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General
Editor-in-Chief | Zhang Kehuan
Edit | Zhang Li
Author | Qin Yiyong
Reports from The GreatAuto
In fact, 2021 is no different from 2020, the epidemic is still repeated, the situation is still grim, we are still suffering from many uncertainties, and we are still struggling to move forward in the storm. The only difference is that in this difficult long journey, some people forge ahead, some people fall out, and some people have newborn calves.
And this is very much like the current innovation and aging of the car circle.
GREATAUTO
New energy vehicles "sell explosive"
Some rejoice and some are sad
The main theme of the past year is destined to belong to new energy.
On the first day of the new year in 2022, new car-making forces such as "Wei Xiaoli", Nezha, and Zero Run could not wait to release their proud achievements in the past year. It is as if I was a child holding a 100-point final exam transcript and rushing to ask my parents for praise.
However, the performance of the new energy vehicle market in 2021 did exceed expectations.
Leaving aside tesla's "super monster", Weilai, Xiaopeng and Ideal, which are located in the "first echelon", have all exceeded the 90,000 mark, followed by Nezha, Zero Run, weima, etc., and have also achieved record gratifying growth. At the same time, BYD, GAC E-An, etc. have ushered in a bumper harvest, BYD's new energy passenger car business has increased by 231.6% year-on-year, and the annual sales volume has 593745, refreshing the record of its own brand.
On the other hand, some car companies in the traditional camp are also steadily moving forward on the road of transforming new energy, Volkswagen, BBA, Geely, Changan, SAIC, etc. have made historic breakthroughs in the release of new models or new brands, and even Toyota, which once sang about electric vehicles, also rolled up its sleeves and prepared to do a big job. It shows that under the strong whipping of "carbon peaking and carbon neutrality", new energy has become unstoppable.
It is true that "pigs can fly when standing on the wind outlet", but the reality is that without the ability to resist the wind, they will only be blown over by people.
Today, in addition to the success of a few new car-making forces such as "Wei Xiaoli", Nezha, Zero Run, and Weima, other explorers who are trying to keep up with the large troops are becoming more and more difficult, and most of them have long been out of the game.
Reshuffle is not only a game of new car-making forces, but also the traditional car companies that have been shrinking their market share and the transformation of electrification (both ends are not occupied). So we witnessed the helplessness of FAW Mazda's merger into Chang'an Mazda; witnessed the unbearable defeat of Renault and Maicheng; and also witnessed the bitterness of Dongfeng abandoning Kia.
It is foreseeable that even if the new 2022 enters, those weak traditional car companies that have lost the foundation of the fuel vehicle business and cannot catch up with the tide of electrification development will still face a more violent restructuring or bankruptcy storm.
Of course, if someone falls, someone makes up for it. After all, the Garden of Eden behind the storm is so tempting.
When Lei Jun vowed to put the passion of "one last entrepreneurship" into the car-building army, the second wave of new forces has quietly struck.
Xiaomi, Jidu Automobile, Niu Chuangxin Energy, Binli Automobile and even OPPO, Didi, Skyworth, etc., and even Huawei, which claims to "not build cars", have also joined this game of nine deaths. The internet, mobile phones, home appliances, mobile travel and other roles are still competing for a hundred streams, the overall strength is also better than a level, a new war is about to erupt.
Behind this, after the first wave of new car-making forces, the big wave of sand and sand has provided enough of the former (avoidance) car (pit) (law); also because the market pattern has begun to take shape, the time left for the "latecomers" is more urgent; the most important thing is that the penetration rate of new energy continues to increase, the user acceptance continues to increase, and the industry situation is very good.
On the one hand, it is the "newcomer" of the newborn calf represented by Xiaomi; on the other hand, it is the "veteran" who has been in the battlefield represented by Weilai; on the other hand, it is the "giant" with strong strength represented by Toyota. The battle for the fortress will be more intense, and the cruel "law of the jungle" will still eliminate most of these people.
"Missing core" to be solved
Independent brands have made breakthroughs against the trend
It is true that the new energy automobile industry is advancing by leaps and bounds, but for a long time to come, traditional fuel vehicles will still be the protagonists of the times. However, compared with the downwind of the new forces of car manufacturing, traditional car companies have encountered multiple obstacles. In addition to the transformation and upgrading under the high pressure of energy conservation and emission reduction, the wave of "lack of core" that has swept the world has added another fire to the dilemma of (partial) shutdown and suspension of production.
However, under the challenges, many car companies have successfully "turned hostility into peace", and sales have not only grown against the trend, but some products are also facing the "happiness trouble" of short supply. For example, the full outbreak of tank 300, sales and word of mouth fly together, in the off-road vehicle segment market is immeasurable, breaking the joint venture off-road vehicle long-term "unified jianghu" situation, can be described as a quite long face.
Not only that, the performance of Geely Lynk & Co, Changan UNI Sequence, etc. in the high-end market is also getting better and better, and while conquering more and more consumers with strength, it also allows us to see the infinite possibilities of independent brands continuing to rise.
Of course, the joint venture car companies represented by Volkswagen, Toyota, BBA, etc. are not idle, relying on the era of fuel vehicles and strong brand appeal, still dominating the existing market pattern and exerting absolute influence. At the same time, they also control their own rhythm in terms of electrification, among which the German car companies represented by Volkswagen are more active, while the Japanese car companies represented by Toyota are slightly slower.
In December 2021, with toyota releasing 15 pure electric models in one go, this giant that is enough to influence the global automotive industry pattern officially strides toward electrification. One can't help but suspect that Akio Toyoda's previous disdain for electric vehicles was all smoke bombs.
The elephant turns slightly slower, but once it starts running, it's scary enough.
However, in the domestic market, the situation of Korean, French and some niche Japanese brands is still not optimistic, and with the acceleration of industrial upgrading, their road back to the peak will be more confusing.
In general, although a small number of traditional car companies have come to a lamentable end in the past year, the market leadership role of traditional car companies can still not be replaced, and they continue to shine and heat up in the new round of electrification. In particular, the performance of independent brands is gratifying, and it is also expected that they can continue to justify the name of domestic products in the next development.
The road is obstructed and long, and the line is coming
The road to climbing the peak has never been easy, let alone in this new era of revolution.
In the face of "unprecedented changes in a hundred years", the automotive industry in the new round of industrial upgrading process, on the one hand, is facing unprecedented pains and challenges, such as chip shortage, battery shortage, production capacity shortage, charging difficulties and other issues, plaguing car companies, but also hindering the healthy development of the industry; on the one hand, there are also huge opportunities and dividends, electrification, intelligence, etc. make "software-defined cars" a new market highland, subverting traditional fuel vehicles also give latecomers the opportunity to overtake in curves.
The road is obstructed and long, and the line is coming.
Automotive views:
For the auto market, bankruptcy, restructuring, rebirth, growth, etc. are staged every year, but 2021 is all different. Although the recurrence of the epidemic has made the next 2022 still full of variables, the rainbow after the storm is still worth each of us.
The wind of new energy will be blown down for a long time, and whether it can fly depends on its ability to withstand the wind.
Finally, on the occasion of the upcoming 2022 Beijing Winter Olympics, I wish the athletes of the motherland another good result, the new 2022, together with Fighting!
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