Tramway News: Today, the Association of Passenger Vehicles announced the production and sales data of new energy vehicles in December, and the wholesale sales of new energy passenger vehicles reached 505,000 units in December, an increase of 138.9% year-on-year. From January to December, the wholesale number of new energy passenger vehicles was 3.312 million units, an increase of 181.0% year-on-year. Retail sales of new energy passenger cars reached 475,000 units in December, up 128.8% year-on-year. From January to December, the retail sales of new energy passenger cars were 2.989 million units, an increase of 169.1% year-on-year.
The domestic retail penetration rate of new energy passenger cars in December was 22.6%, and the penetration rate of January-December was 14.8%, which was significantly higher than the penetration rate of 5.8% in 2020. In December, the penetration rate of new energy vehicles in independent brands was 39%, the penetration rate of new energy vehicles in luxury vehicles was 32.7%, while the penetration rate of new energy vehicles in mainstream joint venture brands was only 3.3%.
From the perspective of the proportion of retail sales of new energy passenger cars in 2021, the goal of "New Energy Vehicle Industry Development Plan (2021-2035)" to reach about 20% of the total sales volume of new energy vehicles by 2025 is expected to be achieved in 2022.
From the perspective of wholesale volume, the wholesale penetration rate of new energy vehicle manufacturers in December was 21.3%, and the penetration rate of January-December was 15.7%, which was significantly higher than the penetration rate of 5.8% in 2020. In December, the penetration rate of new energy vehicles of independent brands was 35.2%, the penetration rate of new energy vehicles in luxury vehicles was 27.2%, while the penetration rate of new energy vehicles of mainstream joint venture brands was only 3.7%.
In December, the wholesale sales of pure electric vehicles increased by 137.9% year-on-year to 423,000 units, and plug-in hybrid sales of 82,000 units, an increase of 143.9% year-on-year, accounting for 16%.
In December, the sales volume of high-end electric vehicle models increased strongly, the trend of low-end and middle-end was strong, and the dumbbell structure of the pure electric market improved. Among them, the wholesale sales of A00 class were 139,000 units, with a share of 33% of pure electric; the wholesale sales of A0 class were 60,000, and the share reached 14% of pure electric; class A electric vehicles accounted for 25% of pure electric vehicles, rebounding from the bottom; B-class electric vehicles reached 114,000 units, an increase of 25% month-on-month, accounting for 27% of pure electric vehicles.
The new energy passenger car market is diversified, SAIC Motor and GAC Group have performed relatively strongly, and the highlights of traditional car companies are prominent. BYD's pure electric and plug-and-mix two-wheel drive is stronger. There are 14 enterprises with wholesale sales exceeding 10,000, a significant increase over the previous period, including: BYD 93,338, Tesla China 70,847, SAIC-GM-Wuling 60,372, Great Wall Motor 20,926, Chery Automobile 20,501, Geely Automobile 16,831, Xiaopeng Automobile 16,000, SAIC Passenger Car 14,868, GAC Aian 14,500, Ideal Car 14,087, FAW-Volkswagen 11,213, Weilai Automobile 10,489 vehicles, Changan Automobile has 10,404 vehicles and United Automobile 10,127 vehicles.
In December, xiaopeng, ideal, Weilai, Nezha, zero run, Weima and other new forces car companies sales performance was generally better year-on-year and month-on-month, especially Xiaopeng, ideal, Weilai, Nezha exceeded 10,000 vehicles, zero run, Weima and other second echelon enterprises also quickly reached more than 5,000 monthly sales. Among the mainstream joint venture brands, The new energy vehicles of The North and South Volkswagen were wholesaled to 19,498 units, accounting for 46% of the mainstream joint venture, and Volkswagen's firm electrification transformation strategy has achieved initial results. SAIC-GM and BMW Brilliance New Energy sales have exceeded 5,000 vehicles, which is also excellent, and other joint ventures and luxury brands are still waiting to be strengthened.
According to the Association of Passenger Vehicles, the original sales of new energy passenger vehicles in 2022 were expected to be 4.8 million, and should now be adjusted to more than 5.5 million, and the penetration rate of new energy passenger vehicles has reached about 25%. New energy vehicles are expected to exceed 6 million, and the penetration rate of new energy vehicles is about 22%.
In the fourth quarter of 2021, China's new energy passenger car sales of 1.3 million, with the domestic consumers' recognition of the new energy market significantly improved, the strength of policy subsidies is stable, will inevitably promote the total sales of China's new energy vehicles in 2022 soared, continue to maintain the world's more than 50% share of the super leading position.