China "New Energy Car" The strong performance is not wiped out by the lack of anxiety, and production has not been able to keep up with demand due to a shortage of semiconductor

The sale of "new energy vehicles" in China is strong.According to the data announced by the Chinese Automobile Industry Association on September 10, the number of new energy vehicles in August 2021 was 321,000 units, 2 of the same month..Increased 8 times.(Including engine vehicles) The ratio of the entire automobile sales is 17.It rose to 8 %.

(Translation: New energy vehicles are in China's unique definition, refers to three types: electric vehicles [EV], fuel cell vehicles [FCV], plug -in hybrid vehicles [PHV]. Normal hybrid vehicles are not included.)

"It is likely that the Chinese government's goal of increasing the ratio of new energy vehicles to the number of new cars sales to 20 % in 2025 will be achieved ahead of time."The Chinese Automobile Industry Association showed such an optimistic outlook.

By type of new energy vehicles, in August, EV sales were 265,000 units and PHVs reached 56,000 units, all of which have updated a single monthly sales record.In addition, the cumulative sales volume of new energy vehicles from January to August will be 2 in the same period of the previous year..Nine times, 1,799,000 units.The ratio of car sales as a whole rose to nearly 11 %.

However, contrary to the fast running of a new energy car, the situation of the entire car sales is not good.China's new car sales in August were 1,799,000 units, 17 -year -old year -on -year..A significant decrease of 8 % was recorded.The cause is the lack of supply of in -vehicle semiconductors and the introduction of new exhaust gas regulations (such as large trucks).

Above all, the lack of supply of in -vehicle semiconductors, which has been surfaced since late 2020, is increasingly severe, giving a major blow to the automotive industry.Many in -vehicle semiconductors do not need state -of -the -art processing technology, but they require high reliability, so it takes time to authenticate products and suppliers (by automakers).The fact is that it is difficult to find a new supplier in a short period of time just because of the lack of supply.

The possibility that production reduction will become serious over the end of the year

The following was the expansion of the new Coronavirus, and some of the Malaysian semiconductor manufacturers were forced to suspend production in September.Among them, a factory that produced semiconductors for the anti -slide prevention device (ESC) of vehicles handled by Bosch, a major automotive part of Germany, has a further impact on the production of automakers.

According to data from the Chinese Train Industrial Association, the number of passenger cars in August was 1,497,000 units, down 55,000 units sold (1,552,000 units) in the same month.Although the demand for passenger cars is relatively stable, automakers have been forced to reduce production due to lack of semiconductors, and supply cannot keep up with demand.

In the usual year, from October to December, it is time for Chinese automakers to expand their demand (during the holiday season and year -end sales).This year, however, this year, the local trend of new Corona in China and the expansion of overseas infections may further reduce the production of cars.For this reason, the Chinese Automobile Industry Association analyzes that "the sales volume of the year may not be possible."

(Jin New Reporter: Toshitsu Uri) * Delivery of the original text is September 11th

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