In 2021, the wholesale sales volume of 734876 units, an increase of 74.8% year-on-year, and the market share was 3.5%;
Retail sales in 2021 723697 units, an increase of 73.5% year-on-year, with a market share of 3.6%;
Top 15 sales list, finally appeared BYD.
In terms of sales scale, Geely, Great Wall, Changan, Wuling, and even Chery and SAIC are in the front in 2021, but the heat of these car companies in the past year may not be as good as BYD.
The reason, of course, is new energy. Based on the amount of insurance closest to the market, BYD will have 720,000 vehicles in 2021, of which 526,000 are sold in PHEV plug-in hybrid and BEV pure electricity, accounting for 73%, while in 2020, this proportion is 40%. That is to say, BYD, the leader of new energy, will come to 2021, and the sales of new energy vehicles will truly exceed that of fuel vehicles.
However, if you want to predict BYD's sales structure in 2022, the 73% proportion of new energy is unreliable, because in the past half a year, the growth of BYD's new energy vehicle sales has been accelerating, and in December last year, 95,000 of BYD's 107,000 units sold were new energy vehicles, accounting for 88.6%.
That is to say, from this year, BYD's fuel vehicle sales may not exceed 1.
The biggest growth force is of course the new generation of PHEV hybrid models represented by DM-i, of which Qin PLUS DM-i and Song PLUS DM-i were the main forces of last year's increase, with the annual insurance volume reaching 135,000 and 64,000 vehicles respectively, plus Tang DM-i's 46,000 vehicles, adding up to a total of about 250,000 vehicles.
Compared with 2020, BYD's sales increased by 360,000 vehicles last year, and the remaining increase of more than 110,000 units was mainly contributed by the Han series. The mid-to-high-end sedan, which went on sale in July 2020, sold a total of 109,000 units last year and has become one of the best-selling new energy models of more than 200,000 yuan.
After the launch in April last year, all models of the BYD DM-i series were in short supply, and then with the continuous improvement of production capacity, the sales of various models also increased, and by December, the sales of Qin New Energy had approached 28,000 vehicles, song PLUS DM-i reached 16,500 vehicles, and Tang, who had been tepid before, also exceeded 8,000 vehicles in December after the DM-i version was added.
Analyzing the impact of DM-i on BYD, Tang is a model worth referencing, it was replaced from June 2018, and in the following 2019 and 2020, the average monthly sales of the fuel version, DM hybrid version and EV pure electric version were less than 3,000, and with the release of DM-i production capacity, this car has even revealed a trend of breaking 10,000.
Just last month, BYD's Song Pro also added a DM-i version, the price range is lower than the Song PLUS DM-i, and it is expected to become a new blockbuster this year. At the same time, Han DM-i and Song MAX DM-i have also been officially released, and another key series of BYD this year, DM-p, will also be gradually equipped to various models.
As of now, the most direct competitors of the BYD DM-i series should be the Wei brand Macchiato DHT/DHT-PHEV and latte PHEV under the Great Wall, technically speaking, they can reach a similar fuel consumption and power level as DM-i, but these cars have performed mediocrely after listing, the Macchiato DHT listed in September last year, only 501 units were sold in December, and the new PHEV version added in November was only 709 units sold in December.
In the long run, brands such as Great Wall, Geely, and even Chery have no generation difference in the technical reserves and BYD in the field of DHT hybrid, and the fuel consumption and power performance are similar, and more is the difference in internal structure. However, it is currently doubtful whether the future hybrid models of Great Wall, Geely, Chery and other brands can control the cost and price to reach a level similar to THATD, which will also become a key factor in determining the future hybrid market pattern.
For BYD, with the expansion of DM-i series products and the improvement of production capacity, there will inevitably be a wave of large sales growth this year, at least within a year, it is difficult for the hybrid market to appear opponents that can challenge it. However, the hybrid market itself also has a very large potential and capacity, if other car companies can enter the game in time, it is not difficult to eat a wave of dividends during the wind outlet period.
Of course, BYD's growth point this year, not only hybrid, its products based on pure electric e platform 3.0, has been gradually listed, the first model Dolphin in August last year, sales climbed month by month, in December the amount of insurance reached 8340, has grown into a pure electric car in the small explosion.
It is worth mentioning that the price-performance ratio on the surface of the dolphin is not prominent, its positioning is an A0-class car, the main sales version is more than 100,000 yuan, compared with the similar positioning of The Euler Good Cat and AION Y, the comprehensive size, endurance and configuration are compared, and it is not as high as the latter two cars, even if it is BYD's fan group, it is generally believed that the pricing is high after the Dolphin is listed.
However, after several months of market testing, Dolphin's customer base is getting wider and wider, including many female car owners who are not BYD's traditional fan groups, from this point of view, BYD's pure electric models have achieved breakthroughs in both price and brand levels, which also brings more confidence to BYD when positioning future models.
At present, the second model of e platform 3.0 - yuan PLUS has opened pre-sale, the price range of 13.28-15.28 million, compared with the price of yuan Pro 7.98-13.14 million, the threshold has been raised by a large margin, but the overall design, space layout and electronic control system of the yuan PLUS have been reborn, if the final monthly sales after the listing can break through 10,000, I will not be surprised.
Dolphin and yuan PLUS are ordinary family car positioning, this year BYD's highlight in the field of pure electricity, as well as the seals that will be officially unveiled in March, it is reported that competitors lock tesla Model 3, power parameters will also reach the level of performance cars. What kind of potential this car will have, or wait until the release of the actual car can not be decided.
brief summary:
When I took stock of BYD's sales figures over the past five years, I saw a particularly unexpected model, the F3, a veteran model that was listed in 2005 and has not been replaced or overhauled since then, and sold 111,000 units in 2017, accounting for one-third of BYD's annual sales that year. Even last year, the F3 sold nearly 40,000 units.
▲ The interior of the 2020 BYD F3 makes people dream back to ten years ago
The emergence of this situation actually reflects BYD's dilemma in the past many years, it has gradually fallen behind in the field of fuel vehicles, the new energy market has not ushered in an outbreak, and finally needs an old car listed more than a decade ago to maintain sales. The longevity of F3 is a special phenomenon of specific car companies in a specific period and a specific period, and with the full rise of BYD's new energy models, F3, which has been in service for a long time, is expected to truly withdraw from the stage this year.
A new era has begun.
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