In a certain hu was asked a question: Why can't BYD's pure electric models sell Tesla in the domestic market?
Some time ago, when analyzing mobile phone sales in 2021, it was found that in the Navy Navy black powder melee, there is an interesting thing, the world's first selling mobile phone brand is Samsung, Huawei and Xiaomi have been the second in stages, after the iPhone13 came out, Apple was the second, and then a bunch of Chinese brands spelled bayonets.
What if it is ranked by country?
Chinese brands are the first to be the foremost.
The electric vehicle market is also similar, although Tesla is bullish, but the Chinese electric vehicle brands add up, tesla is also crushing level (in fact, BYD counts the hybrid only than domestic sales, but also surpasses Tesla).
According to the data of the Federation of Passenger Vehicles, from January to December 2021, the total wholesale volume of new energy passenger vehicles reached 3.312 million units, an increase of 181.0% year-on-year; the retail sales volume reached 2.989 million units, an increase of 169.1% year-on-year. Among them, the wholesale monthly sales of new energy passenger vehicles in December reached 505,000 units, an increase of 138.9% year-on-year and 17.8% month-on-month; retail sales reached 475,000 units, up 128.8% year-on-year and 25.4% month-on-month.
In December, the penetration rate of new energy vehicles in a single month was 21.34%, +1.39pct month-on-month; the penetration rate of new energy vehicles in the whole year was 15.7%, +9.7pct year-on-year.
The replacement of traditional fuel vehicles by new energy vehicles is unstoppable.
Among the more than 3 million new energy vehicles, the vast majority are domestic brands.
This is interesting, why do Chinese brands do so much? Most of the brands are selling well?
The reason is simple, China's huge consumer market is enough to support the development of diversified and healthy competition of Chinese brands.
However, when consumers choose a big import brand, only Tesla can choose, which also leads to tesla's brand effect, as the only choice for imported brands, getting bigger and bigger.
This has been fundamentally different from the oil truck era. When consumers want to choose an imported big brand oil truck, almost every price point has many choices.
In the tram era, only Tesla was available.
Mercedes-Benz's EQ series and BMW's I series are completely unattractive and almost negligible in the market.
This shows that the overall market of Chinese trams is actively growing, in this case, BYD's current opponent is not Tesla, but a new domestic force and a traditional car company that is desperately transforming.
Overall, there is a competitive relationship between Chinese tram brands. While we compete with each other, we also need to work together, relying on the huge demand of the world's largest automobile market, to do a good job in products, to make the market active, to make the market bigger, to block the vast majority of foreign brands outside the country, and even to sell and occupy the world.
According to the data released by the Ministry of Industry and Information Technology, the export of new energy vehicles in 2021 will be 310,000 units, an increase of more than 3 times year-on-year, exceeding the total historical cumulative exports.
About half of them come from Tesla, and the other half are brands such as Weilai, Xiaopeng and SAIC.
The determination of some European countries to transform new energy vehicles is very large, and the penetration rate of electric vehicles in Norway has reached 90%, which can be said to be a new car is an electric vehicle.
Several new car-making forces have sold their cars to Norway.
Another interesting thing is that the most popular family electric car in Belgium is a car from SAIC MG. Although rare in China, the car won the Belgian Automobile Association's Award for Best Residential Electric Vehicle of the Year.
On the surface, it is a new energy vehicle brand that rushes ahead, but behind these production capacities is a huge industrial chain.
The good news is that unlike the traditional fuel vehicle era, China has the most complete new energy vehicle industry chain in the world.
Many people are worried that the introduction of Tesla is the same as the introduction of joint venture brand cars decades ago, the market has changed technology, only lost the market, but did not get the technology.
But the era of new energy vehicles has undergone fundamental changes, on the one hand, Tesla promised 100% localization, and indeed put in place, at the end of 2021, Tesla's localization rate has reached about 90%; on the other hand, BYD and new car-making forces have mastered the core technology.
China's entire new energy vehicle industry, from batteries to motors and even to design, has firmly mastered the core technology in its own hands.
In fact, in addition to the intelligent part of the Internet of Vehicles, in a sense, the technical content of electric vehicles is lower than that of traditional fuel vehicles. However, the technical route is determined by the market, and the new energy vehicle market dominated by China, the United States and Europe is completely changing the automobile industry.
In this process of change, the chinese enterprises that have benefited the most have been Chinese enterprises.
In particular, the leading enterprises in the new energy industry chain led by companies such as Ningde Times are not only in the Chinese market, but also in the world new energy market, which is a relatively important role, which has never been seen in the era of traditional fuel vehicles.
Among German car companies, 90% of the power batteries come from China.
This is the advantage of changing lanes and overtaking: everyone is on the same starting line.
Even due to the huge market space in China, the start is faster.