Focus on 2021 new energy: new forces everyone is the first, Tesla's opponent is BYD

2022-01-05 18:12:08

The new energy track is infinitely exciting.

The full text is 2635 words long and takes about 5 minutes to read.

The new energy vehicle market in 2021 is very exciting. Sales rose and fell, and the total volume reached a new high. In terms of market value, the valuation of new energy vehicle companies broke through the sky. Inside the field, all the masters are catching and fighting; outside the court, all the predators are preparing to go down.

The new energy vehicle market is like a new continent, stimulating countless car companies to be enthusiastic about it. In 2021, this new continent is no longer a nihilistic concept, but realizes the possibility of real gold and silver.

Whether it is the electric "three fools" ideal, Xiaopeng and Weilai, which are the new forces of car-making, or BYD who "plays ten in one", and Tesla who "does not give birth to me Tesla in the sky, the lane is as long as the night", they all have a bright future.

Focus on 2021 new energy: new forces everyone is the first, Tesla's opponent is BYD

First of all, let's talk about the new car-making forces with the highest degree of chicken blood.

On the 1st of each month, the ideals of the new car-making forces, Xiaopeng and Weilai will release last month's sales. To tell the truth, the sales volume of the new car-making forces is only a fraction of that of the traditional car companies, but it can't stand that people have been rising! Sales are the report card of car companies, eager to release their own report cards, but think the results will not be ugly.

But what is more strange is that the results reflected in the report card are that everyone is the first.

Xiaopeng: The first annual sales volume

The report card handed over by Xiaopeng Automobile is: the annual sales champion of the new car-making forces in 2021, with a total of 98,155 vehicles.

Xiaopeng Automobile's growth momentum is very strong, with a total of 16,000 vehicles delivered in December, and it has reached the top of the new force for three consecutive months. In the whole year of 2021, Xiaopeng Automobile delivered a total of 98,155 new vehicles, a 3.6-fold increase from the 2020 basis (the total number of deliveries in 2020 was 27,041).

As of December 31, 2021, Xiaopeng Automobile's historical cumulative delivery volume exceeded 130,000 units. In 2021 alone, it accounted for 75% of total sales.

No wonder He Xiaopeng's temperament has been getting better and better recently, and he has a bottom in his heart and a bright yintang.

Study the sales composition of Xiaopeng Automobile in December, xiaopeng P7 delivery volume in December was 7459 units, basically stabilizing the threshold of 7000 vehicles. The new car Xiaopeng P5 delivered 5,030 units in December, and it is a high probability that it will exceed the P7 after the increase in production capacity. In addition, the flagship model G9 is also about to be launched in 2022, which can be described as full of staying power.

NIO: The first annual sales

In terms of absolute sales, NIO is undoubtedly the champion of the new car-making forces in 2021.

Nio's monthly sales in 2021 experienced several rounds of rises and falls, mainly due to the comprehensive impact of production capacity, adjustment of production lines, and chip supply. In terms of total sales, NIO delivered a total of 91,429 new vehicles in 2021, an increase of 109.1% year-on-year. Although the total sales volume was slightly lost to Xiaopeng, it also stood on the 90,000 steps. Coupled with the average price of the model up to 400,000 yuan, it is definitely a big winner in 2021.

At present, NIO ES6 is the brand's main sales model, with an average monthly sales of more than 5,000 vehicles; the average monthly sales of ES8 and EC6 are about 2,000 and 3,000 vehicles, respectively. ET7 will start delivery at the end of March this year, and ET5 will not be delivered until September this year.

In 2022, NIO will deliver three new cars on the NT2.0 platform, including the ET7 and the rumored ES7, the latter of which is the new SUV of NIO, the internal code name Gemini, with an annual production capacity of 60,000 units.

Ideal: The first sales volume of a single model

Ideal's only ideal ONE car, but this only child is quite competitive, winning the 2021 car-making new force bicycle sales championship.

Ideal ONE delivered 90,491 units in 2021, up 177.4% year-on-year. Since the delivery of the ideal ONE, it has delivered 124088 vehicles, even if it is counted in the fuel vehicle camp, such a performance is very good. Ideal ONE has created a myth: the unit price in the history of Chinese automobiles exceeded the record of 300,000 monthly sales exceeding 10,000.

Another amazing thing is that the ideal ONE only offers one configuration, with a unit price of 338,000. Choose the ideal, do not tangle.

However, this "only child" situation is about to be broken in 2022. It is reported that the ideal "second tire" is the ideal X01, which is still a range extender model, equipped with a 1.5T four-cylinder Miller cycle range extender, and the total cruising range will exceed 800km.

Nezha: Sales growth is the first

The dark horse with the biggest new car-making force in 2021 is Nezha Automobile, which has become a nameless name from a year ago to today's sales volume with the first three PKs, explaining what is called "my life is up to me".

The sales curve of Nezha Automobile in 2021 shows a trend of classic textbooks all the way up, with the total annual delivery volume approaching 70,000 vehicles, a year-on-year surge of 362%.

Moreover, Nezha Automobile has also achieved a continuous mark with sales of more than 10,000, and once again exceeded 10,000 in December, which has belonged to the first group army of the real new car-making force.

In terms of specific models, Nezha's sales pillar is Nezha V, followed by Nezha U Pro. The main task of Nezha in 2022 is to launch new cars, and the Nezha S built on the Shanhai platform will be listed in 2022.

Jump out of the small circle of new car-making forces, let's take a look at the real new energy head forces.

The regret left for the new car-making forces in 2021 is that the annual sales volume has not exceeded 100,000. The same regret also belongs to BYD, but it is only a word difference, and its regret is that it has not achieved monthly sales of more than 100,000.

This regret is largely due to capacity constraints. In December, due to the impact of the epidemic on the scheduling of BYD's Xi'an plant, BYD's new energy vehicle sales did not exceed 100,000 units as desired. According to BYD Chairman Wang Chuanfu, BYD's backlog of new energy models (including DMI models and pure electric models) has reached 200,000 units.

On January 3, BYD Automobile announced its december 2021 sales. According to the data, BYD's passenger car sales in the whole series of 97,990 units in the month, up 77.9% year-on-year. Among them, new energy passenger cars soared 236.4% year-on-year to 92823, breaking through the 90,000 mark for two consecutive months, once again breaking the record.

The annual sales figures of BYD passenger cars in 2021 also came to light, reaching 730093, an increase of 75.4% year-on-year; among them, the annual sales of new energy passenger cars 593745, an increase of 231.6% year-on-year. This is also the current new Record in China, which is 2.4 times the previous Chinese record.

2021 is a year of great explosion of BYD New Energy, starting from May 2021, BYD New Energy is steadily growing with a monthly sales of 10,000 new energy, and in 2022, BYD's new energy vehicle sales are expected to exceed 1 million.

In October, BYD's new energy model sales exceeded 80,000, and BYD's sales volume was "Xiaopeng + Weilai + Ideal + WM + Nezha + Zero Run Ten GAC Aean + Extreme Krypton + Volkswagen I.D Series + Lantu Sum of 1.22 times", which is appropriate to be one to ten.

But BYD is not without opponents, Tesla is a hurdle in front of BYD.

On January 3, Sunday, local time in the United States, Tesla announced its annual sales.

Tesla delivered a total of 936172 vehicles in 2021, an 87 percent increase from 499647 in 2020, and a figure that exceeded all previous analyst estimates.

The data shows that Tesla delivered 308,600 electric vehicles in the fourth quarter of 2021, breaking the previous single-quarter record.

In the Chinese market, Tesla has been for many consecutive months, the wholesale volume exceeded 50,000 vehicles, as of November 30, Tesla Shanghai Gigafactory in 2021 delivery volume has exceeded 400,000 vehicles, reaching 413283. However, Tesla has not yet released the domestic delivery volume in December, and there are currently unofficial rumors of 70,000 vehicles, so tesla's annual delivery in China is estimated to be about 480,000 vehicles.

Although in the Chinese market, BYD New Energy has some advantages of about 600,000 vs Tesla about 480,000 vehicles, but expanding to the global market, BYD is still slightly inferior to Tesla.

But looking at the world, BYD has become an opponent in the same order of magnitude as Tesla, and the only opponent that is likely to surpass Tesla in global new energy vehicle sales in the short term.

BYD VS Tesla will be very interesting, both of which have a backlog of orders, and it seems that the sales dispute depends on who can quickly increase production capacity.

Write at the end

In fact, there are several forces in the new energy track that cannot be underestimated, such as the transformation work launched by traditional car companies, and the technology giants that are ready to enter such as Huawei, Xiaomi, Ali, Baidu and so on.

Among them, it is particularly worth mentioning that GAC Aean, the total sales of new energy models in the whole year reached 123660 units, an increase of 119% year-on-year, if GAC Aean is classified as a new force in car manufacturing, then it is the sales champion of the new force.

Huawei, the "doer in action", has actually started to build cars and launched the AITO brand. Yu Chengdong said that in the next 5 years, the AITO brand will become the world's top 3 brand of new energy vehicles. After the launch of AITO's first work, the M5, was predetermined to more than 6,500 units in four days, all of which were users who paid a deposit of 10,000 yuan.

It can only be said that this track is too exciting. 2021 is over, and the future will only be more exciting.

Focus on 2021 new energy: new forces everyone is the first, Tesla's opponent is BYD

Read on