China Automobile Dealers Association: 2021 New Energy Commercial Vehicle Market Information Weekly No. 17

1. Data: New Energy Logistics Vehicle

The market is running at a high level, with 11,900 vehicles sold this month, the best level in the same period in the past five years.

Vehicle structure: Light passenger cars are growing while light trucks are shrinking, while light trucks have doubled compared to last year.

Shanghai's overall growth rate is fast, reaching more than 16 times.
Microvans: Cumulative sales in Guangzhou and Shenzhen from January to October exceeded 5,000 units, accounting for about 30% of the country; microvans in Shanghai and Quanzhou developed rapidly, with a growth rate of more than 5 times.
Mini trucks: The key markets are Chengdu and Chongqing, which contributed 45.2% of sales; mini trucks developed rapidly in Chongqing, Kunming, Haikou and Zhangzhou.
Light commercial vehicles: Cumulative sales in Shanghai reached 3,572 units, accounting for 17.6% and the growth rate exceeded that of other cities.
Light trucks: The key markets are Shenzhen, Chengdu and Beijing, with cumulative sales exceeding 1,000 units. Chongqing and Kunming have seen rapid growth.

2. Industry Information

BYD signed a contract with Dofluoro to purchase no less than 56,050 tons of lithium hexafluorophosphate before 2025.
BYD's Wang Chuanfu: Electric vehicles' demand for semiconductors is 5-10 times greater than traditional vehicles.

Lishen Battery's 24GWh battery project settled in Wuxi.
AVIC Lithium Battery has once again raised its production capacity plan, with a target of 500GWh for the next five years.

CATL's total amount of funds raised through private placement fell to 45 billion yuan, down 132%.
CATL signed a contract with C&D Group to build a factory with an investment of 8 billion yuan to accelerate its layout in Xiamen.

During the “Double 11” period, the national express delivery volume reached 6.8 billion pieces.
Meituan launched the freight logistics business "Zhuolu" and focused on road freight.

The country’s first hydrogen refueling station at a highway service area was put into operation.
Hunan will build 400,000 charging stations.

3. Industry Customers

SF Express: ① 20 billion yuan private placement completed ② SF Express subsidiary Fengxing Zhitu completed B round of financing

IV. Policy Overview

Zhengzhou City’s notice on setting up a “low emission zone” (draft for comments): New energy logistics vehicles will have priority.

enterprise

1. Automotive Company Dynamics

Beiben Heavy-Duty Truck and G7 jointly held a signing ceremony for 370 new energy heavy-duty trucks in the "bulk-to-container" project.
The strategic signing ceremony for 500 electric heavy-duty trucks between Hanma Technology and Ronghui Machinery and the delivery ceremony for the first batch of 100 trucks were held.

technology

1. Technical Trends