With the arrival of the Spring Festival, the new year in the orthodox sense of the mainland has also officially begun. For the domestic automotive industry, although 2021 is not much miserable, under the influence of the general lack of chips, the production and marketing rhythm of the entire industry has been affected a lot.
At present, the three major domestic private enterprises Geely, Great Wall, and BYD have handed over the answer sheet for the whole year of 2021, although the overall performance of the three car companies is still quite good, but the focus is still different.
In addition, just as the so-called thinking of danger in times of peace can be prepared, and some of the plans of the three major car companies for 2022 have also been announced, we may wish to see what are specific, and whether there is a response to your expectations?
Geely: Increase the size of new energy
Geely Automobile's total sales in 2021 were 1.328 million units, an increase of 1% year-on-year, and production and sales exceeded one million units for five consecutive years, completing 86.8% of the annual target of 1.53 million units in 2021.
Although Geely Automobile has not completed its sales target for 2021, for 2022, Geely has set a sales target of 1.65 million vehicles, an increase of about 24% over 2021 sales, which shows that Geely will do a big job in 2022.
At present, Geely Automobile's development momentum in new energy is slightly weaker, but with the delivery of Krypton and the launch of more than one new energy vehicle in the new year, Geely may usher in substantial growth in energy.
According to the plan, in 2022, the Geely brand will launch an A-class SUV with the same size as boyue based on the CMA platform in terms of fuel vehicles, and the new car can be regarded as a new generation of Boyue, which is expected to be upgraded in terms of appearance and power.
In terms of new energy vehicles, in 2022, Geely will launch a modified geometry A, a modified geometry C, a new hybrid vehicle and a small electric vehicle with a guidance price of less than 100,000 yuan, of which the proportion of models equipped with Raytheon hybrid will increase to 30%-50% in 2022.
Geely plans to launch more than 25 electric vehicles (including pure electric, plug-in hybrid, oil-electric hybrid, etc.) within 5 years, of which more than 10 geely brands and more than 5 lynx brands of Lynk & Co, Geometry and new power exchange travel brands.
The Great Wall: Full-dimensional development
Great Wall Motor's annual sales in 2021 exceeded 1.28 million units, an increase of 15.2% year-on-year, exceeding one million sales for six consecutive years and creating a record high. Among them, the cumulative sales of new energy vehicles were 137,000 units, accounting for 10.7% of sales, and overseas sales were 143,000 units, an increase of 103.7% year-on-year, and sales accounted for 11.1%.
Specific to each brand, haval brand annual sales of 770,000 vehicles; Euler brand sales of 135,000 vehicles in 2021, an increase of 140% year-on-year; Wei brand annual cumulative sales of 58,000 vehicles; tank brand annual delivery of 85,000 vehicles, accounting for more than 50% of the hardcore off-road vehicle market share; Great Wall pickup sales of 233,000 units, global cumulative sales exceeded 2 million units, for 24 consecutive years to maintain the first domestic and export sales.
In the past year, Great Wall brands have launched more than 30 new cars, and the listing of a large number of new cars is one of the key factors for Great Wall Motors to maintain rapid growth.
In 2022, Great Wall Motors will continue to maintain high-frequency product releases, the fuel vehicle market, Haval Kugou will soon be listed, and the 3.0T+9AT/9HAT super powertrain will be further landed on models such as the Tank 500.
In the new energy market, new products such as Euler Ballet Cat, EulerPunk Cat and Euler Lightning Cat will be launched one after another, Weipai will also be fully new energy, and the first car of the high-end new energy brand salon will also be launched.
At the level of globalization, in 2022, Weipai and Tank brands will bring WEY Coffee 01 and Tank series models to be listed and delivered overseas; Haval brand, Euler brand, and Great Wall pickup truck will also promote more models overseas.
Previously, Great Wall Motor had released the 2025 strategy, in which the sales target for 2022 was set at no less than 1.9 million vehicles, an increase of about 48.32% over the sales performance in 2021, the pressure is still very large, and whether it can be successfully achieved needs further observation.
BYD: High-end brands are coming soon
BYD's cumulative sales of 740,000 new vehicles in 2021, an increase of 73.34% year-on-year, of which the sales of new energy vehicles were 604,000 units, a year-on-year surge of 218.30%, which exceeded the annual sales target of 400,000 new energy vehicles transmitted online in early 2021 by 50%.
In 2021, BYD's annual sales of pure electric passenger cars were 320,000 units, an increase of 144.95% over the same period last year, in addition to Han EV, Dolphin is becoming a new growth point for BYD with the gradual climbing of production capacity, and in December last year, BYD Dolphin's sales exceeded 10,000 units, an increase of 13.7% month-on-month.
In addition to pure electric models, BYD's performance in the plug-in hybrid market in 2021 is also eye-catching, affected by the hot sales of DM-i, BYD PHEV achieved annual sales of 273,000 units, an increase of 467.62% year-on-year.
By 2022, BYD aims to sell 1.2 million units, including 600,000 pure electric models and 500,000-600,000 plug-in hybrid models.
In 2022, BYD will launch 10 new models, including 7 Ocean series and 3 Dynasty series, but in comparison, it is more worth paying attention to the launch of high-end brands.
According to the plan, BYD's high-end brand is expected to be priced between 500,000 and 1 million yuan, and the first model is a hardcore off-road vehicle, which will be released in the first half of this year.
BYD's idea of developing high-end cars, in fact, has been prepared for a long time, as early as last February, BYD's organizational structure has been adjusted, the former general manager of the sales company Zhao Changjiang turned to be responsible for the preparation of high-end brands, and in the recent Zhao Changjiang social platform we can see that in addition to hardcore off-road vehicles, BYD high-end brands also planned a large seven-seat new energy MPV model, providing pure electricity and DM-i versions.
epilogue:
Through the above inventory summary, it can be seen that Geely, Great Wall, ANDD three major private enterprises are very aggressive from the sales target of 2022, and new energy vehicles are also the focus of the new year.
It is worth mentioning that the salon brand of the Great Wall and the high-end brand of BYD will also enter the high-end market in 2022.
In the face of the current turmoil in the luxury market by the new forces of car manufacturing, it is still worth looking forward to whether the high-end brands created by independent brands can get another share in the traditional luxury market.