Organization: Electric car track is expected to start the second half, “intelligent” relay “electric”

2022-06-08 0 By

March 28 – Data show that in 2021, the production/sales volume of new energy vehicles in China will reach 354.5/3521 million units respectively, up 159.5%/157.5% year-on-year, and the penetration rate of the industry will exceed 15%.With the accelerated development of the industry and the rapid advancement of the national dual carbon target, CITIC Securities believes that the new energy vehicle industry is expected to enter a new stage of market-oriented development, and new areas such as electrification, intelligence, Internet connection and vehicle-road synergy become more and more important concerns.At the same time, the application scenarios of new energy vehicles are further enriched with new technologies and new directions in the automotive industry.The agency said that the intelligent network will be an important development direction of the future of the automobile, vehicle brands and supply chain enterprises are expected to usher in a significant development opportunity.In terms of raw materials, in the long run, concerted efforts from lithium salt plants to battery plants and government departments will gradually improve the tight situation of lithium supply.In the short term, CITIC Securities believes that the lithium price will continue to rise sharply in 2022, facing some resistance, considering the demand side to maintain rapid growth, the change of supply side will become the core factor of this round of lithium price inflection point, the agency expects that in 2022, the global lithium supply is still limited, and the price is expected to keep rising.In the future, as the industry enters the ERA of TWh, the technical drive of power battery and the supporting capacity of industrial resources will become important aspects to test enterprises.Disclaimer: This article is reproduced for the purpose of conveying more information.If the source is wrong or violated your legitimate rights and interests, please contact the author with proof of ownership, we will promptly correct, delete, thank you.Email address: