Looking back at the past 2021, although affected by the impact of the global chip supply shortage, riding on the new energy policy, the market performance of domestic car manufacturers has ushered in the most beautiful year. And The words of Li Bin, the founder of Weilai Automobile, "I simply don't understand at all, why do you still buy oil trucks now", which quickly caused a hot discussion on the Internet.
Objectively speaking, the reason why I said these words is more to win eyeballs to earn traffic, bragging, no big deal. First, look at the sales data of new energy vehicles in 2021, China's new energy vehicle sales in 2021 were 3.521 million units, an increase of 157.6% year-on-year, compared with 5.4% in 2020, the market penetration rate increased significantly to 13.4%. Looking at the best-selling car companies in the global new energy market, it is not Weilai, let alone Xiaopeng and Ideal, but Tesla and BYD.
Tesla's cumulative global sales in 2021 were 936,200 units, ranking first. The second place is BYD, with a cumulative sales volume of 593,700 vehicles in the whole year, ranking second.
Previously, Tesla released its full-year 2021 car production and delivery data. The data shows that Tesla's global sales in 2021 increased by about 87.4% year-on-year to 936,000 units. Meanwhile, in the fourth quarter, Tesla sold 308,000 units, once again setting a record for deliveries.
Specifically, the total sales of Tesla Model S and Model X accounted for only 3% of the total annual delivery, and the delivery of Model 3 and Model Y was 911208, which is also the main model of Tesla to achieve sales breakthroughs.
In 2021, BYD relies on leading technologies such as DM-i Super Hybrid, e-platform 3.0, and blade batteries to promote the BYD auto brand to advance by leaps and bounds. BYD's annual sales of new energy passenger cars 593745 units, an increase of 231.6% year-on-year, of which the cumulative sales of EV pure electric models and DM hybrid models reached 320,810 units and 272935 units, respectively, an increase of 144.9% and 467.6% year-on-year.
Tesla fell to third place Wuling Hongguang MINI ranked first
Let's take a closer look at the details of domestic new energy sales. In 2021, the full-year sales of Wuling Hongguang MINI rose to the top of the list, with annual sales of 395,000 units, an increase of 250.7% year-on-year. In second place is BYD Qin, ranking second with excellent cost-effective product strength, with annual sales of 187,000 units, an increase of 256.3% year-on-year. It is worth noting that Tesla Model 3, which was at the top of last year's list, fell to third place, with annual domestic sales of 151,000 vehicles, an increase of only 9.8% year-on-year.
Interestingly, nearly half of the top ten new energy car rankings above belong to mini cars. In addition to the first Wuling Hongguang MINI, there are chery eQ, Benben EV, Euler Black Cat, Euler Good Cat.
The reason is that the reason why micro new energy vehicles can be favored by the market, from the cost point of view, the cost reduction effect brought about by technology-driven and scale effects is obvious, and the power battery as the cost "big head" has declined rapidly in recent years, and A00-class models can basically achieve parity. Mainly due to the low pricing, more in line with the daily urban traffic needs, or very popular with users, which is why more and more car companies began to lay out mini cars.
In terms of SUV new energy models, Tesla Model Y, BYD Song, ideal ONE three models in December and the whole year are in a leading position, of which Model Y with December 40,500 units, January to December 169853 one horse, BYD Song, Ideal ONE ranked second and third.
New energy sales are still in a period of rapid growth In the future, there will be more bright spots in the market segment
Of course, the current sales of new energy vehicles are undoubtedly still in a period of rapid growth, but the growth rate will slow down. At present, the bottleneck restricting the growth of new energy model sales is mainly the problem of production capacity, and the future highlights of products will appear in more market segments.
Like the A00-level blue ocean led by Wuling Hongguang MINI, many car companies have entered the game, but in fact, this market is slowly entering a saturated state, and it may face a growth bottleneck next, and it is not so easy to achieve sales scale and profitability in this segment.
In addition to the A00-class models on the sales list, the new energy replacement market for A-class models is still huge. The plug-in is a major way to solve the competition with oil trucks and their own cost performance. The rapid growth of BYD Qin PLUS DM-i series has verified the demand of the phased market, and more independent brands are planning to launch plug-in and hybrid models, which will also drive the continued expansion of the market for models at this level.
Therefore, the replacement of A-class in new energy vehicles is still in the early stages, and there is still a lot of room for growth. However, the competition and profit problems between A-class new energy models and traditional fuel vehicles in terms of cost performance are still worthy of in-depth study by manufacturers, after all, only if they can effectively control costs and obtain greater profit margins can they win.
In terms of brand share, independent brands and new forces occupy the vast majority of the share in the Chinese market, of which the layout of the electric vehicle process of independent brands is obviously faster than the pace of joint venture brands. With the launch of luxury brands such as BBA, as well as joint venture brand transformation plans such as Japan, it will also have an impact on the market pattern of fierce competition.
Can high-end new energy electric vehicles be sustainable? Now, in the face of many market uncertainties, the pressure will become increasingly large, the consumption capacity of the terminal consumer population will decline, and whether high-end cars can maintain stable growth is a problem worthy of consideration and attention of car companies. Looking at the current pattern of China's new energy market, in addition to Tesla, more discourse rights are controlled by independent brands and new forces.
From the product point of view, the future new energy market, especially the medium and entry-level models, still has a lot of room for development, and the high-end Tesla will also perform strongly. In addition, this year will also be the last year of subsidies, and the scale is not capped, and the sales of new energy vehicles this year are likely to usher in a new high.
Public opinion: There are still many uncertainties in the development of the new energy market
The Association expects that in 2022, the sales volume of new energy vehicles will be 6 million units, with a penetration rate of 22%, and the sales of new energy passenger cars will be 5.5 million units, with a penetration rate of 25%. The growth rate of new energy vehicle sales is certain, and more sales highlights will appear in more market segments in the future. On the other hand, entering 2022, the subsidy for new energy vehicles will decline by 30%, how the automobile market will perform in the next year, and what new changes and challenges will be ushered in in 2022, we wait and see.