This year is the year of the outbreak of new energy vehicles. Since the beginning of the year, the sales of new energy vehicles have not only hit new highs in each month, but also increased year-on-year. The upstream battery manufacturers and the four major material manufacturers have also been stimulated to expand their production capacity. Judging from the latest data released in June, domestic and foreign data continue to improve, and domestic and European vehicles have also exceeded the level of 200,000 vehicles in a single month.

In June, the domestic retail sales of new energy vehicles reached 223,000, a year-on-year increase of 169.9% and a month-on-month increase of 19.2%, making the domestic retail penetration rate of new energy vehicles reached 14% in June, and the penetration rate exceeded the 10% mark from January to June, reaching 10.2% , Which has nearly doubled the penetration rate of 5.8% in 2020; and the sales of new energy vehicles in the seven major European countries (Germany, France, Britain, Norway, Sweden, Italy and Spain) reached 191,000 units, an increase of 34.8% from the previous month. . In June, the sales of new energy vehicles in many European countries set a new historical record for the month’s sales. The same month-on-month growth showed different rates. Considering that the European carbon emission policy has once again become stricter, the market share of local car companies is approaching Tesla. European new energy in the second half Or it will maintain a high degree of prosperity.

1, Europe will achieve net zero emissions by 2035

According to Bloomberg News, the zero-emission timetable for European cars is expected to be greatly advanced. The European Union will announce the latest “Fit for 55″ draft on July 14, which will set more aggressive emission reduction targets than before. The plan calls for emissions from new cars and trucks to be reduced by 65% ​​from this year’s level starting in 2030, and to achieve net zero emissions by 2035. In addition to this stricter emission standard, governments of various countries are also required to strengthen the construction of vehicle charging infrastructure.

According to the 2030 Climate Target Plan proposed by the European Commission in 2020, the EU’s goal is to achieve zero emissions from cars by 2050, and this time the entire time node will be advanced from 2050 to 2035, that is, in 2035. Automobile carbon emissions will drop from 95g/km in 2021 to 0g/km in 2035. The node is advanced 15 years so that the sales of new energy vehicles in 2030 and 2035 will also increase to about 10 million and 16 million. It will achieve a substantial increase of 8 times in 10 years on the basis of 1.26 million vehicles in 2020.

2. The rise of traditional European car companies, with sales occupying the top ten

The sales of new energy vehicles in Europe are mainly determined by Germany, France, the United Kingdom, Italy, Spain, and the sales of the three major new energy vehicle markets, Norway, Sweden and the Netherlands, where the penetration rate of the three major new energy vehicles is leading, and many traditional car companies are in these major countries.

According to the statistics of EV Sales by vehicle sales data, Renault ZOE defeated Model 3 for the first time in 2020 and won the model sales championship. At the same time, in the cumulative sales rankings from January to May 2021, Tesla Model 3 once again ranked first, However, the market share is only 2.2Pcts ahead of the second place; from the latest single-month sales in May, the top ten are basically dominated by local electric vehicle brands such as German and French electric vehicles. Among them, Volkswagen ID.3, ID .4. The market share of popular models such as Renault Zoe and Skoda ENYAQ is not much different from that of Tesla Model 3. As traditional European car companies attach importance to the development of new energy vehicles, driven by the successive launch of various new models, the competitive situation of new energy vehicles in Europe will be rewritten.

3, European subsidies will not decline much

The European new energy vehicle market will show explosive growth in 2020, from 560,000 vehicles in 2019, an increase of 126% year-on-year to 1.26 million vehicles. After entering 2021, it will continue to maintain a high growth trend. This wave of high growth is also inseparable from the new energy of various countries. Automobile subsidy policy.

European countries have begun to increase new energy vehicle subsidies around 2020. Compared with my country’s subsidies for more than 10 years since the start of new energy vehicle subsidies in 2010, the subsidies for new energy vehicles in European countries are relatively long-term, and the decline rate is relatively long. It is also relatively stable. Some countries with slower progress in promoting new energy vehicles will even have additional subsidy policies in 2021. For example, Spain adjusted the maximum subsidy for EV from 5,500 euros to 7,000 euros, and Austria also raised the subsidy close to 2,000 euros to 5000 euros.