市场行情火爆

　　根据中汽协统计，9月，中国汽车产销分别完成267.2万辆和261万辆，环比分别增长11.5%和9.5%，同比分别增长28.1%和25.7%。2022年1-9月，汽车产销分别完成1963.2万辆和1947万辆，同比分别增长7.4%和4.4%，增速分别较1-8月扩大2.6个百分点和2.7个百分点。中汽协指出，随着车辆购置税减征政策的持续发力，在传统黄金消费季，中国车市提振效果逐步显现。

　　相对于整体车市的慢热回升状态，中国新能源汽车市场强劲增长。根据中汽协数据，9月，中国新能源汽车产销分别完成75.5万辆和70.8万辆，同比分别增长110%和93.9%。2022年1-9月，新能源汽车产销分别完成471.7万辆和456.7万辆，市场占有率达到了23.5%。

　　根据中汽协此前公布的数据，2021年全年中国新能源汽车产销分别完成354.5万辆和352.1万辆。这意味着中国新能源汽车今年前三季度产销就已经大幅超越去年全年水平，同比增长分别超过120%和110%。

　　中汽协副秘书长陈士华表示，当前我国经济总体延续恢复发展和向好发展态势，稳经济一揽子政策发挥了良好效能，汽车行业发展环境持续向好。

　　“中国新能源汽车市场呈现火爆的局面。”乘联会秘书长崔东树认为，供给改善叠加油价上浮预期带来中国新能源汽车市场的火爆，油价上涨而电价锁定，也带动了电动车订单的强劲表现。另外，新能源车销售近期受到政策明显推动，各地出台鼓励消费政策力度大，主流车企产销持续提升。

　　出口持续增长

　　伴随产销创新高，中国新能源汽车也得到了世界多国用户的认可。根据中汽协最新数据，2022年1-9月，中国新能源汽车出口38.9万辆，同比增长超过100%。与此同时，中国新能源汽车出口的国家也在逐步增加，目前新能源车出口的前三大市场为比利时、英国和泰国。在新兴的墨西哥市场，中国新能源汽车1-8月出口11.2万辆，环比增长39.2%，同比增长54.2%，呈现快速增长势头。

　　中国汽车出口开始呈现新能源高端化特征。根据乘联会的统计，2022年1-8月，中国汽车出口已经达到314亿美元。从汽车出口均价来看，2018年单车出口均价是1.29万美元，随后逐步提升，2022年8月单车出口均价已经达到了1.89万美元。乘联会分析指出，中国汽车出口数据的明显增长，主要得益于新能源汽车出口大幅增加，尤其是新能源汽车出口数量和单车均价的强势增长。

　　随着中国企业自主研发新能源车技术的持续进步，近期多家中国上市公司加快进入欧洲等海外市场的步伐。9月13日，上汽集团旗下名爵品牌启动全新纯电动车型MG MULAN(配置|询价)的“万辆赴欧”发运仪式，迄今为止国内最大批量出口纯电动汽车在上海海通码头装船起运，出口欧洲市场。上汽集团总裁王晓秋表示，万辆新能源电动车出口欧洲是上汽集团重要的里程碑，也是中国汽车行业令人振奋的重大时刻。

　　产业链不断壮大

　　在新能源汽车整车行业增长的同时，中国新能源产业链配套也在不断发展。根据中汽协的数据，2022年1-9月，中国动力电池累计销量达367GWh，累计同比增长243.8%。其中，三元电池累计销量163.8GWh，占总销量44.6%，同比增长232.4%；磷酸铁锂电池累计销量203.0GWh，占总销量55.3%，同比增长257.8%。

　　在充电补能配套方面，根据中国充电联盟的最新数据，2022年1-9月，中国充电基础设施增量为187.1万台。其中，公共充电桩增量同比上涨106.3%，私人充电桩增量同比上升352.6%。截至2022年9月，中国充电基础设施累计数量为448.8万台，同比增加101.9%。

　　作为全球动力电池领域的龙头企业，宁德时代在2022年前三季度的装车量达到了92.02GWh。根据宁德时代10月10日发布的业绩预告。2022年前三季度公司归母净利润为165亿元至180亿元，同比增长112.87%至132.22%，这一净利润规模也超过其2021年全年水平。

　　对于蓬勃发展的中国新能源汽车产业的未来，陈士华表示，近期，财政部、税务总局、工业和信息化部正式下发《关于延续新能源汽车免征车辆购置税政策的公告》，进一步增强了行业企业发展新能源汽车的信心。交通运输部也发布了全国收费公路统一对货车通行费再减免10%（减免时间从2022年10月1日起至12月31日结束），对促进公路物流发展，助力商用车市场恢复具有积极作用。“我们预计，在稳经济、促消费政策持续作用下，四季度汽车产销将继续保持较快增长，新能源汽车以及汽车出口延续良好发展势头，全年汽车市场将实现稳增长目标。”

On October 11, China's new energy automobile industry handed over a brilliant report card. According to the press conference held by the China Automobile Industry Association (CAAC) on the same day, the cumulative sales volume of new energy vehicles in China in the first three quarters of 2022 reached 4.567 million, with a year-on-year growth of more than 110%, which also exceeded the annual sales volume in 2021. At the same time, the new energy power battery, charging and energy supplement, new energy vehicle export and other industry chain segments also showed a growth trend of energy storage, which actively enabled the development of the whole new energy vehicle industry in China.
Hot market
According to the statistics of the China Automobile Association, in September, China's automobile production and sales completed 2.672 million and 2.61 million, up 11.5% and 9.5% month on month, 28.1% and 25.7% year on year respectively. From January to September 2022, 19.632 million and 19.47 million cars will be produced and sold, up 7.4% and 4.4% year on year, respectively, 2.6 percentage points and 2.7 percentage points higher than that from January to August. The China Automobile Association pointed out that with the continuous development of the vehicle purchase tax reduction policy, in the traditional golden consumption season, the effect of China's car market boosting gradually appeared.
Compared with the slow and hot recovery of the overall car market, China's new energy vehicle market grew strongly. According to the data of China Automobile Association, in September, the production and sales of new energy vehicles in China were 755000 and 708000, respectively, up 110% and 93.9% year on year. From January to September 2022, the production and sales of new energy vehicles will be 4.717 million and 4.567 million, respectively, with a market share of 23.5%.
According to the data previously released by the China Automobile Association, the production and sales of new energy vehicles in China will be 3.545 million and 3.521 million respectively in 2021. This means that the production and sales of China's new energy vehicles in the first three quarters of this year have significantly exceeded the level of last year, with year-on-year growth of more than 120% and 110% respectively.
Chen Shihua, deputy secretary-general of the China Automobile Association, said that China's economy continues to recover and develop in general, the package of policies to stabilize the economy has played a good role, and the development environment of the automobile industry continues to improve.
"China's new energy vehicle market is booming." Cui Dongshu, secretary-general of the Passenger Transport Federation, believes that the improvement of supply and the expectation of rising oil prices have brought about a boom in China's new energy vehicle market. The rise in oil prices and the lock in of electricity prices have also driven the strong performance of electric vehicle orders. In addition, the sales of new energy vehicles have been significantly promoted by the policies recently. The policies to encourage consumption have been introduced vigorously in various regions, and the production and sales of mainstream car enterprises have continued to improve.
Export continued to grow
With the production and sales reaching a new high, China's new energy vehicles have also been recognized by many users around the world. According to the latest data of China Automobile Association, from January to September 2022, 389000 new energy vehicles were exported, with a year-on-year growth of more than 100%. At the same time, China's new energy vehicle export countries are also gradually increasing. At present, the top three new energy vehicle export markets are Belgium, Britain and Thailand. In the emerging Mexican market, China exported 112000 new energy vehicles from January to August, up 39.2% month on month and 54.2% year on year, showing a rapid growth momentum.
China's automobile exports began to show the characteristics of high-end new energy. According to the statistics of the Passenger Transport Association, from January to August 2022, China's automobile export has reached 31.4 billion dollars. From the perspective of the average export price of automobiles, the average export price of a single automobile in 2018 was US $12900, and then gradually increased. In August 2022, the average export price of a single automobile has reached US $18900. According to the analysis of the Passenger Transport Federation, the significant growth of China's automobile export data is mainly due to the substantial increase in the export of new energy vehicles, especially the strong growth in the number of new energy vehicles and the average price of single vehicle.
With the continuous progress of Chinese enterprises' independent research and development of new energy vehicle technology, many Chinese listed companies have accelerated their pace of entering European and other overseas markets recently. On September 13, the famous brand of SAIC Motor Group launched the "10000 vehicles to Europe" shipping ceremony of the new pure electric vehicle MG MULAN (configuration | inquiry). Up to now, the largest batch of domestic pure electric vehicles exported has been shipped at Shanghai Haitong Terminal and exported to the European market. Wang Xiaoqiu, president of SAIC Motor Corporation, said that the export of 10000 new energy electric vehicles to Europe is an important milestone for SAIC Motor Corporation and an exciting moment for China's automobile industry.
The industrial chain is growing
While the new energy vehicle industry is growing, China's new energy industry chain is also developing. According to the data of China Automobile Association, from January to September 2022, the cumulative sales of power batteries in China reached 367GWh, with a cumulative year-on-year growth of 243.8%. Among them, the accumulative sales volume of ternary battery is 163.8GWh, accounting for 44.6% of the total sales volume, with a year-on-year growth of 232.4%; The cumulative sales volume of lithium iron phosphate battery was 203.0GWh, accounting for 55.3% of the total sales volume, with a year-on-year growth of 257.8%.
In terms of supporting charging and energy supplement, according to the latest data of China Charging Alliance, from January to September 2022, China's charging infrastructure will increase by 1.871 million units. Among them, the increment of public charging piles rose 106.3% year on year, while that of private charging piles rose 352.6% year on year. As of September 2022, the cumulative number of charging infrastructure in China is 4.488 million, a year-on-year increase of 101.9%.
As a leading enterprise in the field of global power battery, Ningde Times has achieved 92.02 GWh of vehicle loading in the first three quarters of 2022. According to the performance forecast issued by Ningde Times on October 10. In the first three quarters of 2022, the company's net profit attributable to the parent company was 16.5 billion yuan to 18 billion yuan, with a year-on-year growth of 112.87% to 132.22%, which also exceeded the annual level of 2021.
As for the future of China's booming new energy vehicle industry, Chen Shihua said that recently, the Ministry of Finance, the State Administration of Taxation, and the Ministry of Industry and Information Technology officially issued the Announcement on Continuing the Policy of Exempting New Energy Vehicles from Vehicle Purchase Tax, which further enhanced the confidence of industry enterprises in developing new energy vehicles. The Ministry of Transport also released a unified 10% reduction of truck tolls for toll roads across the country (from October 1, 2022 to December 31, 2022), which will play a positive role in promoting the development of highway logistics and helping the recovery of the commercial vehicle market. "We expect that under the sustained effect of the policy of stabilizing the economy and promoting consumption, the production and sales of automobiles will continue to maintain a rapid growth in the fourth quarter, new energy automobiles and automobile exports will continue to enjoy a good momentum of development, and the automobile market will achieve the goal of stable growth throughout the year."