2022 auto industry strategy report From Ping An Securities
The following is the 2022 auto industry strategy report From Ping An Securities recommended by recordtrend.com. And this article belongs to the classification: Automobile industry, research report.
It is predicted that the annual automobile sales volume in 2022 will be about 2800 and 5.1 million new energy vehicles. In 2021, the supply is limited and the demand is booming. With the gradual recovery of chip supply, China’s automobile industry is expected to return to the level of 2018. In the next few years, the automobile renewal cycle is expected to accelerate, and the global strategy of superimposed automobile enterprises is expected to accelerate. We expect that China’s annual automobile sales space is still large, and the share of independent brands is expected to increase significantly to 60-70%. With the support of independent brand intelligence and hybrid technology and brand combination boxing, it is expected to usher in a period of simultaneous increase in volume and price.
Car companies Polish high-value modules and add brand matrix. The new generation vehicle platform and power system, the electronic and electrical architecture towards central integration and the incubation of high-tech unicorns are the high-value modules being polished by independent vehicle enterprises to meet the intelligent transformation of industry. Based on this, explore new users and new scenes, create a multi brand matrix, and adhere to both scale and personalization. We believe that independent brands have the first mover advantage and local advantage in the industry reform, with light historical burden and rapid progress, and will be in a leading position in the transformation process.
The old and new giants gather, and the smart car has a stronger supply chain. With the concentration of the whole vehicle EE architecture, the value proportion of intelligent vehicle software will gradually increase, intelligent driving will gradually advance to a high level, and the application space of intelligent cockpit is broad. In the future, the incremental opportunities of automobile supply chain are mostly in key tracks such as high-precision sensors, master chips, domain controllers, software, comfortable personalized configuration and so on. With the expansion of smart car supply chain and the deep involvement of science and technology giants, the new industrial chain division and cooperation relationship of smart car will gradually take shape in the next few years. We are optimistic about the parts enterprises that are at the key track and have key barriers.
If you want to get the full report, you can contact us by leaving us the comment. If you think the information here might be helpful to others, please actively share it. If you want others to see your attitude towards this report, please actively comment and discuss it. Please stay tuned to us, we will keep updating as much as possible to record future development trends.
RecordTrend.com is a website that focuses on future technologies, markets and user trends. We are responsible for collecting the latest research data, authority data, industry research and analysis reports. We are committed to becoming a data and report sharing platform for professionals and decision makers. We look forward to working with you to record the development trends of today’s economy, technology, industrial chain and business model.Welcome to follow, comment and bookmark us, and hope to share the future with you, and look forward to your success with our help.
