Looking back at the new energy vehicle market in 2021, according to the data, the sales of new energy vehicles last year have reached 3.52 million. At the same time, all parties also predict that it will reach 5 million vehicles this year. It can be seen that in 2022, new energy vehicles will only become more popular. And the announcement of the new energy sales list in the first month of the new year, what kind of performance will be there, let's see.
According to the latest retail data released by the Association of Passenger Vehicles, the cumulative retail sales of new energy passenger vehicles in January 2022 totaled 343,000 units, an increase of 129.2% year-on-year and a decrease of 27.9% month-on-month. Among them, the retail sales of pure electric models were 269,000 units, an increase of 116.7% year-on-year, down 31.4% month-on-month, and the retail sales of plug-in hybrid models were 77,000 units, an increase of 207.5% year-on-year and 6.2% month-on-month.
It can be seen that although new energy sales have declined month-on-month, compared with the 25% decline in the same period last year, it is actually close. That said, the 27% decline in January is of little significance in the long run. And every year "New Year's Month", because it can not be regarded as a complete sales month, even if it is declining, it is normal.
Specifically from the list, the top three car companies are BYD Automobile, SAIC-GM-Wuling and Chery Automobile, with sales of 92,788 units, 29,723 vehicles and 19,451 vehicles respectively, and the three car companies together account for 41% of the new energy vehicle market. Among them, there is no doubt that Wuling Hongguang MINIEV is still the top seller, leading a number of car companies with a performance of 26,682 units.
Similarly, the continued popularity of the BYD Qin family and the Song family market has also made it occupy the second and third places in the list. In addition, BYD Han (including DM/EV), Dolphin and other models have also entered the top 10 of the list. In addition, in the list, we can also see that many mini cars like Hongguang MINIEV have achieved more than 9,000 results. Among them, chery small ants, Changan Ben E-Star and so on. The new Chery QQ ice cream is called the biggest "dark horse" among them. Judging from its positioning, it is obvious that it is aimed at Hongguang MINIEV, and it is very likely to become a strong opponent of Wuling in the future.
In terms of new car-making forces, Many car companies such as Xiaopeng, Ideal, and Nezha have also squeezed into the list, and their performance is also relatively excellent, with more than 10,000 vehicles. Of course, Tesla is still "top stream". However, judging from the performance of the month, it is average. Tesla's sales in China in January were 59,845 units, of which 19,346 were sold domestically and 40,499 were exported, the data showed.
It can be seen that the current Tesla Shanghai Gigafactory has taken on the heavy responsibility of Tesla's export, because of the lower production costs, Tesla produced by Tesla Shanghai Factory has a more price advantage than the United States. At the same time, such production capacity did not meet the needs of domestic consumers in the first place. According to its official website, at present, whether it is ordering Model 3 or Model Y, it is necessary to wait for 3-4 months, which is why domestic sales account for less.
In terms of joint venture brands, only Volkswagen appears on the list. According to statistics, the wholesale volume of new energy in the north and south of Volkswagen was 13,661 units. Although compared with a number of independent brands, Volkswagen is still at a disadvantage. However, it is worth noting that the wholesale volume of new energy in January accounted for 59% of the mainstream joint venture brands, which is actually due to the performance of the Volkswagen ID family in the market.
Written in the end: Looking at the overall situation of the new energy market in January, it can be seen that the performance of independent brands in it is relatively excellent, and they have also mastered the main discourse power. At the same time, the rapid growth of the new energy vehicle market also shows to a certain extent that new energy vehicles have moved from policy orientation to marketization. This year, new energy will also be the pillar of most car companies. Exactly what kind of breakthrough the new energy market will achieve in 2022, we all look forward to it.