million, ranking second and third; More than 4 million vehicles. Compared with the end of 2021, Wuhan's changes are relatively obvious, and it has successfully jumped from 3 million levels to 4 million levels.

These 20 cities with more than 3 million cars have a total amount of 80.901 million ownership, accounting for more than a quarter of the national car ownership. It is a proper "car household".

If compared to the 2020 data previously released by the Ministry of Public Security, it can be found that in a half and a half years since the end of 2020, the top five of these 20 cities are Hangzhou (784,000 vehicles), Chongqing (59.2 (59.2), in order 10,000), Xi'an (483,000), Chengdu (439,000 vehicles) and Tianjin (429,000).

The smallest growth of automobile ownership is Beijing, and the number of car ownership increased by 192,000 in one year and a half. This may be related to Beijing's strict purchase restriction policy. At present, there are still 8 places in the country to retain automobile purchase restrictions, including Beijing, Shanghai, Guangzhou, Shijiazhuang, Tianjin, Hangzhou, Shenzhen and Hainan. Among them, Beijing is the most stringent city in automobile purchase.

However, since the occurrence of the epidemic, many places have encouraged citizens to purchase cars through loosening restrictions on purchase, increasing indicators, or giving subsidies. During this year, Shanghai, Guangzhou, Shenzhen, Hangzhou and Tianjin have successively increased the investment and purchase indicators.

Further look at the per capita car ownership of 20 cities. The highest is Suzhou, with 37.6 cars per 100 people; followed by Dongguan and Zhengzhou, each 100 people have 35.5 and 34.9 cars. The lowest is Chongqing with the largest population base. Only 17.5 cars per 100 people, Guangzhou and Shanghai only have 17.6 and 19.1 cars per 100, ranking back.

Pattern to reshape

In the wave of acceleration of the industrial acceleration brought by new energy vehicles, some traditional cars have a large market in the market, which is obviously "lost" on the new energy vehicle track.

For example, as of the end of June this year, Suzhou's car ownership reached 4.829 million units, ranking fourth in the country, but the number of new energy vehicles exceeded 100,000 vehicles at the end of 2021;

The car ownership ranks 7th in Xi'an, which is 7th in the country. At the end of 2020, the number of new energy vehicles was also 104,900;

As an old -fashioned car town, Wuhan's car ownership is 4.039 million vehicles, ranking 8th in the country. In 2021, the number of new energy vehicles was only 108,500 ...

In addition, among the top 20 cities in the country, there are many cities including Foshan, Ningbo, and Jinan. In 2021, new energy vehicles have less than 100,000.

Faced with the key variables of new energy vehicles in the future, which cities have seized the air outlet and leading the lead?

Judging from the published data from various places, as of the end of 2021, the city with the highest preservation of new energy vehicles was Shanghai, reaching 635,000 vehicles; second, Shenzhen and Beijing also exceeded 500,000, which were 544,000 and 507,000 vehicles, respectively. Essence According to relevant statistics, in recent years, the retail sales of automobiles account for nearly 10%of the total social retail sales. The industrial chain is long and the driving effect is strong. It is essential to expand domestic demand and drive consumption. Especially since the beginning of this year, from the central to the local area, a number of policies have been released to support car consumption, which further promotes the release of the car market potential.

Recently, 17 departments including the Ministry of Commerce issued the "Several Measures on the Circulation of Automobile Circulation and Expand Automobile Consumption", and proposed measures to support the purchase and use of new energy vehicles, active used car markets, and promoting car update consumption.

In the opinion of Wang Qing, deputy director of the Institute of Market Economy Research, the Development Research Center of the State Council, "New Energy Vehicles has become a new growth point in automobile consumption. Policy introduced policies for such a rapidly growing field is not only a good trend, but also allows policies to make policies The leverage effect is more prominent, and it plays more than the effort. "

In this context, many cities have launched an impact on higher goals.

According to incomplete statistics, Wuhan, Hefei, Shenzhen, Xi'an, Chongqing and other cities have shouted the slogan to build a "new energy car capital". According to relevant plans in various places, by 2025:

Beijing New Energy Vehicle has reserved a total of 2 million;

Shenzhen New Energy Vehicles reached about 1 million vehicles, and the proportion of new energy vehicles in the "14th Five -Year Plan" period (excluding replacement updates) reached about 60%;

Guangzhou New Energy Vehicle has increased to 800,000 vehicles, accounting for more than 20%of the car ownership;

Chengdu New Energy Vehicle has reached 600,000 vehicles, and strives to reach 800,000 vehicles;

Xi'an strives to reserve about 500,000 new energy vehicles, comprehensive electrification in the public domain ...

From this point of view, among cities that have been announced, the biggest step is Beijing -compared to 2021 Reservation data (507,000 vehicles), to achieve the 2025 target (2 million vehicles), Beijing New Energy Vehicle, Beijing New Energy Vehicle, Beijing New Energy Vehicles The amount of preservation should be increased by about 1.5 million vehicles.

Overtime

An industry consensus is that my country's new energy vehicle industry is in the stage of transition from product -driven to consumption -driven.

As the world's largest new energy vehicle market, the dual attributes of China's "automobile market" and "automobile factories" are increasingly prominent, laying a solid foundation for the rapid development of new energy vehicles, and also allowed the opportunities to see breakouts and overtaking.

The "2022 National New Energy Vehicle Industry Regional Research Report" jointly launched by Urban Evolution & Qixinbao shows that Shanghai, Guangdong, and Guangxi in 2021 ranked among the top three in the country, reaching 63.19, 53.54, and 4.851 million, respectively. Ten automobile industry provinces (autonomous regions, cities) account for 74.1%of the country's total output.

Picture source: "2022 National New Energy Automobile Industry Regional Research Report"

It is not difficult to find that the leading output of five provinces in Shanghai, Guangdong, Guangxi, Shaanxi and Anhui all have their own new energy vehicle representative brands.

It is especially worth mentioning Shanghai. With the commissioning of the Tesla plant in 2019, the output of Shanghai New Energy Vehicles rose all the way, from 830,000 units in 2019 to 238,600 units in 2020. In 2021, it further expanded to 631,900 units. The location of a city.

In 2021, Shanghai New Energy Vehicles also increased from 424,000 vehicles to 620,000 units in the previous year, exceeding Shenzhen (544,000 vehicles) in one fell swoop, ranking first in the country. Prior to this, Shenzhen "has become the city with the largest number of new energy vehicles in the world for six consecutive years."

According to the latest goals of Shanghai, by 2025, the city's new energy vehicle output will exceed 1.2 million vehicles, and the output value will exceed 350 billion yuan.

There are such successful cases. In recent years, major cities have made their best to "do their best" and strive for leading cars and key projects.

Picture source: Xinhua News Agency

Taking BYD as an example, this A -share market value of the car company giants who successfully broke the trillion -dollar level in the last month and won the global new energy vehicle in the first half of the year. Changsha, Tianjin and other places have a vehicle production base. As the market continues to appear, more and more "enlisted people" are scrambling to throw olive branches at the domestic new energy vehicle "one brother".

Just a few days ago, the high contact between Chengdu and BYD attracted the attention of all parties. According to the strategic cooperation agreement signed by the Chengdu Municipal Government and BYD, the two parties will rely on the project to establish a comprehensive and diversified strategic cooperation relationship, and to carry out more widely , Deeply pragmatic cooperation.

From the perspective of the outside world, this means that in the new energy vehicle era, Chengdu, which "starts slightly slowly", is accelerating and turning over.

Another city worthy of attention is Beijing.On June 27, Beijing's 13th Party Congress report proposed that "strengthening new energy vehicles and intelligent equipment manufacturing. Before that, Beijing had successively won the Xiaomi Automobile headquarters and ideal cars.In 2022, the "Two Sessions" in Beijing clearly stated that promoting Xiaomi Motor's construction and ideal car construction were one of the key tasks in Beijing in 2022.The new round of industry "battle" was launched, and a urban label was also on the road.

Daily Economic News

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