Recently, new energy vehicles in domestic first-tier cities are really very hot, from the card data, Shanghai in November new energy vehicles on the plate 24417 units, in the overall number of 52952 cards accounted for 46.1%. In 2021, the number of new energy vehicles in Shanghai from January to November is 211,400 units, accounting for 37.27% of the total number of cards in Shanghai of 567,200 units, and it is no wonder that Shanghai is now full of green cards.
Figure 1 Penetration rate of new energy vehicles in Shanghai
Part 1: Card data analysis
After the strength of new energy vehicle products (at the level of more than 200,000 yuan) reaches a certain threshold, we can see that the number of new energy vehicles in Shanghai has been removed from the instability of Tesla's supply, and it fluctuates almost at about 20,000 units per month, which basically doubles on the basis of the usual monthly number of cards in 2020.
Figure 2 Comparison of Shanghai new energy vehicle licensing data from 2020 to 2021
We can compare the total penetration rate of Shanghai in 2020, with a total of 526,800 units in Shanghai and 117,200 new energy vehicles in 2020, with a penetration rate of 22.25%. From January to November 2021, this data has almost doubled - 211,400 new energy vehicles are on the plate, the total number of cards is 567,300, and the penetration rate is 37.27%, that is to say, in the case of the total number is basically the same, a large number of fuel vehicle users have turned to new energy vehicles. Among them, Shanghai has played a far-reaching role in the foreign brand management policy of the inner ring, accelerating consumer purchases of new energy vehicles.
Figure 3 Overview of the monthly penetration rate of new energy vehicles in Shanghai in 2021
From the data from January to November 2021, 212,000 new energy vehicles and 320,000 fuel vehicles (including hybrid) PK, this data can be said to save a lot of money for the people of Shanghai to import electric vehicles, in fact, it also strengthens the strength of independent industries. Shanghai's automobile market is indeed in the "luxury car", and the current electrification of the MPV market is very interesting from the perspective of big logic, and the wave of domestic new car manufacturing forces is indeed hitting the BBA fuel car market.
Figure 4 Classification comparison of new energy vehicles and fuel vehicles licensed in Shanghai from January to November 2021
From the perspective of the value of Shanghai license plates, the new energy SUV category is the largest proportion of the new energy market in Shanghai, and the car is half open, and the new energy car has 45,700 high-end cars, followed by 26,600 units in the mid-level car market; nearly 9,000 micro-electric vehicles are estimated to be a peak, and this is not the original area that encourages upgrading and transformation.
Figure 5 Segmentation of Shanghai's new energy vehicle market from January to November
Part 2: Who are the main "buyers and sellers" of new energy vehicles in Shanghai
Since the previous insurance data has been Tesla's oolong, so Shanghai 1-11 months on the insurance data of 216,700 units, may have to add Tesla's 3,000 units or so, I did a disassembly combing by the nature of ownership, to the next month (december after the data came out) we can do another systematic review, this month we roughly look at it.
Unit vehicles: 36,700 units, accounting for 16.9%, before some small companies used this quota to hang their own cars;
Personal use: 165,300 units, accounting for 76.28%, this data truly reflects the actual demand;
Unknown: This part corresponds to the operation below, 14,600 units, accounting for 6.76%.
Figure 6 Ownership classification of new energy vehicles from January to November 2021
Judging from the book data, the annual rental and online booking vehicles in Shanghai are about 14,600 units (in fact, there are still their own cars and then connected to the platform), and non-operational accounts for 93%.
Figure 7 Nature of new energy vehicles used in Shanghai from January to November
It can be seen that Shanghai's openness to new power models is still very high, Wei Xiaoli has entered the top ten, of course, Shanghai is still Tesla's base camp, which we can talk about in detail when doing annual analysis.
Figure 8 New energy brands in Shanghai
Summary: Shanghai is a model, in fact, different from (other regions) A00-class electric vehicles growing faster, Shanghai's new energy vehicles belong to the brand support, luxury models (high-priced new energy) by leaps and bounds, and followed by Shenzhen, Guangzhou and Hangzhou. I think this part is the new car-making force and Tesla's basic disk in China, and the evolution of smart cars also needs to be popularized in these big cities first.
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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