With policy blessing and capital enthusiasm, the development of new energy vehicles has entered the fast lane.

New energy vehicles have stood on the cusp and accelerated their development into the fast lane with the blessing of policies and the enthusiasm of capital.

165438 10. On 2 October, the General Office of the State Council issued the Development Plan for New Energy Automobile Industry (202 1-2035) (hereinafter referred to as the Plan), and the top-level design document for the development of new energy automobile industry finally surfaced. In fact, there have been frequent favorable policies for new energy vehicles this year. According to the data of the Federation, in June, the wholesale sales volume of 5438+00 new energy passenger cars exceeded144,000, a year-on-year increase of 1 19.8%. At the same time, the market is also very optimistic about the prospects of the new energy automobile industry. The stock price and market value of new listed car-making forces such as Weilai and Tucki have soared, while Nezha and Weimar have also taken advantage of the enthusiasm of the market to get together for IPO.

Some analysts said that the industry recovered steadily in the later period of the epidemic, the domestic production and demand of new energy vehicles continued to recover, the demand was gradually released, and new models were gradually put into use, stimulating market demand. In the medium and long term, the industrial chain of new energy vehicles has entered a stage of rapid growth.

Growing up in the "wind and rain", the new forces of making cars are coming.

A few days ago, there were rumors that Tesla Giga Shanghai plans to produce about 550,000 vehicles next year, including 3.3 million Model vehicles and 250,000 Model Y vehicles. ; Tesla China's response to this statement is that figures such as specific production capacity cannot be released at present.

There is no denying that Tesla is accelerating its deployment in the China market. Tesla's third-quarter financial report shows that the production capacity of its Shanghai super factory Model 3 has increased to 250,000 vehicles per year. 165438+ Ministry of Industry and Information Technology1No.338 Announcement of Road Motor Vehicle Manufacturers and Products, which was published on October 5, shows that Tesla's application for Model Y has been completed.

In March this year, the delivery volume of domestic Tesla models exceeded 1 10,000 vehicles for the first time, and then the sales volume exceeded 1 10,000 vehicles in May -65438+ 10. The China Automobile Association predicts that Tesla's sales in China will reach 654.38+10,000 vehicles this year. The industry believes that with the adoption of localized parts, the localized Model Y is expected to drop to the range of 300,000 yuan, which will continue to increase the sales of Tesla products in the domestic market, and will also put pressure on new car-making forces and even traditional car companies.

Considering the price and models, domestic Model 3 and Model Y have a greater impact on Weilai, Tucki and Weimar, and the new forces that want to take the route of high-end new energy brands will face new pressure, especially after the subsidies for new energy completely recede, they will be at the same starting line as Tesla.

The market is still very optimistic about the prospects of the new energy automobile industry. Xpeng Motors has increased by 79.62% since the plan was announced one week ago. However, Huawei has continued to rise since it broke through the $50 billion mark on the 4th. At present, its market value has surpassed that of traditional automobile manufacturers such as BMW and GM, with an annual cumulative increase of 935.57%.

The data shows that since the beginning of this year, the new forces of car-making have entered the endurance stage, and the delivery volume has become a demonstration of the hard power of the new forces of car-making enterprises. During this year's 1- 10, the cumulative sales of Weilai, Tucki and Ideality were 3 1430,1717 and 2 1852 respectively.

However, with the steady growth of production and sales, the new car-making forces have also encountered "growing pains"-with the increase of market share, many new car-making forces are facing product quality problems.

165438+1On October 6th, Li announced the recall of 10469 Li ONE vehicle. Due to the design of the ball pin of the lower arm of the front suspension, when the vehicle is hit by a collision, the ball pin of the lower arm of the front suspension may fall off, which affects the handling of the vehicle. In extreme cases, it will increase the risk of accidents and have potential safety hazards.

Weimar, which is about to go public, also has product problems. 10 year 10 On October 28th, Weimar Automobile announced the recall of 1282 electric vehicle, because the battery supplier mixed impurities in the production process, which led to the risk of fire in the power battery.

As early as 20 19, Weilai Automobile also recalled 4,803 ES8 models due to battery safety hazards. Xpeng Motors is a car company that has not experienced a recall, but last year, due to product upgrades and price reductions, new and old users enjoyed new cars with different prices, which caused quite a user storm.

In the eyes of the industry, the new forces of making cars are still "stormy". On the one hand, the optimism of industry and capital helps enterprises to develop continuously; On the other hand, the two "swords" of safety and quality are still hanging over the heads of these enterprises, which is the key to their long-term sustainable development.

During this year's Beijing Auto Show, BYD exhibited a brand-new new energy vehicle "Han". Profile picture/Beijing News reporter Wang Yuanzheng photo

The new forces of the second and third echelons are still rushing to the capital market.

After Weilai Automobile, Xpeng Automobile and Li successively landed in the US capital market and determined the position of the first echelon of the new car-making forces, Weimar Automobile, Nezha Automobile and Aichi Automobile came out one after another, landing in the capital market and rushing to the scientific and technological innovation board.

On July 20th, Nezha Automobile said that it had started the C-round financing and planned to list 202 1 on the Science and Technology Innovation Board. On September 26, Zhang Hailiang, chairman of Sky Auto, said that an IPO； was being considered; 10 June 13, the CSRC disclosed the counseling and filing of citic jiantou for Weimar automobile, and Weimar automobile plans to be listed on the science and technology innovation board; 101On October 20th, Evergrande said that it was listed in science and technology innovation board on September 22nd. 101On October 27th, Aichi Automobile indicated that it was ready to land on the Science and Technology Innovation Board, and planned to implement the IPO in the second half of 2002/kloc-0.

Recently, Zhu, the founder and chairman of Zero Run Auto, also publicly stated that "IPO is expected at the end of next year or the year after." Although the expected listing plate of zero-run cars is not clearly indicated, it is generally believed in the industry that zero-run cars will have a high probability of impacting science and technology innovation board.

The science and technology innovation board adopts the registration system, with short approval period and low threshold, which is more inclusive for science and technology enterprises and more conducive to the listing of new car-making forces. Cao He, president of All-China Automobile Dealer Investment Management (Beijing) Co., Ltd. believes that "it is getting harder and harder to finance new forces to build cars, and the science and technology innovation board has made them see new hopes. For the new car-making forces playing capital games, whoever can go public first will have a great chance of survival. "

However, there are also views in the industry that although science and technology innovation board's marketization and registration system reflect the characteristics of lenient entry and strict exit, which lowers the financial threshold of IPO enterprises, it also invisibly increases the competition among listed enterprises and forces enterprises to survive the fittest through the market.

"For the new forces in the second and third echelons, landing in science and technology innovation board and raising funds is an opportunity, but they still face challenges and market reshuffle. From the perspective of product and sales performance, they still face market doubts. " Zhang Xiang, an auto industry analyst, believes that "to ensure survival after listing, there is basically a relatively benign capital chain, and the development center is product research and development, product quality and after-sales service."

IPO is not the end of the new car-making force, but a watershed in its evolution, which can solve the short-term pressure, but it is the most fundamental to create products that can meet the needs of the market and consumers, build core competitiveness, and how to achieve hematopoietic capacity.

The electrification of domestic traditional car companies is in full swing.

165438+1On October 6, BYD's share price soared to 190.44 Hong Kong dollars, and its market value exceeded 500 billion Hong Kong dollars. It is understood that BYD's share price rose by more than 295% during the year.

This is inseparable from BYD's performance. As one of the earliest head enterprises in China to carry out electric transformation and new energy vehicles, BYD's net profit in the first three quarters of this year reached 3410.40 billion yuan, a year-on-year increase of 1 16.83%. In terms of sales volume, according to the sales data released by BYD in June of 5438+00, the sales volume of new energy vehicles in June of 5438+00 reached 22,045, a year-on-year surge of 83. 1%.

It is worth noting that BYD's brand-new model "Han" launched this year is equipped with the latest research blade battery and has become the representative of its own brand of high-end electric vehicles.

In addition to BYD, domestic car companies have invested considerable manpower and material resources in the research and development of new energy vehicles, and electrification has become a "battleground" for all domestic car companies such as independent brands and joint venture brands.

In the middle of this year, Dongfeng Motor's independent high-end electric vehicle brand "Lan Tu" with a long history was released. Although it entered the market late, it made rapid progress. 165438+1On October 6th, the white body of large, medium-sized and high-end intelligent electric SUV of Lan Tu automobile rolled off the assembly line, and the first model will be launched in the third quarter of 2002/kloc-0. In terms of BAIC, in addition to BAIC new energy, ARCFOX released the first brand-new pure electric vehicle during this year's Beijing Auto Show, focusing on the mid-to high-end market.

Based on the encouragement of national policy orientation to the development of new energy vehicles, more and more domestic car companies have accelerated the layout of new energy vehicles. Geely, Chang 'an, Guangzhou Automobile, etc. Great progress has been made in new energy vehicles, and there is even hope of changing lanes and overtaking.

Joint venture brands have also made big moves this year. 165438+1October 3rd, FAW-Volkswagen ID.4 CROZZ and SAIC- Volkswagen ID.4 X were first launched in China. As the first vehicle to enter China under MEB platform, ID.4 shoulders a new chapter of Volkswagen's electrification in China. The debut of Nissan's brand-new crossover pure electric SUV model Ariya opened the prelude of Nissan's electrification in China, and the new car will be listed in China next year. It is estimated that by 2025, Nissan will launch nine electric vehicles in China to accelerate the electrification transformation.

Shanxi Securities said that the favorable policies for new energy vehicles are expected to guide the rapid growth of new energy vehicles and further improve their quality; In the long run, the key to the competition of new energy vehicles lies in quality and price. CITIC Securities believes that the industry recovered steadily in the later period of the epidemic, the domestic production and demand of new energy vehicles continued to recover, the demand was gradually released, and new models were gradually put into use, stimulating market demand. In the medium and long term, the industrial chain of new energy vehicles has entered a stage of rapid growth.

Beijing News Shell Financial Reporter Wang Linlin Wei Shuai

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