Charging Alliance: As of March, the cumulative number of charging infrastructure nationwide was 3.109 million units, a year-on-year increase of 73.9%
On April 11, the China Charging Alliance released the operation of the national electric vehicle charging and swapping infrastructure in March 2022.
The data shows that in March 2022, there were 19,000 more public charging piles than in February 2022, and a year-on-year increase of 44.8% in March. As of March 2022, members of the alliance have reported a total of 1.232 million public charging piles, including 502,000 DC charging piles, 729,000 AC charging piles, and 485 AC-DC integrated charging piles. From April 2021 to March 2022, an average of about 32,000 public charging piles will be added per month. From January to March 2022, the increase in charging infrastructure will be 492,000 units, the increase in public charging infrastructure will increase by 96.5% year-on-year, and the increase in charging facilities built with vehicles will continue to increase, increasing by 538.6% year-on-year. As of March 2022, the cumulative number of charging infrastructure nationwide was 3.109 million units, a year-on-year increase of 73.9%.
The operation of public charging infrastructure in provinces, districts and cities, the proportion of public charging infrastructure constructed in the top 10 regions in Guangdong, Shanghai, Jiangsu, Beijing, Zhejiang, Hubei, Shandong, Anhui, Henan and Sichuan accounted for 72.0%. The national charging electricity is mainly concentrated in Guangdong, Jiangsu, Sichuan, Hebei, Zhejiang, Henan, Shanxi, Shaanxi, Anhui, Beijing and other provinces and cities. Vehicles are small. In March 2022, the total charging capacity nationwide was about 1.08 billion kWh, a decrease of 100 million kWh from the previous month, a year-on-year increase of 46.2%, and a month-on-month decrease of 8.7%.
The operation of public charging infrastructure operators. As of March 2022, there are 14 charging piles operated by charging operation enterprises nationwide with more than 10,000 units. They are: 269,000 units operated by Xingxing Charge and 268,000 units operated by special calls. , 196,000 units operated by State Grid, 163,000 units operated by cloud fast charging, 41,000 units operated by China Southern Power Grid, 37,000 units operated by Yiwei Energy, 30,000 units operated by Shenzhen Vehicle Power Grid, 30,000 units operated by Huihui Charge, and 30,000 units operated by SAIC Anyue 24,000 units, 22,000 units of Wanma Aichong, 21,000 units of China Potevio, 13,000 units of Wancheng Wanchong, 11,000 units of Weilan Fast Charger, and 11,000 units of Hengtong Dingchong. These 14 operators accounted for 92.3% of the total, and the remaining operators accounted for 7.7% of the total.
As of March 2022, 433,000 pieces of data on the reasons for not building charging facilities with vehicles have been sampled. Among them, the three factors of group users' self-built piles, no fixed parking spaces in the place of residence, and lack of cooperation with the property in the place of residence are the main reasons for not building charging facilities with the vehicle, accounting for 42.7%, 9.1%, and 8.8% respectively, totaling 60.6%. %, there are no fixed parking spaces in the work place, it is difficult to apply for installation, users choose a dedicated station for charging and other reasons account for 39.4%.
China Automobile Association: Production and sales of new energy vehicles in March increased by 1.1 times year-on-year
On April 11, it was learned from the China Association of Automobile Manufacturers (hereinafter referred to as "CAAM") that automobile production and sales in March reached 2.241 million and 2.234 million respectively, an increase of 23.4% and 28.4% from the previous month, and a decrease of 9.1% and 9.1% from the same period last year. 11.7%.
Among them, the production and sales of new energy vehicles in March were 465,000 and 484,000, an increase of 1.1 times year-on-year. Specifically, the production and sales of pure electric vehicles were 376,000 units and 396,000 units, an increase of 1.1 times year-on-year; the production and sales of plug-in hybrid vehicles were 89,000 units and 88,000 units, an increase of 1.6 times and 1.4 times year-on-year respectively; The production and sales of fuel cell vehicles were completed at 500 and 367 respectively, an increase of 10.1 times and 5.2 times year-on-year respectively, and the growth rate was even more significant.
From January to March, the production and sales of new energy vehicles reached 1.293 million and 1.257 million respectively, a year-on-year increase of 1.4 times. Overall, the production and sales of automobiles in the first quarter were 6.484 million and 6.509 million, up 2% and 0.2% year-on-year, respectively.
Chen Shihua, deputy secretary-general of the China Association of Automobile Manufacturers, said that in the first quarter, automobile production and sales increased slightly year-on-year, and the growth rate dropped significantly from the same period last year. The production and sales of new energy vehicles continued the rapid growth momentum, both exceeding one million units, with a market share of 19.3%, and the strategic leading role of new energy vehicles was further highlighted.
Passenger Federation: Passenger cars fell by 4.5% in the first quarter, and new energy is expected to "fly alone"
On April 11, the Passenger Vehicle Market Information Joint Conference released data: On the production side, domestic passenger vehicles produced a total of 1.823 million units in March, a year-on-year decrease of 0.3%, a month-on-month increase of 22.0%, and the overall stability. On the retail side, passenger car sales totaled 1.579 million units in March, down 10.5% year-on-year and up 25.6% month-on-month; the cumulative retail sales in the first quarter were 4.915 million units, down 4.5% year-on-year, or about 230,000 units, and the trend was lower than expected.
In this regard, Cui Dongshu, Secretary-General of the Passenger Federation, analyzed, "The operation of the auto market in March was complicated. First of all, because the supply of chips continued to improve, the production and sales of the auto market in March had a good foundation for growth; at the same time, the increase in production also pulled up manufacturers. , the inventory of dealers, thus increasing the terminal discount rate; in addition, after the Spring Festival, a variety of new cars have been launched one after another, which has also promoted automobile consumption. However, the outbreak of the epidemic in many places has once again impacted automobile production and sales, resulting in significant terminal sales. Lost sales."
In terms of new energy, the retail sales of new energy passenger vehicles in March reached 445,000 units, a year-on-year increase of 137.6% and a month-on-month increase of 63.1%, which was the highest level in the same period of the previous year; based on the first quarter data, a total of 1.07 million new energy passenger vehicles were sold. vehicles, an increase of 146.6% year-on-year, showing a thriving trend that is completely different from the traditional fuel vehicle market. As a result, in March, the market penetration rate of new energy passenger vehicles increased by 17.6 percentage points over the same period, reaching 28.2%. Among them, the penetration rate of independent brands has reached 46%, luxury brands have also increased to 32%, and mainstream joint ventures are still only 4.3%.
Cui Dongshu analyzed, "The new energy market continued to be strong, first of all because the demand for car replacement in March was relatively strong; at the same time, before the current round of vehicle prices generally increased, new energy products accumulated sufficient orders, which were gradually released; in addition, the high oil price, It also boosted the popularity of the new energy market.”
Looking forward to April, due to the impact of the Qingming Festival and the May 1st holiday, there are only 21 working days, and the growth potential of production and sales is not large. At the same time, Jilin Province and Shanghai have large-scale automobile industries. The impact of this is difficult to estimate; besides, March-April is the golden period for new car listings, but the postponement of this year's Beijing Auto Show will have a significant impact on the new car market. On the whole, the China Passenger Transport Association predicts that the sales volume of the auto market in April will be significantly lower than that in March; however, the new energy market is expected to maintain a relatively high growth rate.
