According to the data of the Association of Passenger Vehicles, in January 2022, the national sales of new energy passenger vehicles were 342,500 units, an increase of 129.2% year-on-year. Stimulated by the decline of new energy subsidies, manufacturers promote the ordering of delivery vehicles by the end of 2021, and promote the sales volume of the new energy market to reach a new high during the year. Affected by the centralized delivery at the end of last year, sales in early January this year were weak, but sales in the second half of the year picked up significantly.
Sales of new energy passenger car companies in January
BYD automobiles sold more than 90,000 vehicles in a single month 5 products into the top 10 sales
BYD Auto sold 92,788 units in January, up 358.4% year-on-year. In the field of domestic new energy, BYD Automobile is still an absolute leading automobile enterprise. In January, BYD Auto's BYD Qin PLUS DM-i, BYD Song DM, BYD Dolphin, BYD Han EV and BYD Tang DM all entered the top 10 of new energy sales, accounting for 50%.
SAIC-GM-Wuling sold 29,723 units in January, down 1% year-on-year. From the perspective of year-on-year growth rate, SAIC-GM-Wuling in January is also the only automobile company among the top 17 automobile companies in new energy sales that has declined year-on-year sales. SAIC-GM-Wuling's current sales force is the Hongguang MINIEV, which still ranks first in the sales ranking of new energy models. Due to the extremely successful sales performance, Hongguang MINIEV's product strategy has been continuously imitated by its peers, and similar products are fiercely competitive. For example, Chery QQ Ice Cream, which has recently been listed with similar positioning to Hongguang MINIEV, has also entered the top 50 car sales. Driven by new product sales, Chery Automobile's new energy sales in January also hit a new high. In January, Chery Automobile sold 19,451 units, up 185.2% year-on-year.
In the field of new energy, Tesla China has always been concerned. In January, Tesla China sold 19,346 units, up 24.9% year-on-year. According to the data, Tesla China's production in January was as high as 68,117 units. Tesla China's current domestic production capacity is mainly used to meet overseas markets.
SAIC Motor Passenger Vehicles also maintained a good momentum, with batch sales of 16,400 units in January, up 22.6% year-on-year; terminal sales of 14,400 units, up 79.2% year-on-year and 34.9% month-on-month, continuing to consolidate the position of the domestic and global first camp. It is reported that in the whole year of 2021, SAIC's global sales of new energy for passenger cars ranked seventh in the world and fourth in China.
Geely's geometric and extreme krypton brands have seen a surge in sales
GAC Trumpchi, Geely Automobile and Great Wall Motor all entered the top 10 in January. Among them, GAC Trumpchi sold 16689 vehicles, an increase of 126.9% year-on-year; Geely Automobile sold 16,592 vehicles, an increase of 489.4%; Great Wall Motor sold 12,821 units, an increase of 25%; from the perspective of growth rate, Geely Automobile's sales of new energy models increased by more than 4 times, and its geometric A and Extreme Kr 001 sales have increased significantly.
In terms of joint ventures, SAIC Volkswagen, FAW-Volkswagen, BMW Brilliance, Beijing Benz and SAIC-GM all sold more than 3,000 new energy models. Among them, SAIC Volkswagen, FAW-Volkswagen and BMW Brilliance all sold more than 5,000 vehicles, selling 6,855, 5,505 and 5,224 vehicles respectively; Beijing Benz sold 3,643 new energy models in January, an increase of more than 8 times year-on-year, reaching 824.6%. From the perspective of sales composition, the sales of Mercedes-Benz EQC, Mercedes-Benz EQA and Mercedes-Benz EQB under Beijing Benz are still low, and the Mercedes-Benz E350eL accounts for 76%; SAIC-GM sold 3101 vehicles in January, an increase of 138.2% year-on-year.
Weilai Automobile ranked behind Xiaopeng Automobile, Ideal Automobile and Nezha Automobile
In January, Xiaopeng Automobile, Ideal Automobile, Nezha Automobile and other three new car-making enterprises entered the top 10 sales. In January, Xiaopeng Automobile sold 12,922 units, an increase of 114.8% year-on-year; Ideal Automobile sold 12,268 units, an increase of 128.1% year-on-year; Nezha Automobile sold 11,009 units, a year-on-year growth rate of 401.5%. Weilai Automobile sold 9,652 units in January, an increase of 33.6% year-on-year, ranking 12th behind Xiaopeng Automobile, Ideal Automobile and Nezha Automobile.
Domestic new energy passenger car sales ranking in January
In terms of models, the Hongguang MINIEV remained the highest-selling new energy model in January. In January, Hongguang MINIEV sold 26,682 units, up 3.5% year-on-year. From the perspective of growth rate, the sales growth rate of Hongguang MINIEV this month is significantly weaker than the market average. QQ Ice Cream is a model with a very similar positioning to the Hongguang MINIEV. QQ Ice Cream will be released on December 28, 2021. Only one month after its listing, QQ ice cream sales have nearly entered the top 10 of the new energy monthly rankings. In January, QQ ice cream sold 9984 units, ranking 8th. In addition to QQ ice cream, Chery's Chery eQ also entered the top 10 sales of new energy models. In January, Chery eQ sold 9,407 units, up 48.9% year-on-year.
BYD's advantages in the field of hybrid power are very obvious
In January, BYD Qin PLUS DM-i, BYD Song DM, BYD Dolphin, BYD Han EV, ANDD Tang DM, which entered the top 10 sales list, sold 18,449 units, 16,411 units, 10,602 vehicles, 10,051 vehicles, and 8,847 vehicles, respectively. From the model point of view, the highest-selling BYD Qin PLUS DM-i, BYD Song DM and BYD Tang DM are all hybrid (PHEV). ATD's current advantages in the field of hybrid power are very obvious.
In terms of new car-making forces, the Ideal ONE is the only model to enter the top 10 sales. In January, ideal ONE sold 12,268 units, up 128.1% year-on-year. It's worth noting that the Ideal ONE is also a hybrid (PHEV) model. At present, domestic hybrid (PHEV) has many technical directions. For example, the ideal ONE uses an extender, and the BYD DM is a dual-membrane technology. But no matter what direction, domestic hybrid (PHEV) has solved the product pain points of new energy models to a certain extent. This is perhaps the reason for the growing popularity of hybrid (PHEV) models in the country.
In addition to the ideal ONE, the monthly sales of models under the new car-making forces such as Xiaopeng P7, Nezha V, Zero-run T03 and WEILAI ES6 are more than 5,000 units. Among them, Xiaopeng P7, Nezha V and Zero Run T03 sold 6707 units, 6482 vehicles and 6007 vehicles respectively; Nio ES6 sold 5247 units this month, an increase of 92.9% year-on-year.
In January, Geely Automobile's geometric A and extreme krypton 001 sales increased significantly. In January, the Geometry A sold 3,585 units, up 4,680% year-on-year; the Extreme Kr 001 sold 3,530 units. In addition to Geely Automobile, the sales of Euler Good Cat under the self-owned great wall motor have also increased significantly. In January, Euler Good Cat sold 8612 units, an increase of 313.8% year-on-year. At the same time, SAIC Passenger Car Coleway CLEAR sales increased by more than 4 times this month. In January, CLARIC SOLD 6,198 units, up 420.4% year-on-year.