time：2024-08-22 source：高工鋰電
With the continuous growth of sales of new energy vehicles, their market penetration rate in the terminal market has also achieved a historic breakthrough.
According to market data, the retail sales of passenger cars in China reached 1.72 million units in July this year, with zero sales of new energy vehicles reaching 878000 units. This is also the first time that the monthly penetration rate of new energy passenger cars has exceeded that of fuel vehicles, and new energy passenger cars have officially become the mainstream in the passenger car field.
Looking back at the development of the domestic new energy vehicle industry chain, with the support of domestic policies, it has achieved rapid growth in recent years from materials to batteries, and then to complete vehicles.
With the maturity of the industrial chain, especially the highly scaled and specialized development of the lithium battery industry, the price of battery packs continues to decline, providing cost reduction space for new energy vehicles. Coincidentally, in recent years, the price war in the domestic car market has been ongoing, with tram prices falling all the way below 100000 yuan, increasing the penetration rate of new energy vehicles.
Behind the breakthrough of the new energy vehicle terminal penetration rate of 50%, it is not only the popularization of electric vehicles in consumer psychology, but also the cost and performance catching up with gasoline vehicles, including lower electricity costs and the development of 3C and 4C fast charging technologies.
However, it should also be noted that the penetration rate of new energy vehicles has undergone changes in market structure and growth rate after breaking through 50%.
The past few years have been a period of rapid development in the new energy vehicle industry chain, but after two years of shifting gears and speed regulation, the industry chain's growth rate has dropped from over 50% or even over 100% in the past to around 30%.
From rapid growth to medium high growth has become a new characteristic of industrial development and a growth law of the new cycle of the industrial chain.
On the other hand, in the new energy vehicle market, PHEV models are playing an increasingly important role. From January to July this year, the sales of PHEV models reached 2.309 million units, a year-on-year increase of 80.1%. In contrast, the sales of pure electric models reached 3.205 million units, a year-on-year increase of 5.5%. PHEV models have become the absolute driving force behind the increase in penetration rate of new energy vehicles.
Consumers are more inclined to choose PHEVs rather than pure electric vehicles, which also reveals concerns about pure electric vehicle models, such as safety, frequency of updates and iterations, usage scenarios, and so on.
In the current market, gasoline vehicles are still favored by some consumers due to their value retention, convenience, and long service life. To further promote the penetration rate of new energy vehicles, it is not only necessary to break through the "equal price of oil and electricity", but also to achieve comprehensive surpassing of electric vehicles in terms of performance and quality.
Whether it is the slowdown in the growth rate of new energy vehicles or the rise of PHEV models, it reveals that consumers have more stringent requirements for electrification technology, especially battery technology.
From a technical perspective, solid-state batteries, large cylindrical batteries, and the new generation CTP technology have provided direction for the development of battery technology due to their advantages in improving energy density, safety, and volume utilization. In the future, with more stringent standards in downstream markets, battery systems, including material systems, will undergo iteration.
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