November, for the new energy automobile industry, the good and the bad.
On November 3, BYD's October sales data was officially released. In the past month, BYD's full line of passenger cars has sold 88,898 units, and the sales of new energy vehicles have exceeded 80,000 units, reaching 80,003 units, a year-on-year increase of 262.9%. Among them, dm super hybrid models sold 38,771 units, pure electric models 41,232 units, the two are still equally divided, but pure electric models gradually have a trend to open up the gap with dm models.
The sales of BYD's new energy models in China have undoubtedly become no.1, and they are getting smoother and smoother on the road of transformation. BYD's successful transformation has sold more than the sum of the new forces of the first and second echelons, and has made a good start among the traditional independent car companies. With the hot sales of new energy vehicles, the entire industry began to follow the trend, and the strengthening of new energy vehicles is almost an established theory.
01
New october pattern of new forces
The circle of new energy vehicles, saying that it is small, is actually already expanding, saying that it is large, but it has not yet replaced the huge volume of fuel vehicles, it is better to say that this market segment is like a rising star, and the future is unlimited.
According to the general classification, new energy vehicle companies can be divided into new forces car companies and traditional car companies of new brands, new force car companies are well understood, Weilai, Ideal, Xiaopeng these in recent years the rise of new car brands, traditional car companies of new brands that are more, BAIC Jihu, SAIC Zhiji, GAC Aian, Dongfeng Lantu, Geely Krypton, BYD.
These two forces, open and secret, you fight and grab, are laying the foundation for the new energy vehicle market in the next 5 years. Let's start with the new forces.
On the first day of November, major new car companies have released october delivery data. Since the beginning of this year, especially after the second half of the year, the monthly ranking of the delivery volume of new forces is in a constant change, whether it is the ideal or Weilai, Xiaopeng broke through, until October, Xiaopeng won, and the small circle of new energy vehicles also opened a big mess.
In October, Xiaopeng Automobile delivery for the first time to the top, compared with September slightly declined, but still maintained at the level of 10,138 units, although in October due to the official delivery of P5, Xiaopeng delivery models rose from 2 to 3 units, but after all, P5 from the end of the month to open delivery, October also contributed only 437 units of delivery, most of them are still the p7 and g3i these two cars credit, but it is certain that these three cars will be in the last 2 months of this year in the trend, Xiaopeng's delivery volume will also be further improved.
In stark contrast to Xiaopeng's "stability", Weilai has been affected by chip supply and other issues since the second half of the year, and the delivery volume has been up and down, breaking through 10,000 units in September and falling to 3667 units in October, with a large gap. However, this time, Weilai also had a reason: from the end of September to the middle of October, the production line of Jianghuai Weilai Hefei Base was upgraded, and production was not resumed until late October. Deliveries fell sharply in October, but it can be expected to rebound this month.
The largest dark horse, Nezha Automobile, surpassed the ideal and Weilai in October, and came to the second position of the new force, delivering 8107 cars, while the ideal car was slightly inferior, with a delivery volume of 7649 units. In addition, it is worth mentioning that WM Motors also "officially returned", announcing the delivery data for October, which was 5052 units, and the zero-run car was only 3654 units due to the continuous "lack of core" delivery data, which was basically the same as Weilai.
Overall, the first echelon lineup of "Wei Xiaoli" has not changed, and from the cumulative delivery volume from January to October, it can be seen that Weilai ranks first with a performance of more than 70,000 units, followed by Xiaopeng and the ideal ladder. Nezha, Zero Run, and Weima are in the second echelon, but Nezha's delivery volume has approached 50,000 units, and the gap with Wei Xiaoli has been further narrowed.
Although the monthly delivery volume is not enough to change the number of seats of the new power car companies, but the impact on the market is still very obvious, the delivery data of each company was announced, the trend of new energy vehicles in The Chinese stocks also diverged, Xiaopeng Automobile rose more than 4%, Weilai Automobile fell more than 3%, and the ideal car was flat.
According to the current situation, the new force car companies have delivered more than 10,000 yuan in a single month is already a good result, but this goal, in the eyes of several traditional car companies, has long been achieved and maintained stable growth, the next step is to impact the monthly sales target of the fuel vehicle era: 100,000 units. If the new forces are the main force forcing traditional car companies to achieve the transformation from fuel vehicles to electric vehicles, then the current market has seen a trend of traditional car companies "encircling" new forces.
02
BYD's "encirclement"
As the leader of new energy vehicles, BYD led traditional car companies to highlight the siege in October, and the monthly sales of new energy vehicles exceeded 80,000, even compared with Changan, Great Wall and Geely, which are now dominated by fuel vehicles, they are not inferior. As of press time, only BYD, Chery, and GAC Aean announced sales in October, of which Chery's total sales reached 88,342, but new energy vehicles accounted for only 8821, an increase of 61.8% year-on-year.
After the independence of GAC's Eian brand, the market has moved frequently, and the sales of electric vehicles have also improved. In October, GAC Aean sold 13,189 units, up 112% year-on-year, and orders exceeded 23,000 units in a single month. Although it is far from BYD, it is still more than enough than the new forces. However, the Eian brand has been trapped in the image of online ride-hailing and taxis, and although it constantly emphasizes its high-end intelligent attributes, it cannot erase the inherent impression in the hearts of users for a while.
Although the Great Wall, Geely, and Chang'an have not yet released the data, they will not be worse than Chery and BYD in terms of overall sales, and it is expected that they will be more than 100,000 units, but the sales of new energy vehicles will be difficult to say.
Geely Automobile, for example, sold 103,936 vehicles in September, of which the total sales of new energy and electrification products reached 11,177 units. The Krypton brand has been delivered since late October, and by the end of October, there were only 199 deliveries, and the Krypton brand has been continuously caught in negative rumors: the delivery of the Krypton 001 was not long after the owner complained, and 8 faults were reported within 2 days, including face unrecognizability, empty overheating failure, unlimited crash of the car, 360 stuck, green screen and so on.
Geely's new energy brand is thunderous and the grooves are dense, which also forced Geely to make some actions. On the last day of October, Geely Group officially released the "Smart Geely 2025 Strategy", on this day Geely not only launched its own hybrid technology brand "Raytheon Power", but also brought China's first 7nm process of vehicle specification grade soc self-developed chip, and intends to launch its own "power exchange travel brand" in the field of energy replenishment. According to Geely's plan, it will invest 150 billion yuan in the next five years, launch 25 new energy products, and achieve the goal of annual sales of 3.65 million vehicles by 2025, of which 900,000 new energy vehicles, accounting for about 40%.
Geely's conference is a general attack on smart cars, almost involving the various technical problems and market pain points faced by new energy vehicles at present, Geely's goal is to copy the advantages of the fuel vehicle era to the era of smart cars by smashing heavy capital, forming a comprehensive suppression of new and old opponents.
It can be said that when the traditional car companies achieve electrification transformation, the inherent advantages of the new forces will become worthless, such as the set of Weilai, which has been learned by Extreme Krypton, although now Extreme Kr can not be used freely, but as long as time is given, Extreme Kr can learn the only way. At present, most of the traditional enterprises still hold a learning attitude to prepare for the electrification transformation, and can only achieve the encirclement of new forces in terms of sales, but in the long run, when the new energy vehicle market is really as Zeng Yuqun, chairman of the Ningde era, said, there will only be a few global car companies left in the future. Then, the new force car companies are likely to face the knockout game of "either you die or I live".
Golight reviews
Whether it is a new force or a traditional car company, the competition between the two in the new energy vehicle market itself represents the continuous growth of the new energy vehicle market. According to the data of the Association of Automobile Associations, the monthly penetration rate of domestic new energy vehicles has reached 20% in September, and the penetration rate of new energy vehicles is expected to exceed 15% this year, and exceed 20% in 2022, and enter a period of rapid growth.
First-tier cities such as Beijing, Shanghai, Guangzhou, and Shenzhen are currently an important market for the sales of new energy vehicles in China. According to statistics, from January to September, these four cities sold a total of 433,800 new energy passenger cars, accounting for 24.79% of the total sales of the country, nearly a quarter. Therefore, there is still a lot of room in the domestic market, and how to popularize new energy vehicles is the problem that the current industry needs to face.
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Editor: Su Hua