Autobots have worked hard and new energy vehicles have entered a period of rapid growth.

The new version of "double points" policy implemented in China since 20021and the biggest green stimulus

Autobots have worked hard and new energy vehicles have entered a period of rapid growth.

The new version of "double points" policy implemented in China since 20021and the biggest green stimulus plan in human history launched by the European Union will make new energy vehicles usher in a new round of global growth and enter the era of high-quality vehicles.

Text/Autobots Scroll

The new energy automobile industry is popular with capital, not only based on Tesla's driving effect, but more importantly, the new energy automobile industry is currently standing at the node of a new round of outbreak.

After the sales volume of new energy vehicles in China reached a high of1.256 million in 20 19, it decreased by 4% to1.206 million in 2020. It is predicted that further decline in 2020 will be a high probability event. From June 5438 to August this year, China sold 596,000 new energy vehicles, which was 26.4% lower than the same period in 20 19.

From the data point of view, the recovery trend of new energy vehicles is not as good as the overall automobile industry, or even worse than passenger cars. The sales volume of new energy vehicles has declined for two consecutive years, and the demand has encountered bottlenecks. At present, the accepted explanations are as follows: first, subsidies have fallen sharply; Second, due to the cold in the field of * * * travel, the sales of new energy vehicles at the toB end have dropped greatly, and the increase in sales at the toC end cannot fill the pit of toB.

The whole society has invested so much money, but it has only ushered in a market of about one million vehicles?

Is the new energy automobile industry overvalued? Capital does not think so. It is not difficult to find that when the capital market is full of scenery, due to the influence of Tesla's entry into China, the valuation of new energy car-making enterprises, especially the new car-making forces, has greatly increased. The most obvious one is Weilai, and its share price has risen from 1 USD to USD 20 in one breath.

In the second half of the year, in the case of high interest rates in China and the United States, technology stocks finally failed and the Nasdaq index fluctuated at a high level. However, the new energy vehicle sector is not the hardest hit, and the current new energy vehicle industry chain is still strong. It seems that capital has great expectations for the new energy automobile industry.

In addition to BYD, Weilai, Li, Xpeng Motors and Evergrande, upstream component manufacturers have also received great attention, such as lithium batteries, battery materials, lithium battery equipment and key components.

According to the latest insurance data, in August 2020, the number of new energy vehicles insured in China was 92 149, a year-on-year increase of 43.46%. This is the first time that the data has turned from negative to positive since July, which is significantly higher than the same period last year. It seems that this industry is recovering.

It can't be ignored that since 202 1, China's "double integral" policy has become stricter. According to the latest amendment of "double points" management method from 20021to 2023 issued by the Ministry of Industry and Information Technology, it is required that the points of new energy vehicles should reach 14%, 16% and 18% in 2002, 2022 and 2023 respectively.

Most importantly, the single-vehicle integral algorithm will be readjusted, and the standard vehicle integral of plug-in hybrid passenger cars will be reduced from 2 points to 1.6 points; Pure electric passenger cars have changed more, and the upper limit of bicycle points has been reduced from 5 points to 3.4 points. Pure electric vehicles with the same cruising range will transition from 2020 to 202 1, and the points of bicycles will be reduced by at least half. This is undoubtedly a huge challenge for car-making enterprises. Car companies need to launch electric vehicles with longer cruising range, which is obviously a big plus for power batteries and battery upstream industries.

Affected by the epidemic, coupled with the rapid growth of subsidies and industrial investment, the sales of new energy vehicles in Europe entered a blowout period. According to statistics, ten European countries (Netherlands, Norway, Spain, Portugal, Germany, Britain, Italy, France, Switzerland, Sweden) registered a total of 83,000 new energy vehicles in August this year, up 170% year-on-year, while passenger car registrations in the ten countries decreased 14% in the same period. From June 5438 to August this year, the registration of new energy vehicles in Europe increased by 90% year-on-year. The main consumers are Germany and France, with sales of 33,000 vehicles and 65,438 vehicles +0. 1.000 vehicles respectively, up by 308% and 208% year-on-year.

In response to the economic impact of the epidemic, Germany and the Netherlands announced that the subsidy policy for new energy vehicles will last until 2025. Germany's epidemic hedging policy will last until the end of 20021,and the existing subsidy policies in Britain and France will also last until 2023 and 2022 respectively.

On July 2 1 day, 2020, EU member states reached an agreement on a green agreement investment scheme of 1.82 trillion euros. These include the "Next Generation EU Plan" of 750 billion euros and the long-term budget of 1.074 trillion euros for carbon emission reduction of new cars. This is the biggest green stimulus plan in the history of human society. New energy vehicles may become one of the biggest beneficiary industries of the plan. Some organizations predict that in 2020, the sales of new energy vehicles in Europe will exceed one million.

After nearly two years of sinking, new energy vehicles have come through all the hardships and begun to usher in a new round of explosive growth. Stimulated by strong subsidies, the European market has exploded; China is about to usher in a stricter "double integral" policy, which will accelerate the transformation of vehicle enterprises. Global automotive electrification has officially entered the acceleration period of supplying high-quality models. This is a test for vehicle manufacturers, but it is undoubtedly a huge benefit for the upstream supply chain. (Text/"Autobots" scrolling, part of the picture source network) Copyright statement This article is an exclusive original manuscript of Autobots, and the copyright belongs to Autobots.

This article comes from car home, the author of the car manufacturer, and does not represent car home's position.