Sales analysis is a boring thing, we get a string of numbers from the relevant channels, and then put the numbers into a manuscript for you to see, you don't like to read at all.
So, let's take a look at some interesting things to soothe!
▲ Image source: Weibo user, all the way north byD
At first glance at this picture, how did BYD, a large new energy vehicle user, rank second? After carefully searching for the details, we can find the mystery.
While many new energy vehicle companies are challenging the annual sales target of 100,000, BYD is challenging the average monthly sales of new energy models of 100,000. Although everyone has not yet succeeded, everyone is not very far from their own small goals.
▲ Chart source: Multiplying Association
Before New Year's Day was over, car companies had already begun to issue war reports, and everyone generally gathered on January 3 to start showing their report cards. On the 12th, the Association also released the 2021 new energy passenger car risk data, which is slightly different from the report card of the car company show, but the difference is not large.
Among the TOP15 new energy vehicle companies, the number of car companies that did not double the year-on-year growth in December actually accounted for a minority.
Compared with the sales of new energy vehicles in December last year, BYD's growth rate reached 231.9%, the growth rate of United Automobile (Nezha) reached 235.9%, and Tesla's growth rate was as high as 196.6%.
Let's take a look at the annual statistics.
BYD, SAIC-GM-Wuling, Tesla, the top three car companies are hard enough.
With the blockbuster model "Hongguang MINIEV", Wuling upgraded from a monthly sales of 30,000 vehicles to a continuous monthly sales of 40,000 units in the second half of the year. To say that the contribution of this people's scooter, in addition to reducing the distance between the people and happiness, the greater embodiment is to earn enough new energy points for the company and the parent company.
Among the 5 brands listed in the above figure, only BYD is not a pure new energy vehicle brand, and it has not pulled a single E-an like GAC Group. In fact, the average price of BYD's new energy models is much higher than 144,300 yuan.
In recent years, we have seen more and more bydding BYD's high-end models recognized by the market, and the voice of complaining about BYD's expensive has been relatively small. Although BYD's popularity in the field of intelligent and intelligent driver assistance systems is not as good as that of first-line new power brands, BYD still actively configures intelligent systems into more models, and re-promotes pure electric and DM hybrid models.
▲ Data source: BYD's official WeChat
Today's BYD is becoming more and more "green", and the sales volume of new energy passenger cars will account for 81.32% in 2021.
Behind BYD's high growth rate, DM-i hybrid models have made outstanding contributions, and DM-i will make greater contributions. At the same time, domestic car brands are also focusing on hybrid models, and 2022 is likely to be the year when various car companies will blow up hybrid models.
■ Pure electricity and hybrid, who is the real future?
In fact, the "death knell" of plug-in hybrid models has long sounded.
For example, Shanghai announced in early 2021: "From January 1, 2023, if individual users or unit users purchase plug-in hybrid (including range extender) vehicles, the city will no longer issue special license quotas." In Beijing, plug-in hybrid models have never had the "name" of new energy vehicles.
From January to December 2021, the penetration rate of new energy passenger vehicles increased to 14.8%, which is significantly higher than the penetration rate of 5.8% in 2020. And if the plug-in hybrid model is "abolished" in terms of policy, is this good-looking data going to be beaten back to its original shape?
In fact, the data itself is not important, people's needs are important.
▲ BYD DM-i hybrid technology structure
▲ EHS electromix system structure demonstration
With DM-i hybrid technology, BYD DM-i series models are "oily and electric", using tandem power (internal combustion engine to generate electricity) in urban areas, while in highways with inferior electric drives, internal combustion engine direct drive can be used.
Among the DM-i models, qin PLUS, Song PLUS, and Tang models probably have a "3/4/5" power loss fuel consumption performance. Taking Qin PLUS DM-i as an example, the comprehensive fuel consumption of this model can still be as low as 3-4L/100km.
In Beijing, DM-i models need to be purchased with the "blue card". In the other two limited cities, DM-i models can still be purchased with the "green card", and in key cities, this qualification may be gradually cut.
But does it matter?
In fact, the DM-i model itself is in the market of traditional fuel vehicles, and after the policy favorable factors have been gradually reduced, the advantages of this hybrid technology have long been used to complete the spread of product power. In the vast number of non-two limited cities, factors such as product strength, sales channels, marketing and promotion means, and user reputation will be more critical.
Although pure electric vehicles are more in line with China's energy development strategy, more able to meet the development needs of clean energy, and more helpful for the country to get rid of the status of a net oil importer, the development of pure electric vehicles cannot be achieved overnight.
"The internal combustion engine will eventually come to an end", which seems to be the consensus of global automakers. However, we are still far from this closing moment, and there will be countless answers for many car companies in the middle of this transition period, who will be born and who will die.
The electric drive system has excellent low torque and relatively weak high-speed conditions, while its low-speed economy is excellent, and its high-speed conditions have a surge in energy consumption. Pure electric vehicles are naturally the spirits of the city, and their advantages and disadvantages are highly consistent with the working conditions of the city. In the long-distance travel scenario, the scene is different.
At this stage, if you drive a pure electric car and experience a real long-distance trip, you will most likely encounter a situation where the charging pile is damaged and the charging plan is disrupted, and there is a small probability that the vehicle will lie down due to various conditions. Car owners who don't have household piles, queue up at public charging stations, or queue up to charge in high-speed service areas during big festivals, must want a fuel car in their hearts.
The eventual improvement of charging facilities can change these dilemmas, and this will take time. It is also because of this that the state will be inclined in terms of car purchase index policies, but it has not been too strong, and the points reward and punishment system is only for enterprises, and it is still necessary to maintain respect for the willingness of individuals to buy cars.
Maybe the hybrid car is a product of the "transition period", but it can obviously make the "transition period" greener. Let's temporarily assume that this "transition period" is 5-10 years, so is this a long period of time enough for a car company to occupy the upstream, or collapse? Therefore, there can be no only DM-i on the market, and more and more car companies have joined the camp of "new hybrid".
With its outstanding sales performance in the field of new energy vehicles, Great Wall Motor Group ranked 4th among the best-selling brands of new energy in the year.
In 2021, Great Wall Motor Group sold a total of 1280993 new vehicles, and the cumulative sales of new energy vehicles 136953 units, accounting for about 10.7% of total sales. In December, the monthly sales of Euler, a pure electric brand under the Great Wall, exceeded 20,000 vehicles for the first time.
Although heV and PHEV models equipped with the lemon DHT hybrid system have not helped the Great Wall to expand their territory for the time being, the future of lemon DHT is promising.
At present, for a large number of old drivers, HEV oil-electric hybrid model is undoubtedly the easiest to get started, driving this kind of car does not need to change the habits of the car, and the low fuel consumption of HEV models is liked by everyone.
Lemon DHT hybrid system has a series mode, parallel mode, pure electric mode, internal combustion engine direct drive mode and other working modes, the system can be intelligently switched to ensure that the internal combustion engine is in the best working state at all times.
Great Wall's Wei brand has a mocha DHT PHEV that can be green branded and has a pure electric endurance of more than 200km, and also has a hybrid oil-electric model with only a small battery of 1.7kWh but a high electric drive. It is believed that in the next stage, lemon DHT hybrid technology can help Weipai and great wall contribute more strength.
▲ Jili Hoshikoshi L Thor Hi · X Oil-Electric Hybrid Edition (Pre-sold)
At the end of last year, Hoshikoshi L Thor Hi · X oil-electric hybrid version of a tank of oil challenge 1300km endurance challenge activity officially concluded. The whole challenge activity was made public through live broadcast, which is also the first time that Raytheon Power Technology has made its debut to the outside world in the form of a measured experience.
In this test, the best performing Hoshikoshi L Thor Hi · X completed a tank of fuel driving 1426.1km, and the fuel consumption of this car was as low as 3.9L/100km. This achievement also refreshed the fuel consumption record of the domestic large five-seat hybrid SUV, fully demonstrating the powerful fuel-saving performance of the Thor power hybrid model.
Since 2005, Geely has been engaged in the research and development of hybrid technology. At present, about 12 models of Geely's multiple brands have launched plug-in hybrid versions. In the next stage, the hybrid model equipped with Raytheon power will become Geely's heavy weapon.
Although this car is not a "green car", if the PHEV is gradually "downgraded", how different will the HEV and PHEV be in terms of policy in the end?
▲ Chery Tiggo 8 PLUS Kunpeng e+
Tiggo 8 PLUS Kunpeng e+ is equipped with "Kunpeng DHT Technology", which can realize 9 working modes such as single/dual motor drive, extended range, parallel connection, engine direct drive, single/dual motor brake energy recovery, and driving/parking charging. Kunpeng DHT has 3 gears, with EV, HEV - Normal, HEV - SPORT three driving modes, while having a 100km pure electric endurance.
Tiggo 8 series models have accumulated a certain reputation in the domestic market, and the blessing of Kunpeng DHT believes that it can make it more powerful.
Whether it is DM-i, Lemon DHT, Thor Power or Kunpeng DHT, these technologies are promising in the future. With the blessing of these technologies, the corresponding HEV and PHEV models have strong product strength. And these models are fundamentally different from many "oil-to-electricity" parallel PHEVs in the early days of the market, and these new hybrid vehicles that are also fuel-efficient are not transitional products.
■ The situation of pure electricity is very good
Although we give high praise to PHEV and HEV, it is undeniable that if our charging environment is getting better and better, the experience of pure electric models will be better. Take maintenance, as long as it is a model with an internal combustion engine, it needs oil machine filtration maintenance, and pure electric models usually only need to replace the air conditioning filter element, tens of thousands of kilometers to replace the gear oil, really save money and worry.
If daily charging is not difficult, less long-distance self-driving or there is a fuel car to guarantee the bottom, the current pure electric vehicle can be said to be endlessly charming.
In 2021, the total sales of domestic passenger cars were 20.146 million units, of which the sales of new energy passenger cars reached a staggering 2.989 million units.
If there is anything more eye-catching than the annual sales of nearly 3 million new energy passenger cars, perhaps tesla Model Y achieved amazing sales of 40,500 units in the year-end war in December, and the Model 3 also achieved a staggering result of 30,102 units that month.
In the above two charts from the multiplication association, there are many frequent customers who are carefully analyzed in each of our sales analysis, so in this issue, we did not choose to interpret them repeatedly, but chose to sing a wave of opposites. However, this anti-tone is not sung to the end, after all, singing the anti-tone is not the purpose, it is done to better observe some things outside the charts.
■ A final greeting
It is expected that in the process of gradually alleviating the two major crises of the epidemic and lack of core, new energy vehicles will have better sales performance, and also look forward to new energy vehicles to bring greater changes to our lives, so that our travel is more and more green, and our lives are more and more happy.