Financials, Automotive Jun 22, 2022 08:59 AM (GMT+8) · EqualOcean
CITIC Securities pointed out that in May 2022, the total sales of new energy vehicles reached 420000, which has basically recovered to the level of March, and the electrification rate is 26%. From the perspective of brand structure, after the factory capacity has been restored to a certain extent, the sales of new energy vehicles of electric brands such as Tesla, Weilai, ideality and Xiaopeng have all recovered significantly. However, compared with March, Tesla, Weilai and Xiaopeng still decreased by 51%, 9% and 34%. Based on new models, the proportion of new energy models in the first five months of 2022 still increased rapidly year-on-year (up to 44%); The price band also increased. The proportion of 150000-200000 models increased by 13pcts year-on-year to 29%, shifting from less than 150000 models to them. The increasing proportion of new models in electrification and the delayed demand of the epidemic are expected to drive the further penetration of new energy vehicles. It is expected that the sales of new energy vehicles in June will reach 543000-553000.

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