04
New energy
Editor-in-Chief | Zhang Kehuan
Edit | Zhang Li
Author | Off the space
Reports from The GreatAuto
The energy replenishment experience determines whether consumers continue to stand in the traditional energy camp or turn to the ultimate fate of new energy.
After all, everyone knows that new energy vehicles compared to traditional energy models, in addition to the current stage of the energy supplement is not dominant, the rest of the aspects have been fully crushed; in the future, once the energy supplement experience has been fundamentally reversed, fuel vehicles will completely become history.
Fortunately, in 2021, we have seen this trend of energy reversal accelerating, from high-speed to national highways, from county roads to our streets, high-power fast charging piles are mushrooming like mushrooms in the rapid rollout, the charging experience that was once extremely distressing has now been greatly improved; in many first- and second-tier cities and surroundings, the pure electric energy supplementary experience has been not inferior to too much fuel, which directly accelerates the market share change of the vehicle market energy type.
The proportion of new energy, especially pure electric vehicles, has increased rapidly, and there is a trend that it can grow into the most mainstream pillar within a few years. Of course, behind such a trend, there are also a large number of new energy brands with excellent products supported. Because of their strong performance, the arrival of a new era has been accelerated.
From another point of view, these forerunners have accelerated the development of the trend of the times, and the times will give them the most abundant returns. Looking back at 2021, these brands, whether it is market share and sales, or product reputation and product strength, have thrown off a large margin of latecomers, next, we will take stock to see which brands are eye-catching, you can also look forward to it, in 2022, maybe they will bring us more surprises.
GREATAUTO
Euler
The next flashpoint in Great Wall Motor's performance
Euler Automobile in 2021 is definitely a year that can be called "barbaric growth". In the context of Great Wall Motors' huge technical support and decentralization management, Euler has experienced too many things, except for some small mistakes that really need to be learned in the development, the general trend, infinitely beautiful.
According to the November data released earlier, the most important model of Euler, the Euler Good Cat, sold 8855 vehicles per model in that month; and in the annual data, although the annual data for December 2021 and 2021 had not yet been released as of writing, we can see that the Euler brand has maintained explosive growth in the previous years, such as the sales volume achieved in the opening 2019 was 38,900 units; a year later, 2020 has achieved sales of 5.63 vehicles, an increase of 44.7% year-on-year. From January to November 2021, the total sales volume has reached 114,100 units, an exaggerated year-on-year increase of 162.2%. Undoubtedly, 2021 will be the highest year in the last three years of the Euler brand.
Of course, the data of the Euler brand in 2022 will be more exciting. With the increase in the supply of Euler batteries by major battery suppliers such as Hive Energy, Guoxuan Hi-Tech and Ningde Times, coupled with the easing of chip production capacity, as well as the listing of a number of high-concern models such as lightning cat, ballet cat and punk cat, Euler Automobile in 2022 will most likely become the next "blowout" development point of Great Wall Motor's performance.
Wei Xiaoli's most important responsibility
Xiaopeng Motors
The new forces in 2021, the days can be described as smooth sailing, after all, the most painful time has passed, and with the deepening of the market's understanding of the general trend and the accelerated recognition of new energy products, the iron triangle "Wei Xiaoli" that opened the market first will naturally get more attention and sales in the market.
In Wei Xiaoli, Xiaopeng Automobile, which is more close to the people and has a wider model layout, is the most important responsibility.
In the latest release of some of the new car-making forces in 2021 delivery ranking, Xiaopeng Automobile ranked first with an annual delivery of 98155 vehicles, an increase of 263% over 2020, considering that there are factors affecting production capacity due to lack of cores in 2021, if it is completely in the ideal and optimal state, Xiaopeng Automobile can even achieve a delivery volume of 100,000 in 2021.
Of course, it doesn't matter if this record comes later, and even in 2022, we can look forward to whether Xiaopeng can directly break through the mark of 200,000 vehicles a year; after all, what we can see is that as of now, in addition to the main hot-selling G3i and P7 still maintain strong market performance, the more mainstream P5 has begun to exert strength, and there are higher positioning Xiaopeng G9 and other unlisted models in a hurry.
Coupled with the fact that Xiaopeng is still one of the few domestic new energy brands that has self-developed automatic driving capabilities and has its own supercharging station, these cumulative comprehensive competitiveness will further amplify Xiaopeng's market hot sales performance in the future.
New energy field
How can there be less BYD, which is favored by Buffett
Euler is very strong, Xiaopeng is very powerful, but when it comes to new energy inventory, the entire industry is currently the most "leading boss" BYD has to mention, after all, in the past 2021, BYD can be described as a multi-dimensional spring breeze, the market performance is completely beyond expectations.
As of the last trading day of the year on December 31, 2021, BYD's stock price has reached 268.12 yuan, with a total market value of more than 780 billion yuan, which is the well-deserved NO.1 in China's new energy vehicle field.
Supporting BYD's brilliance now, is their years in the field of new energy continuous advanced research and development and investment, in the early years of domestic independent brands are still in the field of traditional energy in a vain attempt to catch up with the international standard, BYD on the market trend a step ahead, in advance began the preparation of new energy curve overtaking, from the core IGBT chip to the independent lithium iron phosphate battery, from the motor to the electronic control, BYD are prepared early, and in addition to pure electric, deep hybrid system architecture is also in the continuous research and development investment.
It can be said that 2021 is the first year after BYD's successful overtaking in curves, and it is also the first year to start harvesting. Now the new model equipped with DM-i hybrid system has become a sales phenomenon in the car market, and simple data statistics have not made much sense, because the order volume has already exceeded the upper limit of production capacity, and many consumers would rather wait for half a year or more, and not BYD does not buy.
In addition, BYD's pure electric Han EV and other models are also phenomenal products in the market; and in 2022, with the large-scale arrival of the e3.0 platform era represented by the meta PLUS, with the background of BYD's large-scale mass production of technologies such as new energy pioneer silicon carbide, its sales volume and market position in 2022 will inevitably be further improved.
Of course, in this process, the image of the BYD brand has also been continuously improved with the expansion of sales, including the arrival of ocean networks and new hybrid hard-core off-road vehicles in the future, and BYD will likely become the first to successfully achieve a large brand upward goal of the original pure independent brand.
It's a dark horse
Then the Nezha car that is black to the end
If you still have a little impression of the accompanying picture when you just took stock of Xiaopeng, then the Nezha car with the most amazing year-on-year data may have been noticed by you.
Nezha Automobile is the largest dark horse in the new energy market in 2021, so black that no one even expected it to develop to this point.
The data shows that Nezha Automobile achieved 69,674 deliveries in 2021, an increase of 361.7% over 2021.
This data, only purchased by three models, of which only Nezha V and Nezha U are the main market models.
Can become a dark horse, naturally there are reasons behind it, in addition to the product strength is indeed good and the product pricing is sincere enough, Nezha Automobile actually came up with two other killer skills in 2021.
One is market confidence. For the new energy forces to build cars, how to make consumers have confidence in the survival of their own brands is a very important part, after all, no consumer hopes that their new cars have not yet been released, but the story of the brand is gone happens to themselves.
The 360 entered the market to build cars, invested in Nezha and became its second largest shareholder, that is, Nezha gave the market consumers the greatest confidence, in addition, with 360's technical support in terms of safety and intelligent networking, plus financial assistance, it is also helpful for the existing product strength of Nezha models and the expectation of subsequent OTA upgrades.
Second, it is the brand service, Nezha can become a dark horse, in addition to the product and the support behind, its brand service is also an important part, and it is also an important part of the content of the brand that Nezha can distinguish from the new forces of competitors.
In this regard, because there is too much content, we will not elaborate, just talk about a remedial service. Nezha currently provides "valet power", in addition to the annual free charging quota, but also free "summoning" full-time drivers to charge on behalf of customers, the use of the feeling is no less than the luxury brand Weilai's "nanny-style" supplement, naturally can impress many consumers.
As for the expectations for 2022, Nezha Automobile has previously released a new Shanhai platform and the brand's first car, Nezha S, at the auto show, plus high-end intelligent driving assistance with lidar, Nezha U that has been remodeled or replaced, etc., which will begin in 2022 and will be cashed in one after another.
The choice of the most successful traditional car companies "new forces"
GAC New Energy
From the increasing visibility of AION's new models on the streets today, you know that this "new force" brand that seems to have come out of the traditional car companies has been successful.
Of course, judging from the announcement of the acquisition of assets by gazing automobile group, gac new energy at this stage, or we call GAC ean, can no longer be regarded as a new force from traditional car companies, and its independence, brand tone and technical development characteristics are all "new force brands".
Of course, relying on the years of car-making experience accumulated by GAC Group, in terms of simple "car", GAC Aean is still very competitive, from quality control to design to process, it is better than other new forces of the same level of car-making, coupled with its new force attributes, independent research and development of high-end automatic driving assistance, independent research and development of "magazine battery" group, etc., its performance in new energy and intelligence is also full of praise.
When the brand, technology, model, and word of mouth are all performing well, the market will naturally give good enough sales. In the sales data just released, GAC Aeon achieved terminal sales of 16,675 units in December, an increase of 119% year-on-year, and 123,660 units in 2021, an increase of 119% year-on-year.
As for the expectation of 2022, GAC Aean's self-built supercharger station will be rolled out at a faster speed and on a larger scale in the new year, coupled with more new models on the market and mass production, new technologies have been launched, and its performance in 2022 will surely come to a higher height together with the irreversible rise of new energy.
Do it alone
WeiLai, who carries the banner of changing electricity
The reason why Weilai is placed here, or because it is too special, unlike other self-owned replenishment system brand super charging station "overcharge" situation, if you have been to Weilai super charging station, you will be surprised by everything you see - "How is it that all other brands of cars are charged here?" ”
This is the special feature of Weilai, because for the owners of Weilai, even if charging has been extremely convenient, they still have a more convenient means, that is, to change the power, it takes only 5 minutes to change to a fully charged battery, and the experience of refueling is almost exactly the same; this does not require ordinary overcharge.
Power exchange is also one of the biggest killer skills of Weilai, and even without exaggeration, Weilai has successfully carried the banner of power exchange in China's C-end passenger car market by virtue of its own strength.
Coupled with the fact that they also have the best service system in the current new energy and new forces, the best model product strength in hundreds of thousands of mainstream luxury prices, the world's rare self-developed high-end automatic driving capability technology, etc., Weilai Li Bin can successfully say before that Weilai wants to change the luxury market pattern, from BBA to NBA, this sentence is enough confidence.
Of course, the market in 2021 is also fully recognized by the NIO brand, recognized the current sale of NIO models, according to the latest data, in December NIO delivered 10,489 new cars, an increase of 49.7% year-on-year, breaking through the 10,000 mark; in the fourth quarter, a total of 25,034 vehicles were delivered, an increase of 44.3% year-on-year, achieving positive growth for 7 consecutive quarters. In the data of the whole year of 2021, the cumulative delivery of 91429 vehicles, an increase of 109.1% year-on-year, doubled sales for two consecutive years.
With such "luxury" data as the basis, 2022 Weilai can obviously make people look forward to it more, unlike the current situation that only ES6/EC6 and ES8 three models are delivered, in 2022, Weilai will also achieve a large expansion of market scope, high-end coupe ET7 and entry-level luxury ET5 will be delivered in 2022, with the gradual alleviation of the lack of core problem, 2022 Weilai, there is full hope to impact the 200,000-vehicle mark.
Range-extending routes
"Zero Run Ideal Skyline & LanTu"
Of course, in addition to hybrid and pure electricity, there is another mainstream track in the field of new energy, that is, "range extender". However, considering that its transitional nature for "fuel and pure electricity" is too prominent, it does not represent a long-term development trend. Therefore, this large section of inventory, we will merge several brands that currently have a clear direction of increase in the development direction.
First of all, let's talk about the boss of the range extender market, ideal. In 2021, the cumulative delivery of the ideal is as high as 90491 vehicles, which seems to be not as high as the Xiaopeng and Weilai in Wei Xiaoli, but it should be known that the ideal currently has only one model on sale, that is, the ideal ONE, with a model to win nearly 100,000 sales results, which is in any dimension, is a highly successful market performance.
Of course, there are many reasons for the success of the ideal, we will not start the narrative, and in 2022, in the ideal ONE continues to exert strength, the new car X01 will also come in the context, its sales development, can once again give good expectations.
In addition, Lantu Automobile, which just shined in Luo Zhenyu's New Year's Eve speech, is also a large seller in the range extender market, as a brand that has just arrived, and has just begun to deliver the only mass-produced new car from August, lantu, with a cumulative delivery of 6791 vehicles in 2021, and the most recent December is 3330 vehicles, an increase of 192% month-on-month, in the context of the gradual expansion of brand recognition, in 2022, we should soon see the grand situation of Lantu challenge monthly delivery of more than 10,000, After all, compared to the ideal ONE, Lantu seems to be more in place in terms of luxury.
Also for the increase in size, there is Skyline Motors, starting from their second model Skyline ME5, Skyline has fully turned to the development path of the range increase, and the situation of Lantu is closer, Skyline ME5 is also from the recent, the end of 2021 has just begun to deliver, the market has not yet fully recognized and understood the brand and new models, so its performance in 2022, should still be worth looking forward to, if Skyline Automobile can be in the next more advertising, promote the brand and model, then, Presumably, the market performance will still be relatively good.
Similarly, there are zero-run cars, zero-run with T03 amazing cost performance, in 2021 has achieved a very good sales performance, the current flagship zero-run C11 model, there are also good deliveries and order backlog. In addition, the zero-run C11 has also exposed the extended range version of the model, which is expected to be listed in 2022 and become a strong market competitor within 200,000.
However, similar to the Skyrim problem, because the advertising publicity is not large, the current zero-run car in the market awareness and brand image is not high, the cheap T03 model is not much impact, but the follow-up zero-run C11 and its extended range version, if you want to continue to stand out in the market where there are so many competitors, competitive models so strong, it is still very difficult, I hope that zero-run can be taken seriously, after all, Tesla has only one, personal charm is the best promotion of Musk is even more unable to copy.
Write at the end:
After the inventory of many of our mainstream new energy brands in 2021, I think you have seen some new development hints. In the past few years, the new energy market can be said to be a blue ocean, and the future development can be expected indefinitely, but now by the end of 2021, so many brands have obtained good market performance, coupled with the traditional giants such as Volkswagen, General Motors, and Toyota, they have begun to fully transform into new energy.
The red sea dispute in the new energy market will obviously be fully opened in 2022, and with the intensification of competition, the product strength and cost performance of the models in the market will inevitably accelerate the upgrade, the brands we mentioned above, the mainstream will probably be more mainstream; and the relatively marginal brands, if not in multiple dimensions, even if the market trend is growing, even if the product force performance is not any problem, in theory, the risk of being eliminated still exists.
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