Recently, new domestic car-making forces have successively announced new energy vehicle sales data for June. Most car companies’ new energy vehicle sales in June were better than market expectations.
html Due to the epidemic, domestic new energy vehicle sales were about 300,000 units in April and 440,000 units in May (data source: Passenger Car Association). Domestic new energy vehicle sales are expected to be higher in June.
my country’s new energy vehicle market has shown a clear upward trend. In the first half of the year, the market was worried that rising costs and the epidemic would affect domestic demand for new energy vehicles this year. However, judging from the sales of new energy vehicles in May and June, some market concerns were gradually eliminated.
So, why is the domestic demand for new energy vehicles so good? We conclude that there are two main reasons: (1) The cost of using new energy vehicles is low, for example, the cost of charging is much lower than the cost of refueling; (2) The strong technological attributes and high level of intelligence can better stimulate consumer demand.
We judge that my country's new energy vehicles may have entered the growth cycle from the cultivation period and are still in the early stages of growth. The market situation of A shares new energy vehicles in the next three years is expected to be worthy of focus, such as new energy electrification and intelligent investment opportunities. Especially automobile intelligence investment opportunities.
