If you only look at the data, this year's new energy vehicle market seems to have a good momentum of development, but clear-eyed people know that this is just a false prosperity.
On the one hand, there are gratifying data, based on the data of new car traffic insurance: the sales of new energy passenger cars in 2021 were 2.917 million units, an increase of 155.4% over last year. This data seems to tell us that more and more people have begun to accept and buy new energy vehicles, and the strategy of overtaking in curves seems to have been effective.
Shared car cemetery
On the other hand, there are more and more shared car "graveyards", such as in wanmin village, Xiuzhou District, Jiaxing City, Zhejiang Province, hundreds of shared cars are neatly arranged in the parking lot, all of which are electric vehicles, covering Chery, Roewe and other brands. Once glamorous, they are now scarred and rusty.
If you only look at the sales data, experts and scholars will only praise the rapid development of electric vehicles in China, but they ignore the fact that how many electric vehicles are really delivered to individual car owners? Wang Yongqing, general manager of SAIC-GM, said that from January to September 2019, only more than 100,000 electric vehicles were sold to individual users nationwide, and the rest were all put into the market of shared cars, and with the successive closure of shared car companies, hundreds of thousands of electric vehicles are lying quietly in the "graveyard", waiting for the erosion of the years.
Car sharing
It seems that the numbers will also deceive people, because the seemingly prosperous new energy vehicle market does not reflect real consumer demand.
For new energy vehicle companies, at least half of the new energy products are sold to the B-end travel market, of which Changan Automobile is the highest, reaching 62.18%, that is to say, for every 10 electric vehicles sold by Changan, at least 6 have become shared cars and invested in its shared travel enterprises. Changan Automobile completed the sales growth by taking the money from the left pocket to the right pocket. The sales data of electric vehicles has become the emperor's new clothes, and experts only look at the total, a piece of applause, but do not know that the personal consumer market is in mourning.
More terrible than these, EZZY fell, Tuge thundered, Car2go left, the shared car market ushered in a wave of closures, how much capital will enter the market in the future is not known, but it is foreseeable that the cars in the shared travel market will one day be saturated, and at that time, who can electric vehicles sell to?
Today's electric vehicle market is like a bubble, a touch is about to burst, with the decline of subsidies, will the sales of electric vehicles be affected?