Author 丨 Yang Jing
Responsible editor 丨 Luo Chao
Edit 丨 Chic
Market overview: In 2022, the new energy subsidy policy will come as scheduled, and the subsidy standard for new energy vehicles will decline by 30% on the basis of 2021. Under such a big premise, the performance of the new energy vehicle sector in December was beyond imagination, with nearly 300 models with statistics, more than 30 models with a single-month growth rate of more than 100%, and even some models with a single-month growth rate of more than 1000%. It is not difficult to understand that when subsidies decline, car companies must distribute the models in the library.
This has also led to more intense competition in the sales ranking due to the large number of models. Among them, there are 12 models with monthly sales of more than 10,000, 90 models with more than 1,000 sales, more than 60 models with monthly sales of three digits, and more than 70 models with monthly sales of double digits and below. MiniEV exceeded the 50,000-unit mark for the first time, with monthly sales reaching an all-time high. It was followed by tesla's two models, followed by BYD. It can be seen that from the perspective of sales quality, Tesla is undoubtedly the biggest winner.
However, BYD's performance in a single month and this year is also obvious to all, and the current by-one product layout of BYD is amazing, no matter which market segment, you can find a BYD model. The key is that BYD is a car and an SUV at the same time, DM-i and pure electricity develop in tandem, laying a good foundation for the popularization of electrification in China. Therefore, in 2022, many independent brands, including Geely, Great Wall, Changan and Chery, will begin to launch plug-in and hybrid models, which will open a new pattern of electrification of independent brands.
This mission must be completed by independent brands. In addition to BYD and GAC Aeon in the mid-market, next year will be pinned on the high-end electric brands of traditional car companies. In December, only Extreme Krypton and Lantu announced sales, but the sales data is not bright, so what kind of changes will there be next year?