Analyze the phenomenon of high penetration rate of new energy vehicles and promote the development of new energy industry

2023/06/23
Author: EVCOME-EV Chargers Manufacturers

On November 8, the analysis report of the Passenger Federation showed that from January to October this year, the wholesale of new energy passenger vehicles was 2.381 million, a year-on-year increase of 204.3%; the retail sales were 2.139 million, a year-on-year increase of 191.9%. According to the "New Energy Vehicle Industry Development Plan (2021) issued by the General Office of the State Council last year—2035), the penetration rate of new energy vehicles in my country (the sales of new energy vehicles account for the total sales of new vehicles) is expected to reach 20% in 2025. Regardless of the difference between the monthly penetration rate and the annual penetration rate, the new energy vehicle market is indeed growing rapidly at a speed visible to the naked eye. Now seeing the rapid increase in the penetration rate of new energy vehicles, it is too suppressed. Those who have been in the industry for a long time naturally cheered. But it's also possible that high penetration is just a number. 01 core“shortage”+ Integral policy, car companies give priority to the production of new energy vehicles. Under the impact of the new crown epidemic and the imbalance between supply and demand, the difficulty of chip procurement for car companies has also increased geometrically. Influence. Driven by profits, it is an inevitable choice for car companies to choose to supply chips first to popular high-profit models. Superimposed on the normal promotion of car companies by supporting the double credit policy, car companies naturally have the motivation to give priority to new energy models. Production. Based on seizing the resources of traditional models, coupled with the completely opposite production scheduling tendency and the scarce supply of chip resources, it is destined that the production and sales performance of new energy vehicles will be better than that of fuel vehicles. 02 The production and sales volume of the industry's market has shrunk, magnifying the growth trend of the penetration rate of new energy vehicles. Automobile production and sales completed 1.725 million units and 1.799 million units respectively, a year-on-year decrease of 18.7% and 17.8% respectively. But from January to October, automobile production and sales increased by 5.4% and 6.4% year-on-year. As can be seen from the figure below, the sales of new energy vehicles have been flat, and the increase in penetration rate only represents a trend, but the combination of multiple factors including the epidemic, chips, and the market will eventually lead to the denominator of the overall automotive market.——The reduction of fuel vehicles. To sum up, due to the imbalance between the supply and demand of production resources and the overall decline in the automobile sales market, it is just confused by the advertising behavior of new energy automobile manufacturers to gain more market confidence. It is normal for people to feel that the industry's water temperature is different. . The well-known American analyst Harry S. Dent, Jr once said: A new technology or an emerging industry is called the introduction period before the penetration rate reaches 10%, and its development is quite slow; once the threshold of 10% is exceeded, The speed of development is accelerated and it enters the growth stage. From this, it can be regarded as a theoretical basis to judge that my country's new energy vehicles have indeed entered the market-driven stage. From this point of view, the future of new energy vehicles can be expected, but don't act too hastily. The growth of the penetration rate of new energy vehicles and the reduction of fuel vehicles will promote the development of the new energy industry· For the new energy revolution“Fast charge battery life”. evcome (Shenzhen) Technology Co., Ltd. is a manufacturer specializing in the development and production of new energy charging pile cables. The main products include: new energy vehicle cables, new energy power exchange cabinet cables, new energy vehicle ev cables, ev charging pile cables, charging piles Cables, energy storage cables, signal lines, drive lines, module lines and other products. With advanced production technology, the product has good flame retardancy, high electrical conductivity, safety and energy saving, and helps new energy charging piles achieve breakthrough fast charging. .

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