Author | Jia Weizhong
Source | Car selection network
The good news during this year's Spring Festival continues, and an important news is that the sales of new energy vehicles have ushered in a good start. According to the data of the Association of Passenger Vehicles, the wholesale sales of new energy passenger vehicles reached 412,000 units in January, an increase of 141.4% year-on-year and -18.5% month-on-month, and some investment institutions expect that the annual sales volume is expected to exceed 6 million units.
On the first day of the first lunar month on February 1, Weilai, Xiaopeng, Ideal, Nezha, Zero Run and other car-making "new forces" preemptively announced the sales data for January 2022, with a year-on-year increase of at least double digits.
Among them, Xiaopeng Automobile delivered a total of 12,900 new vehicles in January, an increase of 115% year-on-year, delivering more than 10,000 vehicles for five consecutive months; while the ideal sales volume was 12,300 units, an increase of 128.1% year-on-year; Nezha Automobile delivered 11,000 vehicles, an increase of 402% year-on-year, and delivered more than 10,000 vehicles for three consecutive months; Weilai delivered a total of 0.97 million vehicles, an increase of 33.6%; and the delivery volume of zero-running cars reached 0.81 million units in January, an increase of 434% year-on-year.
Although the head of the "new force" car manufacturers achieved a good start in sales, compared with December 2021, the sales volume of some companies showed a large-scale decline from the previous month. The data shows that in January, Xiaopeng Automobile increased by -19.2% month-on-month, which was the enterprise with the largest month-on-month decline in the head of the "new forces", with an increase of -12.9% month-on-month for ideal cars and -7.9% for Weilai Automobile.
In contrast to the decline in january sales of the above three companies, BYD's january sales rose year-on-year and month-on-month. ACCORDING TOD's announcement, the sales of new energy vehicles in January were 93,200 units, an increase of 361.73% year-on-year, a slight increase compared with 92,800 units in December last year, and BYD was better than the industry average year-on-year and month-on-month.
Overall, the demand for new energy vehicles in January was strong, and Soochow Securities Research Institute believes that "the sales of new energy vehicles in 2022 are expected to exceed 6 million units, an increase of 70% + year-on-year." ”
For the decline in sales of new energy vehicles month-on-month, some media analysis believes that "there are several factors in January sales fluctuations: first, the subsidies for new energy vehicles have regressed again, and many consumers have made sprint consumption in the last two months of last year, which has caused some demand in 2022 to be released in advance; secondly, in order to achieve sales 'Grand Slam' in 2021, many companies have concentrated on volume production and used all the limited chips in their hands; third, some electric vehicles have increased prices after the subsidy has declined. This affects consumer purchases; fourth, battery prices have risen, and battery supplies are insufficient. ”
If you put aside the chip shortage, subsidy decline, battery price increases, car prices, premium increases, etc. may affect the complex factors of this year's market, only from 2019-2021, and January this year's new energy vehicle manufacturing enterprises sales growth year-on-year data, the momentum of rapid growth of new energy vehicles has been formed. For example, last January,000 "new forces" car companies were able to sell 5,000 vehicles, and the "threshold" for good results in January this year has been raised to 10,000 vehicles.
However, in the case of the overall increase in sales of new energy vehicles, the pattern of "new forces" in car manufacturing is quietly changing. Weilai Automobile, which has been leading the "new force" in 2019 and 2020, slipped to second place in 2021 by Xiaopeng and fell to fourth in January this year.
In recent years, the reason why WEILAI is regarded as the representative of China's "new forces" of car manufacturing is that on the one hand, this company is the earliest delivery among new car manufacturers, delivering more than 20,000 vehicles in 2019 and more than 40,000 vehicles in 2020. At the same time, it is also the highest price of new car manufacturers in China, and the average market sales price of Weilai products is estimated to be about 478,000 yuan.
As mentioned above, under the general trend of the rapid development of new energy vehicles, Weilai has ranked first in the annual sales volume of "new forces" car companies for two consecutive years, and has slipped to the second and fourth places in succession, indicating a problem: in the process of the popularization of new energy vehicles, the momentum of medium and low-end consumption has increased. Its significant performance is that the average sales price of new energy vehicles in the market has shown a downward momentum. In January this year, the average market sales price of the "new forces" car manufacturers with monthly sales of more than 10,000 yuan was 328,000 yuan, Xiaopeng 214,000 yuan, and Nezha 100,000 yuan, all lower than Weilai's 478,000 yuan. This means that under the general trend of rapid growth, new energy vehicles are rapidly moving towards popularization.
Overall, this year's Spring Festival "new forces" car-making enterprises seized the opportunity to announce the opening news, behind which there are two major trends: first, the sales of new energy vehicles in 2022 are expected to reach a new level, and the year-on-year growth rate is likely to be higher than the industry expectations of 48%; second, the pattern of "new forces" car-making enterprises is changing, that is, the strength between members is changing, indicating that the consumption trend of new energy vehicles is changing: from successful people to experience high-tech toys, accelerate into the homes of ordinary people... So the "new forces" car manufacturers that were once in the leading position and are now being surpassed are "overwhelmed" by the new trend, or will they actively speed up and surpass? We will continue to pay attention.
(Image source: Internet)