1. The global development of new energy vehicles has entered an irreversible fast lane.
The future development direction of global automobile is new energy, or electrification, which has become the knowledge of all countries and enterprises in the world. In the past, many countries disputed and wavered on this point, but China's new energy automobile industry has been growing and reaching a new level. After several years of development, the irreversible trend of new energy has basically taken shape.
2. China will be in the leading position for a long time.
China electric vehicle committee of 100 research predicts that the annual sales of new energy vehicles in China will exceed 5 million in 2022; In 2025, it will reach at least 7 million vehicles, with an optimistic estimate of 9 million to 6.5438+million vehicles. From 6.5438+0 million vehicles to 6.5438+0 million vehicles, in just a few years, this development speed has created the highest in the global new energy automobile industry. The current quantity, growth rate and industrial scale of new energy vehicles were unimaginable in the past. Taking power batteries as an example, it is estimated that by 2025, the installed capacity of batteries in China will reach 600GWh.
3. Small and medium-sized cities and rural areas will become new market growth points.
In the past, consumers in small and medium-sized cities and rural areas often chose fuel cars as their first cars. Entering the high-speed development stage of electrification, consumers' first car is likely to be a new energy vehicle. Therefore, in the next 3-5 years, after the big cities, small and medium-sized cities and rural areas will become the explosion points of China's new energy vehicle market and become an important part of market increment, which will play a great role in reducing carbon emissions and improving motorized travel in third-and fourth-tier cities and rural areas.
4. China electric vehicles have really entered the stage of market competition.
202 1 year is the watershed of electric vehicle industry in China. Judging from the market competition pattern, all financial subsidies will be withdrawn in 2022, and all car companies will be at the same policy starting line, and the competition will be more intense. After the subsidy is withdrawn, newly listed models will also appear together, especially foreign brand models. In 2022-2025, the new energy vehicle market in China will enter the stage where new models and brands will emerge continuously.
5. The electrification and intelligentization of automobiles are formally integrated.
In the past 10 years, the theme of automobile industry reform was electrification. In the next stage, the theme of change will be intelligentization based on electrification. The popularization of electrification depends on intelligence, and pure electric vehicles will not become a selling point in the market. Only smarter cars are the focus of competition. Conversely, only electric vehicles can embed intelligent technology more completely, and the best carrier of intelligent technology is the electric platform. Therefore, on the basis of electrification, it will accelerate intelligence and formally combine "two transformations" in the car.