Chinese electric vehicles really explode.
On November 13, local time, the latest report released by market research company Rho Motion shows that the sales of electric vehicles (including pure electric and plug -in hybrid vehicles) in October worldThe increase of 35%, of which Chinas sales soared sharply by 54%, reaching a record high, driving sales growth in all regions.
The agency pointed out that the global electric vehicle market is now recovering again, setting a sales record for the second consecutive month.It is expected that Chinas electric vehicle market will still maintain a strong momentum.
It is worth noting that the news of the current new energy track is becoming more dense.Yesterday afternoon, the concept of energy storage concepts of A shares soared. As of the closing, Yongfu Co., Ltd. has obtained a 20%daily limit board.On the news, Zeng Yuqun, the founder and chairman of Ningde Times yesterday, said in an interview that the goal of the Ningde Times was to reshape itself as a green energy supplier.The battery is "ten times".
Soaring 54%
Latest report released by market research company Rho Motion on November 13, local time, showing that in October this year, globalThe sales of electric vehicles (including pure electric and plug -in hybrids) increased by 35%year -on -year to 1.72 million vehicles.
The report pointed out that the sales of electric vehicles in the Chinese market in October reached 1.2 million units, a significant increase of 54%year-on-yearSales in all regions increase.
Rho Motion said: "As Chinese car sales enter the last two months of this year, the Chinese electric vehicle market has not shown signs of slowing down."
Rho Motion Data Manager Charles Lester said that the global electric vehicle market now recovers again, setting a sales record for the second consecutive month, and most of the growth comes from the Chinese market.
He further supplemented that November and December each year is often the seasonal peak season for electric vehicle sales in the Chinese market.
In addition, the report shows that in the United States and Canada, the sales of electric vehicles in October increased by 11.4%year -on -year to 160,000 units.
For this, the European market is relatively weak. In October in the area, electric vehicles in the area were 260,000 units, a slight increase year -on -year, but a decrease of 14%from the month of September;In other parts of the world, sales of electric vehicles increased by 10.9%year -on -year.
Charles Leicester revealed that although European sales have only increased by 0.8%year -on -year, it has achieved positive growth year -on -year for the second month.Therefore, the company is expected to end in Europe with good results throughout the year.
Rho Motions statement states that European electric vehicle manufacturers may reduce prices to increase sales to achieve the EUs carbon emission reduction target set next year and avoid fines.
At present, the European automobile industry is facing many challenges, including high production costs, difficulty in transforming to electric vehicles, and fierce competition from Chinese car companies.
In October this year, Volkswagen, the largest car manufacturer in Europe, has stated that it plans to close at least three factories in Germany, withdraw thousands of thousands of employees, and intend to reduce salary by all employees.%, Shrink the size of all remaining factories in Germany.
Analysis believes that German auto manufacturers, including Volkswagen and Mercedes -Benz, have lagged behind Tesla and Chinese companies in the transformation of electric vehicles, and lost to the key Asian market toMany innovative Chinese emerging enterprises.The German Automotive Industry Association analyzed that Germanys labor cost is the highest in Europe.THOMAS SCHäFer, the head of the Volkswagen Passenger Vehicle Department, said that the cost of some Volkswagen factories in Germany is twice that of competitors.
A message detonation
It is worth noting that the news of the current new energy track is becoming more dense.
Yesterday afternoon, the energy storage concept stocks of A shares soared. As of the closing, Yongfu shares won the 20%daily limit board, Huazi technology rose 15%, transmitting art technology, three -changing technology recordsThe daily limit is obtained, and individual stocks such as Green Energy Huichong, An Zhizhi, Xingyun, Xiangdian, and Ningde Times rose.
On the news, Zeng Yuqun, founder and chairman of Ningde Times, said in an interview that the goal of Ningde Times was to reshape itself into green energy suppliers and significantly reduce development of electricity.The cost of cars will subvert the economic model of the automotive industry that promote its growth.
Zeng Yuqun pointed out that it is expected that the business of the development and management of the "zero carbon" power grid may be "ten times" larger than the supply of electric vehicle batteries.The goal of the Ningde era is to create a large independent energy system, which is enough to power a large data center or even a city.
According to the three quarterly reports of the Ningde Times, in the first three quarters of this year, the energy storage output of Ningde Times was 76.6GWh, an increase of 34%year -on -year, and the market share reached 35%.Essence
CITIC Securities analysis, the rapid development of solid battery technology is injecting new vitality into the energy storage sector.With the breakthrough of the technology -free solid -state lithium battery technology, companies in the industry such as Ningde Times have increased R & D investment. This is not only a technological breakthrough, but also an important driving force for the industrial upgrading of the new energy industry.
For the development of energy storage track in the future, CITIC Securities believes that the markets demand for energy storage technology will continue to grow, and the competition in technology innovation and application expansion will become more and more intense.Essence
From the perspective of industry policies and fundamentals, the application scenarios of energy storage technology are gradually diversified, especially on renewable energy integration, power generation side, transmission and distribution side, and user side sideApplication.Companies such as Ningde Times have spared no effort in the technological innovation and security improvement of energy storage systems, which further enhances the markets confidence in the future development of the energy storage industry.
At the policy level, after being written into a government work report for the first time this year, "Development New Energy Storage" is accelerating the layout and development of the new energy storage industry from the central to the local area.Industry development provides strong support.
Data from the National Energy Administration show that as of the end of September 2024, the new type of new types of energy storage has been completed and launched in the country, an increase of about 86%from the end of 2023.
On November 7, at the opening ceremony of the 2024 World Energy Storage Conference, Su Bo, deputy director of the 13th Economic Committee of the National Committee of the Chinese Peoples Political Consultative Conference and director of the National Intelligent Manufacturing Expert Committee, pointed out in his speech, saying that By 2025, the cumulative installation of new energy storage in my country will reach 100GW, and the total output value of the industry will exceed trillion yuan.By 2030, the cumulative installation of the new energy storage will reach 220GW, and the total output value of the industry will exceed 3 trillion yuan.
Responsible editor: Yang Yucheng
School pair: Yao Yuan
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