[미래에셋 김철중] Leap Motor 2월 판매
3,435대(+447% YoY)
https://cnevpost.com/2022/03/01/leap-motor-delivers-3435-vehicles-in-feb-up-447-year-on-year/amp/
3,435대(+447% YoY)
https://cnevpost.com/2022/03/01/leap-motor-delivers-3435-vehicles-in-feb-up-447-year-on-year/amp/
CnEVPost
Leapmotor delivers 3,435 vehicles in Feb, up 447% year-on-year
This was down 57.5 percent from 8,085 units in January, which the company blamed on the Chinese New Year holiday.
[미래에셋 김철중] Li Auto 2월 판매
8,414대(+266% YoY)
https://cnevpost.com/2022/03/01/li-auto-delivers-8414-vehicles-in-feb-up-265-8-year-on-year/
8,414대(+266% YoY)
https://cnevpost.com/2022/03/01/li-auto-delivers-8414-vehicles-in-feb-up-265-8-year-on-year/
CnEVPost
Li Auto delivers 8,414 vehicles in Feb, up 265.8% year-on-year
Production at Li Auto was affected by a shortage of parts due to the Chinese New Year holiday and the Covid-19 outbreak in Suzhou, the company said.
[미래에셋 김철중] NIO 2월 판매
6,131대(+10% YoY)
https://cnevpost.com/2022/03/01/nio-delivers-6131-vehicles-in-feb-up-9-9-year-on-year/amp/
6,131대(+10% YoY)
https://cnevpost.com/2022/03/01/nio-delivers-6131-vehicles-in-feb-up-9-9-year-on-year/amp/
[미래에셋 김철중] Xpeng 2월 판매
6,225대(+180% YoY)
https://cnevpost.com/2022/03/01/xpeng-delivers-6225-vehicles-in-feb-up-180-year-on-year/amp/
6,225대(+180% YoY)
https://cnevpost.com/2022/03/01/xpeng-delivers-6225-vehicles-in-feb-up-180-year-on-year/amp/
CnEVPost
XPeng delivers 6,225 vehicles in Feb, up 180% year-on-year
The delivery volume was down 51.7 percent from January, mainly due to an upgrade of XPeng's Zhaoqing plant during the Chinese New Year holiday.
[미래에셋 김철중] Neta 2월 판매
7,117대(+255% YoY)
https://cnevpost.com/2022/03/01/neta-delivers-7117-vehicles-in-feb-up-255-year-on-year/amp/
7,117대(+255% YoY)
https://cnevpost.com/2022/03/01/neta-delivers-7117-vehicles-in-feb-up-255-year-on-year/amp/
CnEVPost
Neta delivers 7,117 vehicles in Feb, up 255% year-on-year
This is a 35 percent decrease from 11,009 vehicles in January. Neta now offers three models in China, most starting at less than 100,000 yuan.
[미래에셋 김철중] GAC Aion 2월 판매
8,526대(+163% YoY)
https://cnevpost.com/2022/03/01/gac-aion-sells-8526-units-in-feb-up-163-year-on-year/amp/
8,526대(+163% YoY)
https://cnevpost.com/2022/03/01/gac-aion-sells-8526-units-in-feb-up-163-year-on-year/amp/
CnEVPost
GAC Aion sells 8,526 units in Feb, up 163% year-on-year
That's down 46.8 percent from 16,031 units in January, which the company blamed on the Chinese New Year holiday and the impact of capacity expansion at its plant.
[미래에셋 김철중]
Qingtao New Energy, 전고체 대량 생산 라인 건설
Qingtao New Energy는 중국 전고체 리튬 배터리 개발 선두주자
투자금액: 50억 위안(약 9,550억원)
공장 규모: 현재 0.1Gwh ➡ 1Gwh 대량 생산 라인 건설
언론 자료: http://www.icbattery.com/news/show-htm-itemid-42061.html
Qingtao New Energy, 전고체 대량 생산 라인 건설
Qingtao New Energy는 중국 전고체 리튬 배터리 개발 선두주자
투자금액: 50억 위안(약 9,550억원)
공장 규모: 현재 0.1Gwh ➡ 1Gwh 대량 생산 라인 건설
언론 자료: http://www.icbattery.com/news/show-htm-itemid-42061.html
Icbattery
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[미래에셋 김철중] 프랑스 2월 EV 판매
BEV 13,454대(+60% YoY, +32% MoM)
PHEV 9,686대(+6% YoY, +22% MoM)
침투율
BEV 11.7%(+5.4p% YoY)
PHEV 8.4%(+1.5%p YoY)
*전체 시장 -13% YoY
*디젤 -39% YoY
https://cleantechnica.com/2022/03/02/france-over-20-plugin-share-in-february-tesla-model-3-back-on-top/
BEV 13,454대(+60% YoY, +32% MoM)
PHEV 9,686대(+6% YoY, +22% MoM)
침투율
BEV 11.7%(+5.4p% YoY)
PHEV 8.4%(+1.5%p YoY)
*전체 시장 -13% YoY
*디젤 -39% YoY
https://cleantechnica.com/2022/03/02/france-over-20-plugin-share-in-february-tesla-model-3-back-on-top/
CleanTechnica
France Over 20% Plugin Share In February, Tesla Model 3 Back On Top
France, Europe's second largest auto market, saw plugin electric vehicles take 20.1% market share in February, up from 11.6% year on year.
소재 및 원재료 가격 추이_210303 (2).pdf
128.8 KB
[미래에셋 김철중] 배터리 소재 가격 update
중국 시장가격 기준으로 전해액 원재료인 LiPF6, 유기용매, VC 등 가격 소폭 하락
타 소재의 가격 상승이 지속되는 것으로 볼 때 전체 업황과는 무관해 보입니다.
다만 4Q21~1Q22까지 이어진 원재료 상승 사이클에서 가장 큰 마진 스퀴즈가 났던 분야가 전해액이어서, 상대적인 가격 압박이 있을 것으로는 추정됩니다.
Source: ICBattery
중국 시장가격 기준으로 전해액 원재료인 LiPF6, 유기용매, VC 등 가격 소폭 하락
타 소재의 가격 상승이 지속되는 것으로 볼 때 전체 업황과는 무관해 보입니다.
다만 4Q21~1Q22까지 이어진 원재료 상승 사이클에서 가장 큰 마진 스퀴즈가 났던 분야가 전해액이어서, 상대적인 가격 압박이 있을 것으로는 추정됩니다.
Source: ICBattery