2021 is destined to be a big year for new energy vehicles. Whether it's from the sales volume point of view, or from the valuation of related companies in the secondary market. In terms of sales, the head new energy vehicle companies continue to break through their own monthly sales; in terms of market value, new energy vehicle companies continue to set new highs.
Specific figures, that is, the monthly sales of new forces continue to reach new highs, such as the overall monthly sales of more than 10,000, the monthly sales of single models exceed 10,000, etc., and the sales data of each month has become the focus of industry attention, and has also become a routine preemptive action of each month on the 1st of each month. There are even companies that issue sales data at 12:30 a.m. on the 1st, the real king of the volume.
Real sales growth is also reflected in the performance of the company's capital market, and listed companies are reflected in the growth of market value, such as Tesla's market value exceeded 1 trillion US dollars on October 25, the market value of the Ningde era exceeded 1 trillion yuan on June 28, ANDD is only one step away from the market value of 1 trillion yuan on October 26, is there any hope for 2022?
Let's take a look at some summaries of the new energy automobile industry in 2021. It is mainly divided into four parts: new forces - Wei Xiaoli is outstanding, Nezha is the biggest dark horse; BYD - monthly sales of one dozen to one month sales of one year; Tesla - brake door entangled, sales, market value hit a new high; traditional car companies - Volkswagen ID rise, Chinese car companies work the hardest.
01
New forces: Wei Xiaoli is outstanding, Nezha is the biggest dark horse
In 2021, Weilai, Xiaopeng, and Ideal are the top three in sales in most months, only Weilai did not enter the top three in October due to the decline in sales caused by the upgrading of the production line, and the ideal fell out of the top three in September and October due to chip shortages.
Remarks: The new forces here refer to new companies and new brands established after 2014, excluding the new energy brands of traditional car companies.
With the outstanding performance of the second half of the year, Nezha Automobile has become the largest dark horse in the new forces in 2021, and even in November and December for two consecutive months, the monthly sales exceeded 10,000, and the cumulative sales in 2021 were close to 70,000 vehicles, which is the new atmosphere brought by Nanning state-owned assets and 360 investment, in 2022, whether Nezha can continue this momentum. Zero-run cars are the second batch of dark horses after Nezha, with sales of even close to 8,000 in December, and zero-run may have to solve the problem of production capacity.
WM has gained a firm foothold, with monthly sales of more than 5,000 vehicles for 4 consecutive months from September to December, but it is very stable in the early 5,000s, and the error does not exceed 100 vehicles, which may be a production capacity problem, a channel problem, or another problem, but no matter what the problem is, it is a problem that Weima urgently needs to solve.
For any car company, sales volume is the only measure for car companies.
In 2021, in terms of single models, ideal ONE is a big dark horse, in November and December, ideal ONE single model monthly sales exceeded 10,000 units, Even 13,400 vehicles in November and 14,000 vehicles in December, far more than the level of 10,000 vehicles, is also the monthly sales record of models with a unit price of more than 300,000 in the history of Chinese automobiles, I don't know if the ideal ONE can catch up with highlander's 20,000, and even the monthly sales level of the Great Wall Harvard series of 50,000, but the single model also lays hidden worries for the ideal development, including possible recalls, product strength encounters strong opponents, the ideal pressure will be very large.
Of course, if it is the ticket price of the bicycle, the ideal may still be lost to Weilai, and the average price of Weilai's bicycle is an innovative historical level of Chinese car companies, and even surpasses the BBA in 2021. It is also trapped by the high price of bicycles, resulting in weilai's sales growth being less than ideal and Xiaopeng. NIO is also aware of this problem, and on Nio Day on December 18, 2021, NIO launched et5s as low as 250,000, and will launch lower-priced Volkswagen brands and models in 2022. However, in terms of sales, since et5 will not start delivering until September 2022, it may be that throughout 2022, Weilai's sales growth will gradually lag behind.
Xiaopeng's bicycle price is the lowest in Wei Xiaoli, but Xiaopeng's sales are the best, with sales of more than 10,000 vehicles in 4 consecutive months from September to December, more than 15,000 vehicles in November, and 20,000 units per month may not be far away. For Xiaopeng, keeping up with Tesla's strategy is its biggest strategy.
In 2020, the new forces have survived the moment of life and death by using the epidemic currency over-issuance, and 2021 has ushered in a major outbreak of sales, and in 2022, what kind of drama will be staged, we will wait and see.
02
BYD: Monthly sales are one dozen eleven, one month is one year
First of all, BYD's two regrets in 2021: the first regret is that the monthly sales of new energy models (including DMI models and pure electric models) have not exceeded 100,000, which is the reason why BYD's Xi'an plant has been affected by the epidemic in Xi'an; the second regret is that the market value has not exceeded 1 trillion yuan, becoming the second enterprise in China's new energy industry after the Ningde era with a market value of more than 1 trillion yuan.
2021, is BYD new energy ushered in a big outbreak of the year, from May 2021, BYD new energy to increase the monthly sales of 10,000 in a steady growth, this is the reason for production capacity, in 2021, BYD new energy vehicle sales of close to 600,000 vehicles, and in 2022, BYD's new energy vehicle sales are expected to exceed 1 million.
In May 2021, BYD's sales of new energy vehicles were 31,000 units, and then at a rate of 10,000 units per month, the monthly sales exceeded 90,000 units in November, and due to the outbreak of the epidemic in Xi'an in December, the Xi'an plant, which mainly produces BYD DMi models, was affected, directly resulting in BYD's sales of new energy vehicles in December of only 92,000 units.
When the sales of BYD's new energy models exceeded 80,000 units in October, BYD's sales volume was "Xiaopeng + Weilai + Ideal + Weima + Nezha + Zero Run Ten GAC Aean + Extreme Krypton + Volkswagen I.D Series + Lantu Sum of 1.22 times", which was enough to "take one dozen eleven".
However, due to the impact of the epidemic on the scheduling of BYD's Xi'an plant in December, BYD's new energy vehicle sales did not exceed 100,000 units as desired. However, in terms of statistics, BYD's sales of new energy vehicles in December were 92,000 units, which also exceeded the annual sales of all new energy vehicle companies except Tesla and Xiaopeng, and Xiaopeng also sold 98,000 vehicles in 2021. This is BYD's transition from "one dozen to ten" to "one year in January".
In 2022, will BYD's sales of new energy vehicles reach 1.2-1.5 million units? Will BYD's market value surpass the Ningde era to become a new benchmark for China's automotive industry?
03
Tesla: The brake door is entangled, and the sales volume and market value have reached a new high
Tesla in 2021 is divided into Tesla Global and Tesla China. Globally, Tesla's sales are growing throughout the year. In China, Tesla has experienced a negative situation, but sales are still growing.
At the Shanghai Auto Show in April 2021, Tesla encountered the public pressure of car owners on the roof to protect their rights and become a hot spot on the whole network, and Tesla's "brake door" was becoming more and more intense. It is worth mentioning that at the Guangzhou Auto Show in November, Xiaopeng encountered the rights protection of car owners, and the owners were carried out of the exhibition hall with little media attention. The reason here is not deeply investigated, and everyone who understands it understands it.
However, Tesla's sales have never disappointed. Tesla, which has a large number of orders, has a full production capacity in the Shanghai factory, and the data of Tesla's China delivery and global delivery is even higher. After Tesla set a quarterly delivery record of 241,300 units in Q3 2021, as well as the best profit record, the stock price broke through $1,000 on October 26, with a market capitalization of more than $1 trillion and a maximum market capitalization of more than $1.2 trillion.
In China, Tesla's delivery data is unstable because of the global allocation of capacity in Tesla's Shanghai factory, after all, Tesla's price in China is almost the lowest in the world, Tesla is the first brand that allows Chinese consumers to buy the same model cheaper than foreign brands. However, Tesla's deliveries in China exceeded 70,000 units in December, a news that has not yet been officially confirmed.
In 2021, Tesla delivered 936,000 vehicles worldwide, an increase of 87.4% year-on-year, Musk plans Tesla's annual delivery growth of more than 50%, hoping to deliver 20 million vehicles in 2030, which is a great goal, Tesla hopes to accelerate the replacement of fuel vehicles. In Q4, Tesla delivered more than 300,000 vehicles worldwide, an astonishing growth rate.
In 2021, Tesla produced 930,000 vehicles, and can only deliver 930,000 vehicles, Tesla, which holds a large number of orders, production capacity is the biggest difficulty in delivery, and the growth of production capacity is exactly the most needed time. Can Tesla deliver 1.5 million vehicles in 2022?
Tesla and BYD in 2021 sales soaring, this drama will continue to 2022, 2022 the king of global sales of new energy, is Tesla or BYD?
04
Traditional car companies: The rise of Volkswagen ID, Chinese car companies work hardest
In 2021, traditional car companies are also working very new energy vehicles, especially Chinese car companies, which is the most intuitive perception given to Che Zhijun at the 2021 Shanghai Auto Show. For example, you know that traditional car companies have many volumes, and Dongfeng Landu announced its December sales volume at 0:30 a.m. on January 1, 2022 - 3330, breaking through 3,000 for the first time.
In fact, every traditional Chinese car company, as long as it still has money, is trying to invest in new energy. SAIC has engaged in two brands, Feifan Automobile and Zhiji Automobile, the Great Wall has Euler, Geely has geometry and extreme Kr, Changan has Avita, BAIC has BAIC New Energy Pole Fox, GAC has Eian and so on.
In terms of sales, SAIC's new energy, Great Wall new energy, and GAC new energy sales are good, especially GAC Aean, in 2021, starting from May, monthly sales of more than 10,000 vehicles, and even in December sales reached 16,675 vehicles, more than all new car-making forces.
In terms of joint venture brands, the best new energy sales should be the Volkswagen ID series, September-December sales exceeded 10,000 for 4 consecutive months, but this is the traditional fuel vehicle era compared, Volkswagen is obviously not satisfied, Volkswagen China CEO also dropped the class, because the Volkswagen ID series in Europe sales are excellent, but in China although the monthly sales are more than 10,000, but still not satisfied, if you compare the product force and the main group of car purchases, you know why the new energy models of the joint venture brand are not popular with Chinese consumers.
In order to occupy a place in the field of new energy vehicles, Chinese car companies can be described as a hundred companies, multi-brand strategy, there are joint ventures with autonomous driving startups to accelerate mass production of autonomous driving, there are joint ventures with technology companies, and Geely even started the idea of OEM.
In order to hedge the risk, the Ningde era is also investing heavily in new energy vehicle companies, after all, battery suppliers are rising, the market share of the Ningde era will only continue to shrink, and car companies will strive to get rid of the unfavorable situation of a single one in the Ningde era in the field of battery suppliers.
In December 2021 released aito brand, and the aito brand's first model Q&A M5, is a representative of the traditional relationship between car companies and suppliers, Huawei with a strong brand influence and technical capabilities, so that the main engine factory completely stands behind the scenes, this is the unprecedented pattern of the automotive industry, the sales of Q&I M5 is also worth paying attention to, the development of AITO is worth paying attention to.
In 2021, China's new energy vehicle sales are expected to exceed 5 million, and the market share is expected to exceed 20%. In 2022, how much will China's new energy vehicle sales reach? 8 million vehicles? Market share 30%? It all leaves time to answer.
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