Trade Risk Alert
Release time:
2021-03-01 13:24
Source:
According to data from the China Association of Automobile Manufacturers (CACA), sales of new energy vehicles in China were 248000 in December 2020, up 49.5 percent year-on-year. For the full year 2020, China sold 1.367 million NEV units, up 10.9. YoY. Among them, the sales volume of new energy passenger cars was 1.246 million, up 14.6 year on year. From the monthly production and sales situation, new energy vehicles showed a trend of first decline and then rise, from July 2020 onwards showed a growth trend, the growth rate gradually expanded, and each month's production and sales have set a new historical record for the month, in December even hit a record high. Chen Shihua, deputy secretary-general of the China Automobile Association, said that through the cultivation of the entire industrial chain of new energy vehicles over the years, various links have gradually matured, rich and diversified new energy vehicle products continue to meet market demand, and the use environment is gradually optimized and improved. Under the influence of these factors, new energy vehicles are increasingly recognized by consumers, which directly promotes the production and sales of new energy vehicles to a record high in 2020. The China Automobile Association predicts that in 2021, China's new energy vehicle sales may reach 1.8 million, an increase of 40% year-on-year.
The data show that in 2020, China's new energy market presents the development characteristics of "low before and high after, strong at both ends and weak in the middle, and an increase in the proportion of private consumption. In the first half of last year, under the influence of the epidemic and the decline of subsidies, sales of new energy vehicles continued the sharp decline in 2019, and in the second half of the year, driven by the supply of new products, they rebounded rapidly, achieving ultra-high growth for six consecutive months. In 2020, private purchases accounted for 84% of new energy passenger vehicles in the consumption of new energy passenger vehicles, and private purchases became an important driver of market growth, up 10 percentage points from 2019.
In terms of models, high-end electric vehicles represented by Tesla Model 3, BYD Han, Weilai ES6, etc. and miniature pure electric vehicles represented by Wuling Hongguang MINIEV and Euler Black Cat have become the driving force for market growth. According to data from the National Passenger Car Market Information Association (hereinafter referred to as the "Passenger Association"), in 2020, Tesla Model 3 will become the sales champion of China's new energy vehicle market with sales of more than 137500 vehicles. Wuling Hongguang MINIEV will be the second place with sales of 112800 vehicles due to its late launch, but it has full stamina and is known as the "national magic car" in China ". Some analysts believe that Wuling Hongguang MINIEV is selling well, in addition to the product itself to meet the needs of young users, the second half of 2020 new energy vehicles to the countryside and other activities also helped to boost its sales. The Great Wall Black Cat won the third place with sales of more than 46000 vehicles, but there was a big gap with the first and second place. GAC Ean S and BYD Qin EV both sold more than 40000 vehicles, ranking 4th and 5th respectively. Chery eQ and Ideal ONE ranked 6th and 7th respectively, with sales exceeding 30000. BYD Han EV ranked 8th with 28000 vehicles, while Weilai ES6 and BMW 5 series ranked 9th and 10th with more than 20000 vehicles. (Source: China Auto News)
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The company was founded in 1997, currently 4000 a variety of models of automobile brake discs. Products are mainly exported to Europe, North America, South America, Australia and other countries and regions. At present to SAIC, JAC, BYD, Jinlong, Yutong and other domestic models to provide supporting. The company's process equipment strength, Japan's new east automatic casting line 6, commercial vehicle brake disc automatic casting line 2. There are 56 processing lines -6 full-automatic one-word processing lines and 30 robot processing lines. Packaging cleaning line 5, spraying line 3.
Since the beginning of this year, the price of raw materials has risen sharply, sea freight has soared, and the difficulty of finding a box of shipping space has seriously plagued manufacturing companies. The current power curtailment has made companies even worse. Take our company as an example. Since the power limit in early September, the company's production capacity has dropped by about 50% on average every day. Exports have decreased by 0.02 billion yuan. The performance rate of orders in hand is about 50%. New orders were reduced by 10%. These data are the impact of the current power rationing on enterprises. If the power rationing situation is not alleviated, the impact on enterprises in the fourth quarter will be more serious.
Recently, Yunnan, Jiangsu, Qinghai, Ningxia, Guangxi, Guangdong, Sichuan, Henan, Chongqing, Inner Mongolia, Henan and other places have begun to carry out energy control measures to limit energy consumption.
The total power generation in 021 is not low. In the first half of the year, China's total power generation was 3871.7 billion kWh, twice that of the United States. At the same time, China's foreign trade has grown extremely fast this year. According to data recently released by the General Administration of Customs, in August, the total value of my country's foreign trade imports and exports was 3.43 trillion billion yuan, a year-on-year increase of 18.9 percent, achieving positive year-on-year growth for 15 consecutive months, further showing a steady and solid trend. In the first eight months, the total value of China's foreign trade imports and exports was 24.78 trillion billion yuan, up 23.7 percent year-on-year and 22.8 percent over the same period in 2019.
The impact of the neo-coronary pneumonia epidemic on global supply chains continues, with high international freight rates, container shortages and terminal congestion still unabated, and labor shortages exacerbating the dilemma. The outbreak of the new coronary pneumonia epidemic in 2020, due to the obstruction of international freight, soaring transportation costs, international trade in goods greatly hindered, triggering a supply chain crisis in many countries (regions), since 2021, the new coronary pneumonia virus variant strain raging, so that the supply chain has not yet fully recovered.
Statistics from the China Association of Automobile Manufacturers show that in the first seven months of 2021, China's cumulative automobile exports reached 1.002 million, an increase of 1.2 times year-on-year, but the month-on-month growth was only 9.8 percent, showing a shrinking trend. Moreover, commercial vehicle exports fell 11.6 percent month-on-month, of which new energy commercial vehicle exports fell 57.8 percent month-on-month. It is said that the main reason for the decline in automobile exports is the poor shipping channels.
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At present, 4000 a variety of models of automobile brake discs, brake drums with an annual output of 10 million pieces. Products are mainly exported to Europe, North America, South America, Australia and other countries and regions. At present to SAIC, JAC, BYD, Jinlong, Yutong and other domestic models to provide supporting.