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Who can lead the new energy car track?

2021-08-10

It is worth noting that the production and sales of new energy vehicles in my country in the first half of the year reached 1.215 million and 1.206 million, respectively, with a year-on-year increase of two times, showing vigorous vitality. The penetration rate of new energy vehicles increased from 5.4% at the beginning of this year to 9.4% in the first half of the year. Among them, the penetration rate in June exceeded 12%. Judging from the experience of related industries such as smartphones and mobile payments, when the penetration rate of a category is close to 10%, it means that the category has entered the fast lane to occupy the market.

From the perspective of global auto industry competition, Europe, the United States, Japan and South Korea have all accelerated on the new energy vehicle track.
Thanks to increased subsidies, Europe sold 1.27 million new energy passenger vehicles last year, surpassing China to become the world's largest new energy vehicle market.

According to reports, the United States has set a goal of zero-emission vehicle sales accounting for 50% of total new vehicle sales by 2030.

The "speeding up of new energy" in the European and American auto industries will inevitably challenge my country's first-mover advantage in the new energy auto industry. These changes urge us to stay strategically sober at all times.

Specific to the enterprise level-
Mercedes-Benz has upgraded its strategy from "electric first" to "full electric"

Multinational car companies such as Volkswagen, BMW, Ford, and Strandis have also put forward a clear timetable for electrification

Toyota, Hyundai, etc. are still vigorously developing hydrogen fuel cell vehicles

In particular, Tesla sold 380,000 vehicles worldwide in the first half of the year, while most of my country's auto companies sold only more than 30,000 vehicles. Although Wuling Hongguang`s MINI EV has sold more than 180,000 vehicles, its product positioning is not at the same level as Tesla, and it is not comparable.

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