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How will Tesla's share price plummet affect the new energy vehicle industry?

日期: 2021-11-11
浏览次数: 2

Since more than half of the netizens supported Musk's 'poll' to sell shares, the news of Tesla's share price plummeted swept the network. At the opening of U.S. stocks on Tuesday, Tesla's share price plunged rapidly, once plummeted by 12.8%, the largest one-day decline since September 2020.

 

As the 'leader' of new energy vehicle brands, this directly affected the market's investment confidence in the new energy vehicle sector, and several new energy related sectors, including the lithium battery sector, fell.

 

Will the new energy vehicle industry really enter a 'cooling off period'? The answer, of course, is 'no'.

 

The industry is booming in production and marketing

According to musk, it will sell its $6 billion worth of Tesla shares for donations, mainly to solve the problem of world hunger. At the same time, Michael burry, a 'big short', said musk might want to realize part of his stake to repay his personal debt. But in any case, the new energy vehicle industry has not changed greatly, which gives investors a little relief.

 

On the whole, since October, the chip problem has eased and the automotive industry has recovered. According to the latest data released by the passenger Federation, the wholesale sales of new energy passenger vehicles reached 368000 in October, a year-on-year increase of 148%, and continued to maintain a very high growth trend. From January to October, the wholesale of new energy passenger vehicles was 2.38 million, a year-on-year increase of 204%.

 

In October, the retail sales of new energy passenger vehicles reached 321000, a year-on-year increase of 141%; From January to October, the retail sales of new energy vehicles was 2139000, a year-on-year increase of 192%. The trend of independent brand new energy vehicles is strong, which has become a good driving force to drive the car market.

 

In October, the wholesale sales volume of new energy passenger vehicles reached 368000, with a month on month increase of 6% and a year-on-year increase of 1.5 times. It forms the characteristics of strong differentiation from the trend of traditional fuel vehicles, realizes the substitution effect on the fuel vehicle market, and drives the transformation of the vehicle market to new energy.

 

In October, the wholesale penetration rate of new energy vehicle manufacturers was 18.6%, and the penetration rate from January to October was 14.4%, significantly higher than the penetration rate of 5.8% in 2020. Especially in October, the penetration rate of new energy vehicles among independent brands has reached 30%.

 

Retail also has a good performance. From January to October, the domestic retail penetration rate of new energy vehicles was 13%, significantly higher than that of 5.8% in 2020; In October, the penetration rate was 18.8%, and the penetration rate of new energy vehicles among independent brands was 36%.

 

Independent brand performance is not weak

Separately, the new energy vehicle enterprises still performed well in October.

In October, the new energy passenger vehicle market still showed a diversified development trend. SAIC and GAC had prominent highlights in traditional vehicle enterprises. At the same time, BYD's pure electric and plug-in hybrid two wheel drive showed strong performance. The wholesale sales of manufacturers exceeded 10000 vehicles, including 80373 BYD, 54391 Tesla China, 42133 SAIC GM Wuling, 24085 SAIC passenger cars, 12064 GAC EA and 10138 Xiaopeng cars. In October, BYD's sales volume of plug-in hybrid continued to rise to 38641, with a month on month increase of 17%, promoting the growth of affordable plug-in hybrid into a new bright spot.

 

In October, BYD and SAIC Wuling in the pure electric ride market performed relatively well, while Chang'an, Chery and Great Wall Motors performed relatively well, and BAIC new energy was also in a recovery period. Wuling Hongguang mini, Model3, modely, Benben, BYD Han EV, BYD Qin EV and GAC motor aions are booming in the production and sales of pure electric vehicles this year.

 

New forces such as Weilai, ideal, Xiaopeng, Hezhong, Zero run and so on had excellent year-on-year and month on month sales performance in October, especially the gradual rise of second-line new forces such as Nezha and Zero run.

 

From the data, so far, the pure electric passenger vehicle market is still dominated by independent brands. Although Tesla has entered, independent vehicle enterprises occupy the absolute dominant position of pure electric vehicles. In addition to Tesla's foreign investment, joint venture vehicle enterprises are ranked in the top 8.

 

It is worth noting that with the continuous improvement of overseas epidemic, the shortage of chip supply is expected to continue to improve. At the same time, thanks to the decline in the cost of new energy vehicles, the improvement of product power and continuous marketing promotion, in addition, under the pressure of double points, car enterprises may impulse at the end of the year. Therefore, new energy vehicles are expected to continue to grow from November to December.


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