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Recently, new energy vehicles experienced a sharp drop in April, and sales of many new car-making forces also rebounded in May. According to relevant data, in May, a number of new force automobile enterprises bottomed out and returned to the level of 10,000 vehicles, among which the highest sales volume of ideal cars was 11496, 11009 Nezha cars, 10125 Xiaopeng cars and 10069 zero-running cars. In June, the sales volume of domestic new energy vehicles continued to increase significantly.

In view of the popularity of the new energy market, CCTV financial reporters also visited a number of new energy vehicle delivery centers, a NIO delivery center located in Shanghai Baoshan District related responsible person disclosed to reporters, At present store passenger flow, Order volume have increased significantly, Even if the factory has full load production, It is difficult to keep up with delivery. In addition, in BYD's new energy car store in Shanghai's Pudong New District, some consumers are picking up cars ordered last year, and some consumers are changing models in order to pick up cars before the end of the year. There are also many customers who report to the media that they hold orders for four or five new energy vehicle brands in their hands, and buy which ones are scheduled for production.

A car owner who bought BYD said in an interview with the media at the scene: He was scheduled for Qin in March, ranking No.291, afraid that there would be no way to pick up the car by the end of the year because he was afraid that the license plate would not be sent at the end of the year and the cost of using the car would be increased, so he replaced it with BYD Han. According to the store responsible person to reflect to reporters: Recently every day there are a large number of customers to the store, plus the impact of the early epidemic situation, order backlog, factory delivery far behind the order growth speed. In the first half of this year, nearly 2000 undelivered orders have been accumulated. At present, the normal delivery rhythm is about 200 units per month. According to the current market progress, the delivery is still very delayed.

It is not difficult to see that under the hot demand for new energy vehicles, the delivery cycle of many automobile enterprises has also been obviously lengthened. It is understood that at present, most new energy vehicle enterprises in the car cycle in 1 to 4 months, BYD delivery cycle some even more than half a year. Since April 3, BYD announced the discontinuation of fuel vehicles, focusing on pure electric and plug-in hybrid vehicles, becoming the world's first traditional automaker to announce the suspension of fuel vehicles, a move that sent BYD New Energy's sales soaring in the second quarter. BYD sold 634,000 new energy vehicles in the first half of the year, including 133,000 delivered in June, according to the association. In March, BYD said it had accumulated 400,000 undelivered orders as of March and was still increasing month by month. BYD Chairman Wang Chuanfu said at the shareholders 'meeting in June that BYD had more than 500,000 orders in hand and the delivery cycle was 5-6 months.

In addition, in recent years, due to factors such as lack of core and epidemic situation, the production capacity of automobile manufacturers has also been restricted, which has also led to delays in vehicle delivery time. Moreover, due to the Russian-Ukrainian war, epidemic situation, logistics and other factors, the price of raw materials continues to rise. Since the beginning of this year, BYD, Xiaopeng Automobile, Ideal Automobile, Nezha Automobile and other more than 20 automobile enterprises nearly 50 new energy models announced price increases. Although many new energy vehicle companies announced price increases, sales of new energy vehicles were not affected at all. In addition to the policy support for new energy car purchase in various places, various factors make the sales volume of new energy continue to rise.

According to relevant data, the production and sales of new energy vehicles in China completed 590,000 and 596,000 respectively in June, an increase of 1.3 times year-on-year. From January to June, the production and sales of new energy vehicles in China completed 2.661 million and 2.6 million respectively, an increase of 1.2 times year-on-year, and the market share reached 21.6%. Among them, the production and sales of new energy passenger vehicles in June were 563,000 and 569,000 respectively, up 1.4 times and 1.3 times year-on-year; the production and sales of new energy commercial vehicles were 27,000 and 28,000 respectively, up 83.5% and 88.4% year-on-year.

Of course, in recent years, the problem of delayed delivery time of automobiles has always existed, but under the influence of epidemic situation and shortage of raw materials, the delivery time of many vehicles has been extended again. From the demand side, the reasons for delivery difficulties also have the influence of excessive demand. Many consumers suppressed consumption due to the impact of the epidemic earlier, resulting in the centralized release of consumer car purchase plans. In addition, this year is the last year of the new energy national supplement, and the successive introduction of policies around the country has stimulated the rise of new energy vehicles to a certain extent. However, from the production end, affected by the epidemic situation, automobile enterprises also lost a lot of production capacity, many suppliers 'raw material supply and production capacity have not been fully restored, which also delayed the delivery cycle.

Some personage inside course of study points out: "Supply, demand both need an adjustment period, especially the supplier, epidemic situation and other reasons will affect the automobile enterprise for the future production capacity prediction, the current demand recovery actually exceeds the expectation of some automobile enterprises, it takes about 3 months to balance." Cui Dongshu, secretary-general of the Association, also said that due to strong demand, individual models may still be delayed in the second half of the year, but it will not be a common situation.

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