is the time when my country’s "13th Five-Year Plan" ends and "14th Five-Year Plan" begins to converge. The next 15 years of automobile development plans have been launched recently, first "Energy-saving and New Energy Vehicle Technology Route 2.0", and then "New Energy Vehicles" "Industrial Development Plan", from the industry and national policy levels, clearly put forward the goal that my country's new energy and new vehicle sales will account for 20% of total sales by 2025, once again firming the development direction of my country's automobile electrification.
However, according to the "2021 China Automobile Market Forecast Report" released by the China Automobile Association, it is estimated that the total car sales in 2020 will reach 25.3 million, of which the sales of new energy vehicles will reach about 1.3 million, accounting for about 5.14% . This value is far from 20% of new energy vehicle sales, which also means that China's auto industry will welcome huge development opportunities in the next few years. In this context, in order to win the future market, companies need to make arrangements and invest in advance.
At the beginning of 2021, the Enterprise Chacha Big Data Research Institute released the "New Energy Vehicle Investment and Financing Data Report in the Past Ten Years" to observe industry changes from the number and amount of publicly disclosed investment and financing events.
2020: The total amount of financing exceeded 100 billion for the first time, a year-on-year increase of 159.4%
. According to the data of enterprises, as of the beginning of 2021, there are 227,000 enterprises related to “new energy vehicles” in operation/existing in my country, and new ones will be new in 2020. The number of additional registrations has reached 76,000, a year-on-year increase of 85.4%.
Judging from the number of financing incidents and the amount disclosed, the company's investigation data shows that there were 897 investment and financing incidents related to new energy vehicles in the past decade, and the amount of investment and financing was 384.11 billion yuan.
The industry was in its infancy before 2014 and entered a period of rapid development in 2015. Investment and financing activities have gradually increased, and the amount of investment and financing disclosed has continued to increase substantially. Among them, from 2016 to 2018, there were more than 160 investment and financing events lasting three years, and 2017 was the most one year, reaching 185. Compared with 5 years ago (2012), it has increased by more than 23 times. The disclosed investment and financing amount has also increased from 431.4 100 million yuan increased to 88.82 billion yuan. In 2019, the investment and financing of the new energy automobile industry has entered a period of adjustment, and the number of financing incidents and the amount disclosed have declined.
In 2020, new energy vehicles will continue to grow in the context of the traditional auto market being cold. According to the latest data from the China Passenger Transport Association, from January to November 2020, the cumulative retail volume of the passenger car market across the country fell by 8.3% year-on-year, but the sales of new energy vehicles during the same period increased by 3.9% year-on-year. From the perspective of the number of financing incidents and the amount disclosed, the number of brand financing incidents related to new energy vehicles in 2020 decreased by 18.3% compared with last year, but the amount of financing disclosed soared by 159.4% year-on-year, reaching 129.21 billion yuan. Billion.
Specifically, this year Weilai Automobile, Ideal Automobile, Xiaopeng Automobile, Nezha Automobile, Evergrande National Energy and other well-known brands have received a large amount of financing. Among them, Weilai Automobile has received 10 million US dollars of financing from Tencent. Most impressively, NIO has conducted 5 financing events this year. In addition, new energy vehicle R&D and manufacturers such as Xiaopeng Automobile, Nezha Automobile, Zhiji Automobile, Tianji Automobile, and Evergrande National Energy are favored by investors, and the disclosed amounts are all over 100 million yuan. In addition to automobile developers, related component sellers, charging pile manufacturers, and integrated service providers also received capital blessings this year, and the amount disclosed was also at the level of 100 million yuan.
Number of financings TOP10: Weilai and Xiaopeng tied for first place, and Ningdeshi ranked third.
Judging from the number of financing of new energy vehicle-related brands in the past ten years, the company’s data shows that Weilai Automobile and Xiaopeng Automobile are Thirteen financing incidents tied for the first place. Ningde Times, a star-rated enterprise in the power battery industry, ranked third with 12 financings, and Ideal Auto ranked fifth with 10 financings.
financing amount TOP10: NIO won the top spot, Faraday Future and Tesla Shanghai were on the list
From the perspective of the total amount of financing related to new energy vehicles, the company’s data showed that NIO won the top spot with 32.78 billion yuan. Faraday Future (Faraday Future) ranked second with 30.96 billion yuan, and BAIC Blue Valley with 269.9 billion yuan ranked third. In addition, Ningde Times, Weimar Motors, Xiaopeng Motors, Ideal Motors, etc., are shortlisted for the TOP10 new energy vehicle related brands.
Judging from the financing trend of new energy vehicle brands in the past decade, the pattern of my country’s new energy vehicle brands has been initially established. Brands such as Weilai Automobile, Xiaopeng Automobile, BAIC Blue Valley, Ideal Automobile, CATL and other brands rely on their strong strength. From the ground up, the "head effect" appeared, attracting a steady stream of capital to enter the market to raise money. In 2020, the new energy vehicle track will usher in a counterattack in the "dilemma", and the competition in this market will become more intense in the future.
