In the first month of the beginning of 2022, due to the decline in subsidies and the traditional sales off-season factors, the market's sales forecast for new energy vehicles was generally negative, but after entering February, the report cards handed over by car companies one after another were somewhat unexpected.
Under the general trend of the development of new energy vehicles, both traditional car companies and new car-making forces are wrapped up in the forward. In fact, in addition to the impact of price increases brought about by subsidies, new energy vehicle insurance also has a new policy introduced in the same month, and under the new insurance policy, some models have even been exposed to an overnight price increase of 80%. Despite this, various unfavorable factors have not been able to stop the rise of new energy vehicles, and in terms of sales, new energy vehicle companies are secretly competing.
BYD led the way for traditional vehicle companies, with record sales
In the camp of traditional car companies, BYD was one of the first players to release sales results. According to official data, BYD's new energy models sold 92,926 units in January, up 367.6% year-on-year, of which DM models sold 46,540 units and EV models sold 46,380 units. In terms of segmentation, BYD Song and Qin two major car series performed well, sales in January have exceeded 20,000 vehicles, the latest launch of the marine series also has a good performance, the first model Dolphin january sales reached 10,602 units.
It is worth noting that after the implementation of the subsidy decline policy, BYD was one of the first car companies to announce price increases, and many of its models ushered in price increases. In this context, BYD said that adhering to the strategy of paralleling the two routes of DM hybrid and EV pure electricity is the main reason for the increase in sales.
GAC Group's new energy vehicle sales also rose. According to the data, in terms of new energy vehicles, GAC Group produced 17,294 units in January, an increase of 96.08% year-on-year, and sold 19,121 units in January, an increase of 115.21% year-on-year. Among them, the company's new energy vehicle brand GAC Aeon produced 14,601 units in January, an increase of 98.7% year-on-year, and sold 16,031 units in January, an increase of 117.9% year-on-year.
SAIC's new energy vehicle business also rose last month. Official data show that SAIC Passenger Vehicles sold 16,414 new energy models in January, an increase of 22.6% year-on-year; terminal sales of 14,400 units, up 79.2% year-on-year and 34.9% month-on-month. SAIC motor said that in the whole year of 2021, SAIC's global sales of new energy vehicles ranked seventh in the world and fourth in China.
In contrast, beiqi blue valley sales data is slightly different, but also achieved growth. According to the latest production and sales express report of Beiqi Blue Valley, in January 2022, its subsidiary Beijing New Energy Automobile Co., Ltd. achieved production of 1,031 units, an increase of 73.57% year-on-year; sales of 2122 units, an increase of 97.95% year-on-year.
The pattern of new forces in car-making is changeable, and the second echelon continues to exert efforts
In the past year, the competition between the new forces of car manufacturing has been particularly fierce, the sales list rankings have changed, and the new force group "Big Brother" Weilai Automobile has also experienced many times being surpassed, and in January, the sales pattern of the new forces brand has changed again.
Xiaopeng Automobile once again led the new force of car manufacturing. According to official data, Xiaopeng Automobile delivered 12,922 vehicles in January, an increase of 115% year-on-year, and the cumulative delivery volume exceeded 150,000 units. In terms of specific models, the Xiaopeng P7 delivered 6,707 units, the Xiaopeng P5 delivered 4,029 units, and the Xiaopeng G3 series delivered 2,186 units. It is reported that Xiaopeng Automobile has delivered more than 10,000 yuan for 5 consecutive months.
Officials said that based on the continuously rising orders in hand and the annual growth expectations, Xiaopeng Automobile carried out a technical transformation of the Xiaopeng Zhaoqing base during the Spring Festival shutdown from the end of January to the beginning of February 2022. Once the renovation is complete, a large number of on-hand orders brought into 2022 are expected to accelerate deliveries.
Ideal Cars ranked second in January sales by the new forces. In January 2022, Ideal Cars delivered 12,268 Ideal ONE units, an increase of 128.1% year-on-year, and delivered more than 10,000 units for three consecutive months. Nezha Automobile followed, also achieving deliveries of more than 10,000 units for three consecutive months, with deliveries of 11,009 units in January, an increase of 402% year-on-year. Big brother NIO was overtaken again in January, ranking fourth, with NIO delivering 9,652 new vehicles in January, up 33.6% year-on-year, and cumulative deliveries of 176,722 units as of the end of January 2022. In addition, 8,085 zero-run vehicles were delivered in January, up 434% year-on-year.
For the counter-trend "opening red" phenomenon of new energy vehicles in January, some experts analyzed to the media that there are two factors in the sales of head new energy vehicle companies: First, in the context of last year's lack of core, the backlog of orders was delivered in January this year; Second, the head effect appears, and consumers recognize the brand.
The upward trend of the new energy vehicle market in the traditional off-season also makes the industry believe that the current demand for new energy vehicles is getting stronger and stronger, and the impact of subsidy policies on the market is gradually fading. Wanlian Securities said that under the continuous improvement of the product strength of new energy vehicles and the rich superimposed industrial scale effect of high-quality model supply, it is expected that the new energy automobile industry will continue to develop well.