New energy sources should rise in 2022, but not too much. The audience breadth and popularity of new energy vehicles in China are quite mature, but at the same time of development, new energy vehicles are also facing a test in 2022, that is, the weakening of national support policies, which is a short-term opportunity and a long-term challenge for new energy vehicle brands. It is understood that the subsidy policy for new energy vehicles will be updated in 2022, the subsidy amount will be reduced by 30%, and the subsidy will be officially cancelled at the end of 2022.

Development trend of new energy in 2022

Based on the comprehensive production capacity and new product planning, including the development of its own new energy vehicle market, the domestic sales of new energy vehicles are expected to reach 56,543,800+vehicles in 2022, a year-on-year increase of 50%. And with the gradual withdrawal of subsidies for hybrid cars at the end of 2022, the whole hybrid car will have a very high growth in 2023, so this track is a wide and long track.

The average price in 202 1 year was 89% lower than that in 20 10/year, when the cost of batteries exceeded $0/200 per kWh/kloc. The battery for electric vehicles is cheaper, about 1 18 USD per kwh. Analysts said that the price drop can be attributed to the reduction in the use of expensive cobalt in nickel-based cathodes. By 2024, the battery price may drop to $0/00 per kWh/kloc. This price tag will make the electric car reach the price parity with the classic ice-powered car.

However, recent trends show that the market is witnessing an increase in the price of lithium. Higher raw material costs will push up the price of the final product to $65,438+$035 per kWh. If the growth of raw materials continues in the next few months, the golden date of cheap batteries at $0/00 per kWh/KLOC will be delayed by at least two years. Experts also predict that if the growth trend of lithium price continues, the price of new electric vehicles may rise in 2022.