In 2021, the entire camp of new energy vehicles will break out in full swing. At the same time that Tesla released more than 930,000 sales worldwide, independent brands have also released domestic records, of which BYD sold 593,745 vehicles, GAC Aean 123,660 vehicles, followed by wei Xiaoli, a new car-making force, with annual sales between 90,000 and 100,000. There are also Volkswagen ID family, Nezha, Weima, Zero Run, Lantu and Extreme Krypton also perform well.
BYD: 590,000+
In the field of new energy vehicles, BYD is a well-deserved leader, with BYD passenger car sales reaching 730,093 in 2021, of which new energy vehicle sales were 593,745, an increase of 231.6% year-on-year, ranking first in the sales volume of domestic new energy vehicle companies.
Among them, the sales of pure electric vehicles were 320,810 units, and the sales of hybrid models were 272,935 units, showing a trend of parallel driving.
In December 2021, BYD sold 97,990 passenger cars, an increase of 77.9% year-on-year, of which new energy vehicle sales were 92,823, up 236.4% year-on-year, and have exceeded 90,000 sales for two consecutive months. At present, BYD has a large number of orders, if it is not for the xi'an epidemic impact on delivery, a single month has exceeded 100,000 vehicles. Moreover, not only DM-i series models, but also pure electric Han EV and Dolphin also performed eye-catching, all of which were more than 10,000 vehicles.
In 2022, BYD aims to be 1.2 million to 1.5 million, and pure fuel vehicles are gradually withdrawing. Relying on the CORE technologies such as DM-i Super Hybrid, e-platform 3.0, blade battery, ETCD has created Dynasty Network and Ocean Network, which will have a series of blockbuster new cars launched, coupled with Denza and new high-end brands, I believe it will usher in a full outbreak.
GAC Aeon: 120,000+
GAC Aean is a dark horse in its own brand new energy vehicles, and it is very stable. In December 2021, the EAN brand produced 16,449 units, up 121.24% year-on-year, and sold 14,500 units, up 98.49% from last year's 7,305 units. In the whole year of 2021, the sales volume of the Eian brand exceeded 120,000 units, an increase of 101.8% year-on-year, and the production volume increased by 102.51% year-on-year.
Xiaopeng: 98,000+
In addition to BYD and Aeon, it is a new car-making force, and in 2021, Xiaopeng Automobile surpassed Weilai in one fell swoop and became the first sales volume of new forces. In 2020, Xiaopeng Motors sold only 27,041 vehicles in the whole year, but in 2021, Xiaopeng Motors ushered in a "big explosion".
December deliveries were 16,000 units, up 181% year-on-year, with 7,459 Xiaopeng P7 deliveries and 5,030 Xiaopeng P5 deliveries. In 2021, Xiaopeng Automobile sold 98,155 vehicles for the whole year, a sharp increase of 263% over 2020. As of December 31, 2021, Xiaopeng Automobile has delivered more than 130,000 vehicles in its history.
Of course, considering the price factor, it is too early to say that Xiaopeng Automobile has surpassed Weilai in an all-round way. In 2022, the people-friendly Xiaopeng P5 will continue to increase, while the flagship SUV Xiaopeng G9 will also contribute to the increase.
NIO: 90,000+
I don't know why, Weilai is very controversial in China, it is because of the positioning of high-end, but also vigorously develop heavy asset replacement power stations, but this is no problem, to provide better products and services to people in need, is it not good?
Although it was not optimistic from the beginning and experienced many twists and turns in the middle, the overall performance of Weilai was still good. NIO delivered 10,489 vehicles in December 2021 and 25,034 units in the fourth quarter, achieving seven consecutive quarters of positive growth. Throughout 2021, NIO's total sales reached 91,429 units, a year-on-year surge of 109.1%, setting a record for the highest annual sales since the establishment of NIO.
At present, in addition to the original ES8, ES6 and EC6, WEI HAS ALSO BEGUN TO LAUNCH CAR PRODUCTS, ET7 WILL BE DELIVERED IN THE FIRST QUARTER OF 2022, AND THE SMALLER ONE ET5 HAS ALSO BEEN RELEASED, FOLLOWED BY A RELATIVELY LOW POSITIONING OF NEW BRANDS, I BELIEVE THAT THE PERFORMANCE IN 2022 WILL NOT DISAPPOINT.
Ideal: 90,000+
Relatively speaking, the ideal takes a shortcut, the extender electric should actually be classified as a hybrid, can be as convenient as the fuel car refueling, while there is also the experience of electric vehicles, naturally more acceptable. Therefore, the later Dongfeng Lantu and Huawei also chose this conservative but safe plan.
At the beginning of the release, almost no one would be optimistic about the ideal ONE, which proved its strength with sales and became the best-selling model in the new forces. Ideal cars reached 140,87 deliveries in December 2021, an increase of 130% compared to December 2020. Throughout 2021, Ideal delivered 90,491 new cars, a 177% increase in sales compared to 2020. As of December 31, 2021, Ideal's cumulative historical sales reached 14,088 units.
In 2022, ideal will also launch a second new model - ideal X01, still using a range extender power combination, but in terms of size will be larger than the ideal ONE, positioned as a large SUV, which will also mean that it will have a higher price than the ideal ONE, but this should not be the volume, we can expect the third model, smaller than the ideal ONE, may become a "hit".
summary
In the field of new energy vehicles, independent brands are doing a good job, and there is still a certain basis for the statement of "overtaking in curves". Of course, many people like to compare with Tesla, especially like to compare global sales. Indeed, the ability of American companies to globalize is indeed much stronger, and this is not something that can be changed in the short term, or even by enterprises. To be able to play the leading role in the Chinese market is already half successful, and then there is the cost of steadily developing the international market. In 2022, the track of new energy vehicles will be more crowded, mainstream car companies have launched heavy new cars, and there are constantly new players entering, and the market will enter the stage of competing for deer.