Car stuff (public number: chedongxi)
The author | Wooden rice
Edit the | Juice
The report card of the opening of the electric vehicle market in 2022 is coming!
A few days ago, the Association officially released the sales data of new energy vehicles in January 2022. Overall, the electric vehicle market is still lively, and under the weakness of the overall passenger car market decline, the electric vehicle market has maintained a strong growth trend since 2021, handing over a weighty report card.
According to the Association of Automobile Manufacturers, in January this year, domestic electric vehicle production reached 428,000 units, retail sales of 347,000 units, wholesale 412,000 units, and all three figures more than doubled year-on-year. However, on a month-on-month basis, January's performance was not as good as last December's, but the decline was not large.
▲The overall market performance of electric vehicles in January 2022 (data from the Association)
According to the list of the top fifteen electric vehicle sales released by the Association of Automobile Manufacturers, at the beginning of this year, many car companies have maintained a relatively rapid growth, and there are many bright spots - the electric vehicle leader Tesla fell out of the top three positions of the list, but it still grew steadily year-on-year; while traditional car companies such as BYD, Chery, Geely, etc. began to sprint in stride.
In the new car camp, Xiaopeng Automobile's performance is more outstanding, and its sales volume ranks first among the newly built cars; as for the joint venture car companies, only the figure of the north and south Volkswagen is left in the list of the top fifteen, and the current performance is still far from the previous players...
According to the data of the Association, Chedongxi summarized the market share changes of electric vehicles of Tesla, Wei Xiaoli, BYD, SAIC-GM-Wuling, Nanbei Volkswagen and other car companies, and carefully produced 5 charts to help you understand the five truths of the beginning of the electric vehicle market in the Year of the Tiger.
First, BYD leads the list The north and south volkswagens are temporarily at the bottom
1. BYD's car sea tactics occupy the list
According to the January electric vehicle sales list released by the Association, BYD left other car companies far behind with 92,788 units, an increase of 358.4% year-on-year.
But BYD's achievements in such a brilliant way are actually the credit of its "car-sea tactics". Previously, Che dongxi had counted the electric vehicle insurance results of major car companies in December of the past year, and BYD ranked behind Tesla with more than 50,000 units of insurance.
But unlike Tesla, BYD does not have a very good best-selling model, bydir Han EV is also very good, but the number of insurance in a single month is only 9936 units, has not yet passed the 10,000 mark. Moreover, BYD has 19 cars with insurance data, that is to say, BYD's total insurance volume of 50,500 vehicles in December last year is the final result of 19 cars.
▲Ranking of electric vehicle sales manufacturers in January 2022
2, the traditional car companies are growing significantly
Looking at the entire form, the presence of traditional car companies is significantly enhanced. Among the top three, BYD, SAIC-GM-Wuling and Chery are all traditional car companies, and the rise of BYD and Chery is very obvious, with year-on-year growth more than doubling.
Geely, Great Wall, GAC Eian and other companies are not to be outdone, and the sales of electric vehicles in January exceeded 10,000, and the year-on-year increase is also very large.
3. Changes in the pattern of new car manufacturing
In the new car, in addition to Wei Xiaoli, the performance of Nezha Automobile and zero-run cars can also be remarkable, of which Nezha Automobile's sales in January also surpassed Weilai, becoming one of the three new cars with sales of more than 10,000.
Weilai's growth was slightly slower, with sales of just over 9,000 units in January and falling out of the top ten.
4. Crane tail of joint venture car enterprise
In addition, in the list in January, only SAIC Volkswagen and FAW-Volkswagen were left with joint venture brands, and both crane tails were sold in January. At present, the main electric vehicle of The North and South Volkswagen is the ID. series model, which has achieved relatively good results since it was successively listed last year, but the current growth rate is indeed too slow compared with other car companies.
Second, Tesla is stable and rising, up 24% year-on-year
1. The fluctuations in the past six months are large
As the vanguard of the global pure electricity market, Tesla's performance in the domestic electric vehicle market is still good. In January, it achieved a sales result of 19,346 vehicles, up 24% year-on-year, and combined with the sales performance of nearly half a year, Tesla's sales have always ranked high, but the overall sales volume fluctuated greatly.
▲ Tesla sales changes from July 2021 to January this year
And Tesla is still relying on the Model 3 and Model Y two cars to drive sales, so combined with Tesla's vehicle pricing and other factors, Tesla is still the biggest winner in the current ranking of several companies.
2, increase production capacity will be the focus this year
At the end of last month, Tesla held a conference call to announce its 2021 annual report, and Musk said that Tesla will not update its product line this year, and the main task is to increase production capacity. Not surprisingly, in the first quarter of this year, Tesla will have 4 factories at the same time, which will further expand Tesla's production capacity and promote sales growth.
Three, 5 new cars entered the list Weilai fell out of the top ten camp
1. Changes in the pattern of Wei Xiaoli
In the sales ranking in January this year, the original Wei Xiaoli pattern changed slightly. Among them, Xiaopeng Automobile and Ideal Automobile entered the top ten, while Weilai Automobile was surpassed by Nezha Automobile and only ranked 13th. Moreover, in January, Weilai Automobile's sales withdrew from the 10,000-vehicle camp, with only 9652 vehicles.
▲Sales of new cars in January 2022
2, zero running, Nezha growth rapidly
In the fifteen sales ranking lists given by the Association of Automobiles, in addition to Wei Xiaoli, the new car camp, zero-run cars and Nezha cars are also on the list. And the growth of these two rising stars is very obvious, and the year-on-year growth is about three or four times. It can be said that after a whole year of accumulation last year, Nezha and Zero Run have opened up sales and are launching a sales offensive against Wei Xiaoli.
Fourth, the rise of independent brands is fierce, 6 entered the top ten of the list
1. The comprehensive rise of independent brands
In January, it can be said that independent brands have indeed risen in an all-round way. In addition to the top three, 6 of the top ten are self-owned brand car companies. Moreover, compared with last year, the sales of electric vehicles of various independent brand car companies have grown very fast.
It can be said that independent car companies have steadily grabbed most of the domestic electric vehicle market share.
▲Sales volume of independent brands in January 2022
2, Wuling growth is now weak
In this list, SAIC-GM-Wuling, which has dominated the list for many years, was squeezed out of the top of the list by BYD. And it is also the only car company among the fifteen car companies with negative year-on-year growth.
Therefore, it can be seen that SAIC-GM-Wuling's method of rushing high sales through ultra-low prices has not worked, so it will face new challenges in the future.
Fifth, the joint venture brand only Volkswagen rushed into the list, the highest doubled year-on-year
1. The ID. family has steadily opened up the market
In the January list, the joint venture brand was left with only North and South Volkswagen. Since September last year, the ID.series models have begun to explode, rising rapidly, and in November, the market share can basically be the same as that of individual car companies in the new car camp.
Judging from the sales volume in January, the models of the Volkswagen ID. series have great potential, and there is still a relatively large room for growth in the future.
▲Sales volume of the joint venture brand in January 2022
2. The remaining joint venture car companies are collectively left behind
In this list, other joint venture car companies have disappeared, mainly because most of the joint venture car companies are still mainly pushing oil and electricity products, and there is no ace pure electricity for sale so far.
In general, for a long time, the joint venture car companies will be at a disadvantage in terms of pure electricity.
Conclusion: The market pattern of electric vehicles is undecided
As carbon neutrality and carbon peaking become a growing global concern, the electrification of vehicles will accelerate the pace. New players continue to pour in, and the competition in the market segment will become more and more intense.
Last year's electric car track can be said to be chasing after each other, each one does not give in. Major companies are determined to get an extra piece of the market for electric vehicles that is getting bigger and bigger.
Judging from the situation that has just begun this year, it can be predicted that the current new energy market pattern is undecided, and new car companies or traditional car companies that have just launched the electric vehicle market still have the opportunity to seize market share.
Of course, as the competition in the entire electric market continues to advance, perhaps more dark horses will also break through in the near future.