If Tesla is included, the new force car companies in November on the insurance data a total of 92486 units, of which 77500 pure electric vehicles, plug-in and extended range models total 14986 units, probably occupying 25.2% of the entire new energy market share, of which Xiaopeng, Ideal, Weilai and Nezha are more than or close to 10,000 units, and the second echelon is also accumulating strength, in which each has its own way of playing.
Table 1 Insurance data of new power car companies in November
Part 1: Overall performance
1) Performance in November and throughout the year
The main new force car companies, the insurance data from January to November 2021 is——
Tesla: 32,196 units in November, 252149 units in January to November, estimated to be 300,000 units in 2021;
NIO: 10,407 units in November, 80,384 units in January to November, estimated to be about 95,000 units in 2021;
Xiaopeng: 14921 units in November, 80374 units in 1-11 months, estimated momentum next month, I don't know if it can rush to 100,000 units throughout the year;
Ideal: 13,438 units in November, 77,198 units in January-November, and it is estimated that the volume in 2021 will be raised to 92,000 units next month;
Nezha: 9541 units in November, 53361 units in January to November, it is estimated that it will reach 65,000 units in 2021;
WM: 4,191 units in November, 31,331 units in January to November, estimated to be less than 40,000 units in the whole year.
The combined risk data of these new forces is 574,700 units.
Figure 1 Situation of major new-power enterprises
2) Classification of the nature of use
I divided the use of new car forces into categories - individuals, units, operations, from the absolute number, WM is the highest proportion of operation (53.71%); units actually buy tesla the most (it is estimated that some business owners use Tesla as a business car; and WM has the lowest proportion of individual consumers.
Figure 2 Proportion of new forces models
Table 2 Classification of the nature of the new car-making forces in November
3) Price segment classification
From the price segment, I think the biggest pressure on the new domestic forces along the way comes from Tesla, and their own positioning is also the fastest to learn Tesla and feel Tesla to cross the river. The subsidy before the 250,000-300,000 yuan is a must-fight, and the next paragraph is in the range of 15-200,000 yuan.
Table 3 Classification of the price segments of the new forces products in November
Part 2: Geographical classification of sales of new power car companies
From the overall point of view, most of the sales of new power car companies are distributed according to the four main regions of Guangdong, Zhejiang, Jiangsu and Shanghai, and then to other provinces the data will fall down a lot, of course, and the specific model classification also has a great relationship, low-cost models in Henan and Shandong have a relatively large distribution.
Figure 3 Distribution of provinces and cities where new forces were in danger in November
Table 4 Overall classification of electric vehicles of new power brands
In November, the best performing area for new power car companies was Shanghai, where Tesla still dominated, and others who could perform were Weilai, Xiaopeng and Ideal; in the second echelon were Hangzhou, Guangzhou and Shenzhen. In the top ten cities, the most important thing is that the first few are competing with Tesla in the high-end market, and it may take a long time for the latter Xilis, Weima, Nezha and Zero Run to catch up. And the process of growing the value of the automobile brand in this is to lay a "survival base" in large cities, which is the most important factor in whether the new forces can exist for a long time.
Figure 4 Distribution of the top ten cities in November of the new power car companies
Weima, Nezha and Zero Run, which take the "countryside surrounds the city" route, will take a long time to move to the middle and high end.
Table 5 Performance of new car manufacturers in major cities
brief summary:
I personally feel that in the coastal open areas, especially in the south, the entire consumption concept of electric vehicles is indeed changing, and a certain degree of tolerance for new forces car companies/models also provides sufficient space for their development in the next few years. Now the penetration of electric vehicles does show a regional distribution.
Figure | network and related screenshots
About author:Zhu Yulong, senior electric vehicle three-electric system and automotive electronics engineer, author of "Automotive Electronics Hardware Design".
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