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保定市1818vip.com威尼斯-威尼斯网址制造有限公司成立于1998年9月,注册资本5000万元,总资产3亿元,是一家专业从事汽车机械零件生产加工、国际销售的现代化股份制企业。

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新能源成车市回暖“排头兵”


发布时间:

2022-06-09

  从4月开始,复工复产已成为多数汽车企业的“主旋律”,5月复工复产进度和产能的利用率相较4月有了进一步的提升。受此影响,近期整体汽车市场呈现出一定回暖趋势。根据中国汽车工业协会发布的销量预估,2022年5月,汽车行业销量预计将达到176.65万辆,虽同比下降17.06%,但环比增长49.59%;2022年1-5月,销量预计完成945.73万辆,同比下降13.11%。可以看出,5月汽车市场相比4月,已经开始回暖,而这其中,新能源车企更是成为了“排头兵”。

■ 新能源车企交付量增势明显

  尽管5月汽车市场整体销量尚未完全恢复到去年同期水平,但新能源车市场展现出很强的“回血”能力。进入6月后,多家新能源车企发布5月交付数据,其中小鹏、理想、零跑、哪吒等4家车企5月交付量均突破万辆大关。

  在交付量逐渐恢复的同时,各个车企的生产恢复工作同样迅速。小鹏汽车5月交付量达到10125辆,同比增长78.1%,CEO何小鹏在第二季度财报会上表示,小鹏汽车5月中旬已经恢复了肇庆工厂的双班生产,并且将加速交付以满足用户需求。

  理想汽车5月交付量达到11496辆,同比增长165.9%,理想汽车联合创始人兼总裁沈亚楠表示,这主要得益于位于长三角地区的理想汽车零部件供应商逐渐开始恢复生产供应,并使得理想汽车常州工厂开始恢复生产。同时,全新车型理想L9将在6月21日正式发布,8月开始交付,根据现有订单及工厂排产情况,理想汽车CEO李想预计至9月,这款新车的交付量即可以过万。

  此外,零跑汽车也依靠销量上的抢眼表现逐步进入“第一梯队”。5月零跑汽车以10069辆的交付成绩,以及连续14个月超200%的同比增长继续刷新着自己的销量纪录。同样表现出众的还有哪吒汽车,5月交付量达到11009辆,同比增长144%。业内人士分析,零跑汽车和哪吒汽车销量迅速攀升的原因,在于其主销车型始终保持较为亲民的价格,10万元左右的售价填补了蔚来、小鹏、理想等品牌留下的市场空白。

  作为受到供应链问题影响较大的车企,蔚来汽车5月增长速度虽然没有其它几家车企显眼,但依旧完成了7024辆的交付量,其中3月底才刚刚开始交付的ET7在5月就实现了1707辆的交付成绩。蔚来方面表示,蔚来订单需求持续强劲,随着供应链企业复工复产,预计6月份生产将进一步恢复,包括ET7在内的车型交付将进一步提速。

  除新势力榜单中经常出现的几家车企外,还有几家新晋企业也在努力扩展自己的市场份额:极氪与AITO汽车目前均只有一款车型在售,分别是极氪001和问界M5,尽管两款车起售价均在25万元以上,且交付时间都不足一年,但5月交付量也都创造了各自新高。极氪001在5月交付量为4330辆,问界M5为5006辆。另外极氪方面还表示,随着威巴克专供生产线投产,最影响生产的零部件供应6月将会逐步好转,预计现有供货将可以满足今年1月前所有空悬订单的生产制造。

■ 新能源车市为何率先回暖

  在整体汽车市场波动较为明显的情况下,新能源车市场为何可以迅速消除影响,实现销量反弹呢?中国电动汽车百人会副理事长兼秘书长张永伟认为,在燃油车为主的产业时代,我国汽车产业主要集中在长春、上海、广州、重庆、武汉等地,近些年随着新能源汽车的不断发展,在长三角、珠三角一带逐渐形成了以整车企业带动为主的新能源汽车产业链。而随着上海快速复工复产带来的产业链回复迅速,新能源车企的产能第一时间得到了明显提升。

  第二个原因是新能源车对于消费者的吸引力越来越大。在中国汽车流通协会月度形势分析会上,懂车帝行业研究主任李延东就表示,新能源市场已经逐步从政策驱动转向市场驱动,目前在购车时,同时考虑燃油车和新能源车的用户已经超过了50%。

  此外,根据中国汽车流通协会发布的2022年5月汽车消费指数调查情况,5月汽车消费指数为79.2,高于4月的71.8,达到今年最高。另外,5月到店指数、购买分指数也都明显增长,购车需求逐渐得到释放。

这里是占位文字

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