Wait for 6 years! Tesla launched a new model 3259900 for sale [attach the status quo of new energy vehicle industry]

Tesla Model 3 is a pure electric car produced by Tesla, an American electric vehicle manufacturer. It is the cheapest electric vehicle launched by Tesla so far, aiming to further promote the popularization of electric vehicles.

On September 1, Tesla's official website in China showed that the new version of Model 3 was officially launched, which is the first update of Model 3 in six years. The new version of rear wheel drive Model 3 costs 259900 yuan, and the new version of dual motor all wheel drive long endurance is 295900 yuan, which is expected to be delivered in the fourth quarter.

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In terms of appearance, the new model 3 uses new light wing headlights, new integrated tail lights, star sky grey, flame red car paint, and new wheels. In terms of performance, the new Model3CLTC has a endurance of 713 km, a body drag coefficient of 0.22, and a new tuned suspension system and a new generation of body stability system. The new Model3 uses intelligent linkage front and rear dual screens inside, and the front seats are ventilated. What is worth mentioning is the new multi-color atmosphere light and the upgraded multi-function steering wheel.

Development scale of national new energy vehicle industry

New energy vehicles are an important strategic measure for China to achieve the goal of dual carbon. Benefiting from policy support and mature technology, the production and sales of new energy vehicles in China have maintained a rapid growth from 2013 to 2022. In 2022, the national production of new energy vehicles will reach 7.058 million units and sales will reach 6.887 million units; Meanwhile, according to the data of the Ministry of Public Security, by the end of 2022, the number of new energy vehicles in China has reached 13.1 million, accounting for 3.14% of the total number of vehicles., According to the data of China Automobile Association, the penetration rate of new energy vehicles in China will be about 25.6% in 2022, and is expected to reach 50% in 2030. It is expected that the sales volume of new energy vehicles will exceed 14 million.

From the perspective of production sales ratio, the production and sales of new energy vehicles in China have maintained a tight balance since 2016, with the production sales ratio maintained at more than 95%. The good sales mainly benefited from government policy support and the increasingly improved technology of new energy vehicles.

Distribution of new energy vehicle industry value chain

The upstream of the new energy vehicle industry chain is mainly the manufacturing of raw materials and new energy vehicle parts, including lithium, nickel and other metal resources and battery materials, as well as power batteries, circuit systems, motors, electronic control and other parts; The middle reaches are new energy vehicle manufacturers; Downstream are new energy vehicle charging, aftermarket service industry and second-hand vehicle circulation service industry, such as battery recycling, auto finance, auto maintenance, etc.

From the perspective of gross profit rate, the highest gross profit rate of the new energy vehicle industry chain is the post market service industry, with gross profit rate as high as 45~55%; Secondly, the gross profit rate of the electric motor control link can also reach 25%~40%. At present, the gross profit rate of new energy vehicle manufacturers is low, which is generally between 10% and 20%.

The import amount of China's new energy vehicles fluctuated

From the perspective of import amount, the import amount of China's new energy vehicle industry will fluctuate and rise in 2018-2022. In 2022, China's total imports of new energy vehicles will be 7.66 billion US dollars, up 0.04% year on year.

Ouyang Minggao, academician of the Chinese Academy of Sciences, professor and doctoral supervisor of the School of Vehicle and Transportation of Tsinghua University, said that photovoltaic, battery and new energy vehicles are currently the three new economic pillars of China's export. In the future, more than 10 million new energy vehicles will be added every year, which will also bring about the convenience of charging, as well as the load increase brought by electric vehicle charging to the grid, Therefore, the interaction and coordination between new energy power and new energy power should be considered.

He believes that to solve the above problems, it is necessary to establish a generalized intelligent energy system, such as vehicle network interaction, which takes electric vehicles as the core and combines energy Internet technology to become energy consumption, energy storage and feedback energy terminals. Moreover, vehicle network interaction has important strategic significance and is also the focus of competition for global new energy vehicles. Therefore, it is necessary to promote two-way energy interaction between electric vehicles and smart grids, and develop long-term work plans and strategies for vehicle network integration.

Prospective Economist APP Information Group

For more research and analysis of this industry, please refer to the Analysis Report on Market Foresight and Investment Strategic Planning of China's New Energy Vehicle Industry from 2023-2028 issued by the Prospective Industry Research Institute

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