Weekly information: the epidemic situation in many places has been sealed and controlled, and the pr

Weekly information: the epidemic situation in many places has been sealed and controlled, and the pr

2022-04-07 14:22:31

1、 Industry information

（1）、5 cities and 12 counties are about to be fully launched, and the tide of electric vehicle replacement is coming!
Affected by the epidemic, the rush of purchase replacement, which should have broken out last year, was postponed to this year. According to the relevant transition period, many parts of the country have entered the countdown of exchange. Including Tianjin, one of the production bases, which will arrive soon after a year's delay. In addition, Zhongshan and Meizhou in Guangdong, Yichang in Hubei, Zhaotong in Yunnan and other regions, the end of the transition period of over standard vehicles will be from April to may, so it has entered the countdown to full start.

In addition, Zhejiang Province and Shaanxi Province, especially Zhejiang Province, have taken Haiyan as a pilot to take the lead in carrying out the elimination and replacement of non-standard electric bicycles. It is reported that Haiyan has eliminated 6320 non-standard electric bicycles and issued financial subsidies of 126400 yuan.

According to the latest news, before March 15, 11 pilot counties (cities and districts) in Zhejiang Province will start the elimination and replacement work, that is, Yuhang, Xiangshan, Lucheng, Changxing, Haiyan, Keqiao, Dongyang, Qujiang, Jingning, Jiaojiang and Daishan. With Shanghai salt, 12 counties (cities and districts) in Zhejiang Province will enter the tide of excessive car replacement. It is reported that other regions of Zhejiang Province will comprehensively start the elimination and replacement work before April 10.

（2）、Beijing: from April 1, there will be charging standards for electric vehicles
After the regulations on banning electric vehicles from charging upstairs were made clear, the charging pile in the community is a necessary supporting facility for electric vehicles. However, due to various reasons, the charging fees are too high and the charging standards are different. In this regard, the Beijing Development and Reform Commission issued the notice on Standardizing the charging standards of electric self driving charging facilities in residential communities in this city to "set rules" for charging fees.

According to the standard, the charging pile charge is divided into two parts: electricity charge and charging service charge. The electricity charge has a unified standard and is set by the government. Enterprises have no pricing power, while for charging service charge, the market adjusted price is implemented. According to the electricity price of residential quarters, the electricity price standard is 0.5103 yuan / kWh (less than 1 kV).

（3）、Bozhou, Anhui: from April 1, electric vehicles will be charged for licensing

（4）、Hefei, Anhui: from April 1, the centralized filing and registration of illegal electric tricycles and four-wheel vehicles will be stopped
Hefei is one of the first places to implement the "transition period" filing and registration of non-conforming electric three-wheel and four-wheel vehicles on the road. From April 1, the filing and registration will be stopped, and the illegal electric three-wheel and four-wheel vehicles will fully enter the standardization stage, and the vehicles on the road without license will be strictly investigated. Therefore, for vehicles that have not been registered, seize the last period of time and complete the filing and registration as soon as possible.

Here, Xiaoxin would also like to remind all car owners that after the transition period, excessive vehicles on the road will face the punishment risk of car withholding + fine. Zhejiang and Jiangsu respectively launched "Zhejiang product code", "Su product code" and "Beijing product code" policies to eliminate excessive vehicles on the road by means of one vehicle one code. When changing the purchase, car owners should identify qualified and compliant products with "three certificates and one vote" to avoid the occurrence of "available for purchase but not available".

2、 Industry hotspot

Affected by the epidemic situation and the war between Russia and Ukraine, it seems that there is only one theme in the electric vehicle market recently - price rise. Almost all models, from battery, two wheel, three wheel to four wheel, will rise. The price of electric vehicle batteries will rise in an all-round way, which will seriously affect the terminal price.

（1）、The price of raw materials remained high, and the increase of battery was much higher than expected
From the analysis of the official statements of various manufacturers, the fundamental reason for this round of price rise is the sharp rise in the cost of raw materials. Affected by the international situation and economic environment, the price of raw materials ushered in a new round of price rise. Coupled with the impact of domestic and foreign epidemics, logistics and labor costs increased, resulting in a sharp rise in pool prices.

Due to the rapid rise in battery prices, the Department of raw materials industry and the first Department of equipment industry of the Ministry of industry and information technology recently held a symposium with the price department of the development and Reform Commission, the price supervision and Inspection Bureau of the State Administration of market supervision and the Anti Unfair Competition Bureau, requiring upstream and downstream enterprises of the battery industry chain to strengthen the connection between supply and demand, work together to form a long-term and stable strategic cooperative relationship, and jointly guide the rational return of battery prices.

（2）、Affected by the epidemic, many provinces shut down production and press the "slow key"
Recently, the national epidemic has shown a trend of local high aggregation and multi-point distribution, which has varying degrees of impact on the supply side, demand side, logistics and storage of the domestic bulk commodity market.

More than a dozen provinces have pressed the "slow key" in terms of shutdown. Since March 15, Guangdong Province has been unable to circulate the scrap market resources normally; In terms of steel mills, under the influence of traffic control, the arrival and inventory are reduced; In terms of the market, the processing enterprises have a poor supply of goods and a cold deal. Some steel mills in Jilin Province stopped production, and the thread and coil line were unsaturated. At the same time, steel trade transactions in other parts of the country were also affected. Some construction sites began to shut down and logistics and transportation services were suspended.

Due to epidemic control and shortage of steel, frame factories have to stop production and limit production. Many electric vehicle production bases in Tianjin, Jiangsu, Henan, Hebei and Fengxian will face tight supply and demand, and logistics prices and delivery delays may become normal.

（3）、The terminal market has opened the crazy price increase mode. Dealers should pay close attention to the preparation of goods
It has been learned from several electric vehicle stores in Hangzhou that most brand electric vehicles have started the price increase mode, integrating various models. Basically, the price increase of each vehicle is 200-300 yuan.

In Pingtan, Fuzhou, the temporary transition of motorcycles was also faced with the adjustment of the green card policy in April. Many consumers rushed to buy, the sales of local electric motorcycles soared, and many main models were out of stock.

A merchant said: "the interior has been notified, and there will be price increases next." "For example, we sold 278 cars last year and now we have to sell them for 34500 yuan." "On April 1, the retail guide price of products was raised by 200 to 1000 yuan."

At present, the trend of battery price rise is unstoppable. In addition, the epidemic situation at home and abroad, logistics control and battery shortage in the market will also become the norm. It is suggested that merchants should sell in time and prepare goods rationally.