New China and latitude 15 December, recently, 'WeChat data' official account issued the 'industry research 2022 new energy passenger vehicle market outlook for the year' Research Report. The report points out that the sales volume of new energy passenger vehicles will reach 4.8 million in 2022 due to the dual drive of short-term product supply and user cognition.
According to the report, the development of the new energy passenger vehicle market is jointly determined by the supply side, the demand side and the policy side. The supply side covers product supply, technology development and battery capacity, the demand side focuses on user cognition, and the policy side covers double points, financial subsidies and infrastructure.
From the perspective of next year's market, product supply and user cognition are the main driving forces to promote the rapid development of the market. In addition, the supply side has achieved breakthroughs from multiple levels, in which the improvement of key technologies to alleviate user concerns, the improvement of battery capacity and the guarantee of supporting supply will promote the improvement of terminal sales; The policy side has changed from subsidized consumption to industry management. The double point policy mainly acts on the supply side, the decline of financial subsidies weakens the role of the consumer side, and the acceleration of infrastructure is conducive to medium and long-term development, with limited impact on terminal sales next year.
The report points out that in terms of product supply, independent enterprises, joint ventures and new forces will continue to accelerate the market layout next year. The existing products may continue the bright performance since this year, and the rich and distinctive new models will further meet the diversified market demand and jointly support the high-speed growth trend next year. User perception: under the national carbon neutralization policy, considering the future replacement environment, the preference of domestic policies for new energy, the gradual improvement of technology, products and infrastructure, as well as the reputation impact of surrounding people and the car purchase environment, promote the continuous improvement of consumers' acceptance of new energy and accelerate the release of private market demand.
In terms of technology development, a number of key technologies have been optimized to comprehensively improve the security, convenience, functionality and economy of new energy, and effectively alleviate users' concerns. In terms of battery capacity: mainstream power battery enterprises have a good understanding and preparation for the market expectation next year.
They will increase capital and expand production while improving the technical level, effectively make up for most of the power battery gap of new output in the new energy industry, and support the development of new energy passenger vehicle market next year. In terms of infrastructure, the market and government are driven by two wheels, and the construction of charging infrastructure begins to speed up, which will usher in a new wave of construction peak, which is conducive to the medium and long-term development of new energy passenger vehicles.
According to the report, based on the above factors and under the scenario of effective improvement of the impact of chip shortage next year, it is judged that the new energy passenger vehicle market in 2022 will continue the high-speed growth trend in 2021. Combined with the new energy market prediction system and model of China Automotive Data Co., Ltd., the impact factors are accurately evaluated. It is estimated that the sales volume of new energy passenger vehicles will reach about 4.8 million in 2022, A year-on-year increase of 66%.