2023年1月12日，中国汽车工业协会发布了2022年汽车市场产销数据。2022年我国汽车产销分别完成了2702.1万辆和2686.4万辆，同比增长3.4%和2.1%。虽然几经波折，但全年的汽车产销量仍保持正增长，并且连续14年保持世界第一。

　　作为当下汽车市场的重中之重，新能源汽车在2022年的优异表现成为我国汽车市场保持正向增长的关键。

　　在政策和市场的双重作用下，2022年我国新能源汽车依然保持爆发式增长，全年产销量分别完成705.8万辆和688.7万辆，同比分别增长96.9%和93.4%，连续8年位居全球第一。并且，新能源汽车的市场占有率达到25.6%，高于2021年12.1个百分点。

　　其中，纯电动汽车依然是整个新能源市场的核心，2022年销量为536.5万辆，同比增长81.6%。而插电式混动汽车虽然在销量上暂时比不上纯电动汽车，2022年销售151.8万辆，但增长速度却更快，同比增长了1.5倍。

　　在2022年12月份，受补贴即将退坡影响，新能源汽车更是进入到一个发展的高峰时期，产销量分别完成79.5万辆和81.4万辆，同比均增长51.8%，并且市场占有率达到了31.8%。

　　2022年，新能源汽车销量排名前十的企业集团销量合计达567.7万辆，同比增长1.1倍，占新能源汽车销售总量的82.4%，高于2021年5.9个百分点。这其中，比亚迪成为2022年新能源汽车市场当之无愧的领头羊，全年销量达到186.2万辆，傲视群雄。而吉利则成为2022年新能源汽车销量增速最快的企业，销量同比增长达3倍。

　　在车型分类上，新能源汽车市场已经从之前的哑铃型向纺锤型转变。2022年A级新能源车成为市场主流，累计销量达238.6万辆，同比增长1.4倍。而从产品价格来看，15-20万元是市场最受欢迎的价位区间，2022年累计销量185.5万辆，同比增长达2.1倍。除50万元以上市场，其他各价格区间同比均呈增长态势，消费结构呈现多元化特征。

　　值得一提的是，除了在国内市场表现火热外，我国的新能源汽车产品在出口方面同样取得了不俗的成绩。2022年我国汽车出口量达311.1万辆，同比增长54.4%。其中，新能源汽车出口67.9万辆，同比增长1.2倍。

　　在新能源汽车市场的带动下，动力电池市场在2022年也有非常亮眼的表现。

　　2022年我国动力电池累计产量达545.9GWh，累计同比增长148.5%。其中，三元电池累计产量212.5GWh，占总产量的38.9%，累计同比增长126.4%；磷酸铁锂电池累计产量为332.4GWh，占总产量的60.9%，累计同比增长165.1%。

　　装车量方面，2022年我国动力电池累计装车量达294.6GWh，累计同比增长90.7%。其中，三元电池累计装车量为110.4GWh，占总装车量的37.5%，累计同比增长48.6%；磷酸铁锂电池累计装车量为183.8GWh，占总装车量的62.4%，累计同比增长130.2%。

　　同时，在2022年，我国动力电池企业电池累计出口达68.1GWh。其中，三元电池累计出口46.8GWh，占总出口的68.9%；磷酸铁锂电池累计出口20.9GWh，占总出口的30.7%。

　　从不同品类电池需求可以看出，目前我国新能源汽车以A级车为主，并且插电式混动车型和增程式车型发展迅猛，所以对成本相对更低的磷酸铁锂电池需求更多，而国外市场则是三元电池需求更旺盛。

　　在装车量集中度方面，2022年我国新能源汽车市场共计57家动力电池企业实现装车配套，较去年同期减少1家，排名前3家、前5家和前10家的动力电池企业动力电池装车量分别为230.4GWh、251.4GWh和279.8GWh，占总装车量比分别为78.2%、85.3%和95.0%。

　　宁德时代和比亚迪仍然稳坐动力电池装车量的前两把交椅，从市场占比看短期内尚无其他企业能赶上这两家的体量。不过值得注意的是，宁德时代和比亚迪两家的市场占比和早先比已有所下降，后面有几家动力电池企业的市占率则有较多提升。

　　相信随着更多新能源产品的问世，仍会有数家动力电池企业将扩大自身体量。但从行业发展来看，未来一段时期内能实现装车配套的动力电池企业数量应该会持续缩减，仅留住部分头部企业。

　　充电基础设施建设方面，2022年充电基础设施增量为259.3万台，其中公共充电桩增量同比上升91.6%，随车配建私人充电桩增量同比上升225.5%，由此也看出新能源汽车私人消费市场保持高速增长态势。

　　截止2022年12月，全国充电基础设施累计数量为521.0万台，同比增加99.1%。

　　2022年充电基础设施与新能源汽车的桩车增量比为1：2.7，充电基础设施建设能够基本满足新能源汽车的快速发展。

The auto market in 2022 came to an end after several twists and turns. Affected by the epidemic situation, raw materials, international situation and other factors, the development of the entire automobile market in 2022 was not stable. However, thanks to years of policy support and market accumulation, China's new energy vehicles were not affected by too much environment in 2022, and still maintained a high-speed development trend, and delivered a satisfactory answer throughout the year.
On January 12, 2023, the China Automobile Industry Association released the production and sales data of the automobile market in 2022. In 2022, China's automobile production and sales reached 27.021 million and 26.864 million, up 3.4% and 2.1% year on year. Despite several twists and turns, the production and sales of automobiles throughout the year remained positive, and remained the first in the world for 14 consecutive years.
As the top priority of the current automobile market, the excellent performance of new energy vehicles in 2022 has become the key to maintain positive growth in China's automobile market.
The sales volume of new energy vehicles in China will reach 6.887 million in 2022
Under the dual effects of policy and market, China's new energy vehicles will still maintain explosive growth in 2022. The annual production and sales volume will reach 7.058 million and 6.887 million respectively, with year-on-year growth of 96.9% and 93.4%, ranking first in the world for eight consecutive years. In addition, the market share of new energy vehicles reached 25.6%, 12.1 percentage points higher than that in 2021.
The sales volume of new energy vehicles in China will reach 6.887 million in 2022. The sales volume of new energy vehicles in China will reach 6.887 million in 2022
Among them, pure electric vehicles are still the core of the whole new energy market, with the sales volume of 5.365 million vehicles in 2022, an increase of 81.6% year on year. While the sales of plug-in hybrid vehicles are temporarily lower than that of pure electric vehicles, with 1.518 million vehicles sold in 2022, the growth rate is faster, with a year-on-year increase of 1.5 times.
In December 2022, affected by the decline of subsidies, new energy vehicles entered a peak period of development, with the production and sales of 795000 and 814000 vehicles respectively, up 51.8% year on year, and the market share reached 31.8%.
The sales volume of new energy vehicles in China will reach 6.887 million in 2022
In 2022, the sales volume of the top ten enterprise groups with new energy vehicles reached 5.677 million, up 1.1 times year on year, accounting for 82.4% of the total sales volume of new energy vehicles, 5.9 percentage points higher than that of 2021. Among them, BYD has become a well-deserved leader in the new energy vehicle market in 2022, with the annual sales of 1.862 million vehicles, which is ahead of the rest. Geely has become the fastest growing enterprise in the sales of new energy vehicles in 2022, with a year-on-year growth of 3 times.
In terms of vehicle type classification, the new energy vehicle market has changed from dumbbell type to spindle type. In 2022, Class A new energy vehicles will become the mainstream of the market, with a cumulative sales volume of 2.386 million vehicles, up 1.4 times year on year. From the perspective of product price, RMB 1.55 million to RMB 0.2 million is the most popular price range in the market. In 2022, the cumulative sales volume will reach 1.855 million, up 2.1 times year on year. In addition to the market of more than 500000 yuan, other price ranges showed a year-on-year growth trend, and the consumption structure showed a diversified feature.
It is worth mentioning that in addition to the hot performance in the domestic market, China's new energy vehicle products have also made remarkable achievements in export. In 2022, China's automobile exports reached 3.111 million, up 54.4% year on year. Among them, 679000 new energy vehicles were exported, up 1.2 times year on year.
Driven by the new energy vehicle market, the power battery market also has a very bright performance in 2022.
In 2022, the cumulative output of power battery in China will reach 545.9GWh, with a year-on-year increase of 148.5%. Among them, the cumulative output of ternary batteries was 212.5GWh, accounting for 38.9% of the total output, with a cumulative year-on-year increase of 126.4%; The cumulative output of lithium iron phosphate battery was 332.4GWh, accounting for 60.9% of the total output, with a cumulative increase of 165.1% year on year.
The sales volume of new energy vehicles in China will reach 6.887 million in 2022
In terms of loading capacity, the cumulative loading capacity of power batteries in China will reach 294.6GWh in 2022, up 90.7% year on year. Among them, the cumulative load of ternary battery is 110.4 GWh, accounting for 37.5% of the total load, with a cumulative year-on-year increase of 48.6%; The cumulative load of lithium iron phosphate battery was 183.8GWh, accounting for 62.4% of the total load, with a cumulative year-on-year increase of 130.2%.
At the same time, in 2022, China's power battery enterprises exported 68.1 GWh of batteries. Among them, the total export of ternary batteries is 46.8 GWh, accounting for 68.9% of the total export; The cumulative export of lithium iron phosphate battery was 20.9GWh, accounting for 30.7% of the total export.
It can be seen from the demand for different types of batteries that at present, China's new energy vehicles are mainly Class A vehicles, and plug-in hybrid vehicles and additional models are developing rapidly, so there is more demand for lithium iron phosphate batteries with relatively lower cost, while the demand for ternary batteries in foreign markets is more vigorous.
The sales volume of new energy vehicles in China will reach 6.887 million in 2022
In terms of the concentration of loading capacity, in 2022, 57 power battery enterprises in China's new energy vehicle market will achieve the matching of loading capacity, a decrease of 1 compared with the same period last year. The power battery loading capacity of the top 3, top 5 and top 10 power battery enterprises is 230.4 GWh, 251.4 GWh and 279.8 GWh respectively, accounting for 78.2%, 85.3% and 95.0% of the total loading capacity.
Ningde Times and BYD are still firmly in the top two places of power battery loading. From the perspective of market share, no other enterprise can catch up with the two in the short term. However, it is worth noting that the market share of Ningde Times and BYD has decreased compared with the previous one, while the market share of several power battery companies has increased significantly.
It is believed that with the advent of more new energy products, there will still be several power battery enterprises that will expand their size. However, from the perspective of industry development, the number of power battery enterprises that can achieve the matching of loading vehicles in the future should continue to shrink, and only some leading enterprises will be retained.
In terms of charging infrastructure construction, the increment of charging infrastructure in 2022 will be 2.593 million units, of which the increment of public charging piles will increase by 91.6% year on year, and the increment of private charging piles built with vehicles will increase by 225.5% year on year, which also shows that the private consumption market of new energy vehicles will maintain a rapid growth trend.
As of December 2022, the total number of charging infrastructure nationwide was 5.21 million, up 99.1% year on year.
In 2022, the incremental ratio of charging infrastructure to new energy vehicles will be 1:2.7, and the construction of charging infrastructure can basically meet the rapid development of new energy vehicles.