AutoBeta(AutoBeta.net)11/05 Report--

As an emerging model, the market volume of new energy vehicles is not as large as that of fuel models, and the market performance continues to be sluggish due to the influence of many factors in the first half of the year. However, driven by the recovery of the car market and multi-policies in the second half of the year, the new energy market rebounded, helping a number of new energy car companies to reach new highs in October.

According to CCTV financial reports, with the new energy vehicle market ushering in a new wave of heat recently, in the Shanghai area, Tesla, Lulai, ideal and other stores of new energy vehicle brands, there is a steady stream of passengers from morning to night. According to a salesperson of a new energy car company, the number of customers coming to the store to see a test drive has doubled since September, selling an average of 30 new energy vehicles a day on weekends.

It is understood that this is due to the new traffic regulations issued by the Shanghai area a few days ago. On November 2, Shanghai issued new traffic restrictions on foreign brands. According to the new regulations, vehicles such as vehicle license plates in other provinces and cities are prohibited from driving on most viaducts in Shanghai from 7 am to 20:00 every day, except on Saturdays, Sundays and holidays for all citizens.

In this regard, a number of consumers who came to see the car learned that the reason for considering new energy vehicles this time is mainly due to license plate restrictions. Because you choose to buy new energy vehicles, you can get a local new energy license for free.

According to research data, the top five provinces and cities in sales of new energy vehicles are covered by license restrictions and developed provinces and cities, of which Guangdong continues its leading position in 2019, ranking first in sales, Zhejiang surpassing Shanghai in terms of sales, and Beijing and Henan ranking fourth.

In the context of the improvement of the domestic macro-economy, the car market maintained a positive and positive development trend in October. According to the latest data released by the Federation of passengers, the average daily retail sales of major passenger car companies in October was 57000, an increase of 10% over the same period last year, with an overall strong performance. It is worth mentioning that the sales of new energy vehicles were eye-catching in October.

From the point of view of the delivery volume of a number of new energy companies in October, they all achieved significant growth. Among them, Xilai delivered a total of 5055 vehicles in October, an increase of 100.1% over the same period last year, with monthly delivery data reaching a new high and exceeding 5000 for the first time. Second, ideal October delivery also set a new record, with the brand delivering 3692 vehicles in October, the third consecutive monthly record. Meanwhile, new orders hit an all-time high in October.

Xiaopeng Motor and Weimar, the other two new power car companies, also increased 229 per cent year-on-year to 3040 in October, while Weimar increased 46 per cent to 3003.

According to industry analysis, the upward momentum of the new energy vehicle market will continue to extend to 2021, and it is estimated that the sales center of new energy passenger vehicles will reach 1.55 million units in 2021. With the expansion of individual users' demand for new energy vehicle products, high-end demand and A00 models will also achieve volume at both ends.

Cui Dongshu, secretary-general of the Federation of passengers, said, "in the future, with the strengthening of restrictions on external licensing, the growth of entry-level electric vehicles is bound to accelerate." In the high-end aspect, Tesla is expected to have a certain increment, but the overall growth potential of entry-level electric vehicles is greater. "

However, judging from the current growth performance of the energy market in the New year, it is more limited to first-tier cities that are more affected by licences. At the same time, industry insiders analyzed, "on July 1 last year, the state subsidy slumped sharply, resulting in the early release of demand in the first half of last year and a smaller base in the second half of last year." Of course, sales of new energy vehicles were sluggish in the first half of this year, and stimulus policies were introduced in some places one after another, but on the whole, the base problem caused by subsidized slope decline last year was the most important factor. "

Of course, in addition to local policy incentives, at the national level, policies focusing on the future development of the industry have also been implemented. According to the "New Energy vehicle Industry Development Plan (2021-2035)" (referred to as the "Plan") issued by the General Office of the State Council a few days ago. The Plan proposes that new energy vehicle sales will reach 20% of the total new car sales by 2025, and pure electric vehicles will become the mainstream of new vehicle sales by 2035.

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