"Core shortage" continued to impact the automobile industry, with overall production and sales declining in July and new energy vehicles growing against the trend

Wechat automobile 2021-08-12 10:25:19 阅读数:997

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core shortage continued impact automobile

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China Automobile Industry Association 8 month 11 It's announced today 7 China's auto production and sales data in May . data display , Due to the shortage of chips 、 The rise of raw materials ,7 In January, the production and sales of domestic automobile market fell year-on-year and month on month . however , The sales of new energy vehicles increased year-on-year against the trend 160%, Record high , The market penetration of new energy vehicles has also increased to 10%.


There is also a small differentiation in power batteries .7 China's power battery loading volume in June 11.3GWh, rose 125%. Among them, lithium iron phosphate batteries are installed in total 5.8GWh, rose 235.5%, Continue to show the momentum of rapid progress . The growth rate of ternary material battery slowed down significantly .


The shortage of chips has a great impact on the supply of cars


According to the data of China Automobile Industry Association ,2021 year 7 month , China's automobile production and sales are completed respectively 186.3 Thousands of cars and 186.4 Thousands of cars , Month on month declines 4.1% and 7.5%, Year on year declines 15.5% and 11.9%;2021 Years ago 7 Months , Automobile production and sales are completed separately 1444 Thousands of cars and 1475.6 Thousands of cars , Year-on-year growth 17.2% and 19.3%, The growth rate is higher than before 6 Months down 7 And 6.3 percentage .


Export , China Auto 7 Monthly export 17.4 Thousands of cars , rose 9.8%, Year-on-year growth 180%, Exports hit a record high ;2021 Years ago 7 Monthly cumulative export volume 100.2 Thousands of cars , Year-on-year growth 120%.


The market share of Chinese brand passenger cars has increased significantly .7 month , The total sales volume of Chinese brand passenger cars reached 72 Thousands of cars , Significant year-on-year growth 22.2%, Market share reached 46.4%, Compared with the same period last year, it has increased 11 percentage .


China Automobile Association said ,7 The influencing factor of the month on month decline in automobile production and sales is that the basis of the same period last year is high , Affected by the shortage of chips, the production and sales of passenger cars decreased , But the decline narrowed ; Commercial vehicles are affected by the switching of emission regulations , Production and sales decreased significantly year-on-year .


“ The shortage of chips has a great impact on the supply of cars .” Chen Shihua, Deputy Secretary General of China Automobile Industry Association, pointed out , One of the main reasons for the recent decline in China's automobile production and sales is the insufficient supply of automobile chips , At present, the automobile inventory at the production end is relatively low .


Chen Shihua introduces , from 2021 year 7 According to the latest situation in June , The development of overseas epidemic has further affected the automotive chip supply chain , In particular, the epidemic situation in Malaysia and other countries is developing rapidly , New situations such as shutdown of local chip manufacturers .


It is worth noting that , State Administration of market supervision 8 month 3 According to the daily disclosure , In view of the hype in the automotive chip market 、 High prices and other issues , In recent days, , The General Administration will follow the price monitoring and reporting clues , The car chip distribution enterprises suspected of driving up prices are put on file for investigation .


Regarding this , Chen Shihua said , The General Administration has noticed that the shortage of automobile chips is an objective situation , But there is also the phenomenon of dealers hoarding strange things , So file an investigation . In his opinion , Regulatory authorities regulate the automotive chip market , It will alleviate the shortage of chip supply to a certain extent .“ I am confident that the chip supply will ease in the second half of the year .” Chen Shihua said .


The production and sales of new energy vehicles have reached a record high


New energy vehicles continue to become a new engine for the development of China's automobile industry . According to the data of China Automobile Industry Association , China's new energy vehicles 7 Monthly production and sales continued to set a new record , Production and sales continued to grow month on month and year-on-year , Reach respectively 28.4 Thousands of cars and 27.1 Thousands of cars , They all hit a record high , rose 14.3% and 5.8%, Year-on-year growth 170% and 160%. front 7 Months , The production and marketing of new energy vehicles are completed respectively 150.4 Thousands of cars and 147.8 Thousands of cars , An increase of nearly 200%. among , Production and sales of pure electric vehicles are completed respectively 126 Thousands of cars and 122.7 Thousands of cars , Year on year growth 220%; The production and marketing of fuel cell vehicles are completed respectively 664 Vehicles and 675 car , Year-on-year growth 48.5% and 47.7%.


In terms of batteries ,7 China's power battery loading volume in June 11.3GWh, rose 125%, Sequential rise 1.7%. among , The total number of ternary material batteries is 5.5GWh, rose 67%, fell 8.2%; A total of lithium iron phosphate batteries were loaded 5.8GWh, rose 235.5%, Sequential rise 13.4%.


“ China's new energy vehicles are developing rapidly , It is because Chinese consumers begin to accept new energy vehicles from the perspective of quality and price , Willing to use new energy vehicles .” For China's new energy vehicles 5 More than months 20 The phenomenon of 10000 vehicle sales , Xu Haidong, deputy chief engineer of China Automobile Industry Association, said , In addition to the improvement of consumer acceptance , New energy vehicle products are getting better and better , Especially under the influence of Tesla , Domestic medium and high-end new energy vehicles are developing rapidly , The original fuel B Many first-class car consumers are now willing to choose Tesla 、 BYD 、 Wei to 、 Xiao peng 、 Ideal and other new energy vehicle enterprise products .


Xu Haidong further pointed out , According to the international judgment on the development of consumer goods , General market penetration to 10% The proportion will enter a period of rapid growth , And new energy vehicles have reached this key node .2021 year 7 The market penetration of China's new energy vehicles has reached 10%. The rapid growth of new energy vehicles in China benefits from unlimited travel 、 Charging is cheap , In addition to factors such as good driving experience , The guarantee of China's leading charging facilities is also an important factor , At present, one charging pile guarantees the ratio of three new energy vehicles , It belongs to a high level all over the world .


For under the background of missing core , The production and sales of new energy vehicles can continue to rise , Mei Songlin, a senior auto industry analyst, believes that , This is caused by many factors , When the chip shortage in the market continues , The bidding mechanism will work , New energy vehicle enterprises with strong market demand are willing to obtain chip resources at a higher cost .



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