The new electric vehicle power enterprises - if Tesla is included - the november insurance data is a total of 92486 units, of which 77500 pure electric vehicles, plug-in and extended range a total of 14986 units, accounting for about 25.2% of the entire new energy market.
Among them, Xiaopeng, Ideal, Weilai and Nezha all exceed or approach 10,000 units, and the second echelon is also accumulating strength, and each family has its own way of playing.
▲Table 1.Risk data of new forces in November
Part 1 Overall performance
● Performance in November and throughout the year
The risk data of the main new power enterprises from January to November 2021 are as follows:
tesla
From November to November, a total of 32,196 units were 252149 units, and it is estimated that there will be 300,000 units in the whole year of 2021
Nio Lai
From November to November, a total of 80,384 units were installed, and it is estimated that there will be about 95,000 units in 2021
Xiao Peng
14,921 units in November, 80,374 units in January-November, estimated momentum next month, I don't know if it can rush to 100,000 units
ideal
With 13,438 units in November and 77,198 units from January to November, it is expected that the volume in 2021 will be raised to 92,000 units next month
Figure 1: Situation of major new-powered enterprises
●Classification of the nature of use
From the absolute number, WM is the highest proportion (53.71%), and at the same time, the proportion of individual users in WM is the lowest; the company buys the most Tesla (it is estimated that some business owners use Tesla as an official car).
Figure 2: Proportion of new forces used
Table 2: Classification of the nature of new car-making forces in November
●Price side classification
From the price side, I think the new forces have besieged this way, and Tesla is under a lot of pressure. Many of the houses themselves are positioned against Tesla, to see who learns the fastest, it can be said that it is the path of Tesla across the river.
The price before the subsidy, in the 250,000-300,000 period is a must for each family, the next paragraph is in the range of 150,000-200,000.
▲Table 3.Classification of price segments of new forces in November
Part 2 Geographical classification
On the whole, most of the new forces are mainly distributed in the four main regions of Guangdong, Zhejiang, Jiangsu and Shanghai, and the data to other provinces will fall a lot.
Of course, the region and the specific model classification also have a great relationship, low-cost models in Henan and Shandong have a certain regional distribution characteristics.
Figure 3: Distribution of provinces and cities where new forces were insured in November
Table 4.Overall classification of electric vehicles of new forces
In November, the best place for the new forces to perform was in Shanghai: Tesla still dominated, followed by Weilai, Xiaopeng and Ideal. The cities in the second echelon of sales are Hangzhou, Guangzhou and Shenzhen.
In the top ten cities in terms of sales, in terms of brands, the most important thing is that the first few are competing with Tesla in the high-end market, and it will take a long time for Xilis, Weima, Nezha and Zero Run to catch up.
The process of car brand value growth, first of all, must set up a survival base in large cities, which is also the most important premise for whether the new forces can exist for a long time.
Figure 4: Distribution of the top ten cities of the new forces in November
Walking to Weima, Nezha and Zero Run, which surround the city from the countryside, it will take a long time to move towards the middle and high end.
▲Table 5: The performance of new forces car manufacturers in major cities
Summary: I personally feel that in the coastal open areas, especially in the south, the entire change in the consumption concept of electric vehicles is indeed changing, and a certain degree of tolerance for new forces also provides sufficient space for the development of electric vehicles in the next few years. Now the penetration of electric vehicles does show a regional distribution