A few days ago, the Association officially announced the Retail Sales Ranking Express for November 2021. What is different from before is that the new energy list will be further refined, and the new energy manufacturer sales list, the new energy car sales list and the new energy SUV sales list will be released. In fact, at a time when the retail penetration rate of new energy vehicles reached 20.8% in November, it is normal for the association to refine the new energy list. So, what are the highlights of the new energy list in November? Today, Brother Ruan will give you a detailed explanation.
New energy manufacturers sales list: BYD to suppress the crowd
Thanks to the support of DM-i models and blade batteries, BYD won the first place in the sales list of new energy manufacturers in November with a huge advantage, even if SAIC-GM-Wuling doubled, it cannot be surpassed, which shows BYD's strength in the field of new energy. As for Tesla, its retail sales in November were 31,732 units, up 46.9% year-on-year, ranking third on the list.
As a first-line independent brand, the new energy sales of Great Wall and Geely are currently only more than 10,000 vehicles, which is not very high, but their high-end new energy brands (Krypton, Salon) and new hybrid technologies have been released. With the launch of more new energy products, the new energy sales of the Great Wall and Geely will surely have a more eye-catching performance. At present, the Macchiato DHT-PHEV under the Great Wall Wei brand (WEY) has been officially listed, and the LATTE DHT-PHEV is also on the way.
A closer look at the fifteen car companies on the list shows that autonomous car companies occupy the vast majority of seats, which is very different from the list of manufacturers that include the sales of fuel vehicles. The reason why the sales list of new energy manufacturers will be the world of independent car companies is related to the slow new energy layout of joint venture car companies. According to the data of the Association, in November, the penetration rate of new energy vehicles in independent brands was 37.4%, while the penetration rate of new energy vehicles in mainstream joint venture brands was only 3.6%. If the penetration rate of new energy vehicles of joint venture brands does not rise, then the sales list of new energy manufacturers in the future will also be dominated by independent car companies, supplemented by joint venture car companies.
New energy car sales list: Model 3 top five can not enter
In the sales list of new energy cars in November, Hongguang MINIEV ranked first, and it is the first contributor of SAIC-GM-Wuling to enter the sales list of new energy manufacturers and rank second. Tesla Model 3 ranked sixth in the list of new energy cars, and the ranking was not even as good as when the sedan and SUV were not yet ranked separately, which showed the fierce competition in the new energy market.
Although it is not BYD models that won the first place in the list, three models in the top five of the new energy car sales list belong to BYD, namely BYD Qin, BYD Han and BYD Dolphin, of which the pure electric vehicle Dolphin was listed at the 2021 Chengdu Auto Show, which is the first mass production model of BYD Marine Life Series, and belongs to Ocean Network like the destroyer 05 of the warship series.
The Qin PLUS in the BYD Qin family is currently only available in plug-in hybrid and pure electric models. According to data released by BYD, Qin PLUS sold 28,151 vehicles in November, of which Qin PLUS EV was 10,097. It is clear who is the most popular in the BYD Qin family. As for BYD Han, its EV models sold 10,021 units in November (data from BYD), and it seems that the most popular in the BYD Han family is not the Han DM.
The hot sales of Hongguang MINIEV have spawned many similar models, of which Chery QQ ice cream is the most threatening. In November, Chery QQ's retail sales of ice cream were 4,289 units, ranking 14th in the list. You know, this is an achievement that has not yet been listed. Officials revealed that Chery QQ Ice Cream, which was scheduled to be listed at the end of November, will be delayed by one month, that is, it may be listed at the end of December. After chery QQ ice cream is officially listed, it is bound to compete fiercely with Hongguang MINIEV.
New energy SUV sales list: ideal ONE into the top three
In the November new energy SUV sales list, the top three on the list are Tesla Model Y, BYD Song and Ideal ONE. As a medium-sized SUV with a guidance price of more than 300,000 yuan, ideal ONE delivered 13,485 new cars in November, which is not a simple achievement. From January to November this year, ideal ONE has delivered a total of 76,404 vehicles, an increase of 188.3% year-on-year.
Thanks to the existence of the Song PLUS DM-i, BYD Song sales reached 19,697 units in November, ranking second in the list, second only to the Tesla Model Y. However, this should not be the limit of the Song family. At present, BYD's 2022 Song Pro DM-i has opened pre-sale, with a pre-price of 135,800-16.28 million yuan. As a plug-and-mix model priced lower than the Song PLUS DM-i, the 2022 Song Pro DM-i will most likely become the next hot-selling DM-i model after the listing, and by then by then, bydio Song's ranking may go further.
It can be found that 7 of the 15 models on the list belong to the new forces of domestic car manufacturing, of which 3 are listed by Weilai, which is inseparable from the efforts of the new car-making forces. However, some joint venture brands have begun to make efforts in the field of new energy, and their models have also successfully entered the November list, such as ID.4 X and ID.4 CROZZ. The joint venture brand itself has a certain brand advantage, when the strength of their models is no less than that of their own brand models, then the number of new joint venture cars on the list will probably be more and more, which also means that there will be fewer and fewer new car-making models that can enter the list.
It can be seen from the list of new energy manufacturers added by the Association that most of the car companies that can enter the list at present are independent car companies, which has a lot to do with the preemptive layout of the new energy market by independent brands. To be sure, BYD will occupy the top of the list for a long time, and its models will become a regular in the sales list of new energy cars and SUVs. However, joint venture car companies are bound to increase the investment of new energy vehicles in the future, and the new energy lists will certainly change greatly. As for what changes, we will wait and see.