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March sales of new energy vehicles tripled month-on-month, and battery installed capacity increased by over 360%

According to the data of the China Automobile Association, the production and sales of new energy vehicles in March were 50,000 / 53 thousand, an increase of -56.9% /-53.2% year-on-year, and an increase of 3.8 / 3 times from the previous month. 10,000 vehicles, a year-on-year decrease of 49.2%, a four-fold increase from February. Among them, Tesla is the most eye-catching sales. The domestic Model3 delivered 10,160 vehicles in March, an increase of 160.5%. The Tesla Model3 was listed in the country, NEDC lasted 668km, and the price was 339 thousand yuan after the subsidy. Tesla plans to Normal production at the US factory will be resumed by May 4.

The data shows that the output of new energy vehicles in March was 51,800 units, a year-on-year decrease of 51.8% and a month-on-month increase of 335.0%. .8%. It is reported that the electric vehicle subsidy policy has been extended for 2 years, and various regions have introduced policies to encourage car consumption. Subsidy rules will be introduced. It is expected that the Q2 tram will improve significantly from the previous month. The Q3 car market is expected to pick up. It is estimated that in 2020, overseas tram sales will be around 1.3 million, 800,000 in Europe, 370,000 in the United States, and 130,000 in other regions. The global electrification trend will not change. Development opportunities such as Weili Energy and Guoxuan Hi-Tech remain unchanged.

Regarding charging piles, investment and subsidies have been increased in the field of charging piles, and a new round of prosperity has begun. According to the Charging Alliance, the cumulative number of charging infrastructure nationwide as of the end of March was 1.267 million units, an increase of 37.6% year-on-year, of which the number of public charging piles reached 542,000 units. The increase in charging infrastructure in March was 48,000 units, a year-on-year decrease of 57.5%.

According to the plan of the National Development and Reform Commission, an investment of 10 billion yuan in overcharging charging piles will be completed in 2020, adding 200,000 public piles and over 400,000 private piles. China Southern Power Grid also said that it plans to invest 25.1 billion yuan to build charging facilities, build 150 large-scale centralized charging stations and 380,000 charging piles in the next four years through investment or M & A.
At present, the ratio of new energy vehicles to charging piles is 3.4: 1. The lag of charging piles has become a shortcoming that restricts the rapid development of new energy vehicles. State Grid and Southern Grid have overcharged the construction of charging piles. In March, affected by the epidemic, the construction of charging piles Slowness is within expectations, the current domestic epidemic situation is controllable, and it is expected that the industry will accelerate its development in the second quarter.

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