Written by /duang
Edited / Kilig
Design / Zoi.
The car market in 2021 is not too peaceful, some people go, some people come, some people show their fists and feet in the center of the stage, and some people struggle on the line of life and death.
Looking back on the past year, there are still many moments worth remembering, including new car listings, brand strategies, and even car company figures, whether it is positive affirmation or regret and helplessness, it is worth sitting down and savoring.
At the beginning of 2021, Tesla Model Y reduced prices by 160,000 in one go, the shortage of chips in the market became more and more serious in February, most car companies had limited production capacity, and in March, BYD DM-i super hybrid "three swords at the same time"... In October, SAIC Volkswagen regained the title of sales after 29 months, lidar became the hot word of the Guangzhou Auto Show in November, and in December, Huawei "practiced" with an AITO M5, one step closer to building a car. This whole year, not only positive, including Evergrande Automobile's deep "difficult production" storm, extreme Krypton owners' rights protection and other negative events are all inseparable from new energy vehicles.
It is undeniable that with the electrification layout of car companies, every move related to new energy vehicles is particularly eye-catching, and new energy vehicles also live up to expectations, and the momentum of the market presentation continues to urge traditional car companies to innovate the layout and expand new tracks, but also silently tempted many new forces to plunge into the car-making track, "cross-dimensional" car-making is not uncommon. So, in 2021, some slightly famous new energy vehicle companies can give a good "example" to the latecomers?
Why is the first Xiaopeng?
According to the data of the Association of Passenger Vehicles, the cumulative sales of the domestic passenger car market in the first 11 months of 2021 reached 18.041 million units, an increase of 6.1% year-on-year, of which the cumulative sales of new energy vehicles exceeded 2.514 million units, an increase of 178.3% year-on-year, in view of the fact that car companies will rush to sales in the last month of each year, the sales of new energy vehicles in 2021 can be imagined to be considerable.
Although the overall sales data of the third party from January to December has not yet been released, according to the "year-end report" of each car company, the final sales ranking results are also inseparable from ten.
Summarize this data in three sentences:
1. Xiaopeng won the sales championship of the new forces with a score of nearly 100,000 vehicles
2, Wei Xiaoli is worthy of Wei Xiaoli, the watershed between the mainstream
3, the dark horse Nezha, nearly 70,000 deliveries are not far from the head army
Why Xiaopeng? Xiaopeng Automobile, which has been at the top of the sales list of new forces for three consecutive months, has unsurprisingly also won the annual sales crown, but why?
From the perspective of model layout, unlike Weilai and the ideal high-end road, and do not hope to eat like the ideal ONE, Xiaopeng is taking a wider track and more competitive mid-range market, and also has a variety of models such as cars, coupes and entry-level SUVs. Although the high-end car profit is high, but the audience range is far less than the low-end car, like Weilai and the ideal Although the monthly sales have also broken through 10,000, the momentum of the rise is obviously not as good as that of Xiaopeng, in contrast, today's Xiaopeng has exceeded 16,000 in December, not far from the beginning of 2 words.
From the perspective of the brand, 2021 for Xiaopeng can be described as a bumper harvest year, July again in the Hong Kong Stock Exchange "gong", to achieve the second IPO within a year, but also became the first in the U.S. stock market and Hong Kong stocks listed at the same time of the new car company, October began to deliver P5 in December delivery volume also exceeded 5,000 vehicles, sales for 4 consecutive months exceeded 10,000, coupled with the Brand Renewal at the Guangzhou Auto Show in November, you know, the replacement of the new standard is not just an aesthetic change, It is more about the reshaping of the current brand image and a positive change in the face of future development.
And intelligent origin of Xiaopeng, from automatic parking to high-speed NGP, and then from high-speed NGP to urban NGP, Xiaopeng has a qualitative improvement this year, in the layout of intelligent assisted driving, Xiaopeng from zero to today's XPILOT 3.5, to achieve the height of intelligent assisted driving can reach, and according to Xiaopeng's idea - the core mission of the second half is to move from intelligent assisted driving to automatic driving, driven by the mission, XPILOT3.5 has begun to move towards 4.0, 5.0, It is the word automatic that is sought.
Look at BYD on the inside, Tesla on the outside, and perform their duties
In addition to the above-mentioned electric vehicle companies, there are two major electric vehicle bigwigs at home and abroad, which are more worth nagging.
According to the data released by Tesla and BYD, in 2021, BYD's automobile sales reached 730,000 units, of which the annual sales of new energy passenger cars were 593,700 units, an increase of 231.5% year-on-year, while Tesla's global delivery volume reached 936,200 units, an increase of 87.2% year-on-year. Not surprisingly, the global new energy vehicle sales champion in 2021 is still Tesla, and the first domestic new energy vehicle sales may still fall on BYD.
In essence, Tesla can not be regarded as a new force, it should be said that it should be a mature new force of car manufacturing, perhaps it is more appropriate to use the "old force of car manufacturing", after all, with the new forces of car manufacturing that are still emerging, Tesla is also an old predecessor.
Returning to the truth, from the specific sales volume of the first 11 months, this year's BYD with three hot DM-i models to kill the red eye, including SUVs and cars, 1-11 months BYD has a total of six models of sales are in the top 13, and BYD's overall sales are also ranked first in new energy manufacturers with nearly 500,000 vehicles, even Wuling, which has a monthly sales of 4,000 macro MINI EV, has a gap of more than 120,000 vehicles, and Tesla China, which ranks third, is only half of BYD.
If BYD's first rely more on the Dynasty series Han, Tang, Song, Qin, Yuan and e series, Dolphin multi-product hundred flowers bloom, then Tesla's third basically relies on Model Y and Model 3, even if this year is deeply involved in various door events such as brake doors, Model 3 still handed over a report card of 120,000 vehicles, and Model Y is even more wildly dumping BYD Song nearly 45,000 vehicles.
According to normal logic, with so much negative news about Tesla this year, it should be difficult to make achievements in sales, but the results are there, Tesla is indeed worth paying for consumers in software development, even if the interior is too simple, the shortcomings of rough workmanship are mentioned again and again, but it can not stop the new era of users' yearning for software intelligence technology, and Tesla broke out negative news every once in a while, or invisibly also publicized for Tesla, black and red is also red.
Write at the end
2021 is over here, but the story of 2021 2022 will continue. Car building is still the outlet, the big cake of the electric vehicle market, there are many people waiting to enjoy it with knives and forks, but you sing I appear. If you are lucky, the market will be reshuffled, the new brand will gain a firm foothold, forcing traditional car companies, and unfortunately, quietly disappearing is the final attribution.
The two major variables of 2022 also bring more unknown possibilities to car manufacturing. The first is the persistent shortage of chips, many car companies have reduced unnecessary chip expenditure by reducing or replacing chips, alleviating the pressure of chip shortage. Jean-Marc Chery, CEO of STMicroelectronics, said chip shortages won't recover until at least the first half of 2023. That is to say, during this period, if the electric vehicle is to meet the delivery, the reduction is inevitable, and the haze of lack of core is still lingering.
Secondly, the state has made it clear that the subsidy standard for new energy vehicles in 2022 will be reduced by 30% on the basis of 2021, and even clearly pointed out that the subsidy policy for the purchase of new energy vehicles will be terminated on December 31, 2022, and the vehicles licensed after December 31 will no longer be subsidized. To put it bluntly, electric vehicles will be more expensive than before, because there is no state subsidy.
The advantages of "policy support" are no longer there, in the face of increasingly expensive electric vehicles, will consumers pay?
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