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Supported by the favorable policy system, in the past five years, my country's new energy vehicle production and sales have an average annual compound growth rate of nearly 130%, ranking first in the world for three consecutive years. The development of my country's new energy vehicle industry has entered the growth period from the cultivation period, and has formed a certain first-mover advantage on a global scale.
New energy vehicles are at an important stageThe policy supports the vigorous development of the new energy automobile industry. The new energy automobile industry is at an important stage of great development, and new energy commercial vehicles are ushering in a critical opportunity for development. Affected by factors such as the “new four modernizations” trend of the automobile industry and the vigorous development of the new energy commercial vehicle market, major auto companies continue to increase their layout in the new energy commercial vehicle field to seize market opportunities.
Many factors drive famous enterprises to enter the market one after another
In fact, it is not uncommon for domestic technology companies to join forces with traditional auto companies to build cars. In addition to SAIC and Ali's joint venture, as early as July this year, Huawei officially announced that it would formally launch a new energy smart car based on the Hongmeng system jointly developed with BYD. Even the real estate company Evergrande also announced that it would enter the field of new energy vehicles. Why is the field so attractive?
Judging from the performance of the secondary market, new energy vehicles are the darling of the market. This can also be seen from the stock trends of US stocks and A shares. Many stocks have accumulated considerable gains. For example, NIO’s growth rate in the past 6 months is as high as 1257%, Ideal Motor’s growth rate in the past 2 months is nearly 162%, Xiaopeng Motor’s growth rate is 210% in the past month, BYD’s growth rate is 203% in the past six months, and Ningde Times’ stock price has increased nearly 9 times. The capital market highly recognizes new energy vehicles, which shows that they are optimistic about their development prospects.
In terms of sales volume, data from the China Automobile Association shows that domestic new energy vehicles sold 159,000 in October, an increase of 116% year-on-year, and maintained a relatively high growth rate for three consecutive months. Among them, SAIC-GM-Wuling, BYD, and Tesla's domestic sales Ranked in the top three. In general, the new energy automobile industry is recovering steadily. Production and sales began to boom in the third quarter, and the industry entered a high-speed growth channel.
From a policy perspective, industrial policies have been continuously introduced to help the sound development of the new energy automobile industry. Recently, the Ministry of Finance issued the "Notice on Early Release of 2021 Energy Conservation and Emission Reduction Subsidy Fund Budget (First Batch)", which shows that a total of nearly 37.6 billion yuan of new energy vehicle subsidies will be arranged in 2021, which is 3.34 times that of 2020. On November 2, the General Office of the State Council officially released the "New Energy Vehicle Industry Development Plan (2021-2035)". The "Plan" pointed out that in 2025, the sales of new energy vehicles will account for 20%, and 2035 pure electric vehicles will become the mainstream sales. . At the same time, the "Plan" clearly stated that it is necessary to improve technological innovation capabilities, adhere to the equal emphasis on vehicle and parts, strengthen vehicle integration technology innovation, and enhance the industrial basic capabilities of key components such as power batteries and new-generation vehicle motors.
