Trade Risk Alert
Release time:
2021-03-01 13:24
Source:
Despite a marked decline in the overall U.S. auto market in 2020, EV sales still outperformed the broader market. According to the latest data from Experian Information Services, nearly 253000 electric vehicles were sold in the United States in 2020, up 11.1 percent year-on-year. However, this sales performance is far from the European and Chinese markets.
It is worth noting that Tesla will sell 200000 vehicles in the United States in 2020, up 16.3 percent year-on-year. It can be seen that Tesla completely dominates the U.S. electric vehicle market, with a market share of 79.4 percent. Regarding the phenomenon of Tesla's "dominance" in the U.S. electric vehicle market, some analysts said anxiously that this sign more shows that most American consumers are after Tesla, a star company, and they There is a question mark over how much they agree with electric vehicles.
In the 2020 U.S. electric model sales list, Tesla's four models are in the top 5. As a result of the outbreak, Tesla Model 3 registrations fell 32%, but full-year sales still exceeded 95000 vehicles, winning the championship. The second place is Tesla Model Y, which achieved 71000 sales in less than a year. In addition, Tesla Model X and Model S are in the top 5. Chevrolet Bolt ranked third under the siege of Tesla models, up 20% year-on-year to 19700 vehicles. Although the purchase of electric models owned by Tesla and General Motors no longer enjoys the US federal tax credit of $7500, the sales of electric vehicles by these two major car companies are still good. Nissan Leaf sold 8972 vehicles in the United States last year, ranking sixth, down 28% year-on-year. No. 7 Audi e-tron landed in the US in 2019, and its registrations soared 43% in 2020. The sales performance of Korean cars was slightly sluggish, with Hyundai Kona and Kia Niro selling below 3000 vehicles throughout the year.
Because the former US President Trump was "not cold" about electric vehicles during his administration, the US electric vehicle market has been far behind by China and Europe in terms of scale in recent years. However, with Biden coming to power, the U.S. electric vehicle industry is expected to usher in a new atmosphere. Biden recently announced that he would replace all US federal government vehicles with electric vehicles (a total of about 645000 vehicles), and would build 500000 new charging piles in the United States to speed up the popularization of electric vehicles. The Alliance for Automotive Innovation said recently that they "look forward to working with the Biden administration to promote emission reductions and promote the early arrival of the electric future". "The long-term future of the auto industry is zero emissions. We are investing hundreds of billions of dollars to develop a new generation of electric vehicle products. The auto industry hopes to work with the Biden administration to make significant progress in promoting charging infrastructure, stimulating electric vehicle consumption and building a smart grid," said John Bozella, CEO of the alliance, in a statement." Industry analysts believe that with Biden coming to power, the US electric car market may usher in a "golden age". (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.