The first thing to bear the brunt is the trend of new energy vehicles replacing fuel vehicles. According to the latest statistics released by the Ministry of Public Security on January 11, the number of new energy vehicles nationwide has reached 13.1 million, and sales after deducting scrapping and rewriting have increased by 67.13% compared with 2021. In 2022, 5.35 million new energy vehicles were newly registered nationwide, accounting for 23.05% of the total number of newly registered vehicles, an increase of 81.48% compared with the previous year. The number of newly registered new energy vehicles has increased from 1.07 million in 2018 to 5.35 million in 2022. What’s more important is that this rapid growth was achieved despite the fact that there was a timetable for the departure of “state subsidies”. As early as 2017 to 2019, new energy vehicle subsidies began to gradually decline. In April 2020, the Ministry of Finance and other four departments proposed a gentle reduction in intensity and pace, extending the implementation period of the subsidy policy to the end of 2022. In principle, the subsidy standards from 2020 to 2022 will be reduced by 10% and 20% respectively based on the previous year. %, 30%. From a maximum of 60,000 yuan per vehicle in 2017 to 12,600 yuan in 2022, new energy vehicle subsidies have been declining. In other words, the exit of "state subsidies" is equivalent to a "soft landing", during which the new energy vehicle market has already gone out of the introduction period and has shifted from policy-driven to a new stage of market-driven development.
What is also commendable is the trend of intelligent and connected cars. As Yan Jinghui, a member of the expert committee of the China Automobile Dealers Association, said, in the domestic automobile market, intelligence and digitalization are also the main factors attracting consumers to buy new energy vehicles. It is not difficult to find that new energy vehicles are far ahead of fuel vehicles in terms of intelligence and digital car life. From this perspective, even if they lose their price advantage, consumers who pay more attention to intelligence will still choose new energy vehicles. car.
What is more important is that in the global process of new energy vehicles replacing fuel vehicles, China has become the leading force in this process. In 2021, Chinese companies obtained more than 30,000 new energy vehicle-related patents, accounting for 70% of the global share. This trend has become even more obvious in the past 2022: not only the Chinese automotive industry chain has achieved great success in power battery technology, intelligent driving Technology still occupies the world's leading position, and the surge in China's new energy vehicle exports is enough to demonstrate this trend. Today, one in every 10 new energy vehicles in Europe comes from China. At this year's CES conference, French auto parts supplier Forvia said that the cost of producing each electric vehicle by Chinese automakers is 10,000 euros lower than that of European automakers, giving it an overwhelming cost advantage. Chinese car company BYD is firmly positioned as the global new energy vehicle sales champion in 2022, with annual sales exceeding 1.86 million vehicles.
It is undeniable that the state subsidies, which have lasted for 13 years and accumulated more than 200 billion yuan, are an indispensable key to the strong rise of China's new energy vehicles. The withdrawal of "state subsidies" will inevitably cause new energy vehicle companies to experience the pain of cost pressure. However, China's new energy vehicle industry, which has grown up under the test of Tesla's "catfish effect" and the gradual lifting of foreign shareholding restrictions, also faces challenges. Confidence. Firmly rely on the power of industry trends, dig deep into consumer needs, seize the market opportunities of the rapid development of intelligent networking in the "second half" of automotive revolution, continuously improve core technology competitiveness, stabilize supply chain capabilities, gather more technological forces, and accelerate The survival of the fittest in the industry... China's new energy automobile industry will also show stronger development resilience and become an important engine for economic growth.