Summary
[The global electric car market is selling out! Products in 2022 may set off a wave of price increases]In 2021, the global electric vehicle market “sells out”, the best data in history. Tesla delivered 308,600 vehicles in the fourth quarter of 2021 (market estimate is 263,422), and delivered a total of 936,000 vehicles in 2021. Xiaopeng Automobile delivered 98,155 vehicles in 2021, 3.6 times that of 2020; Ideal Automobile delivered 90,491 vehicles in 2021, a year-on-year increase of 177.4%; Weilai Automobile delivered 91,429 vehicles in 2021, a year-on-year increase of 109.1%.
In 2021, the global electric vehicle market “sold out”, setting the best data in history.TeslaIn the fourth quarter of 2021, 308,600 vehicles will be delivered (market estimate is 263,422), and a total of 936,000 vehicles will be delivered in 2021.Xiaopeng MotorsThe total delivery volume in 2021 is 98,155 units, 3.6 times that of 2020;Ideal carThe total delivery volume in 2021 is 90,491 vehicles, a year-on-year increase of 177.4%;Wei LaiAutomobiles delivered 91,429 vehicles in 2021, a year-on-year increase of 109.1%.
In 2022, under the superimposed impacts of domestic new energy subsidies, soaring upstream costs, and lack of cores, new energy vehicles may set off a wave of price increases. Currently,Tesla, Volkswagen, GAC E’an, Nezha Automobile and other automakers have successively announced price hikes in 2022. According to Cui Dongshu, secretary general of the Travel Association, according to the latest policy, the current purchase subsidy technical indicator system framework and threshold requirements will remain unchanged in 2022, and the subsidy scale will be liberalized from the original expected maximum subsidy scale of 2 million vehicles to achieve a full-scale subsidy. Year’s subsidy.
According to the subject database of the Financial Association, among the related listed companies:
Asia PacificA new generation of intelligent driving products has been launched. The core products include multi-functional cameras, millimeter wave radars, domain controllers, wire-control and platform-based ADAS functional software.
Dongfang ElectricThere are hundreds of customers of PTC products for new energy vehicles, one after anotherBYDChinese,BYDQin and other products are available.
(Article source: Financial Association Press)
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