- International Energy Agency: In 2021, global carbon emissions will further rise. As the new crown pneumonia epidemic has slowed down economic activities, global carbon emissions will be reduced by 5.8% in 2020, but they will begin to rebound at the end of 2020.
- Financial Times: European automakers and auto parts vendors have issued warnings that auto chips may not meet demand until at least the second half of 2021, and the auto industry will face shortages for several months. Volkswagen warned a few weeks ago that it would reduce production by 100,000 in the first quarter of 2021; Renault also warned that the shortage of chips in the next few weeks may be more serious, and it will reduce production by 100,000 throughout 2021. The industry said that the global chip shortage may continue into the summer, and the second quarter will be difficult, but it should recover in the second half of the year.
- Many manufacturers once again announced the price increase of titanium dioxide.
- SNE Research: In January, LG Energy’s electric vehicle battery shipments spun off from LG Chem were 2.5 gigawatt-hours equivalent, a year-on-year increase of 50.6%, making it the world’s second largest supplier of electric vehicle (EV) batteries that month. Second only to China’s CATL, but its global market share has shrunk to 18.5%, a year-on-year decrease of 5.4%. CATL maintained its No. 1 position with a supply of 4.3 gigawatt-hours, an increase of 166.2% year-on-year, accounting for 31.2% of the global total. Japan’s Panasonic ranked third with a share of 15.6%; followed by China’s BYD with 8.9%, and South Korea’s Samsung SDI with 4.8%.
- Tesla: In January, 1,619 pure electric vehicles were registered in Europe, accounting for 3.5% of the total registrations of pure electric vehicles that month; compared with December 2020, the market share dropped by more than 1.5%. At present, Tesla’s 12-month rolling delivery volume in Europe has lagged behind Hyundai Kia, which is the third most popular electric car group in Europe.
- Weilai Automobile: In 2020, Weilai sold 43,700 vehicles, a year-on-year increase of 112.6%; realized revenue of 16.257 billion yuan, a year-on-year increase of 107%. It is estimated that 20,000-20,500 new vehicles will be delivered in the first quarter of 2021, with a revenue of 7.38 billion yuan-7.56 billion yuan.
- Xiaopeng Automobile: In February, a total of 2223 electric vehicles were delivered, and the cumulative delivery volume from January to February increased by 577% year-on-year. Among them, Xiaopeng P7 delivered 1,409 vehicles, and the cumulative delivery reached 20181 vehicles, becoming the fastest new car model to exceed 20,000 deliveries.
- Ideal car: In February, Ideal ONE delivered a total of 2,300 units, a year-on-year increase of 755% and a month-on-month decline of 57.24%; a total of 41,276 units have been delivered. The month-on-month sales volume in February was affected to a certain extent by the seasonal factors of the Spring Festival and the repeated epidemics in the north. With the continuous expansion of the sales and service network and the effective control of the epidemic, the sales of Ideal ONE will continue to increase.
- ZTE: Internally issued a document to set up automotive electronics product lines. This product line is responsible for unified business planning and operation in the field of automotive electronics. “Building a car” is quite similar to Huawei’s goal and vision. To be a Tier 1 supplier of cars and empower traditional car companies.
- Haier Bio: The ultra-low temperature cold chain solution of its new crown vaccine product has quickly seized the overseas market, and has been applied in the United States, the Czech Republic, Vietnam, the Philippines, Costa Rica, Australia and other countries. At present, Haier Bio’s low-temperature cold chain capacity has reached the world’s first.
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