Lead
yesterday
The China Association of Automobile Manufacturers released monthly data for December 2021 and full year 2021.
Today, the editorial department of our magazine will sort out the automotive market trends in 2021 and this year in our eyes.
On January 12, the China Association of Automobile Manufacturers released the annual car sales data for 2021, and the overall data shows that in the past year, China's auto market has developed well and is more confident about next year.
In many data, we have also found some highlights of the automotive market in 2021, such as new energy vehicles ushering in an explosive period, and the share of independent brands is innovative.
Looking back at last year, China Automobile Pictorial also found many other shining points, and also summarized and sorted out some trends in the automotive market in 2022, in one sentence: 2022 is definitely more exciting than 2021.
You don't see these flashpoints
In 2021, the cumulative sales of domestic automobiles were 26.275 million units, an increase of 3.8% year-on-year, and the cumulative sales of passenger cars in the field were 21.482 million units, an increase of 6.5% year-on-year.
2021 is a year worth remembering for the automotive industry, because this year, under the epidemic, lack of "core", economic downturn and many other unfavorable factors, or ended the negative growth of sales for three consecutive years since 2018, which is a bright spot.
Highlight two, the growth rate of new energy models is the most obvious, the cumulative sales of 3.521 million vehicles in 2021, an increase of 1.6 times year-on-year, the market share reached 13.4%, 8 percentage points higher than the previous year, ranking first in the world for 7 consecutive years, creating the fastest growth rate since 2016.
It is worth noting that private consumption accounts for nearly 80%, which further proves that the development of new energy vehicles in China is driven by consumers, and it is not due to policies, which is mainly due to the innovation and leadership of new car-making forces such as "Wei Xiaoli" in technology and models.
Highlight three, independent brands are more raised. In 2020, self-owned brand passenger cars accounted for 38.4% of total passenger car sales, and the share ratio decreased by 0.9% year-on-year. However, in 2021, it will increase to 44.43%, a record high, further grabbing the market share of Ashkenazi, Japanese and Koreans. In the total sales of new energy, the sales volume of new energy passenger cars of Chinese brands also accounted for 74.3%.
The fourth highlight is that the pace of independent brands entering overseas markets is faster. In 2021, China's automobile exports exceeded 2 million for the first time, an increase of 101.1% year-on-year, achieving a breakthrough of about 1 million vehicles that has been hovering in the past 10 years.
Among them, SAIC Motor exported 290,000 passenger cars, an increase of 68% year-on-year; Great Wall Motor exported 143,000 units, an increase of 103% year-on-year; Geely Automobile exported 115,000 units, an increase of 58% year-on-year; Chery exported 260,000 units, with a target of doubling in 2022.
The fifth bright spot is the technological explosion of the year. Following the release of blade batteries the year before, in early January last year, BYD released DM-i super hybrid technology, with a power loss of only 3.8L/100 km. In October, Geely Automobile released Raytheon Power and Modular Intelligent Hybrid Platform-Raytheon Intelligence Engine Hi· X;In November, GAC Aean released the electronic and electrical architecture of the "Xingling Architecture" to support high-level automatic driving at L4 level and above.
Highlight six is that plug-in hybrid finally pulled out the clouds to see the blue sky, in 2019, plug-in hybrid was also crowned with a false "new energy vehicle" hat, in the second half of 2020 released the "energy-saving and new energy vehicle technology roadmap 2.0" to plug-in hybrid "right name", and then many car companies have entered the plug-in hybrid market. In 2022, the production and sales of plug-in hybrid vehicles reached 84,000 units and 82,000 units, respectively, an increase of 1.6 times and 1.2 times year-on-year, respectively, and it should be known that pure electric vehicles were only 1.1 times. There is no doubt that in 2022, plug-in hybrids will also be full of firepower.
The trends of 2022 you need to know
Looking back at some of the big moves of car companies last year, we can also basically judge some trends and trends in the domestic auto market in 2022.
One is that under the wave of technological innovation, the advanced driver assistance system loaded with new cars will become more popular. For example, the new model of GAC Aion LX equipped with L2++ NDA advanced intelligent service driving function has been recently launched. The GM Ultra Cruise autonomous driving system is scheduled to be the first to be installed on Cadillac brand models in 2023, and then popularized to Buick and Chevrolet models.
The second trend is that the upward effect of domestic brands will be obvious, and the action will be more and more. The bicycle price of traditional car companies has generally not exceeded 250,000 yuan, while the price of the head enterprises of the new car-making forces has easily exceeded more than 300,000 yuan.
The Great Wall entered the 200,000 yuan range with high-end luxury off-road brand tanks, the Lynk & Co 09 using Volvo technology also entered the 250,000 yuan range, and Dongfeng started directly with the price of 310,000 yuan on the Lantu route. With the blessing of new energy and intelligent technology, domestic brands will make great achievements in the market range of high prices next year. BYD will also use Denza as a springboard to directly enter the market of more than 300,000 yuan.
With the increasingly intelligent configuration of traditional car companies and the increasingly intensive launch of new energy vehicles, we can find that the third trend is that the scuffle between new and old car manufacturers will become more intense. Traditional car companies and their independent sub-brands will face the new car-making forces this year, such as GAC AION LX, BYD Tang, starting at a price of 280,000 yuan, directly benchmarking Weilai and Xiaopeng.
At the same time, with the new batch of technology companies coming down, there will also be a team battle in the camp of new car-making forces. In particular, Huawei, Baidu, Xiaomi, Maverick, Tuanche, etc. will once again muddy the waters of the domestic market, and the advantage is that several world-class car brands will definitely appear in China in the future.
In the case of the increase in the market share of independent brands and the second wave of new car-making forces, we can see the trend four is that there will be many mergers and acquisitions, and the previously idle production capacity will be quickly seized.
The Great Wall and Geely have already opened their heads, Geely has taken over the factories of Lifan and Cheetah Motors, the Great Wall has also taken over the factories of Zotye and Beiqi Phantom Speed, and the remaining ones such as Southeast Automobile will also fall quickly in more fierce competition. The production capacity of these fallen car companies will also be eaten by the head's own brands and the second wave of new car-making forces.
The market volume of the first to third lines is large, but the total amount is limited and the competition is fierce, so in 2022 we can see the trend five, that is, the channel sinking of new forces will be more fierce. Taking Nezha Automobile as an example, in its channel layout, first-tier cities account for 13%, second-tier cities account for 22%, new first-tier cities account for 31%, third-tier cities account for 18%, fourth-tier cities account for 13%, and fifth-tier cities account for 3%.
In 2021, the explosive growth of the new energy vehicle terminal market exceeded everyone's expectations, and sales are expected to reach 5 million vehicles next year, but we have to face up to a problem, that is, trend five, due to the lack of high-end batteries and high-quality production capacity, the shortage of high-end power batteries next year is still serious. Take BYD's blade battery, for example, which has been in short supply since its release. Although at present, including Ningde Era, BYD, Hive Energy, etc., are all laying out the construction of battery factories, it takes a certain period to complete and put into operation.