In the second quarter of 2022, in the sales structure of the pure electric passenger car market, SUVs, mini cars and compact cars accounted for about 34.9%, 27.6%, and 19.0%; the top three models in terms of sales of plug-in hybrid vehicles were SUVs , compact cars, and medium and large cars accounted for about 63.3%, 18.8%, and 13.9%. In June 2022, the sales of Model Y, Hongguang MINI EV, Song PLUS DM, Model 3 and other models were leading, with sales of 53,000, 46,000, 27,000 and 26,000 respectively, accounting for about 25.5% of the total market. Among the new car-making forces, in June 2022, Xiaopeng, Nezha, Ideal, Weilai, and Leapmotor were 15,295, 13,157, 13,024, 12,961, and 11,259 respectively, achieving 133%, 163%, and 11,259 respectively. Year-on-year growth of 69%, 14%, and 186%.

In June 2022, the consensus index of the new energy vehicle industry was 105.4 points, and the market development remained stable. According to the forecast of the leading index, the new energy vehicle market will continue to grow in August-September 2022. Under the huge pressure of ensuring supply, new energy vehicle companies should find localized alternative products as soon as possible, participate in cultivating supply chain enterprises to meet high-level requirements, promote the application of key products and improve product quality, and strive to achieve all upstream and downstream of the industrial chain. It can be completed independently to create a highly localized autonomous and controllable automotive supply chain. For dealers, they should rationally estimate the actual market demand and actively respond to the impact of repeated epidemics. The lag index will remain relatively high in June 2022, which verifies that the previous forecast of the high popularity of the new energy vehicle market is in line with reality.

At present, the rapid development of intelligent and connected vehicles is reconstructing the automotive industry chain, technology chain, and value chain, and promoting new changes in the automotive supply chain system. In the face of the remodeling period of the automotive industry chain, cross-border and start-up companies have entered the intelligent supply chain one after another, and multinational companies are also accelerating their transformation and expansion, making the competition in the parts industry chain increasingly fierce. In the transition stage between the old and the new, the technical barriers and system barriers for parts and components have not yet been formed, which has brought historic development opportunities for my country’s parts and components enterprises, especially small and medium-sized technology-based enterprises.

Under the new pattern of automobile supply chain reconstruction, the traditional pyramid-type multi-level supply system has been impacted, and a flattened multi-subject collaborative model is taking shape. Under this trend, the specialized division of labor in the industrial chain is more refined, and OEMs and parts companies need to establish a closer cooperative relationship in order to quickly respond to and meet the differentiated and diversified needs of consumers. At present, some OEMs have strengthened the layout of the industrial chain through independent research and development, investment mergers and acquisitions, joint ventures and cooperation, etc., strengthened the in-depth participation and control of key components, and used localized industrial parks as carriers to attract core suppliers in their The layout of surrounding areas will jointly make up for the shortcomings of the supply chain. At the same time, leading Tier 1 companies are also actively strengthening collaboration and cooperation with OEMs, accelerating the creation of open platforms, launching ecological co-construction, and jointly developing product components with partners to quickly realize project implementation and sales.

The automobile industry chain is long and involves a wide range of areas. Problems in any link may cause the entire chain to stop. If there is no unified and perfect industry standard, it will greatly increase the difficulty of cross-border cooperation between upstream and downstream enterprises. Accelerating the construction of industry standardization can improve the work production efficiency of supply chain enterprises, and accelerate the establishment and improvement of the supply chain guarantee system. Taking chips as an example, the automotive industry needs far more types of chips than the consumer electronics industry. A brand may involve more than a thousand categories, and these categories are very different from other brand car companies, and the overlap rate may be less than 30%. This extremely low standardization situation urgently needs to be changed. The basic standards for automotive-grade chips should be introduced as soon as possible, and the inspection standards and detection systems for automotive chips should be improved to provide support for the large-scale application of chips.